根据此前国家电网和南方电网公布的计划，2025年全年两大电网公司合计计划总投资将超8250亿元，主 要用于特高压交直流工程及骨干电网建设、超大特大城市城中村供电问题治理、电网数字化智能化升级 等方面。"十五五"期间，国家电网锚定国家自主贡献减排目标，助力初步建成新型能源体系，提升系统 调节能力，优化抽蓄站点布局，支持新型储能规模化发展，提高新能源运行支撑和并网消纳水平。本次 国家电网宣布的"十五五"投资规模较"十四五"投资规模显著提升，反映在清洁能源转型、保障国家能源 安全、建设新型电力系统背景下，我国电网建设进入加速期。 聚焦新型电力系统建设，行业结构性机会突出 结构层面来看，一方面，国家电网强调"主配微协同"、"新能源电力输送与消纳"、"探索末端保供型、 离网型微电网模式"、"夯实数智基础设施，实施"人工智能+"行动"，意味着投资增长集中于主干网升 级、配电网改造、数字化与智能化等领域。这对柔性直流、同步调相机等先进技术装备，智能开关、一 二次融合设备、智能电表，电网数智化(如数字孪生、智能传感)和系统调节能力建设(如储能、虚拟电 厂)相关软硬件形成中长期需求拉动。另一方面，国家电网公司强调关键核心技术攻 ...

Core Insights - The visit by Wang Xiao, the Executive Vice Governor of Shaanxi Province, to the State Grid Corporation's Northwest Branch emphasizes the importance of energy security and the role of the power sector in supporting regional economic development [2] Group 1: Company Operations - The discussions included in-depth exchanges on power grid operation scheduling, electricity supply and demand, inter-provincial electricity trading, and safety production [2] - The Northwest Branch of the State Grid has been recognized for its significant contributions to the economic and social development of Shaanxi Province [2] Group 2: Strategic Initiatives - There is a strong emphasis on implementing Xi Jinping's important discourses on national energy security and improving communication and coordination mechanisms to address challenges in electricity supply [2] - The focus is on accelerating the construction of inter-provincial electricity transmission channels and enhancing the provincial electricity trading mechanism [2] Group 3: Future Preparedness - The company is urged to strengthen its capacity for monitoring and scheduling power grid operations, especially in preparation for the upcoming winter season [2] - There is a call for improved emergency response plans and enhanced equipment maintenance to better handle extreme weather and unexpected events [2]