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]

内蒙古通过"五交三直"8条特高压输电通道，累计外送电量突破7000亿千瓦时，达到7006.86亿千瓦时， 相当于2.7亿户家庭1年用电量，就地转化超2.3亿吨标准煤，减排二氧化碳约6.9亿吨，环保效益和社会 效益显著。 ...

Core Insights - Inner Mongolia is a traditional energy region that is also rapidly developing as a new energy and green energy hub, with significant growth in renewable energy capacity and generation expected in 2024 [1] Group 1: Renewable Energy Development - In 2024, Inner Mongolia plans to add 41 million kilowatts of new installed renewable energy capacity, bringing the total to 135 million kilowatts, with an expected generation of 200 billion kilowatt-hours [1] - The region is implementing multiple new energy projects, including the second and third batches of large-scale renewable energy bases, which require expedited grid connection [1][3] Group 2: Infrastructure and Grid Connection - The construction of the Bayannaoer–Victory 500 kV transformer project is underway, which will enhance the transmission efficiency of clean energy and meet the demand for an additional 1 million kilowatts of wind power [2] - The first batch of large wind and solar base projects includes three major projects, all of which are operational, demonstrating rapid project execution [2][3] Group 3: Power Transmission and Delivery - As of March 23, 2024, the ±800 kV HVDC project from Xilingol to Taizhou has delivered over 11 billion kilowatt-hours, contributing to a cumulative delivery of 605.27 billion kilowatt-hours from Inner Mongolia [4] - The region has established eight HVDC transmission corridors to various provinces, facilitating a steady increase in power delivery [4] Group 4: Future Plans and Collaborations - A memorandum of cooperation was signed between State Grid Corporation and Inner Mongolia for the "Shagao Desert" base, accelerating the preliminary work for HVDC projects [5] - The company is committed to advancing the second round of HVDC development and expediting the approval and construction of multiple HVDC projects [6]

哈密至重庆±800千伏特高压直流输电工程将于5月 建成投产 "我们采用无人机代替人工进行高空监理验收，一方面，无人机巡检大幅减少了人工投入，避免验收人 员在低温高空环境下遭遇危险，保障了工作人员的生命安全，也降低了人工成本支出；另一方面，无人 机验收大幅提升了验收效率，无人机能够快速穿梭于杆塔之间，在短时间内完成大面积的验收任务，相 较传统的监理人员登塔、走线验收，效率提升数倍，有效提升了监理初检验收的工作效率和工作质 量。"该工程总监黄平介绍。 在此次监理初检验收工作中，无人机团队负责对哈密至重庆±800千伏特高压直流输电线路工程甘8标 163基铁塔、97.61千米线路段进行巡检，顺利完成验收任务，发现并记录有关问题，为工程整改提供关 键依据。 据悉，哈密至重庆±800千伏特高压直流输电工程计划于5月建成投产。工程投产后，每年可从新疆向重 庆输送电量超360亿千瓦时，进一步推动新疆能源资源优势转化，促进其开发利用，对推动西部地区经 济社会的可持续发展意义重大。同时，服务全国保供大局，助力新型电力系统建设，为重庆经济社会发 展提供强有力的电力保障。 国网福建建设（咨询）公司工程监理部凭借敏锐的行业洞察力与专业 ...

3月12日，在位于安徽芜湖荻港镇的N4673杆塔基础现场，甘肃至浙江±800千伏特高压直流输电工程 （安徽段）开展首基试点，标志着该工程正式开工建设。工程投产后，预计每年可促进西北地区新能源 电量消纳超212亿千瓦时，替代燃煤消耗640万吨，减少二氧化碳排放1700万吨，具有显著的节能减排效 益。 工程核准以来，国网安徽电力建设公司全面开展工程前期筹备工作，为工程顺利实施提供了坚实保障。 并组建跨部门联合工作组，针对工程难点和关键环节制定专项解决方案，系统梳理开工前置手续，制 定"合规动态进度看板"，精准对接政府部门与第三方评估机构，完成路径协议298份，开展专项评估16 项，率先取得林地、铁路、机场、矿产、生态保护红线论证等关键手续批复，为工程合法合规开工扫清 障碍。 甘肃-浙江±800千伏特高压工程（安徽段）开工 甘肃至浙江±800千伏特高压直流输电工程是国家"十四五"电力发展规划重点项目，也是世界首条在送、 受两端均采用柔性直流输电技术的跨区特高压直流输电工程。工程起于甘肃武威，止于浙江绍兴，途经 甘肃、宁夏、陕西、河南、安徽、浙江6省区，线路全长2370千米，计划2026年11月全线贯通，2027年4 ...