习近平总书记指出，能源保障和安全事关国计民生，是须臾不可忽视的"国之大者"。"十四五"时期，我国持续加快特高压 工程建设，一张覆盖东西南北的超级电网加快成型，在大幅提升能源电力跨省跨区输送能力的同时，能源安全的基础更加 夯实。 一秒钟，"西电东送"输送的电量达到2.9万度，一年总送电量超过9200亿度，能满足全国超过一半的家庭用电需求。 白鹤滩水电站，奔涌的浪花转为源源不断的电能。7毫秒内，就有1600万千瓦清洁电流沿特高压"空中走廊"直抵江浙。"十 四五"期间，我国能源绿色低碳转型步伐加快，在能源资源富集的北部和西部地区规划建设了九大清洁能源基地，特高压输 电工程成为清洁能源远距离输送重要的"电力高速路"。 五年间，一批世界上输送容量更大、输送距离更远、技术领先的特高压输电工程相继投产，河西走廊的风电、准噶尔盆地 的太阳能、金沙江的水电，通过一条条"电力高速路"送往用电需求巨大的中东部地区，助力重塑中国能源版图。2024年我 国跨区特高压直流输送清洁能源电量已达约4200亿千瓦时，比"十三五"末增长70%，占比接近60%。 一个个超级工程的背后是国产化率100%的硬核科技。海拔4750米的雪域高原，"八腿式 ...

截至2025年10月30日，张北—胜利1000千伏特高压交流工程已安全稳定运行一周年，累计输送电量已超 7亿千瓦时，相当于27万户家庭的全年用电量，就地转化标准煤超23万吨，减排二氧化碳约69万吨。 作为国家"十四五"电力发展规划的重点项目，张北—胜利特高压工程总投资67.86亿元，线路全长732千 米，起于河北张家口，止于内蒙古锡林浩特，由国网内蒙古东部电力有限公司负责运维。该工程首次以 特高压技术联通冀北清洁能源基地与锡林郭勒盟大型风电基地，大幅提升了特高压通道中新能源电量的 比例，有效增强了受端电网消纳绿色电力的能力。 一年来，运维单位成功应对严寒、强风等多重挑战，首次采用"无人机+小飞人"带电作业方式检修线 路，推广应用"无人机+可视化+人工"立体巡检模式，运用数字化系统、智能巡视机器人对站内设备进 行无死角监控，定期开展人工巡视。针对近期寒潮天气，编制张北—胜利1000千伏特高压交流工程"一 线一案"专项运维保障方案，推行"同进同出"蹲守看护模式，全力守护人员和设备安全。 下一步，蒙东电力将强化与气象、消防等部门的横向协同，保障内蒙古的清洁电力稳定输送至华北负荷 中心。 ...

Core Insights - The Zhangbei-Shengli 1000 kV UHVAC project has been operational for one year, delivering over 700 million kWh of electricity, equivalent to the annual consumption of 270,000 households, and achieving significant environmental benefits by reducing CO2 emissions by approximately 690,000 tons [1][2]. Group 1: Project Overview - The Zhangbei-Shengli UHV project is a key initiative under the national "14th Five-Year" electricity development plan, with a total investment of 6.786 billion yuan and a total length of 732 kilometers, connecting Hebei Zhangjiakou to Xilin Gol League in Inner Mongolia [2]. - This project utilizes UHV technology to link the clean energy base in northern Hebei with the large wind power base in Xilin Gol, significantly increasing the proportion of renewable energy transmitted through UHV channels and enhancing the grid's capacity to absorb green electricity [2]. Group 2: Operational Achievements - The operation and maintenance team has successfully addressed challenges such as severe cold and strong winds, employing innovative methods like "drone + small flying person" for live-line maintenance and a three-dimensional inspection model combining drones, visualization, and manual checks [4]. - A specialized operation and maintenance plan has been developed to ensure safety during recent cold wave conditions, implementing a "same entry, same exit" monitoring approach to ensure accountability and effective measures [4]. - The company plans to strengthen collaboration with meteorological and fire departments for precise weather forecasting and targeted emergency drills, forming a rapid response mechanism to ensure stable delivery of clean electricity from Inner Mongolia to the North China load center [4].

