科技日报记者 都芃 电网高质量发展有了最新"路线图"。国家发展改革委、国家能源局日前联合印发的《关于促进电网 高质量发展的指导意见》提出，到2030年，初步建成以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。 新型电网平台这一提法尤为值得关注，它好比电力系统的"智慧大脑"，可通过数字化、智能化技 术，实现主配微网从"物理连接"到"智能协同"的跨越。建设新型电网平台是发展新型电力系统的必然要 求。 那么，新型电网平台有何特点？在能源绿色低碳转型进程加快、新能源大规模高比例接入的背景 下，新型电网平台建设要克服哪些难题？ 将"不可控"资源化为可靠电力供应 在中电联电力发展研究院能源研究部主任韩超看来，新型电网平台最大的特点是主配微网协同。 主网是电力系统的骨干网络，是连接大型发电厂与配电网、承担跨区域大容量电能传输和调度的核 心部分，好比"高速公路"。配电网是电力系统中连接主网与终端用户的关键环节，承担着电能降压、分 配和配送的任务，如同"城市内部道路"。微电网则是一种集成了分布式电源、储能系统、用电负荷、配 电设施及智能控制系统的小型独立电力系统，更像是社区内部的独立交通网络。 在新型电网平 ...

Core Viewpoint - The successful operation of a new type of distribution line carrier protection device in Anhui Ma'anshan marks a significant advancement in key technologies for the protection and control of new power distribution systems in China [1] Group 1: Technological Advancements - The device is designed for high penetration of renewable energy sources and addresses challenges in protection principles and communication channels for distribution networks [1] - It utilizes a new generation of broadband power carrier communication technology, employing the power line itself as a communication medium [1] - The innovative combination of long and short message standardized interaction technology enhances the reliability of data transmission while meeting the speed requirements of relay protection [1] Group 2: Performance and Efficiency - The new protection algorithm integrates analog and switch data, achieving accurate fault isolation within 0.1 seconds [1] - This technology effectively resolves the inadequacies of traditional protection systems in adapting to the widespread integration of renewable energy [1] - It provides a scalable and rapid protection solution for active distribution networks, balancing cost and performance [1]

Core Insights - The report highlights that in 2024, the national grid construction investment in China is expected to reach a historical high of 608.3 billion yuan, representing a year-on-year increase of 15.3% [1] - The development of the power grid in China is projected to maintain a steady growth trend, with significant expansions in transmission lines and substation capacities [1][2] Investment and Infrastructure - By the end of 2024, the total length of transmission lines at 220 kV and above is expected to reach 961,000 kilometers, with AC lines at 909,000 kilometers (up 5.0% year-on-year) and DC lines at 52,000 kilometers (unchanged from 2023) [1] - The total capacity of substations (including converter stations) at 220 kV and above is projected to be 57.8 billion kVA, with AC substation capacity at 52.6 billion kVA (up 6.5% year-on-year) and DC capacity at 5.2 billion kVA (unchanged from 2023) [1] Regional Developments - In 2024, regions such as Xinjiang, Guangdong, and Zhejiang are expected to add over 2,000 kilometers of new 220 kV and above transmission lines, while Qinghai, Jilin, and Hainan are leading in growth rates, each exceeding 100% [2] - For substation capacity, regions like Inner Mongolia West, Jiangsu, Sichuan, Qinghai, and Guangdong are anticipated to add over 15 million kVA of new capacity, with Tibet, Inner Mongolia East, Qinghai, and Guangxi showing growth rates exceeding 200% [2] Challenges and Opportunities - The report identifies six major challenges for the power grid development during the 14th Five-Year Plan, including the need for enhanced flexibility in the grid to accommodate high proportions of renewable energy, the tightening of transmission resources due to large-scale renewable energy delivery, and the increasing threat of extreme weather events [3] - Other challenges include the transformation of distribution networks to handle distributed renewable energy and diverse new loads, the urgency for green transformation in grid construction, and the need for breakthroughs in technology and mechanisms to facilitate the integration of AI technologies into grid operations [3]

Summary of Weisheng Information Conference Call Company Overview - **Company**: Weisheng Information - **Date**: October 24, 2025 Key Financial Performance - **Revenue**: 20.96 billion CNY for the first three quarters, a year-on-year increase of 7.87% [2] - **Net Profit**: 4.02 billion CNY, with a net cash inflow from operating activities of 4 billion CNY [2] - **Domestic Market Revenue**: 17 billion CNY, up 6.2% [2] - **International Market Revenue**: 3.96 billion CNY, up 21%, accounting for 19% of total revenue [2][3] - **New Contracts Signed**: 24.9 billion CNY, with a backlog of 38.24 billion CNY [2][4] Market and Product Developments - **Localization**: Local subsidiaries in Indonesia and Saudi Arabia have commenced operations, supporting growth in Southeast Asia and the Middle East [2][3] - **Smart Integration Terminal**: The National Grid has initiated a tender for 430,000 units, with a slower third batch of 11-13.6 thousand units due to immature technology [2][6] - **Future Orders**: Potential orders in Q4 include various tenders from the National Grid and provincial networks, with a focus on low-voltage reliability projects [7] Share Buyback and Dividends - **Share Buyback**: Completed the second phase of share repurchase, spending 1.5 billion CNY to buy back 4.23 million shares, totaling 16.54 million shares repurchased since listing [2][6] - **Dividends**: First interim dividend declared, with a commitment to maintain a 40% cash dividend over the next five years [2][6] Industry Trends and Challenges - **Smart Integration Terminal Replacement**: Expected to replace existing concentrators and SCUs over a 3-5 year period, with significant long-term potential [8][9] - **Market Concentration**: The introduction of smart integration terminals is anticipated to increase market concentration and entry barriers [10] - **Global Economic Uncertainty**: Challenges include global economic conditions affecting investment projects and political changes causing project delays [21] Future Outlook - **Distributed Photovoltaic Products**: Anticipated growth in demand, with expected revenue of nearly 1 billion CNY in 2024 and a target of 40% annual growth [4][15] - **International Expansion**: Focus on North America and Europe, with strategies to leverage local production and R&D capabilities [19][20] - **Data Center Business**: Ongoing research into power management solutions, with potential future growth in this area [25] Conclusion Weisheng Information is positioned for growth with a solid financial performance, strategic international expansion, and a focus on innovative products in the energy sector. The company is navigating challenges while capitalizing on emerging opportunities in smart grid technology and renewable energy solutions.