西电东送

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±800千伏青豫特高压工程青海段2025年度检修工作顺利完成
Zhong Guo Neng Yuan Wang· 2025-09-23 07:34
9月22日,青海-河南±800千伏特高压直流输电工程(下称青豫特高压工程)青海段2025年度集中检修工作顺利完成,这是该工程自投 运以来的第五次年检,为即将到来的冬季用电高峰提供可靠保障,进一步促进青海新能源高效开发和利用。 此外,本次年检首次规模化应用无人机进行输电线路接地线搭挂、盐灰密取样及仿线飞行等作业,切实提升数据采集精度和作业效 率。同时,对青南换流站智能巡检系统、阀厅红外双视系统进行维护及优化升级,进一步提升设备状态感知与缺陷识别精准率。 【责任编辑:王少晨 】 国网青海省电力公司检修人员开展青南换流站极Ⅱ低端换流变压器引线拆除工作。张朋/摄 国网青海省电力公司检修人员在青南换流站对换流变压器开展检修工作。张朋/摄 为全面掌握设备运行状态,确保大电网安全和电力可靠供应,国家电网公司每年安排对±800千伏青豫特高压工程开展年度集中检修。 此次工程青海段年检于9月15日启动,国网青海电力组织10个检修组、500余名检修人员对该工程送端站青南换流站及青海境内231公里直 流线路、433基铁塔进行全方位巡查检修,共涉及32个作业面,并同步对配套建设在青南换流站内的调相机工程1号、2号调相机组开展检 修,确 ...
青豫直流工程青海段完成2025年度检修
Xin Hua She· 2025-09-22 06:13
为确保大电网安全和电力可靠供应,国家电网公司每年都会对青豫直流工程开展年度集中检修。本次青 海段年检首次规模化应用无人机进行相关作业,切实提升数据采集精度和作业效率。同时,国网青海电 力组织各专业团队对青南换流站智能巡检系统等进行维护及优化升级。 新华社西宁9月22日电 记者从国家电网青海省电力公司获悉,9月22日,青海—河南±800千伏特高压直 流输电工程青海段2025年度集中检修工作顺利完成。这是该工程自投运以来的第五次年检,为即将到来 的冬季用电高峰提供可靠保障,进一步促进青海新能源高效开发和利用。 青豫直流工程是世界首条新能源远距离输送大通道,也是我国"西电东送"的重要输电通道。工程起于青 海省海南藏族自治州,止于河南省驻马店市,途经青海、甘肃、陕西、河南4省,线路全长超1500千 米。数据显示,工程自投运以来,已累计向河南输送清洁电能868亿千瓦时,相当于减少标准煤消耗 3906万吨、减排二氧化碳6423万吨。 (文章来源:新华社) ...
工业硅:逢高布空思路为主,多晶硅:短期情绪或有降温
Guo Tai Jun An Qi Huo· 2025-09-19 01:48
Report Summary 1. Investment Rating - The report suggests a strategy of shorting industrial silicon at high prices and indicates that the short - term sentiment for polysilicon may cool down [1]. 2. Core View - The report provides a comprehensive analysis of the fundamentals of industrial silicon and polysilicon, including price, volume, inventory, profit, and raw material costs, and also presents relevant macro and industry news [1][3]. 3. Summary by Directory 3.1 Fundamental Tracking - **Futures Market**: Si2511 (industrial silicon) had a closing price of 8,905 yuan/ton, with a change of - 60 yuan compared to T - 1, 165 yuan compared to T - 5, and 280 yuan compared to T - 22. Its trading volume was 475,698 lots, and the open interest was 285,052 lots. PS2511 (polysilicon) had a closing price of 53,205 yuan/ton, with a change of - 285 yuan compared to T - 1 and - 505 yuan compared to T - 5. Its trading volume was 198,758 lots, and the open interest was 122,834 lots [1]. - **Basis**: The spot premium or discount of industrial silicon and polysilicon showed different changes compared to different benchmarks. For example, the industrial silicon spot premium (against East China Si5530) was + 445 yuan/ton, with a change of 60 yuan compared to T - 1, - 15 yuan compared to T - 5, and - 330 yuan compared to T - 22 [1]. - **Price**: The price of Xinjiang 99 - silicon was 8,800 yuan/ton, up 50 yuan compared to T - 1, 200 yuan compared to T - 5, and 100 yuan compared to T - 22. The price of polysilicon - N - type re - feedstock was 52,600 yuan/ton, up 50 yuan compared to T - 1, 1,050 yuan compared to T - 5, and 5,600 yuan compared to T - 22 [1]. - **Profit**: The profit of silicon plants in Xinjiang (new standard 553) was - 2,366 yuan/ton, with a change of - 60 yuan compared to T - 1, - 165 yuan compared to T - 5, and 55 yuan compared to T - 22. The profit of polysilicon enterprises was - 14.1 yuan/kg, with a change of 0.4 yuan compared to T - 1, 0.7 yuan compared to T - 5, and 2.9 yuan compared