央视网消息："十四五"期间，在能源领域，新疆能源产业发展迅速。广袤的166万平方公里土地上，不仅风、光新能源领域发展 迅速，能源开发还实现了"飞天遁地"的突破。 这里是新疆哈密市的一片茫茫戈壁滩。长60米、直径40米的一台浮空式风力发电设备2025年9月在这里试飞成功。这样的浮空式风 力发电站能将高空捕获的风能转化成电能，为新疆新能源开发实现从地面到天空的跨越。 "十四五"末，新疆风力、光伏发电站装机量预计将达1.12亿千瓦，绿色电能比例达55%以上，名列西北第一、全国前三。 转一圈覆盖面积相当于3个足球场的巨型风机，万面反光镜反射光线聚焦加热的熔岩发电站，铺设在沙漠中世界最大单体光伏发电 站和最前沿的浮空风力发电站，正源源不断将新疆沙、戈、荒和高空的能量不断聚集。 除了最前沿的新能源发电站，"十四五"重点工程——"疆电入渝"特高压输电线路实现了新疆电能长距离传送大西南的梦想。有了这 条能源大动脉，仅仅7毫秒，新疆的电能就能输送到重庆市。形象的比喻就是，一眨眼功夫，电就已经在新疆至重庆间往返30多 趟。 新能源电力既要能传得出去，更要能储得住。"十四五"期间，新疆将建成投运新型储能电站218个，装机规模位西部 ...

AI服务器产业链，不只有被炒了好几波的PCB、光模块、液冷，也有其他好的题材，像我们近期发了很多次的Memory，和这篇文章要讲的电力/储能。 今天星球中放了美光, 海力士和三星的财务模型，有兴趣的读者可以星球查看。 根据谷歌数据中心一位工作人员的看法，现在获取 GPU 和 TPU 已非瓶颈所在，电力问题，已经成为了他们最大的瓶颈，包括可用电力不足、供电稳定 性差。 下面这个图前几天也发过，奥特曼讲到2033年OpenAI规划250GW，这比目前整个印度的耗电还要高，可以预见未来几年对电力的需求得有多大。 在前天SemiAnalysis的创始人Dylan的播客中，他也提到：过去40年电力基础设施建设严重不足（例如，新发电厂缺乏建设，仅有煤炭向天然气的过 渡），导致关键设备供应链中断（如vanova的气体反应机、三菱的变压器线圈供应受限和产能不足），加上劳动力短缺和监管障碍（如严格法规和许可 流程），共同造成电力供应能力薄弱；同时，AI数据中心的快速增长（如一吉瓦数据中心相当于费城的用电量）大幅增加了需求，使电网不堪重负，迫 使电网商（如Texas和PJM）实施限电措施（提前通知削减大型用户一半供电），以优先保 ...

"双极换流变充电正常设备状态已核对完毕，所有遥信遥测信息正确。各操作人员请就 位，准备解锁操作"。9月30日早上九时许，国网山西超高压变电公司±800千伏特高压雁门关 换流站主控室内，运行值班长刘伟正在向操作人员下达操作命令。9时37分，监控系统显示 双极换流器成功解锁，雁淮直流功率从0MW攀升至800MW——雁淮直流系统一次性送电成 功，标志着2025年度精益检修工作顺利结束。 工作现场，检修人员使用专用的长杆和短柄扭矩扳手以不同的力矩紧固螺柱、拧紧盖板 螺母。每一颗螺栓紧固后，温会文都会用手电筒照射检查密封圈有无挤出或偏移，确保密封 良好。"头盖装好后必须复核瓦斯继电器坡度，每一项数据都要对照标准确认到位！"完成安 装后，温会文带着工作班成员蹲下身，用水平尺仔细测量继电器安装面的倾斜度，并与规程 中的标准值逐一比对。此次检修团队通过严格执行标准工艺，仅用三天时间就完成了14台低 端换流变MR分接开关头盖改造工作，不仅消除了设备隐患，更实现了核心部件自主检修能 力的重大突破。 极1低端换流变作业面首次自主化电气试验工作正在同时开展。"请求加压试验，开始升 压！"在极1低端换流变区域，雁门关换流站试验人员发出 ...