Summary of Key Points from Conference Call Records Industry Overview - The global power grid infrastructure is facing a significant demand for upgrades, driven by aging equipment in Europe and North America, and the dual impact of renewable energy development and aging infrastructure in Asia, Africa, and Latin America [1][2][3] - The demand for modern, efficient, and sustainable smart grid systems is urgent across various regions due to the need for infrastructure modernization and the integration of renewable energy sources [3] Regional Investment Demand - **Europe**: Faces severe aging of grid equipment, with many devices over 40 years old. A projected investment of approximately €2 trillion is needed by 2050 to address these issues [5] - **North America**: Similar aging issues, compounded by a surge in power demand from data centers and AI, which may account for over 10% of total load in the coming years [3] - **Asia and Africa**: Rapid development is noted, with countries like Indonesia and Singapore needing significant upgrades to their grid systems to accommodate new energy structures [3] - **Latin America**: Brazil's grid infrastructure is lagging behind its investments in solar and wind projects, leading to power outages that affect economic activities [3] Chinese Power Equipment Companies - Chinese power equipment firms primarily export to Europe and the U.S. through local agents or single-unit sales, facing certification barriers. In non-European markets, they utilize direct sales and partnerships to expand market share [1][6] - The penetration rate of Chinese power equipment in Europe is low, estimated at around 5% in 2024, with projections of 7-8% in 2025. In Brazil, the penetration is estimated at 20-30% [11] - Chinese companies have a competitive edge in cost and delivery capabilities, but face challenges in brand recognition and trust in international markets [8][10] Market Opportunities and Challenges - The global demand for IGBT and related core components is high, particularly in flexible DC transmission projects, with supply shortages being a significant issue [9] - Chinese companies are capitalizing on the booming demand in the Middle East, South Asia, and East Asia, leveraging their cost advantages and flexible service offerings [10] - International competitors like Schneider, Siemens, and ABB are expanding production, particularly in transformer manufacturing, but face long construction cycles [7][8] Competitive Landscape - Chinese power equipment firms are increasingly recognized in the Middle East, with high-end products gaining acceptance, although they still face quality perception issues [7] - In contrast, Western companies maintain a strong foothold in the market due to established relationships and cultural recognition among local decision-makers [12] Future Outlook - The outlook for Chinese high-voltage direct current (HVDC) technology is promising, with significant projects already underway in Brazil and Saudi Arabia, showcasing China's competitive advantages in technology, equipment supply, and project management [14][15][16] - The global DC transmission project market is experiencing rapid growth, with China positioned as a key player, particularly in regions where they can offer comprehensive solutions [15][16]

（文章来源：科技日报） 全国首个750千伏输变电工程——官亭—兰州东输变电示范工程日前迎来投运20周年。20年来，这条线 路累计输送电量超1500亿千瓦时，在服务黄河梯级水电外送、助推经济社会发展方面作出了巨大贡献。 2003年9月19日，该工程正式开工。工程起自青海省民和县官亭镇750千伏官亭变电站，至甘肃省兰州市 榆中县750千伏兰州东变电站，线路全长141千米，设计输送容量1500兆伏安。 2005年9月26日，工程建成投运，陕西、甘肃、青海、宁夏电网实现首次互联，西北750千伏主网架初具 雏形，黄河上游丰富的水电、风光能源终于找到了外送的"高速公路"。工程也彻底终结了我国电网没有 500千伏以上电压等级的历史，为我国特高压技术发展奠定了坚实基础。 通过该工程，我国自主掌握了750千伏电网的设计、设备制造、施工、调试和运行的全部核心技术，形 成国内标准和技术规范，成为世界上少数掌握750千伏超高压输变电成套技术的国家之一，为2010年750 千伏新疆与西北联网工程的投运提供了先行经验。 ...

