西电东送

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电力变局:四川需求持续攀升 新藏西疆内蒙古外送电量大增
Di Yi Cai Jing· 2025-08-20 13:08
"西电东送"经过20年的发展,电力供应格局正在逐渐变化。随着产业发展和城镇化进程加快,作为西电 东送主要基地的四川省已经由"能源输出"向"送受并存"转变,而西藏、新疆和内蒙古等西部省份外送电 量持续增长。 四川用电需求持续攀升 8月5日,四川电网最大用电负荷攀升至7418.6万千瓦,这是今年入夏以来四川省最大用电负荷第4次刷 新历史纪录,较去年最高负荷6929万千瓦增长约7%,比2022年夏季四川高温限电时最高用电负荷的 5910万千瓦增长了25.5%。 在8月20日举行的"兴隆湖能源电力高峰对话"上,国网四川省电力公司总工程师胡朝华表示,"十四 五"以来,四川全省负荷、用电量分别增长超过47%和40%,为四川省GDP总量跃升并保持全国第五提 供了有力支撑。 曾光表示,对四川能源发展而言,"十五五"时期新老问题复杂交织,需在多重目标中寻求动态平衡,还 面临着诸多的风险挑战。 曾光称,一是总量不足的问题依然突出。初步预测今后一个时期四川电力需求仍将延续"十四五"刚性增 长态势,安全充裕、经济高效的能源供给还面临较大的压力。二是能源安全保障韧性依然不足。水电开 发接近尾声,火电建设面临多重矛盾,电力系统存量调节能 ...
电力变局:四川需求持续攀升,新藏西疆内蒙古外送电量大增
Di Yi Cai Jing· 2025-08-20 13:01
Group 1 - Sichuan has transitioned from being an "energy exporter" to a "dual supply and demand" model, with continuous growth in electricity exports from regions like Tibet, Xinjiang, and Inner Mongolia [1] - The maximum electricity load in Sichuan reached 74.19 million kilowatts, marking a 7% increase from last year's peak load of 69.29 million kilowatts and a 25.5% increase from the 2022 summer peak load of 59.10 million kilowatts [2] - Since the beginning of the 14th Five-Year Plan, Sichuan's electricity load and consumption have increased by over 47% and 40% respectively, supporting the province's GDP growth [2] Group 2 - The rapid growth in electricity demand has shifted Sichuan's energy development from a "tight balance" to a "dual shortage" situation, moving from a focus on hydropower to a more integrated approach involving wind and solar energy [3] - Sichuan is actively seeking to purchase electricity from outside the province to meet the growing demand, including imports from Gansu and Hubei [3] - The National Energy Administration predicts that national electricity consumption will grow at a rate of approximately 5.6% during the 14th Five-Year Plan and around 4.3% during the 15th Five-Year Plan [4] Group 3 - Inner Mongolia is the largest electricity-generating province in China, with a projected total generation of 817.97 billion kilowatt-hours in 2024, accounting for 8.69% of the national total [6] - Xinjiang's electricity generation is expected to reach approximately 531.32 billion kilowatt-hours in 2024, ranking fifth in the country, with significant contributions from renewable energy sources [6] - By the end of 2024, Xinjiang's renewable energy generation is expected to reach 116.16 billion kilowatt-hours, a 30.7% increase year-on-year, making it the primary source of electricity generation in the region [6] Group 4 - Inner Mongolia plans to add 40 million kilowatts of new renewable energy capacity and exceed 100 billion kilowatt-hours in electricity exports [7] - Tibet has significant potential for hydropower development, with a new project expected to generate substantial electricity for export while also meeting local demand [7] - Since 2015, Tibet has exported a cumulative total of 15.79 billion kilowatt-hours of clean energy, generating over 4.2 billion yuan in economic benefits [7]
青矩技术25H1营收、净利双增 在手订单余额超29亿元
Quan Jing Wang· 2025-08-20 11:25
Core Insights - Qingju Technology (836208.BJ) reported a revenue of 351 million yuan for the first half of 2025, marking a year-on-year increase of 2.39%, and a net profit attributable to shareholders of 65.7 million yuan, up 0.56% from the previous year [1] - The company signed new business contracts worth 658 million yuan during the same period, representing a growth of 29.50% year-on-year, with a backlog of orders reaching 2.932 billion yuan, an increase of 2.56% from the beginning of the year [1] Revenue and Profit Growth - The company's core business, which includes full-process engineering consulting services, generated revenue of 338 million yuan, reflecting a year-on-year growth of 4.53% [1] - The non-recurring net profit reached 63.7 million yuan, with a year-on-year increase of 6.71% [1] Strategic Client Acquisition - Qingju Technology successfully entered the consulting intermediary agency library of several strategic clients, including China Rare Earth Group and China Agricultural Bank, contributing to a new contract amount increase of 143.7 million yuan, or 28.79% [2] Second Growth Curve Development - The company is developing a second growth curve through its engineering management technology service ecosystem, leveraging data and algorithms to provide investment control platforms and smart cost estimation robots [3] - Despite a temporary decline in revenue from the "one circle" business, new contracts in this segment increased by 47.38% year-on-year, with non-construction party contracts making up 91.84% of the total [3] Technological Innovation and AI Integration - Qingju