哈立德部长阐述了毛电力系统改革发展愿景及在建项目，包括扩建双燃料发电站(装机容量增加72兆 瓦)、利用Ahmeyim天然气田建设恩迪亚戈(Ndiago)装机容量为225兆瓦的发电站、装机容量为60兆瓦的 可再生能源电站、利用Banda天然气田建设装机容量为300兆瓦的发电站。双方就努瓦克肖特-内马高压 输电线路(希望之线，将为沿线150个城镇提供电力)、努瓦克肖特和内陆紧急电气化进展、世界银行资 助9000万美元的REMDIER和BEST项目、M300计划(通过多边电力互联项目加强电力基础设施和支持区 域一体化)等进行讨论。 2025年12月12日，毛里塔尼亚《消息报》报道，毛里塔尼能源与石油部长哈立德与世界银行代表团就加 强合作以服务毛里塔尼亚国家发展优先事项展开探讨。 该部声明表示，根据目前正在实施的电力项目规模，包卡埃迪(Kaedi)-塞利巴比(Selibaby)-卡埃迪 (Kaedi)"环网"电力互联等项目，计划为1100个城镇村庄通电，新增约95万电力用户。 ...

项目建设地点位于密云区密云新城南部密云生态园五号楼东侧，计划将现状2台31.5兆伏安变压器更换 为2台50兆伏安变压器，同步改造无功补偿装置及相关二次设备，将为密云新城南部地区方恒科技项目 以及祥之源房地产开发项目提供坚强供电支撑，缓解变电站负荷运行压力。 密云商务区北站110千伏变电站增容工程的推进，不仅将进一步完善区域电力基础设施网络，更将以稳 定可靠的能源保障，为密云新城南部产业升级、城市建设注入持续动力。 来源：发展北京 转自：北京日报客户端 近日，北京市发展改革委核准批复密云商务区北站110千伏变电站增容工程，为区域发展提供坚实电力 支撑。项目计划于2026年开工建设，2027年投产使用。 ...

Core Viewpoint - The KOSPI index in South Korea has risen nearly 50% in 2025, with Morgan Stanley analysts suggesting this is just the beginning, driven by structural growth factors despite short-term trade tensions [1] Group 1: Market Performance - The KOSPI index has increased nearly 50% year-to-date, outperforming other Asian markets, with the MSCI Korea index up 65% compared to the 27% rise in the Asia-Pacific index [1] - Morgan Stanley has raised its KOSPI target from 3250 to 3800 points, with a bullish scenario suggesting it could reach 4200 points [4] Group 2: Sector Analysis - The technology sector is expected to benefit significantly from the AI expansion, with analysts noting that the storage chip industry is entering a new upcycle driven by AI, with supply constraints supporting price increases [5] - Major companies like Samsung Electronics and SK Hynix are projected to be the primary beneficiaries, with potential stock price increases contributing to a 5.3% rise in the KOSPI index [6] Group 3: Super Cycles Driving Growth - Morgan Stanley identifies four super cycles driving structural growth in the Korean economy: AI technology diffusion, defense industry, power infrastructure, and the Korean Wave culture [7] - The defense sector is experiencing increased demand due to geopolitical risks and modernization needs, with European countries committing to higher defense spending [7] - The power infrastructure sector is expanding globally, with Korean manufacturers gaining orders in major projects due to competitive costs and advanced technology [7] - The Korean Wave culture, particularly in beauty products and instant noodles, is seeing significant growth, with beauty exports to Europe up 59% year-on-year [7] Group 4: Government Reforms - The execution of government reform agendas is becoming a focal point for the market, with expected reforms related to stock buyback rules and key tax reforms [8] - Proposed changes to the dividend tax rate are expected to be set below 30%, and stock buyback rule reforms are anticipated, though the timing remains uncertain [10]

Core Viewpoint - The successful operation of the 110 kV substation and its associated 35 kV transmission project in Huai'an, Gansu, significantly alleviates the power supply bottleneck in Huachi County, providing a robust foundation for local industrial development and improving living standards [1][5]. Background of the Project - The two existing 35 kV substations in Huachi County faced increasing power supply and demand conflicts due to the growth of the petroleum industry and rising residential and commercial loads. By 2021, the load rates of these substations reached 46.32% and 69.75%, nearing their capacity limits [3]. - The original power supply lines connecting these substations had been in operation for over 37 years, leading to aging issues and frequent faults. Additionally, the lines had a large supply radius and low terminal voltage, which restricted local economic and social development [3]. Project Implementation - The company coordinated multiple specialties to ensure the project's smooth operation, with each department focusing on specific tasks such as overall scheduling, equipment performance testing, risk prevention, and user communication [4]. - The new 35 kV lines directly supply the two substations, significantly enhancing regional power transmission capacity and alleviating load pressure while resolving issues related to the old lines [4]. Post-Operation Outcomes - The power supply structure in Huachi County has been significantly optimized, with enhanced supply capacity that meets current demands and accommodates future load growth, supporting local industrial upgrades and investment attraction [5]. - The reliability of the power supply has improved, meeting N-1 safety requirements, ensuring uninterrupted power even in the event of a single line or equipment failure [6]. - Voltage quality at the user end has improved, enhancing stability for both residential and industrial electricity use, thereby increasing public satisfaction and business confidence [6]. Future Focus - The company aims to continue addressing local economic and social electricity demands, optimizing regional grid structures, and enhancing power supply service levels to support rural revitalization and industrial development [6].

Group 1 - Prysmian, an Italian cable maker, has secured a contract to construct a submarine power cable linking Italy and Tunisia [1]

Core Viewpoint - The meeting between Hubei Provincial Party Secretary Wang Zhonglin and State Grid Corporation Chairman Zhang Zhigang emphasizes the importance of electricity in supporting Hubei's economic development and the need for increased investment and collaboration in the energy sector [1] Group 1: Hubei's Economic Development - Hubei's economic and social development is heavily reliant on electricity as a vital support and guarantee [1] - The provincial government aims to enhance the business environment to facilitate the development of State Grid Corporation in Hubei [1] Group 2: State Grid Corporation's Commitment - State Grid Corporation plans to align its operations with the central government's decisions and the "14th Five-Year Plan" to meet Hubei's development needs [1] - The company will accelerate the construction of power infrastructure and upgrade urban and rural power grids to ensure safe and reliable electricity supply [1]