当我们在东部城市家中轻松打开电灯，驾驶新能源汽车穿梭在街头，或是乘坐高铁奔赴远方时。 很少有人会想到，驱动这一切的电力可能来自数千公里外西部戈壁的风能、高原的太阳能或是峡谷的水 能。 而将这些清洁能源跨越山河送到我们身边的，正是被称为"电力高铁"的特高压输电技术。 这项如今被视作中国"大国重器"的核心科技，曾让美国、日本、俄罗斯等科技强国纷纷折戟。 最终由中国攻克难关，不仅建成了全球规模最大的特高压网络，更主导制定该领域的国际标准。 那么，这项改变中国能源格局的技术，其终极意义究竟何在？ 能源困局催生的刚需 中国的能源分布一直存在着鲜明的"先天不均"。 西部和北部拥有全国80%以上的风能、90%的太阳能以及76%的煤炭。 西南地区集中了80%的水能资源，而70%以上的电力消费却集中在工业发达、人口密集的中东部地区。 这种"西多东少"的格局，长期以来都是制约经济发展的瓶颈。 在特高压技术出现之前，中国主要依靠"运煤到东部发电"的模式满足电力需求。 更给东部城市带来了严重的空气污染，当年困扰全国的雾霾问题，就与大量燃煤电厂的存在密切相关。 与此同时，随着全球"双碳"目标的推进，中国迫切需要开发西部丰富的可再生能源 ...

Core Insights - The aging of the U.S. power grid is severely impacting the development of AI, with Goldman Sachs projecting power shortages of 11.4 GW, 9.3 GW, 9.7 GW, and 10.4 GW from 2025 to 2028, respectively [1] - The outdated grid cannot meet the demands for grid capacity and load stability required by AI, which will stimulate growth in the demand for new and replacement power equipment, benefiting domestic power equipment companies expanding overseas [1] - The completion of the Ningxia-Hubei ±800kV UHVDC project marks a rapid development phase for China's UHV construction, enhancing cross-regional energy transmission capabilities [1] Industry Developments - Current capital expenditures for the U.S. power grid are expected to increase, leading to a rapid rise in demand for transformers, switches, and busbars [1] - The acceleration of domestic UHV construction presents dual development opportunities for the power equipment industry both domestically and internationally [1] - The Electric Grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index (HSCAUPG), which selects listed companies in the power transmission, distribution systems, and related services sectors from the Chinese A-share market [1]

Core Viewpoint - The article highlights the significance of "Great Craftsmen" in the development of China's UHV (Ultra High Voltage) technology, emphasizing the synergy between skilled workers and technological advancements in the energy sector [3][4][14]. Group 1: Event Overview - The Third National Craftsman Innovation Exchange Conference and Forum was held in Chongqing from September 23 to 26, organized by the All-China Federation of Trade Unions, the Chongqing Municipal Committee of the Communist Party of China, and the Chongqing Municipal People's Government [1]. - Three "Great Craftsmen" from State Grid Shandong Electric Power were invited to participate in the event [1]. Group 2: Recognition of Craftsmen - The All-China Federation of Trade Unions issued a notice recognizing the "Great Craftsman" talent for 2025, with Li Min from State Grid Shandong Electric Power included [3]. - Wang Jin was awarded the title in 2018, and Feng Xinyan received it in 2022, showcasing a strong tradition of excellence in the company [3]. Group 3: UHV Technology and Talent Development - The three "Great Craftsmen" specialize in UHV operation and maintenance, reflecting the concentration of technology and talent in Shandong, which is a key area for UHV construction and operation in China [4][6]. - UHV technology is characterized by stringent standards and a lack of precedents, making Shandong a training ground for talent since the initiation of the Ximeng-Shandong 1000 kV UHV project in 2014 [6]. Group 4: Individual Contributions - Wang Jin's career exemplifies the high demands of UHV work, having completed the world's first ±660 kV live-line operation in response to an urgent defect [8]. - Feng Xinyan developed a four-step method to diagnose transformer issues, showcasing the high difficulty of UHV equipment maintenance [10]. - Li Min has integrated drone inspection technology into UHV maintenance, advancing from manual to autonomous operations [12]. Group 5: Craftsmen as a Driving Force - "Great Craftsmen" are seen as the driving force behind UHV development, with their expertise and innovation crucial for the sector's progress [14]. - The commitment to safety and precision by these craftsmen has resulted in a 100% success rate in live-line maintenance for UHV transmission lines [16]. Group 6: Mechanisms Supporting Talent Development - The "One Door, Three Craftsmen" model illustrates the dual commitment to talent and business growth within State Grid Shandong Electric Power [21]. - The company has established various training programs and innovation studios to foster talent, resulting in the recognition of 769 high-end talents, including 42 national-level talents [23]. Group 7: Conclusion - The collaboration between UHV technology and skilled craftsmen, supported by effective mechanisms, leads to enhanced development outcomes, embodying the principle that "1+1>2" [25].