to T - 22 [1]. - **Inventory**: The social inventory of industrial silicon (including warehouse receipt inventory) was 54.3 million tons, with an increase of 0.4 million tons compared to T - 5. The manufacturer inventory of polysilicon was 21.9 million tons, with an increase of 0.8 million tons compared to T - 5 [1]. - **Raw Material Costs**: The price of silicon ore in Xinjiang was 330 yuan/ton, with a decrease of 10 yuan compared to T - 5 and T - 22. The price of washed coking coal in Ningxia was 1,100 yuan/ton, unchanged compared to T - 1 and T - 5, and up 130 yuan compared to T - 22 [1]. 3.2 Macro and Industry News - The Ningxia - Hunan ±800 kV UHV DC transmission project was officially put into operation, which can transmit 36 - 40 billion kWh of clean electricity annually, meeting 1/6 of Hunan's electricity demand. Sungrow provided 1.27GW high - power string inverters for the Ningxia photovoltaic base of the project [1][3]. 3.3 Trend Intensity - The trend intensity of industrial silicon and polysilicon was both - 1, indicating a relatively bearish view [3].
打通西藏与广东,又一个超级工程来了
虎嗅APP· 2025-09-18 13:21
Core Viewpoint - The construction of the Tibet-Guangdong direct current project marks a significant step in energy transmission, enabling Tibet to supply 43 billion kilowatt-hours of electricity annually to the Guangdong province, which is crucial for meeting its growing energy demands [4][27]. Group 1: Energy Supply and Demand - Guangdong, as China's largest economy and industrial province, has an electricity consumption forecast of 912.1 billion kilowatt-hours for 2024, comparable to that of Japan [9]. - Despite having a generation capacity exceeding 700 billion kilowatt-hours, Guangdong faces a significant electricity shortfall, necessitating the expansion of nuclear power and reliance on "West-to-East Power Transmission" [10][15]. - The Tibet-Guangdong project will enhance energy supply, with the potential for Tibet to develop its vast hydropower resources, estimated at a theoretical annual generation capacity exceeding 1 trillion kilowatt-hours [19][21]. Group 2: Infrastructure and Economic Impact - The Tibet-Guangdong direct current project will span over 2,600 kilometers, utilizing advanced technology to deliver electricity with minimal latency [25][26]. - The project is expected to create over 100,000 jobs during peak construction, significantly impacting the local economy in Tibet [31]. - The total investment for the project is projected to reach 200 billion yuan, including direct investments and supporting infrastructure [30]. Group 3: Economic Growth and Development - Tibet, historically the weakest province in terms of GDP and population, is experiencing a turnaround with multiple large-scale infrastructure projects, including the 300 billion yuan Sichuan-Tibet Railway and the 1 trillion yuan Yarlung Tsangpo River hydropower project [40][42]. - Recent years have seen Tibet achieving the highest GDP growth rates in the country, indicating a shift in its economic trajectory [38]. - The combination of significant investments and infrastructure development positions Tibet to potentially escape its status as the weakest province economically [43][44].