Core Points - The company has successfully completed the summer peak electricity supply task and has initiated annual maintenance work at the ±800 kV Zhalute Converter Station to ensure equipment readiness for winter peak demand [1] - The company has optimized its power grid operation to effectively respond to high electricity loads during the summer, achieving a record high load of 8.62 million kilowatts on July 11 [2] - The company has focused on enhancing the reliability of local power supply and renewable energy integration by completing 11 projects, including the expansion of the Chifeng Kangjiaying 220 kV substation [3] - The company has ensured the stable operation of ultra-high voltage (UHV) transmission channels, implementing 15 operational maintenance measures during the summer peak [4] - The company has conducted a special action for safety and stability measures in the large power grid, with an increase in autumn inspection tasks compared to the previous year [6] Group 1 - The ±800 kV Zhalute Converter Station has started its annual maintenance work, with 44 routine projects and 6 major repair projects planned, covering a total of 2,127 equipment inspections [1] - The company has actively optimized the power grid operation to manage high load conditions, including rolling adjustments to the operation of key substations and the use of energy storage for peak shaving [2] - The company has closely monitored weather forecasts and issued 451 severe weather warnings, mobilizing over 24,278 personnel and 6,254 vehicles for emergency response [3] Group 2 - The company has successfully transmitted over 1,011 billion kilowatt-hours of electricity from Inner Mongolia to Shandong through the first UHV project, contributing to the national energy supply [5] - The company has developed a special operational maintenance plan for UHV transmission lines and important transmission channels during the summer peak, utilizing a combination of manual, visual, and drone inspections [4] - The company has increased the number of autumn inspection tasks to 1,096, ensuring a thorough check of the power grid's health ahead of winter [6]

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]

9月22日，国内期市有色金属板块涨跌互现。其中，沪铝期货呈现震荡走势，截至发稿主力合约报 20760.00元/吨，震荡走低0.29%。 成本端，据金瑞期货介绍，国内煤炭价格涨幅略扩大、氧化铝小幅下跌、炭块价格持稳；海外欧洲天然 气价基本持稳、电价跌至低位。 供应方面，中金财富期货指出，几内亚铝土矿复产预期增强，国内港口库存维持高位，开工率较高，过 剩格局未变。国内电解铝供应端产能已达4400万吨，接近产能天花板，未来增量空间非常有限。 需求端，华联期货分析称，目前下游需求已经进入"金九银十"旺季阶段，产业端下游进入传统消费旺 季，开工率回升，国内铝锭累库压力不大，铝材出口有韧性。但高价对消费的抑制效应同样明显，铝价 攀升抑制下游采购意愿。短期关注国庆中秋双节前市场备库需求影响，中期关注风电、光电、特高压输 电、新能源汽车等板块是否维持较高的增长预期。 后市来看，国投安信期货表示，铝下游开工持续季节性回升，年内没有明显过剩预期。但铝锭社库仍未 现拐点，继续关注旺季需求反馈。当前产业驱动不强，沪铝在3月高点位置具备阻力。 ...

Group 1 - The core investment amount in Xinjiang is 3.47 trillion, which is three times the investment of the Yarlung Tsangpo River hydropower station and 1.5 times the annual GDP of Xinjiang [1][2] - Xinjiang is being compared to Shenzhen, suggesting it may become a significant economic hub in the future [3] - Xinjiang has transformed from a region known for its agricultural products to a major energy resource hub, often referred to as China's "energy treasure" [9] Group 2 - Xinjiang's cotton production reached 5.112 million tons in 2023, accounting for 91% of the national output, maintaining its position as the top producer for 30 consecutive years [4][5] - The region has also become a "Western granary," with grain yield per unit area reaching 1,000 jin and contributing to 34.4% of China's grain increment in 2023 [7][8] Group 3 - Xinjiang has significant renewable energy potential, with solar energy accounting for 26.9% and wind energy for 18% of the national total [10] - The low electricity costs in Xinjiang, due to its renewable energy resources, provide a competitive advantage for industries, with some areas having costs as low as 0.18-0.2 yuan per kWh [12] Group 4 - Xinjiang's geographical location is strategically important, serving as a key node connecting Central and West Asia, and is expected to play a crucial role in the Belt and Road Initiative [21][22] - The development of new high-speed rail lines is anticipated to enhance connectivity, making it easier to transport goods from Xinjiang to other regions [21] Group 5 - The article warns against blind investment in Xinjiang, emphasizing the need for thorough research and understanding of specific investment opportunities and areas of focus [24][25]

