中新网广州1月4日电(王华蓝旺)中国南方电网公司4日消息，2025年南方电网西电东送电量创历史新 高，达2616亿千瓦时。 "作为西电东送直流通道的运维主体，我们以电力保供定生产计划，以停电窗口定检修项目，今年度夏 期间通道可用率创历史新高，等效停电时间降至5小时，同比下降80%。"南方电网超高压公司生技部总 经理冯鸫表示，2025年，南网超高压公司累计开展26次直流在线检修和153次带电作业，减少通电停电 时间超350小时。 2025年迎峰度夏期间，南方电网西电东送超过1/3的直流输电通道保持全天满负荷送电，单日送电量最 高超过11.5亿千瓦时。 据了解，2025年，南方电网西电东送通道累计输送跨经营区电力互济电量超64亿千瓦时，下半年通过现 货市场增送电量达251亿千瓦时；南方电网经营区域(五省区)清洁能源发电量9503亿千瓦时，占比达到 58%，同比增加4个百分点。(完) （文章来源：中国新闻网） 据介绍，在没有新增外送通道的情况下，南方电网西电东送电量创新高主要动能是：电量创新高源于供 需两端协同发力、数字技术和精细化运维挖掘送电潜力、大市场促进清洁能源跨省跨区消纳。 其中，在供给侧，2025年中国西 ...

Core Insights - Southern Power Grid's electricity transmission from the west to the east is projected to exceed 2,616 billion kilowatt-hours in 2025, marking a historical high and an increase of 311 billion kilowatt-hours compared to 2020 [1] - During the 14th Five-Year Plan period, the cumulative electricity transmission reached 11.4 trillion kilowatt-hours, significantly contributing to the reduction of coal consumption by 330 million tons and carbon dioxide emissions by 860 million tons [1] Group 1: Supply and Demand Dynamics - The increase in electricity transmission is attributed to coordinated efforts on both supply and demand sides, with hydropower generation in Yunnan growing approximately 6% year-on-year and renewable energy generation increasing about 14% in 2025 [1] - The Guangdong-Hong Kong-Macao Greater Bay Area's digital economy and advanced manufacturing sectors are driving a rigid growth in electricity demand, with Guangdong becoming the first province in China to exceed a peak load of 160 million kilowatts [1] Group 2: Operational Efficiency and Technological Advancements - The Southern Power Grid has achieved a historical high in the availability of its direct current transmission channels during the summer peak, with equivalent outage time reduced to 5 hours, an 80% decrease year-on-year [1] - In 2025, the company conducted 26 online maintenance operations and 153 live-line work sessions, reducing power outage time by over 350 hours [1] Group 3: Market Integration and Clean Energy Utilization - Over one-third of the direct current transmission channels maintained full-load operation during the summer peak, with a single-day transmission peak exceeding 1.15 billion kilowatt-hours [2] - The establishment of a unified national electricity market has facilitated cross-regional electricity transactions, with over 6.4 billion kilowatt-hours of inter-regional electricity delivered in 2025 [2] - Clean energy generation in the Southern Power Grid's operational area reached 950.3 billion kilowatt-hours, accounting for 58% of total generation, an increase of 4 percentage points year-on-year [2] Group 4: Challenges and Future Strategies - The high penetration of renewable energy presents new challenges for electricity supply security, prompting the Southern Power Grid to leverage market mechanisms for supply support and to conduct flexible inter-provincial trading [2] - The company plans to enhance emergency dispatching and coordination of inter-provincial electricity resources, while also utilizing pumped storage, new energy storage, and virtual power plants for flexible regulation [2]

2025年，南方电网西电东送年送电量达2616亿度，同比增长9.8%，创历史新高。其中，单日送电量最高超过11.5亿度。 跨经营区电力交易常态化开展也进一步带动送电量增长。2025年，南方电网西电东送通道累计输送跨经营区电力互济电量超64亿度。 央视网消息：记者1月4日从南方电网了解到，2025年南方电网西电东送全年送电量首次超过2600亿度，创历史新高。 2025年，南方电网经营区域内发电量和用电需求增长明显。其中，在云南，全年新能源发电量同比增长约14%。在粤港澳大湾区，数字经济、先进制造 等产业蓬勃发展，用电需求刚性增长，带动广东成为全国首个用电负荷突破1.6亿千瓦的省份。 ...