Technology has established a strategic partnership with Beijing Future Intelligent Technology Co., focusing on the application of AI in engineering management and consulting [4] - The self-developed "AI Smart Engineering Audit Platform" has shown promising results in practical applications and was recognized as a typical case in the field of AI at the Zhongguancun Forum [4] ESG and Corporate Governance - The company achieved a comprehensive ESG rating score of 8.27, ranking first among all companies listed on the Beijing Stock Exchange and receiving an AA rating for its performance in environmental, social, and governance aspects [5] - The board and executive team underwent a restructuring, increasing the number of members and incorporating AI experts, which enhances the company's governance and strategic direction [5] Competitive Advantages - As a leading enterprise in the industry, Qingju Technology possesses competitive advantages in talent development, client resources, and geographic distribution, positioning it for potential performance and valuation growth in 2025 [6]
“光”映塞上亮三湘!“风光”变成“真金白银” “西电东送”电网已成形
Yang Shi Wang· 2025-08-20 09:24
Core Points - The "Ningdian Ru Xiang" project is a key initiative under China's 14th Five-Year Plan for power development, representing the first approved ultra-high voltage transmission corridor primarily for renewable energy from the "Shagao Desert" wind and solar base [1][25] - The project officially commenced operations on August 20, following a successful trial run and has the capacity to transmit up to 4 million kilowatts of power [1][3] Group 1: Project Overview - The "Ningdian Ru Xiang" project serves as a green power "highway," facilitating the transmission of clean energy from Ningxia to Hunan [3][12] - The ultra-high voltage direct current (UHVDC) line spans 1,616 kilometers, connecting multiple provinces and significantly enhancing energy distribution [14][21] - The project is expected to deliver over 36 billion kilowatt-hours of clean electricity annually to Hunan, with more than half of this being renewable energy [9][25] Group 2: Energy Generation and Impact - The energy transmitted is generated from over 4.4 million solar panels, with the capacity to meet the annual electricity needs of 3 million households [9][12] - The project transforms Ningxia's abundant wind and solar resources into tangible economic benefits, supporting the growth of the renewable energy industry [12][27] - The ultra-high voltage transmission system minimizes energy loss, with a transmission time of just 0.005 seconds over long distances [7][18] Group 3: Strategic Importance - The project is part of a broader strategy to enhance energy security in Hunan, which has faced challenges due to insufficient local energy resources [23] - It contributes to the formation of a robust external electricity supply network in Hunan, which now relies on external sources for over 25% of its electricity [23][29] - The ongoing development of ultra-high voltage projects is a significant trend in China's energy infrastructure, with over 41 projects completed since the 13th Five-Year Plan [25][27]
总里程已突破5万公里!“十四五”期间我国特高压工程加快建设
Yang Shi Xin Wen Ke Hu Duan· 2025-08-20 04:49
Core Viewpoint - The "Ningdian into Hunan" project is a key initiative in China's 14th Five-Year Plan for power development, accelerating the construction of UHV projects and promoting green energy development in the country [1][5]. Group 1: UHV Project Development - Since the beginning of the 14th Five-Year Plan, significant UHV projects such as "Longdian into Shandong" and "Xinjiang into Chongqing" have been put into operation, with the "Ningdian into Hunan" project recently commencing power transmission [1]. - The State Grid has completed and put into operation over 41 UHV projects, with a total transmission capacity exceeding 350 million kilowatts, representing a 30% increase from 270 million kilowatts at the end of the 13th Five-Year Plan [1][3]. Group 2: Investment and Infrastructure - During the 14th Five-Year Plan period, total investment in UHV projects in China has exceeded 380 billion yuan, with 19 UHV projects under construction [5]. - The total length of UHV projects in China has surpassed 50,000 kilometers, equivalent to more than one lap around the Earth's equator [5]. Group 3: Clean Energy Integration - A notable trend in China's UHV construction is the establishment of UHV projects originating from clean energy bases in regions such as Southwest and Shale Gas areas, with over 60% of UHV projects connected to clean energy sources [3]. - The scale of renewable energy connected to operational UHV projects has exceeded 1.3 billion kilowatts [3].