首次横跨三大地理阶梯 藏粤直流工程启动建设
Xin Hua Wang· 2025-09-17 00:26
"依托藏粤直流工程,我国将攻克高海拔地区、千万千瓦级新能源基地安全并网、远距离送出和安全消 纳的世界级技术难题。"董言乐说。 [ 责编:袁晴 ] ——超高海拔。藏粤直流工程是西藏清洁电力送出的首条多端特高压柔性直流工程,全线近90%为山 地、30%为高山大岭。工程建设不仅要面临雪山冻土、地质灾害、环境保护及无人区作业等艰巨任务, 还面临4300米超高海拔直流输电新技术研发与成套新装备研制的世界级挑战。 ——超远距离。藏粤直流工程输电线路全长约2681公里,自西向东跨越西藏、云南、广西、广东四省 区,是我国首个跨过青藏高原、云贵高原和华南丘陵三级地理阶梯的特高压工程。 ——超大容量。藏粤直流工程额定输电容量为1000万千瓦,超过昆柳龙直流工程。2029年全面投运后, 藏东南清洁能源基地每年可向粤港澳大湾区送电超430亿千瓦时,可替代标煤消耗约1200万吨,减少二 氧化碳排放约3300万吨。 新华社广州9月16日电(记者吴涛、胡拿云)16日,藏东南至粤港澳大湾区±800千伏特高压直流输电工 程(藏粤直流工程)启动建设。这是我国"十四五"规划建设的跨省区输电重点工程和东西部能源输送大 动脉,也是我国首个跨越青藏高原 ...
直达湾区,又一条“能源大动脉”来了
Mei Ri Jing Ji Xin Wen· 2025-09-17 00:14
西藏作为国家"西电东送"的重要接续基地,水能、太阳能、风能资源丰富,能源优势得天独厚,开发潜力巨大。自2015年首次开 展"藏电外送"以来,西藏清洁能源外送电量累计达157.9亿千瓦时,为西藏创造经济效益超42亿元。 据广州日报消息,9月16日,世界规模最大的清洁能源基地直流送出工程、我国"十四五"规划建设的跨省区输电重点工程、能源输 送大动脉藏东南至粤港澳大湾区±800千伏特高压直流输电工程建设动员大会召开,标志着目前世界上输电能力最强、技术水平最先 进、投资规模最大的柔性直流输电工程启动建设。 藏粤直流工程依托西藏玉曲河、察隅曲、克劳龙河等流域"水风光一体化"清洁能源基地,在送端西藏昌都、林芝及受端广东广州、 深圳共建设四座±800千伏特高压换流站。送端两个换流站共汇集超过2000万千瓦清洁能源,受端两个换流站分散落点两大负荷中 心,为"再造一个新广东"提供坚强的绿色低碳能源保障,进一步推动全国能源资源优化布局跨入"全国一盘棋"新阶段。 解读:今年7月份,我国全社会用电量达1.02万亿千瓦时,同比增长8.6%,单月用电量首次突破1万亿千瓦时大关,创下全球纪录。 作为经济大省,广东1—7月全省全社会用电量5 ...
城市24小时 | 直达湾区,又一条“能源大动脉”来了
Mei Ri Jing Ji Xin Wen· 2025-09-16 16:04
Core Points - The construction mobilization meeting for the ±800 kV UHVDC project from Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area was held on September 16, marking the start of the world's largest flexible DC transmission project [1][4] - The project will connect four converter stations in Tibet and Guangdong, aggregating over 20 million kW of clean energy, providing a strong green low-carbon energy guarantee for the region [1][4] - The total investment for the project is approximately 53.2 billion yuan, with an additional investment of over 150 billion yuan for supporting clean energy infrastructure [4] Energy Demand and Supply - In July, Guangdong's electricity consumption reached 531.52 billion kWh, a year-on-year increase of 4.3%, with the highest load reaching 165 million kW, accounting for 11% of the national load [2][4] - The total electricity consumption in China for the year reached 1.02 trillion kWh in July, marking an 8.6% year-on-year increase [1][2] Economic Impact - The project is expected to create over 100,000 direct jobs during peak construction and significantly boost the upstream and downstream equipment industries [4] - Since 2015, the cumulative electricity export from Tibet has reached 15.79 billion kWh, generating over 4.2 billion yuan in economic benefits for the region [2] Strategic Importance - The UHVDC project is seen as a key move in optimizing national energy resource allocation, breaking regional barriers, and achieving precise alignment between resources and markets [4] - The project will enable the delivery of over 43 billion kWh of clean energy annually to the Greater Bay Area, equivalent to half the annual output of the Three Gorges Dam [4]
“蒙电”入苏 点亮美好图景
Zhong Guo Neng Yuan Wang· 2025-09-16 10:21
当内蒙古锡林郭勒草原的风吹动风机叶片,一股强劲的电流沿着1620公里的铁塔银线,穿越草原、山地与平原,最终汇入江苏大地的 电网脉络,驱动着当地经济社会的蓬勃发展。 江苏省兴化市千垛镇的秋日田间,虽不见春日油菜花海的烂漫,却藏着忙碌的生机。这片四面环水的垛田,既是"世界重要农业文化遗 产",也是国家重要的商品粮基地。"咱们这的垛田情况特殊,四面环水,灌溉排涝全靠泵站。从前用电紧张时,夜里总惦记着水泵会不会 停,一停,田里的苗可就受罪了。"千垛镇东罗村农户李文华的话,道出了往日农耕的焦虑。 截至9月15日,锡盟-泰州±800千伏特高压直流输电工程累计向江苏外送电量突破2000亿度,达2004亿度,相当于就地转化超6000万吨 标准煤、减少1.9亿吨二氧化碳排放,为江苏的农业丰收、工业升级、医药发展注入源源不断的动力,在东西部协同发展的画卷上,绘就浓 墨重彩的一笔。 澎湃电力赋能现代农业 充足电力保障产业发展 自2017年锡盟-泰州±800千伏特高压直流输电工程投运,日均输送的1亿度电能如甘霖般滋养这片土地,这样的焦虑便成了过去。随着 源源不断的电能输送到当地,供电公司开展农网改造,并对千垛镇等农业核心区的26座智 ...
