转自：黑龙江日报 （来源：黑龙江日报） 本报讯（岳宏巍 徐镜然 记者郭俊峰）日前，大兴安岭500千伏输变电工程在松岭区正式开工建设。 作为全国最北的超高压电网建设项目，工程从2023年启动谋划，历经两年的调研、规划与筹备，正式破土动 工，也标志着全省北部地区电网升级改造迈入全新阶段。该重点工程，承载着补强我省北部电网、促进新能 源发展的重任，为大兴安岭地区高质量发展注入强劲电力引擎。 此次开工的500千伏输变电工程，是我省500千伏骨干网架向北延伸的核心节点工程，工程将新建500千伏变电 站1座，配套建设相应500千伏输电线路，全程穿越高寒林区与冻土区域，施工中需攻克极寒防冻、冻土维 稳、生态保护等多项寒地建设难题。工程建成投运后，不仅能大幅提升大兴安岭地区供电可靠性与供电质 量，保障林区居民冬季供暖、生产生活的用电刚需，更能释放区域新能源消纳潜力，为林区经济发展提供稳 定电力保障。 极寒条件下架设的输电线路。本报记者 郭俊峰摄 ...

Investment Rating - The report maintains a "Positive" investment rating for the non-ferrous and steel industry [5]. Core Insights - The phenomenon of gold, copper, aluminum, and iron equities lagging behind commodity prices is expected to change, with market expectations for mid-term price increases strengthening as commodity prices reach new highs [7][11]. - The gold sector is anticipated to benefit from rising commodity prices and inflation expectations due to a decline in non-farm employment, which has increased the likelihood of interest rate cuts [7][11]. - The copper sector is viewed positively due to the demand for traditional power grid upgrades, which is expected to support copper consumption and create a supply-demand imbalance favoring copper prices [12]. - The aluminum sector is expected to see price increases following the closure of the Mozal aluminum plant and the high copper-aluminum price ratio, which is likely to drive demand for aluminum as a substitute for copper [13]. - The steel sector is poised to benefit from the introduction of export license management for certain steel products, which may encourage a shift towards higher value-added product exports [14]. Summary by Sections Steel Market Overview - Supply and demand fundamentals are weak in the off-season, but steel profitability is showing signs of recovery [15]. - Iron output has slightly decreased, while steel demand has shown marginal improvement, with rebar consumption increasing by 2.73% week-on-week [20]. - Overall steel prices have seen a slight increase, with the rebar price rising to 3345 CNY/ton, reflecting a week-on-week increase of 0.87% [33]. New Energy Metals - Lithium carbonate production in November 2025 saw a significant year-on-year increase of 84.78%, indicating strong supply growth in the new energy sector [37]. - The demand for new energy vehicles remains robust, with production and sales of new energy passenger cars in October 2025 showing year-on-year growth of 19.94% and 18.65%, respectively [41]. Price Trends - The report notes a general increase in metal prices, with lithium and cobalt prices rising significantly, while nickel prices have shown mixed trends [46].

转自：草原云 丰州220千伏输变电工程新建1座变电站，新建3台主变压器（每台容量为180兆伏安）。腾飞220千伏变 电站投运后，可成功连接7座变电站，打通玉泉220千伏变电站、哈达110千伏变电站、保全110千伏变电 站投运送电"最后一公里"。 项目自开工以来，建设方及项目参建人员持续优化施工方案，将标准化建设与精益化管理深度融合，实 现了工程质量与建设进度双提升。下一步，呼和浩特市将以此工程投运为契机，持续推进电网升级改 造，优化电网结构，提升电网智能化、绿色化水平，为首府经济社会发展注入强劲电力动能。 12月20日，记者从内蒙古电力集团获悉：随着腾飞220千伏变电站启动，丰州220千伏输变电工程于近日 投运。这标志着呼和浩特市核心区域电网结构实现质的跃升，为首府高质量发展注入强劲动能。 内蒙古日报·草原云记者：杨威 丰州220千伏输变电工程。 ...