Core Points - The construction of the Zang-Yue DC project, the first ultra-high voltage direct current transmission project crossing the Qinghai-Tibet Plateau, Yunnan-Guizhou Plateau, and South China Hills, has commenced, supporting China's green economic development [2][4] - The project has a total investment of approximately 53.2 billion yuan and will transmit clean energy from Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area [2][3] Group 1 - The Zang-Yue DC project is characterized by three "super" features: ultra-high altitude, ultra-long distance, and ultra-large capacity [2][3] - The project will face significant challenges, including high-altitude technology development and construction in complex natural environments [2][4] - The project will have a rated transmission capacity of 10 million kilowatts, delivering over 43 billion kilowatt-hours of electricity annually to the Greater Bay Area after full operation in 2029 [3] Group 2 - The project aims to solve global challenges related to large-scale clean energy transmission and the application of ultra-high voltage technology in extreme conditions [4] - The clean energy transmitted will replace approximately 12 million tons of standard coal consumption and reduce carbon dioxide emissions by about 33 million tons [4]

Core Points - The "Ningdian Ruxiang" project is China's first approved "Shagao Desert" renewable energy transmission project, capable of delivering over 36 billion kilowatt-hours of electricity annually from Ningxia to Hunan, meeting the annual electricity needs of over 10 million households [1][2] - This project is part of China's strategy to accelerate the construction of a new energy system and enhance the capacity for "West-to-East" electricity transmission [1][2] Group 1: Project Overview - The "Ningdian Ruxiang" project is a ±800 kV UHVDC transmission line spanning 1616 kilometers, with a transmission capacity of 8 million kilowatts [2][3] - It is a key project in the "14th Five-Year" electricity development plan, contributing to a comprehensive UHV transmission network in China, with total investments exceeding 380 billion yuan and 19 UHV projects under construction [2][3] Group 2: Technical Aspects - UHV transmission lines have significant advantages, including three times the capacity of ordinary lines, long-distance transmission capabilities, and lower loss rates of approximately 4% to 5% [3][4] - The project faces design and construction challenges due to diverse geographical conditions, requiring tailored solutions for seismic zones, weak soil areas, and river crossings [4][5] Group 3: Equipment and Automation - All equipment for the project is domestically manufactured, including high-end converter transformers, which are crucial for the UHV system [5][6] - The project utilizes advanced automation and intelligent monitoring systems to ensure efficient operation and real-time adjustments based on grid demands [7][8] Group 4: Environmental Considerations - The project emphasizes green energy, with over 70% of the installed capacity coming from renewable sources, including 4 million kilowatts of wind power and 9 million kilowatts of solar power [8][9] - Measures are in place to mitigate environmental impacts, including wastewater treatment and noise reduction strategies, ensuring compliance with ecological standards [9][10] Group 5: Operational Impact - The project has already demonstrated its capability during peak electricity demand periods, with a trial operation achieving a delivery capacity of 4 million kilowatts [10] - Once fully operational, the project will provide 1/6 of Hunan's electricity needs, significantly enhancing the region's power supply stability [10]

Group 1 - The core point of the article highlights China's electricity consumption reaching an unprecedented one trillion kilowatt-hours in July, signifying a major shift in the global energy landscape [1][7] - This monthly electricity consumption is equivalent to the total annual electricity usage of the ten ASEAN countries, showcasing China's industrialization and energy demands [1] - In July, the electricity consumption in the secondary industry reached 593.6 billion kilowatt-hours, with significant increases in the electric vehicle manufacturing sector (up 25.7%) and the internet services sector (up 28.2%) [1] Group 2 - China is rapidly embracing renewable energy, with wind and solar power generation reaching 1,147.8 billion kilowatt-hours in the first half of the year, a year-on-year increase of 27.4% [2] - Renewable energy now accounts for over one-third of total electricity consumption, indicating a shift away from reliance on fossil fuels [2] Group 3 - The cost of renewable energy is decreasing rapidly, with solar power now cheaper than coal power, marking a significant competitive advantage for renewables [4] - China is developing a large-scale energy system, including ultra-high voltage transmission to transport clean energy from the west to the industrialized east, addressing energy distribution challenges [4] Group 4 - The country is also focusing on energy storage technologies to manage the intermittency of renewable energy generation, ensuring grid stability [5] - The transition to renewable energy represents a democratization of energy resources, with wind and solar being universally accessible [5]