Core Viewpoint - The article highlights the achievements of three "Great Craftsmen" from State Grid Shandong Electric Power, showcasing their contributions to the development of ultra-high voltage (UHV) technology in China and the cultivation of skilled talent in the industry [3][22]. Group 1: Recognition of Great Craftsmen - Three outstanding skilled talents from State Grid Shandong Electric Power have been recognized as "Great Craftsmen," with Li Min being included in the 2025 talent notification by the All-China Federation of Trade Unions [3][22]. - Wang Jin, Feng Xinyan, and Li Min represent a successful model of talent cultivation within Shandong Electric Power, demonstrating the effectiveness of the company's training programs [3][22]. Group 2: Importance of UHV Technology - UHV technology is described as a "national heavy weapon" that requires high precision and innovation, with Shandong being a key area for UHV construction and operation in China [5][6]. - The rigorous standards of UHV technology have fostered a culture of craftsmanship, where the pursuit of excellence in skills is essential for the industry's growth [5][6]. Group 3: Individual Contributions and Innovations - Wang Jin's proactive approach in addressing urgent technical challenges has led to significant advancements in UHV operations, exemplifying the high skill demands of the field [7][14]. - Feng Xinyan has developed a systematic approach to diagnosing transformer issues, showcasing the necessity for innovative problem-solving in the industry [9][14]. - Li Min has integrated drone technology into UHV inspections, leading to significant improvements in operational efficiency and safety [12][14]. Group 4: Mechanisms for Talent Development - State Grid Shandong Electric Power has established various platforms for talent development, including the Shandong Electric Power Craftsman Academy and numerous innovation studios, to nurture skilled workers [18][20]. - The company has implemented a "racehorse system" and other innovative project management strategies to enhance talent utilization and foster a culture of continuous improvement [20][22]. Group 5: Future Prospects - The ongoing influence of the three "Great Craftsmen" is expected to inspire a new generation of skilled workers in the electric power sector, contributing to the industry's high-quality development [22].

"十四五"规划提出，建设清洁低碳、安全高效的能源体系。内蒙古风光资源富集，肩负着"西电东 送""北电南供"的国家使命。如何将这得天独厚的"草原风光"，跨越千山万水，高效、安全地输送到千 里之外？这背后，离不开稳定、可靠的电网系统。接下来，让我们一同聚焦内蒙古绿电外送，看内蒙古 如何通过电网聚能，将清洁电能源源不断地输向全国。 位于内蒙古锡林郭勒盟的胜利站和位于河北张家口市的张北站，是华北地区重要的特高压枢纽。2024年 10月31日，"十四五"电力发展规划重点项目张北-胜利1000千伏特高压交流工程正式投运，在两个变电 站之间搭建起特高压输电通道。电力送出从链式通道升级为环形通道，沿线的每一个站点都可以双向输 电，保障输电安全稳定。 在"能源动脉"特高压之外，还有无数的"毛细血管"共同运输绿电。内蒙古2024年绿电交易规模位居全国 第一，截至目前已与8个省区建立了绿电外送交易合作。今年6月，蒙西电网绿电首次实现外送南方电 网，将内蒙古的绿电送到广东。 张北-胜利工程扩建特高压变电站3座，新增变电容量900万千伏安。投运后，每年可从锡林郭勒、张家 口对外输送超过700亿千瓦时的电能，相当于1900万户家庭1年的 ...