Core Points - The construction mobilization meeting for the ±800 kV UHVDC project from Southeast Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area has been held, marking the start of the world's largest flexible DC transmission project in terms of transmission capacity, technology level, and investment scale [1][4] - The project is characterized by its "super high, super long, and super large" features, being the first UHV project to cross three geographical plateaus in China [4][5] Group 1: Project Overview - The project has a rated capacity of 10 million kilowatts, making it the strongest in the world in terms of transmission capacity [4] - Approximately 90% of the project route is mountainous, with 30% in high mountain ranges, indicating the challenging construction environment [4][5] - The total investment for the project is around 53.2 billion yuan, with an additional investment of over 150 billion yuan for supporting renewable energy bases [4][5] Group 2: Environmental Impact - Once completed, the project is expected to deliver over 43 billion kilowatt-hours of clean electricity annually to the Guangdong-Hong Kong-Macao Greater Bay Area, equivalent to half of the annual output of the Three Gorges Dam [4][5] - The project will significantly reduce carbon dioxide emissions by approximately 33 million tons and replace about 12 million tons of standard coal consumption [4] Group 3: Economic Implications - The project is anticipated to create over 100,000 direct jobs during peak construction, contributing positively to the economic and social development of Tibet [4][5] - The integration of hydropower, wind power, and solar power in the supporting energy bases is expected to stimulate growth in related upstream and downstream industries [4][5]

Core Viewpoint - The construction of the Zang-Guangdong DC project marks a historic achievement in power transmission, being the world's largest flexible DC transmission project, aimed at transporting clean energy from Tibet to Guangdong [1][4][8]. Project Overview - The Zang-Guangdong DC project spans over 2,600 kilometers, crossing various geographical terrains including the Qinghai-Tibet Plateau and the Yunnan-Guangxi region, with a planned capacity to transmit 43 billion kilowatt-hours of clean energy annually [1][8]. - The project is expected to enhance the renewable energy consumption responsibility weight in Guangdong by 3.8 percentage points and increase power supply capacity by 5 million kilowatts for major cities like Guangzhou and Shenzhen [8]. Technical Challenges and Innovations - The project faces significant technical challenges due to its vast scale and complex environmental conditions, necessitating extensive research and development in high-altitude power transmission technologies [4][11]. - A new energy self-balancing flexible DC converter topology has been developed, which allows for efficient management of surplus energy during grid faults, ensuring system safety and stability [12][13]. Research and Development Efforts - The project has involved rigorous field investigations and data collection, with over 15,000 original data points gathered to support construction planning and environmental assessments [2][3]. - Research teams have conducted numerous high-altitude experiments to understand the electrical behavior in extreme conditions, leading to breakthroughs in high-altitude discharge testing and neutron radiation effects on power devices [5][6]. Strategic Importance - The Zang-Guangdong DC project is pivotal for optimizing national energy resource allocation and enhancing regional economic development, facilitating the transfer of clean energy from the resource-rich west to the economically vibrant east [8][9]. - The project also represents a significant collaboration between major power grid companies in China, aiming for mutual benefits and resource optimization [9][10].

Core Insights - The construction of the ±800 kV UHVDC transmission project from Southeast Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area has commenced, representing a significant infrastructure investment in China's energy sector [1] Investment Overview - The total investment for the project is approximately 53.2 billion yuan [1] - The transmission line will span about 2,681 kilometers, crossing four provinces: Tibet, Yunnan, Guangxi, and Guangdong [1] - The rated transmission capacity of the project is 10 million kilowatts [1] Energy Impact - Once fully operational, the project is expected to deliver over 43 billion kilowatt-hours of electricity annually to the load center of the Guangdong-Hong Kong-Macao Greater Bay Area [1] - This annual electricity supply is roughly equivalent to half of the annual output of the Three Gorges Dam [1] - The project will utilize clean energy, replacing approximately 12 million tons of standard coal consumption and reducing carbon dioxide emissions by about 33 million tons [1]

本报讯 9月16日，世界规模最大的清洁能源基地直流送出工程、我国"十四五"规划建设的跨省区输电重 点工程、能源输送大动脉藏东南至粤港澳大湾区±800千伏特高压直流输电工程（简称藏粤直流工程） 建设动员大会召开，标志着目前世界上输电能力最强、技术水平最先进、投资规模最大的柔性直流输电 工程启动建设。 （文章来源：期货日报网） 工程输电线路全长约2681千米，跨越西藏、云南、广西、广东四省区，输送容量达1000万千瓦。该工程 2029年全面投运后，藏东南清洁能源基地每年可向粤港澳大湾区输送超430亿千瓦时电能，100%为清洁 能源，可替代标准煤消耗约1200万吨，减少二氧化碳排放约3300万吨。工程总投资约532亿元，配套"水 风光一体化"电源基地投资超过1500亿元。（齐宣） ...