自2016年8月内蒙古首条特高压电网投运以来，国网蒙东电力特高压外送电量已实现连续8年增长。目 前，已构建起辐射全国的电力输送网络，覆盖北京、天津、山东、江苏等11个省区市，累计外送电量相 当于2.85亿户家庭一年用电量，为"西电东送"战略落地、国家能源安全保障及"双碳"目标推进注入关键 动能。 作为我国重要能源基地，内蒙古能源资源禀赋得天独厚。国网蒙东电力相关负责人表示，下一步将锚定 电力保供和能源转型核心任务，统筹就地消纳和外送，加快建设蒙西至京津冀等特高压外送新通道，加 强在运"五交三直"特高压通道运维，主动配合做好"沙戈荒"大基地外送支撑，为全国能源结构优化和区 域协调发展提供更坚实的电力支撑。 截至2025年12月31日，国网蒙东电力建设运维的8条特高压外送通道累计外送电量突破8300亿千瓦时， 达8363.02亿千瓦时；2025年全年外送电量达2276.87亿千瓦时，其中特高压外送1885.54亿千瓦时，两项 核心指标均位居全国第一，彰显内蒙古作为国家能源基地的强劲外送能力。 2025年，国网蒙东电力特高压外送电量创下年度新高，相当于6500万户家庭一年的用电量，累计减少原 煤消耗约6200万吨， ...

Core Viewpoint - The ±550kV DC Gas Insulated Metal Enclosed Transmission Line (GIL) developed by Jiangsu Faston High Voltage Electric Co., in collaboration with Tsinghua University and China Southern Power Grid, has successfully passed technical appraisal, marking it as the first of its kind in the world to complete type testing and achieve internationally leading performance [1][2]. Group 1: Product Features - The new GIL product has a rated current of 5000A and a single transmission capacity of 5000 megawatts, capable of meeting the electricity needs of millions of households [1][2]. - Its all-metal enclosed structure provides resilience against environmental factors such as wind, rain, and extreme temperatures, while also eliminating electromagnetic radiation [2]. - The design life of the product exceeds 60 years with minimal maintenance required, showcasing its durability and efficiency [2]. Group 2: Market and Strategic Implications - The product addresses the urgent demand for long-distance and high-capacity power transmission, particularly in the context of China's "West-to-East Power Transmission" strategy and large-scale renewable energy bases [1]. - Jiangsu Faston plans to accelerate market promotion and deepen collaborative innovation, aiming to advance towards higher voltage levels to support the national energy transmission network [2].

到2035年，主干电网、配电网和智能微电网发展充分协同，贯通各级电网的安全治理机制更加完善，电 网设施全寿命周期智能化、数字化水平明显提升，有效支撑新型电力系统安全稳定运行和各类并网主体 健康发展，支撑实现国家自主贡献目标，为基本实现社会主义现代化提供坚强电力保障。 其中提出，到2030年，主干电网和配电网为重要基础、智能微电网为有益补充的新型电网平台初步建 成，主配微网形成界面清晰、功能完善、运行智能、互动高效的有机整体。电网资源优化配置能力有效 增强，"西电东送"规模超过4.2亿千瓦，新增省间电力互济能力4000万千瓦左右，支撑新能源发电量占 比达到30％左右，接纳分布式新能源能力达到9亿千瓦，支撑充电基础设施超过4000万台，公共电网的 基础作用充分发挥，智能微电网多元化发展，电力系统保持稳定运行，服务民生用电更加有力。 2025年12月31日，国家发展改革委、国家能源局联合发布了《关于促进电网高质量发展的指导意见》。 ...

Core Viewpoint - The article highlights the completion and significance of ten major engineering projects initiated by central enterprises in China, showcasing their capabilities and contributions to national development and energy security [1][22]. Group 1: Major Engineering Projects - The Longdong-Shandong ±800 kV UHVDC project, completed on May 8, 2025, is a key energy artery for China's "West-to-East Power Transmission," with a total investment of 20.2 billion yuan and a transmission capacity of 8 million kW over a distance of 915 kilometers [3][4]. - The Hainan 500 kV main grid project, fully operational by December 15, 2025, enhances the island's energy security and supports the development of clean energy and digital economy [6]. - The Tianyi IoT platform, launched in December 2025, is the world's largest public utility smart IoT platform, supporting over 700 million users and facilitating the digital transformation of various sectors [8]. - The world's largest computing power network, launched by China Mobile in August 2025, integrates advanced technologies to support national computing power network construction and digital economy development [10]. - The world's first megawatt-level compressed CO₂ thermal energy storage pilot system was completed on September 25, 2025, showcasing advancements in energy storage technology [12]. - The first 700 MW ultra-supercritical circulating fluidized bed boiler, operational since April 17, 2025, represents a significant achievement in clean coal technology [13]. - The Boao Zero Carbon Demonstration Zone, established in March 2025, is China's first region to achieve zero carbon operation through innovative projects [15]. - The Qinling North Slope integrated protection and restoration project, completed on November 30, 2025, focuses on ecological restoration and biodiversity enhancement [18]. - The Urumqi to Yuli Expressway, opened on December 26, 2025, significantly reduces travel time and is a key project in China's transportation strategy [19]. - The first pile foundation fixed offshore photovoltaic project in Yantai, completed on May 27, 2025, is expected to generate 694 million kWh annually, contributing to carbon reduction efforts [21]. Group 2: Future Outlook - Central enterprises are expected to continue their momentum into 2026, planning and initiating more super engineering projects to drive economic development and enhance the quality of life for citizens [22].

