行业主要上市公司：长江电力(600900)、华能水电(600025)、湖南发展(000722)、闽东电力(000993)、黔 源电力(002039)、三峡水利(600116)、桂冠电力(600236)、桂东电力(600310)、西昌电力(600505)、郴电 国际(600969)、湖北能源(000883)等。 中国水力发电行业中标项目的主要主体为其他一般企业和国有企业 截至2025年9月，中国水力发电行业中标项目的主要主体为其他一般企业，中标事件达到6464件，占总 事件的49%;其次为国有企业，中标事件达到5576件，占总事件数量的42%。 图表3：截至2025年中国水力发电行业中标项目主体分布(单位：件) 1、水力发电行业中标项目数量分析 招标是一方(招标人)欲出售、购买商品，或欲建设工程项目按一定程序征求应征人，不经磋商而进行交 易的一种方法。应征人按招标人的要求提出具体方案并寄交招标人称为投标。目前，国内水力发电项目 建设招标多数以公开招标的方式进行。 2020-2024年，中国水力发电行业中标项目数量整体呈现波动增长趋势，2024年中国水力发电行业中标 项目数量达到2291件。2025年1-9月，中 ...

作为我国"西电东送"重点工程，±800千伏锦屏—苏南、±800千伏白鹤滩—江苏两条特高压工程，是连接 西部清洁能源基地与东部用电负荷中心的重要能源通道。 本报讯(记者倪敏)记者从国网江苏省电力有限公司获悉，截至11月22日，两大"川电入苏"特高压输电工 程已累计向江苏输送清洁水电突破5000亿千瓦时，达5050亿千瓦时，相当于节约标准煤超1.5亿吨，减 排二氧化碳超4.75亿吨，有力推动区域能源结构优化与绿色低碳发展。 据国网江苏超高压公司设备部主任孙勇军介绍，锦屏、白鹤滩两大水电基地每年向江苏输送电量约550 亿千瓦时，约占江苏区外受电总量的30%，已成为江苏最重要的跨区电力来源。 江苏是经济大省亦是用能大省，能源需求旺盛；四川则坐拥金沙江、雅砻江等长江上游丰富水电资 源。"川电入苏"特高压工程有效破解资源富集区能源外送与经济发达地区用能紧缺之间的发展矛盾，实 现跨区域绿电资源优化配置。 ...

截至21日，这两条特高压工程累计向江苏输送清洁水电达到5050亿千瓦时，相当于近6个三峡电站一年的发电量，节约标准煤超1.5亿吨，减排二氧化碳4.75 亿吨。 记者从国家电网了解到，截至昨天（21日），两条"川电入苏"特高压工程已累计输送清洁水电突破5000亿千瓦时，有力推动了区域能源结构优化与绿色低碳 转型。 作为我国"西电东送"重点工程，正负800千伏锦屏至苏南、白鹤滩至江苏两条特高压工程，是连接西部清洁能源基地与东部用电负荷中心的两大电力通道。 国网江苏超高压公司设备部主任 孙勇军：锦屏、白鹤滩两大水电基地每年向江苏输送电量约550亿千瓦时，约占江苏区外受电总量的30%，用电高峰的送电 能力达1440万千瓦，已经成为江苏省最重要的跨区电力支撑。 ...

●1998年至今，四川全口径外送电量已超1.9万亿千瓦时，相当于江苏、浙江、安徽三省全年用电量 之和 ●四川电网跨区跨省外送能力达6260万千瓦，居全国首位 自国家实施"西电东送"以来，四川逐步建成全国重要的清洁能源基地，目前发电总装机约1.5亿千 瓦，其中水电装机约1亿千瓦，占比达三分之二，为持续稳定的清洁能源外送奠定了坚实的电源基础。 1998年至今，四川累计向华中、华东等地外送清洁电能，相当于替代燃煤约5.7亿吨，贡献减排约10.9亿 吨二氧化碳。 近年来，国家电网加大四川电力外送通道建设力度，推动四川成为全国拥有特高压线路最多的省 份。"十四五"以来，雅中—江西、白鹤滩—江苏、白鹤滩—浙江±800千伏特高压直流输变电工程，以及 川渝1000千伏特高压交流输电工程相继建成投运；金沙江上游—湖北特高压工程也将于今年12月投运。 到2025年底，四川电网将通过"八直十二交"网络，与华东、华中、西北、重庆、西藏等区域电网相连， 电力供应保障、电能交换互济、新能源消纳及能源资源配置能力全面提升。 "十四五"以来，四川电力交易中心统筹协调新能源与常规能源发电，实现水火风光同台交易。目 前，四川电力现货市场已进入结 ...