电擎绿脉润山河——南方电网为美丽中国建设注入澎湃动能
Zhong Guo Dian Li Bao· 2025-08-18 07:22
当乌东德水电站的清洁电能沿着昆柳龙直流工程跨越1452千米汇入粤港澳大湾区,当阳江海域的海上风 机把海风转化为绿电,当深圳虚拟电厂聚合的分布式资源秒级响应电网调度——中国南方电网有限责任 公司(以下简称"南方电网")以新型电力系统的创新实践,在南方五省区织就一张贯通东西、联结山海 的绿色能源网。 这张网,既是"西电东送"的"能源动脉",也是风光储协同的"智慧中枢",更是生态保护与经济发展同频 共振的"协调纽带"。 今年是绿水青山就是金山银山理念提出20年。20年来,南方电网坚决落实党中央决策部署,全力践 行"两山"理念,以电为擎、以绿为脉,推动新型电力系统和新型能源体系建设取得实质性突破,为生态 文明建设注入了澎湃动能。 "西电东送"架起"绿能桥梁" 能源资源与负荷中心的逆向分布,曾是制约区域协调发展的瓶颈。2002年南方电网应运而生,扛起"西 电东送"南通道建设重任。彼时,广东经济高速增长却面临"能源之渴",滇、桂、黔丰富的水电资源 则"待字闺中"。 "储能缓冲"让电网运行更稳定。粤港澳大湾区和北部湾经济区,9个千万千瓦级抽水蓄能电站加速建 设,投产后年消纳清洁能源244亿千瓦时;在深圳,1200万千瓦虚拟 ...
卡麦换流站550kV GCB设备特殊交接试验一次通过
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-17 22:06
Core Viewpoint - The successful completion of the 740kV withstand voltage test for the 550kV GCB equipment at the Kamei Converter Station marks a significant milestone in China's "West-East Power Transmission" strategy, demonstrating the capability of high-altitude power engineering [1][3]. Group 1: Project Overview - The Kamei Converter Station, located at an altitude of 3720 meters, is a critical hub for the Jinshang-Hubei ±800kV UHVDC project, facing extreme environmental challenges such as thin air and strong ultraviolet radiation [1]. - The installation team from Xi'an Xidian Electric Switchgear Co., Ltd. (West Electric) has shown exceptional professionalism and responsibility since the project's commencement on May 28 [1][2]. Group 2: Installation and Testing Process - The installation team implemented a scientifically structured installation schedule, ensuring that all insulation components were free of foreign materials and met cleanliness standards [2]. - A "new generation smart installation control platform" was utilized for digital monitoring and standardized management throughout the entire process, significantly reducing human error and enhancing efficiency and safety [2]. - A six-level dust prevention system was established to maintain a clean environment for the equipment, including mobile dust prevention shelters and real-time monitoring systems [2]. Group 3: Equipment Performance - The 550kV GCB equipment was specially designed for high-altitude conditions, featuring optimized components and intelligent mechanisms, successfully passing extreme type tests [2]. - The successful completion of the 740kV withstand voltage test not only validated the equipment's performance in extreme conditions but also confirmed its readiness for live operation [3]. Group 4: Strategic Importance - The achievement at the Kamei Converter Station represents a major technological breakthrough for West Electric in high-altitude power construction, reflecting the commitment of Chinese power builders to national strategic responsibilities [3].
