9月3日，金上—湖北±800千伏特高压直流输电工程完成168小时试运行，具备400万千瓦送电能力，正 式开始向湖北送电。 金上—湖北特高压工程是我国"西电东送"大动脉之一，也是目前世界上海拔最高的特高压直流输电工 程。工程整体建成后年输送电量可达400亿千瓦时。 ...

Core Viewpoint - The completion of the 168-hour trial operation of the Jinshang to Hubei ±800 kV UHVDC project marks a significant milestone in China's "West-to-East Power Transmission" initiative, enhancing the country's electricity distribution capabilities [1] Group 1: Project Overview - The Jinshang to Hubei UHVDC project has a transmission capacity of 4 million kilowatts [1] - It is recognized as the highest UHVDC project in the world in terms of elevation [1] - Once fully operational, the project is expected to deliver an annual electricity transmission volume of 40 billion kilowatt-hours [1]

Core Viewpoint - The Jinshang-Hubei ±800 kV UHVDC project has completed a 168-hour trial operation and is now capable of delivering 4 million kW of electricity to Hubei, marking a significant milestone in China's "West-to-East Power Transmission" initiative and establishing itself as the highest UHVDC project in the world [1] Group 1 - The Jinshang-Hubei UHV project is one of the major arteries for China's "West-to-East Power Transmission" [1] - The project has a total annual electricity transmission capacity of 40 billion kWh upon full completion [1] - The project officially began delivering electricity to Hubei after the successful trial operation [1]

Core Insights - The Malda Dam Hydropower Station has reached a peak generation period in September due to abundant water flow from the Yellow River, achieving a record daily output of 40.28 million kilowatt-hours on September 2, with an average load factor of 80% and a water utilization rate of 100% [1][3] Company Overview - The Malda Dam Hydropower Station, located in the Guoluo Tibetan Autonomous Prefecture of Qinghai Province, has a total installed capacity of 2.32 million kilowatts, making it the highest and largest hydropower station on the Yellow River [3] - It is a key project for China's "West-to-East Power Transmission" and "Qinghai Electricity into Henan" initiatives, serving as a backbone power source [3] Operational Strategy - The station has closely coordinated with the power grid, meteorological, and water resources departments to accurately predict water trends and dynamically optimize generation plans, maximizing water resource potential and fully releasing the station's capacity [3] - Maintenance of generation and transformation equipment, stability control systems, and grid connection lines has been prioritized to ensure operational efficiency during peak demand and flood season [3] Performance Metrics - As of now, the cumulative generation of the Malda Dam Hydropower Station has exceeded 3.2 billion kilowatt-hours in 2025, and since the first unit was connected to the grid on April 1, 2024, the total generation has surpassed 6.1 billion kilowatt-hours, all of which is 100% green energy [3]

Core Insights - In August, Ningxia's electricity export reached 10.9 billion kilowatt-hours, marking a 19% year-on-year increase and setting a new monthly record for the region [1] - This achievement signifies the first time in history that Ningxia has exported over 100 billion kilowatt-hours for two consecutive months, contributing significantly to national electricity supply stability [1] Electricity Export Developments - The Ningxia to Hunan UHVDC project began operations on June 29, facilitating a stable maximum output of 4 million kilowatts and enabling a cumulative electricity export of 3.7 billion kilowatt-hours to Hunan during the peak summer demand period [1] - The project plays a crucial role in ensuring electricity supply during high-demand periods, particularly amid rising temperatures and increased electricity consumption [1] Long-term Growth and Infrastructure - Since initiating electricity exports in 2010, Ningxia has developed a robust multi-point transmission network covering 18 provinces, establishing itself as a key player in the "West-to-East Power Transmission" initiative [1] - As of August, Ningxia's total electricity export volume reached 855.3 billion kilowatt-hours, with renewable energy exports accounting for 120.9 billion kilowatt-hours, highlighting the region's commitment to green and low-carbon energy solutions [1]

Core Insights - Yunnan's "West-to-East Power Transmission" has delivered over 2 trillion kilowatt-hours of electricity, saving approximately 665 million tons of standard coal and reducing carbon dioxide emissions by about 1.728 billion tons, contributing significantly to regional development and the national new energy system [1][5][7] Group 1 - The first step of Yunnan's "West-to-East Power Transmission" was marked by the successful commissioning of the 220 kV line from Rubugao to Tianshengqiao in August 1993, leading to 32 years of development [3] - Yunnan has established a 500 kV main grid framework characterized by "provincial AC and DC parallel operation, long-distance high-capacity transmission within the country, and multiple international transmission directions" [3] - The Yunnan Power Grid Company has been promoting large-scale cross-provincial and cross-regional transmission projects, achieving key equipment localization [5] Group 2 - Yunnan's green electricity production has exceeded 90%, leveraging the region's abundant wind, solar, and hydro resources [5] - During the recent high-temperature conditions in southern China, Yunnan's power generation companies increased output to ensure a steady supply of green electricity to eastern provinces, supporting the power needs of the Guangdong-Hong Kong-Macao Greater Bay Area [7] - Yunnan aims to enhance its dynamic balance capabilities and optimize resource allocation to further support the sustainable development of the "West-to-East Power Transmission" initiative [7]