Core Insights - The construction mobilization meeting for the ±800 kV UHVDC project, known as the "Tibet-Guangdong DC Project," has been held, marking the start of the world's largest flexible DC transmission project in terms of transmission capacity, technology level, and investment scale [1][2] Group 1: Project Overview - The Tibet-Guangdong DC Project is approximately 2,681 kilometers long, spanning Tibet, Yunnan, Guangxi, and Guangdong provinces, with a starting point in Changdu, Tibet, and an endpoint in Shenzhen, Guangdong [1] - The project has an approved transmission capacity of 10 million kilowatts and is expected to be fully operational by 2029 [1] Group 2: Energy Impact - Upon full operation, the project will deliver over 43 billion kilowatt-hours of clean energy annually to the Guangdong-Hong Kong-Macao Greater Bay Area, which is about half of the annual output of the Three Gorges Dam [1] - The clean energy supplied will replace approximately 12 million tons of standard coal consumption and reduce carbon dioxide emissions by about 33 million tons [1] Group 3: Economic and Industrial Implications - The project is expected to provide a stable supply of green electricity, significantly benefiting high-energy-consuming industries in Shenzhen, such as automotive manufacturing, electronics, and data centers, thereby promoting the clean energy transition in the Greater Bay Area [2]

藏粤直流工程以西藏为起点，途经云南、广西，最后到达广东，输电线路全长约2681公里，在西藏昌都、林芝，以及广东广 州、深圳建设四座换流站。 中国南方电网有限责任公司工程建设部负责人 董言乐：工程将采用我国自主研发、国际领先的特高压柔性直流输电技术，额定 电压正负800千伏，额定输电容量1000万千瓦，工程总投资达532亿元。 央视网消息：9月16日，中国"十四五"规划建设的跨省区输电重点工程——藏粤直流工程启动建设。约2681公里长的输电线 路，将连接起西藏藏东南的清洁能源基地和大湾区。建成投运后，就能将"绿电"闪送到广东。 藏粤直流工程2029年全面投运后，每年可向粤港澳大湾区输送超430亿度电能，相当于三峡电站年发电量的一半，100%为清洁 能源。 ...

Core Insights - The State Grid Corporation of China has received preliminary approval from Brazil's Renewable Energy Agency (Ibama) for the construction of the "Northeast Brazil Ultra-High Voltage Project" transmission line, marking a significant milestone in the country's infrastructure development [1] Investment Project Details - This project represents the largest transmission concession project in Brazil's history, with an estimated investment of 21 billion Brazilian Reais [1] - The project was independently won by the State Grid Corporation on December 15, 2023, and aims to aggregate and transmit clean energy sources such as wind, solar, and hydroelectric power from northeastern and northern Brazil [1] - The transmission line will pass through Maranhão, Tocantins, and Goiás states, serving the electricity needs of approximately 12 million people in key areas, including the Federal District [1] - The project is scheduled to be operational by 2029, with a concession period of 30 years, and the legal operational date set for March 2030 [1]

Group 1: Power Supply and Demand Forecast - The upcoming summer is expected to see a significant increase in electricity demand due to rising temperatures, with maximum load in Hunan projected to reach 50 million kilowatts [1][3] - Hunan's power grid will enhance its supply capacity by over 5 million kilowatts through the commissioning of 12 key projects by the end of June [3] - The national grid's maximum load is anticipated to exceed 1.2 billion kilowatts, setting a historical record [6] Group 2: Regional Power Supply Enhancements - Hebei has increased its external power supply capacity to 19.54 million kilowatts, accounting for over 40% of its total supply, marking a historical high for the region [4] - The coal inventory in Hunan has reached 6.03 million tons, ensuring stable operation of hydro and thermal power plants [3] Group 3: Renewable Energy Integration - The integration of renewable energy sources is expected to peak in 2025, with significant contributions from wind and solar power [13][16] - By April 2025, the installed capacity of wind and solar power in China reached 540 million kilowatts and 990 million kilowatts, respectively, accounting for 44% of the total installed capacity [16] - The successful integration of renewable energy is crucial for maintaining grid stability during peak summer demand [17][18] Group 4: Infrastructure Development - Key power grid projects are under construction to enhance inter-regional power exchange capabilities, particularly in response to summer peak demand [20][22] - The construction of the 750 kV transmission project in Shaanxi is expected to replace 7 million tons of coal consumption annually and increase power delivery by 17 billion kilowatt-hours [21] - The completion of the 500 kV optimization project in Sichuan will facilitate the export of clean energy, with total installed capacity expected to exceed 50 million kilowatts by the end of the year [22]