浙江今夏首次实现向全国七大区域购电
Zheng Quan Shi Bao· 2025-08-15 17:52
Core Insights - Zhejiang Province has achieved a significant milestone by purchasing electricity from seven major regions across the country, with an additional 4.4 million kilowatts of long-term external power resources [1] - Since the peak summer demand began on June 15, the ultra-high voltage power grid in Zhejiang has received over 30 billion kilowatt-hours of electricity, accounting for 68.8% of the province's external power supply [1] - During peak usage periods, the ultra-high voltage transmission has supported 27% of the province's electricity load, playing a crucial role in facilitating high-quality economic development [1] Group 1 - The three ultra-high voltage direct current projects for "West-to-East Power Transmission" in Zhejiang have entered full-load operation as of early August, efficiently delivering clean energy from the western regions [1] - The three converter stations in Jinhua, Shaoxing, and Qiantang River have been operating at full capacity during evening peak hours for 42 days, with a total electricity delivery exceeding 20 billion kilowatt-hours over 55 days [1] - The average daily stable electricity delivery from these stations has surpassed 350 million kilowatt-hours [1]
又一个千亿级工程,落地西藏
3 6 Ke· 2025-08-12 02:05
Core Insights - Two major infrastructure projects have commenced in Tibet within a month, highlighting the region's strategic importance as a national defense barrier and a key water resource [1][2] Group 1: New Tibet Railway - The New Tibet Railway Company was established on August 7, with a registered capital of 95 billion RMB, fully owned by China National Railway Group [3] - The railway will connect Xinjiang Hotan to Tibet Lhasa, spanning 1980 kilometers and is considered the fourth railway into Tibet [4][7] - The project has a long planning history, with initial proposals dating back to 2004, and aims to start construction by 2025 with an estimated investment of around 400 billion RMB [5][8] Group 2: Yarlung Tsangpo River Hydropower Project - The Yarlung Tsangpo River downstream hydropower project officially broke ground on July 19, with a total investment of approximately 1.2 trillion RMB, planning to construct five hydropower stations [10] - The project is expected to have an installed capacity of 60 million kilowatts and an annual power generation of about 300 billion kilowatt-hours, equivalent to three Three Gorges dams [11] - The hydropower project is strategically significant for controlling water resources, supporting China's dual carbon goals, and enhancing regional economic cooperation with South Asian countries [12][13] Group 3: Economic Impact - The Yarlung Tsangpo hydropower project is projected to generate over 20 billion RMB in annual fiscal revenue for Tibet, reducing reliance on transfer payments [14] - The projects are expected to stimulate economic growth, expand domestic demand, and develop upstream and downstream industries, with a total investment exceeding one trillion RMB [14]
宁夏3条“大动脉”上半年外送电量创新高
Ke Ji Ri Bao· 2025-08-07 00:57
Core Insights - Ningxia's electricity export volume reached a record high of 46.632 billion kilowatt-hours in the first half of the year, a year-on-year increase of 6.8%, with renewable energy accounting for 28% of the total [1] - The three major electricity export channels in Ningxia, namely Yindong DC, Lingshao DC, and Zhongheng DC, have been operating at high loads to ensure reliable power supply to East, North, and Central China [1][2] - Since the launch of the first electricity export channel in 2011, Ningxia has cumulatively exported over 833.8 billion kilowatt-hours, significantly contributing to carbon emission reductions and energy structure optimization [2] Electricity Export Performance - Ningxia's electricity export volume for the first half of the year was 46.632 billion kilowatt-hours, with a 6.8% increase compared to the previous year [1] - Renewable energy accounted for 28% of the total electricity exported [1] - The Yindong DC operated at full load for over 86 hours, delivering 1.737 billion kilowatt-hours to Shandong, while Lingshao DC operated at 95% capacity for 17.5 hours, supplying 3.3 billion kilowatt-hours to Zhejiang [1] Environmental Impact - The cumulative electricity export since 2011 is equivalent to the conversion of 330 million tons of standard coal, resulting in a reduction of 831.3 million tons of CO2, 22.679 million tons of particulate matter, and 12.507 million tons of nitrogen oxides [2] - This reduction has significantly decreased fossil energy consumption and carbon emissions in recipient areas, contributing to national energy transition and carbon neutrality goals [2] Operational Efficiency - The company focuses on enhancing the energy utilization rate of DC channels and has established a comprehensive operational maintenance and cross-regional power supply system [2] - A "four-in-one" operational maintenance guarantee system has been developed, incorporating daily inspections, special inspections, and professional inspections [2] - The company employs a combination of manual inspections, video remote monitoring, and drone inspections to ensure the long-term safe and stable operation of the three major DC projects [2]