Core Insights - The "West-East Power Transmission" initiative has evolved over 20 years, with Sichuan province transitioning from being an "energy exporter" to a "dual supply and demand" model, while regions like Tibet, Xinjiang, and Inner Mongolia continue to increase their electricity exports [2][4]. Group 1: Sichuan's Electricity Demand and Supply - Sichuan's maximum electricity load 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 of 59.10 million kilowatts [3]. - Since the 14th Five-Year Plan, Sichuan's electricity load and consumption have grown by over 47% and 40% respectively, supporting the province's GDP growth, which ranks fifth nationally [3]. - The province has adjusted its power grid planning post-2022 heatwave, with total installed capacity nearing 150 million kilowatts and significant enhancements to its power supply capabilities [3][4]. Group 2: Changes in Energy Development - Sichuan's energy development has shifted from a "tight balance" of electricity supply to a "dual shortage" scenario, moving from a focus on hydropower to a more integrated approach involving wind and solar energy [4]. - To address the growing electricity demand, Sichuan is actively purchasing power from outside the province, including from regions like Gansu and Hubei [4]. Group 3: Future Electricity Demand and Supply Sources - Nationally, electricity demand is expected to grow at a rate of approximately 5.6% during the 14th Five-Year Plan and around 4.3% in the subsequent plan [6]. - The introduction of new energy sources, such as hydrogen production and electric vehicles, is projected to contribute over 2.5 trillion kilowatt-hours to electricity demand over the next decade, accounting for 40% of the growth [6]. Group 4: Electricity Export Growth in Western Regions - Inner Mongolia is the largest electricity producer in China, with a projected total generation of 817.97 billion kilowatt-hours in 2024, while Xinjiang is expected to generate approximately 531.32 billion kilowatt-hours [7]. - By 2024, Inner Mongolia's electricity exports are anticipated to exceed 640 billion kilowatt-hours, and Xinjiang's exports are expected to surpass 126.4 billion kilowatt-hours, driven primarily by renewable energy sources [7]. - Tibet has also seen significant growth in electricity exports, with cumulative clean energy exports reaching 15.79 billion kilowatt-hours since 2015, generating over 4.2 billion yuan in economic benefits [8].

Core Viewpoint - The article discusses the transformation of China's electricity supply landscape, particularly focusing on the "West-East Power Transmission" project, highlighting the shift in energy dynamics in regions like Sichuan, Tibet, Xinjiang, and Inner Mongolia over the past 20 years [3]. Group 1: Sichuan's Electricity Demand - Sichuan's maximum electricity load reached 74.186 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 of 59.1 million kilowatts [5]. - Since the 14th Five-Year Plan, Sichuan's electricity load and consumption have grown by over 47% and 40% respectively, supporting the province's GDP growth, which ranks fifth nationally [6]. - The province's energy development has shifted from a "tight balance" to a "dual shortage" scenario, necessitating increased electricity imports from other provinces [6][7]. Group 2: Electricity Supply from Western Regions - The electricity export from Inner Mongolia and Xinjiang has significantly increased, with Inner Mongolia's total power generation reaching 817.97 billion kilowatt-hours in 2024, accounting for 8.69% of the national total [11]. - Xinjiang's electricity export volume exceeded 126.4 billion kilowatt-hours in 2024, marking a historical high, with renewable energy generation being a major contributor [11]. - The development of large-scale renewable energy projects in Inner Mongolia aims to add 40 million kilowatts of new energy capacity and exceed 100 billion kilowatt-hours in electricity exports [12]. Group 3: Future Electricity Demand and Supply - Nationally, electricity demand is expected to grow at a rate of approximately 5.6% during the 14th Five-Year Plan and 4.3% during the 16th Five-Year Plan, driven by factors such as energy transition and technological advancements [9]. - The anticipated increase in electricity demand will be supported by new industries driven by electric power, which are expected to contribute over 2.5 trillion kilowatt-hours to the national electricity consumption [9]. - The article emphasizes the need for a balanced approach to energy supply and demand, addressing challenges such as energy security and the integration of energy systems [7].

"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 ...

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]