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have jointly issued guidelines to promote high-quality development of the power grid, aiming for significant enhancements in resource allocation and capacity by 2030 [1] Group 1: Power Grid Development Goals - By 2030, the capacity for resource optimization in the power grid is expected to be effectively enhanced [1] - The scale of "West-to-East Power Transmission" is projected to exceed 420 million kilowatts [1] - An additional inter-provincial power mutual assistance capacity of approximately 40 million kilowatts is anticipated [1] Group 2: Renewable Energy Integration - The guidelines support the goal of renewable energy generation accounting for about 30% of total power generation [1] - The capacity to accommodate distributed renewable energy is expected to reach 900 million kilowatts [1] Group 3: Public Grid Role - The foundational role of the public grid will be fully leveraged to better serve the electricity needs of the public [1]

Macro Dynamics - The Ministry of Commerce announced safeguard measures for imported beef, stating that an investigation was initiated on December 27, 2024, due to domestic industry requests. The measures include country-specific quotas and additional tariffs for three years, with annual quota increases to support the domestic industry [2] Financial Institutions - Major state-owned banks, including ICBC, ABC, CCB, BOC, and Postal Savings Bank, announced that starting January 1, 2026, interest will be paid on the balances of real-name digital RMB wallets at the same rate as current deposits. The announcement emphasizes the distinction between real-name and anonymous wallets, with specific interest rules applying only to real-name wallets [9] Market Data - The A-share market closed on December 31, 2025, with the Shanghai Composite Index rising 0.09% for a total annual increase of 18.41%, marking a ten-year high. The Shenzhen Component Index increased by 29.87% over the year, while the ChiNext Index saw a significant rise of 49.57% [11] - The Hong Kong stock market also reported strong performance, with the Hang Seng Index increasing by 27.77% for the year, the best annual performance since 2017. The Hang Seng Tech Index rose by 23.45%, marking its best annual performance since 2020 [12] Company Dynamics - The first domestically produced quadrivalent HPV vaccine has been launched, developed by China National Pharmaceutical Group. The vaccine covers four HPV types and has shown 100% efficacy in preventing certain precancerous lesions in clinical trials, providing a cost-effective option for women aged 18 to 45 [14] - Tianqi Materials announced an expected net profit increase of 127.31% to 230.63% for 2025, driven by rising demand in the new energy vehicle and energy storage markets, along with improved production efficiency [15] - Platinum Technology is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws, but the company stated that its operations remain normal [16] - Changan Ford announced a recall of 38,473 units of the Ford Focus due to compliance with regulations regarding defective automotive products [17]

到2035年，主干电网、配电网和智能微电网发展充分协同，贯通各级电网的安全治理机制更加完善，电 网设施全寿命周期智能化、数字化水平明显提升，有效支撑新型电力系统安全稳定运行和各类并网主体 健康发展，支撑实现国家自主贡献目标，为基本实现社会主义现代化提供坚强电力保障。 人民财讯12月31日电，国家发展改革委、国家能源局发布关于促进电网高质量发展的指导意见，到2030 年，主干电网和配电网为重要基础、智能微电网为有益补充的新型电网平台初步建成，主配微网形成界 面清晰、功能完善、运行智能、互动高效的有机整体。电网资源优化配置能力有效增强，"西电东送"规 模超过4.2亿千瓦，新增省间电力互济能力4000万千瓦左右，支撑新能源发电量占比达到30%左右，接 纳分布式新能源能力达到9亿千瓦，支撑充电基础设施超过4000万台，公共电网的基础作用充分发挥， 智能微电网多元化发展，电力系统保持稳定运行，服务民生用电更加有力。 ...