未来，永年区供电公司将继续以用户满意为目标，以项目建设为支撑，为区域经济社会高质量发展提供 更加坚实的电力保障。（曹艳 刘昂） 在走访调研过程中，该公司工作人员深入企业，与用户面对面交流，详细了解用电需求、供电质量及服 务满意度。在走访过程中，发现生产高峰期，电力负荷较大，亟需更加可靠的电力保障。该公司计划通 过电网升级改造和新增变电站建设，全面提升区域供电能力。 魏庄变电站建设作为永年区电网升级改造的重点项目，是解决区域供电瓶颈、优化电力资源配置的关键 举措。该公司高度重视该项目的实施，多次召开专题会议，研究部署建设方案，确保项目按计划高质量 完成。目前，项目已进入设备调试阶段，各项工作正有序推进，预计本月底正式投运。魏庄变电站建成 后，将有效缓解区域供电压力，提升电网运行效率，为周边企业和居民提供更加稳定、可靠的电力保 障。同时，该变电站还将为永年区未来经济发展预留充足的电力容量，为招商引资和产业升级提供强有 力的电力支撑。 永年区供电公司近期组织开展了用户走访调研活动，并加快推进魏庄变电站建设，以实际行动助力区域 经济发展和民生改善，为永年区电力事业高质量发展注入新动能。 ...

随着气温逐渐降低，冬季用电高峰来临。为保障群众温暖过冬与生产用电，多地电力部门加快推进电网升级改造和应急维护工作。 0:00 12月6日，在山东临沂兰陵县，山东开阳500千伏变电站及2条220千伏配出线路工程成功送电。 国网山东省电力公司兰陵县供电公司发展建设部副主任 赵飞：该工程投运后，将进一步优化临沂电网架构，提高供电能力，增强供电可靠性，有效满足临 沂中西部地区用电负荷快速增长需求。 责编：黄之安、卢思宇 开阳输变电工程于2024年8月开工，新建500千伏线路1.431千米。工程投运后，将有效满足临沂中西部地区350万居民生活、生产用电及重点产业发展需求， 提升冬季用电高峰时段的电力接收能力。 在江苏常州新北区，220千伏卞墅变电站日前完成综合自动化改造后成功送电，进一步优化常州电网供电可靠性。 国网常州供电公司电力调度控制中心主任 陈辉：该变电站是我们常州电厂唯一的220千伏电力送出通道，本次改造提升了变电站的自动化设备健康运行水 平，为毗邻的新能源汽车产业集群制造升级提供了电力保障。 受寒潮影响，新疆塔城地区多地断崖式降温，局地出现风吹雪，极易造成供电线路覆冰，影响供电安全。特殊的地理环境和气候条件 ...

央视网消息：随着气温逐渐降低，冬季用电高峰来临。为保障群众温暖过冬与生产用电，多地电力部门加快推进电网升级改造和应急维护工 作。 12月6日，在山东临沂兰陵县，山东开阳500千伏变电站及两条220千伏配出线路工程成功送电。 国网山东省电力公司兰陵县供电公司发展建设部副主任赵飞介绍，该工程投运后，将进一步优化临沂电网架构，提高供电能力，增强供电可靠 性，有效满足临沂中西部地区用电负荷快速增长需求。 开阳输变电工程于2024年8月开工，新建500千伏线路1.431千米。工程投运后，将有效满足临沂中西部地区350万居民生活、生产用电及重点产 业发展需求，提升冬季用电高峰时段的电力接收能力。 在江苏常州新北区，220千伏卞墅变电站日前完成综合自动化改造后成功送电，进一步优化常州电网供电可靠性。 受寒潮影响，新疆塔城地区多地断崖式降温，局地出现风吹雪，极易造成供电线路覆冰，影响供电安全。特殊的地理环境和气候条件给这里的 输电线路运维带来难度。 国网常州供电公司电力调度控制中心主任陈辉介绍，该变电站是常州电厂唯一的220千伏电力送出通道，本次改造也是提升了变电站的自动化 设备健康运行水平，为毗邻的新能源汽车产业集群制造升 ...

在江苏常州新北区，220千伏卞墅变电站日前完成综合自动化改造后成功送电，进一步优化常州电网供 电可靠性。 国网常州供电公司电力调度控制中心主任 陈辉：该变电站是我们常州电厂唯一的220千伏电力送出通 道，本次改造提升了变电站的自动化设备健康运行水平，为毗邻的新能源汽车产业集群制造升级提供了 电力保障。 受寒潮影响，新疆塔城地区多地断崖式降温，局地出现风吹雪，极易造成供电线路覆冰，影响供电安 全。特殊的地理环境和气候条件给这里的输电线路运维带来难度。这两天，国网塔城供电公司输电运检 中心在220千伏铁额线88号—89号铁塔区段开展了带电作业，消除线路安全隐患，保障了冬季极端天气 下的电网稳定，让群众温暖过冬。 (责任编辑：王擎宇) 随着气温逐渐降低，冬季用电高峰来临。为保障群众温暖过冬与生产用电，多地电力部门加快推进电网 升级改造和应急维护工作。 12月6日，在山东临沂兰陵县，山东开阳500千伏变电站及2条220千伏配出线路工程成功送电。 国网山东省电力公司兰陵县供电公司发展建设部副主任 赵飞：该工程投运后，将进一步优化临沂电网 架构，提高供电能力，增强供电可靠性，有效满足临沂中西部地区用电负荷快速增长需求。 ...

