中青报·中青网记者 宁迪 立夏后的新疆昌吉，气温已高达近35摄氏度。湛蓝的晴空下，车行进在新疆维吾尔自治区昌吉回族自治 州准东经济开发区，眼前出现了连片的银色高压铁塔。 5月15日，中青报·中青网记者参加"大国工程看新疆"主题采访活动时，走进国网新疆电力有限公司超高 压分公司昌吉换流站（以下简称"昌吉换流站"）。这里是我国自主设计建设的首个±1100千伏特高压直 流输电工程——昌吉-古泉±1100千伏特高压直流输电工程（以下简称"吉泉直流工程"）的源头，高耸矗 立的铁塔发出的电，正以0.01秒的极速，把电"闪送"给3293公里外的安徽宣城，相当于人眨眼的一瞬 间，电力已输送到安徽30次。6000多座特高压铁塔沿着新疆、甘肃、宁夏、陕西、河南、安徽六省 （区）建设，搭载高压线，架起了一条空中"电力天路"。 国网新疆 为什么新疆与千里之外的安徽"结缘"？记者了解到，新疆在全国能源资源开发中具有重要的战略地位， 煤炭资源总量、风能资源储量、太阳能年辐射总量均居全国前列。而华东地区经济发达，电力供需矛盾 突出、土地资源紧缺、大气环境压力巨大，迫切需要发展区外来电。 电力输送不比寻常，要24小时不间断输电，维持设备的安 ...

Core Viewpoint - The successful completion and operation of the 750 kV line project from Shapotou to Zhongning marks a significant milestone in the Ningxia to Hunan ±800 kV UHVDC transmission project, which is crucial for the country's energy development strategy [1][3]. Group 1: Project Overview - The Ningxia to Hunan ±800 kV UHVDC project is China's first high-voltage transmission line primarily designed to transport electricity from renewable energy bases located in desert and arid regions [3]. - The Shapotou to Zhongning converter station's 750 kV line is a key component that ensures the smooth commissioning of the converter station's AC system and serves as a core power transmission channel for future DC low-end power delivery [3]. Group 2: Construction Details - The construction of the Shapotou to Zhongning 750 kV line began on June 5, 2024, with a total length of 46.98 kilometers and the erection of 68 new towers, utilizing a mixed single and double circuit setup [5]. - The NG18 tower, reaching a height of 155.9 meters, set a new record for tower height in Ningxia's power construction history [5]. Group 3: Environmental and Operational Considerations - The project adheres to green construction principles, implementing environmental protection measures alongside construction to ensure ecological restoration, particularly in the fragile ecosystem at the edge of the Tengger Desert [5]. - The company plans to increase resource investment and enhance professional collaboration to expedite the construction of critical supporting projects, ensuring the timely operation of the Ningxia to Hunan ±800 kV UHVDC project [5].

Group 1 - Far East Smart Energy Co., Ltd. (Far East) announced a total contract order amount of 2.646 billion yuan for April 2025, including a smart grid cable contract worth 138 million yuan from State Grid Corporation [1] - In Q1 2025, Far East achieved operating revenue of 4.874 billion yuan, a year-on-year increase of 1.3%, and a net profit attributable to shareholders of 46 million yuan, up 84.65% year-on-year [1] - The company aims to drive growth through innovation, focusing on smart cable networks, smart batteries, and smart airport sectors, with the new contracts expected to positively impact future performance [1] Group 2 - National grid investment in China reached 608.3 billion yuan in 2024, a year-on-year increase of 15.3%, with expectations for 2025 to exceed 650 billion yuan [2] - Other cable companies, such as Ningbo Orient Cable and Wanma Co., also reported significant contract wins, indicating a broader trend in the industry [2][3] - The core drivers of grid investment in 2025 include national policy support, the push towards carbon neutrality, and technological innovations in smart grids and high-voltage transmission [3] Group 3 - The cable industry is facing pressure, with 11 out of 38 listed companies reporting net profits below 10 million yuan in Q1 2025, indicating a need for transformation [4] - Traditional cable manufacturers are accelerating their smart transformation, while emerging tech companies are entering the smart cable integration and solution space [4] - Far East plans to focus on smart cable networks, smart batteries/storage, and smart airports, aiming for approximately 30 billion yuan in revenue and 600 million yuan in net profit in 2025 [4] Group 4 - The rapid development of artificial intelligence and robotics is creating new growth opportunities for the cable industry, particularly in high-performance specialty cables [5] - Companies with core technology barriers in ultra-high voltage and smart cables, specialized firms focusing on high-end product development, and globally competitive leaders are expected to gain market advantages [5]

内蒙古是传统能源大区，也是新能源大区、绿色能源大区。2024年全区新能源新增装机4100万千瓦、总 装机1.35亿千瓦、发电量达2000亿千瓦时，实现了多个全国第一。随着新能源倍增行动深入实施，内蒙 古自治区新能源发展仍然处于快车道，第二、第三批新能源大基地、防沙治沙、蒙能保障性等大批新能 源项目需要加快接网。 精准运维 保障特高压安全稳定运行 紧抓快干 保障风电光伏基地项目接网 4月10日，在内蒙古自治区锡林浩特市，蒙东电力正在加快建设巴彦杭盖—胜利500千伏输变电工程，该 工程当前已完成全部基础浇筑作业。该工程投产后，能够进一步提高锡盟—泰州±800千伏特高压直 流、锡盟—山东1000千伏特高压交流输电通道的清洁电源输电效益，满足新增100万千瓦风电送出需 求。 巴彦杭盖—胜利500千伏输变电工程是"十四五"电力发展规划重点工程之一，承担着国家第一批大型风 光基地送出使命。蒙东电力涉及的第一批大型风光基地项目共3项，分别为鲁固直流外送400万千瓦风电 项目、锡盟特高压外送二期400万千瓦风光项目和伊穆直流外送岭东100万千瓦风光项目，目前所有项目 均已投运。在鲁固直流外送400万千瓦风电项目配套接网工程子 ...