架起空中"能源丝路"--来自新疆的调查
Jing Ji Ri Bao· 2025-09-15 04:42
在我国西部地区,新疆凭借得天独厚的能源禀赋,成为能源战略布局中的重要一环。新疆煤炭、太阳 能、风能储量均居全国前列,且与中东部地区存在时空与季节用电互补优势。自2010年"疆电外送"启动 以来,如今新疆电力已形成"两交三直"外送格局,电力"丝路"不仅点亮了千万个家庭,更为全国能源结 构转型注入新疆动能。 新疆这片广袤的土地上,蕴藏着极为丰富的能源资源。其中,查明煤炭储量4500亿吨,占全国的25%, 约占全国煤炭资源预测总量的40%;太阳能资源储量约为42亿千瓦,约占全国的26.9%;风能资源储量 约为10亿千瓦,约占全国的18%……它们如同一座座"富矿",为新疆的能源开发提供了强大底气。 皑皑雪峰下,一基基铁塔拔地而起、跨越山河,一条条银线凌空飞架、纵横千里。自2010年"疆电外 送"启动至今,新疆已建成"两交三直"5条外送通道,送电省份由7个增加至22个,外送电量累计超过 9400亿千瓦时。通过一条条电力"丝路",不仅将"光明"输送到千里之外,也将新疆的能源资源优势转化 为区域经济发展新动能。 搭建外送通道 2010年,新疆建成哈密—敦煌750千伏输变电工程,实现了新疆与全国电网的互联互通,标志着"疆电外 ...
新疆:“同心共舞”点亮万家灯火
Jing Ji Ri Bao· 2025-09-14 05:59
Core Insights - The Xinjiang region is experiencing significant development in its power transmission capabilities, particularly through the ±1100 kV Changji Converter Station, which enhances the efficiency of electricity transmission across multiple provinces [1][2] - The Jiquan DC project has successfully integrated various energy sources, including coal, wind, and solar power, with a growing proportion of renewable energy being transmitted [2] - The collaboration between local government and companies like TBEA has been crucial in advancing technology and supporting sustainable development in the energy sector [2][3] Group 1: Infrastructure and Technology - The Changji Converter Station is a key component of the Jiquan DC project, with a total line length of 3,293 kilometers and an annual electricity transmission capacity exceeding 62 billion kWh [1] - TBEA has developed the highest voltage level and most advanced technology in the industry with its ±1100 kV converter transformer, showcasing the company's leadership in the power transmission sector [2] - The company has overcome over 20 technical challenges related to converter valves and transformers, demonstrating its innovation capabilities [2] Group 2: Resource Utilization and Innovation - The transformation of crude oil into specialized transformer oil at PetroChina Karamay has addressed issues related to corrosion, heat dissipation, and insulation, significantly increasing the value of the product [3] - The development of dielectric cooling liquids by Karamay Petrochemical has extended the application of oil products, contributing to the local cloud computing industry [3] - The region is shifting from resource dependency to innovation-driven development, reflecting a broader trend of industrial transformation in Xinjiang [3]