Group 1 - The rapid growth of charging facilities for electric heavy-duty trucks has been observed this year, particularly in logistics hubs like Fujian and Zhejiang, leading to a new trend of converting traditional trucks to electric, which is expected to drive a new round of investment in the power grid amounting to hundreds of billions [1] - In Fujian's Fuzhou Jiangyin Port area, there has been a significant surge in demand for new energy heavy trucks, with drivers reporting substantial cost savings when switching from fuel to electric [1] - Local authorities are constructing a series of 400 kW dual-gun DC charging stations, with plans to open the largest freight charging station in December, which will support simultaneous charging for 40 heavy-duty trucks and logistics vehicles [3] Group 2 - In Hangzhou, the promotion of the "oil-to-electric" transition for heavy trucks is underway, with charging stations recently upgraded to provide energy for over 100 heavy trucks daily, offering significant mileage coverage and preferential electricity pricing [5] - There are special electricity pricing support policies in place, allowing for lower rates compared to commercial electricity prices and waiving basic electricity fees to encourage the transition to electric trucks [6] - As of now, over 40 charging and battery swapping routes have been established in China, with more than 5,000 electric heavy truck charging stations and over 1,200 battery swapping stations, indicating a significant increase in charging infrastructure [6]

Core Viewpoint - The article highlights the ongoing efforts in the power grid's autumn inspection, focusing on maintenance and upgrades to ensure the stability and safety of the electricity supply during the winter peak demand period [1][2][3]. Group 1: Equipment Maintenance and Upgrades - The 220 kV Dazhulian Substation is undergoing significant upgrades, including the replacement of aging circuit breakers to enhance operational reliability and safety [2][3]. - The maintenance process involves careful disassembly of old equipment and precise installation of new devices, emphasizing the importance of accuracy to prevent operational issues [2]. - The overall upgrade project at the substation is expected to last about one month, with completion aimed by the end of the year, significantly improving the reliability of the equipment [3]. Group 2: Transmission Line Inspections - Transmission lines are described as the "arteries" of the power grid, with inspection teams actively monitoring for potential hazards during the autumn inspection [4][6]. - The use of drones has improved inspection efficiency in many areas, although some regions still require manual inspections due to specific constraints [6]. - Inspectors are dedicated to ensuring the stability of transmission lines, conducting daily inspections over several kilometers, and addressing safety hazards such as overgrown branches [6]. Group 3: Distribution Network Enhancements - The company is focusing on upgrading the distribution network to enhance power supply capabilities, particularly in rural areas experiencing increased electricity demand due to agricultural development [7]. - A new transformer with a capacity of 100 kVA is being installed to support local development, with plans for additional infrastructure including 1.3 kilometers of new 10 kV lines and eight new transformers totaling 800 kVA [7]. - The upgrades aim to improve power reliability and support rural revitalization efforts, ensuring a brighter and more comfortable living environment for residents [7].

Core Viewpoint - The company is enhancing the reliability of the power grid in Henan province through various measures, ensuring stable electricity supply during the winter season [1][2][3]. Group 1: Maintenance and Safety Measures - The company has scheduled 234 autumn maintenance tasks, including key projects like the annual inspection of the 500 kV Shaoling phase-shifting station and the comprehensive maintenance of the 500 kV Cangjie substation [1][2]. - Emphasizing safety, the company prioritizes experienced personnel for high-risk operations, ensuring strict adherence to standardized procedures and comprehensive supervision of high-risk processes [2]. Group 2: Infrastructure Upgrades - The company has actively participated in the planning and execution of new and expanded projects, ensuring high-quality engineering and successful commissioning of 18 new and expanded projects, which strengthens the capacity and structure of the Henan power grid [2]. - The successful commissioning of the Wanghe substation marks the 54th 500 kV substation in Henan, pushing the total capacity of the 500 kV grid to over 100 million kVA, enhancing the backbone network for reliable power supply [3]. Group 3: Operational Monitoring - In response to potential severe winter weather, the company is implementing advanced monitoring techniques to ensure the safe and stable operation of substations, utilizing data from various sensors to inform maintenance strategies [3].