在硬件设施升级的同时，四川电力交易体系持续完善。"十四五"以来，四川电力交易中心响应全国统一 电力市场建设要求，统筹新能源与常规能源发电，实现水火风光"同台竞技"，建立高效供需对接机制。 目前，四川电力现货市场已进入结算试运行阶段，具有水电特色的市场机制日趋成熟，为清洁能源稳定 外送提供坚实机制保障。(完) 来源：中国新闻网 编辑：王永乐 中新网成都11月19日电 (记者 刘忠俊)记者19日从国网四川省电力公司获悉，四川全口径外送电量已突 破1.9万亿千瓦时。目前，该省电网跨区跨省外送能力达6260万千瓦，稳居全国首位。 正在进行最后调试工作的金沙江上游—湖北±800千伏特高压直流输电工程卡麦换流站。刘钦虎 摄 据了解，作为中国西部大开发战略的重要组成部分，"西电东送"是加快新型能源体系建设、促进东西部 协同发展的重大举措。自1998年四川开启省外送电以来，27年间累计向华中、华东等地区外送清洁电 能，相当于替代燃煤约5.7亿吨，减排二氧化碳约10.9亿吨，为全国能源绿色低碳转型、生态环境保护提 供有力支撑，助力"双碳"目标实现。 四川能源资源禀赋优越，自"西电东送"战略实施以来，已逐步建成全国重要清洁能源基 ...

Core Viewpoint - Sichuan's total electricity export has exceeded 1.9 trillion kilowatt-hours, equivalent to the annual electricity consumption of Jiangsu, Zhejiang, and Anhui provinces combined, marking significant achievements in the "West-East Power Transmission" energy strategy and optimizing the allocation of clean energy nationwide [1][3]. Group 1: Electricity Export Achievements - Sichuan's electricity export capacity has reached 62.6 million kilowatts, ranking first in the country [1]. - Since the implementation of the "West-East Power Transmission" strategy, Sichuan has cumulatively exported clean electricity equivalent to replacing approximately 570 million tons of coal, contributing to a reduction of about 1.09 billion tons of carbon dioxide emissions [3]. Group 2: Clean Energy Base - Sichuan has established itself as a major clean energy base in the country, with a total installed power generation capacity of approximately 150 million kilowatts, of which hydropower accounts for about 100 million kilowatts, representing two-thirds of the total [5]. Group 3: Infrastructure Development - The continuous improvement of cross-regional and cross-provincial electricity export channels supports Sichuan's large-scale electricity exports, with significant investments in ultra-high voltage transmission lines [8]. - Key projects such as the Yacheng-Jiangxi and Baihetan-Jiangsu ±800 kV ultra-high voltage direct current transmission projects have been completed, enhancing the electricity supply and resource allocation capabilities [8]. Group 4: Market Mechanism - The Sichuan electricity trading system has entered a new phase, responding to the national unified electricity market system, coordinating renewable and conventional energy generation [8]. - The Sichuan electricity spot market has begun trial settlement operations, indicating a maturing market mechanism that supports stable clean energy exports [8].

"136号文"发布至今，已有6省完成了增量项目首轮机制电价竞价。由于各地增量项目机制电价执行期限约为10—12年，可以说 这些竞价结果预示了各省新能源项目的未来境况。 华夏能源网统计，目前完成增量项目首轮机制电价竞价的省份分别为山东、云南、新疆、甘肃、江西以及广东，竞价结果如 下： 广东0.36元/千瓦时；江西风电0.337元/千瓦时、光伏0.33元/千瓦时；云南光伏0.33元/千瓦时、风电0.332元/千瓦时；新疆风电 0.252元/千瓦时、光伏0.235元/千瓦时；山东风电0.319元/千瓦时、光伏0.225元/千瓦时；甘肃0.1954元/千瓦时。 让人大惑不解的是，甘肃的机制电价竟然垫底了。无论是新能源装机更多的新疆，还是"光伏第一大省"山东，机制电价都高于 甘肃。如果不出意外的话，甘肃的机制电价很可能会在全国垫底。 文 | 华夏能源网 值得注意的是，甘肃"136号文"落地文件规定，新能源机制电价竞价上下限区间为0.1954-0.2447元/千瓦时，也就是说最后竞配的 机制电价是压着下限成交的。这也是其他省份所没有的情况。 | 省份 | 公示日期 | 竞价区间 | 增量机制电价 | 执行期限 | | - ...

Core Points - The article highlights the successful construction of the world's highest ±800 kV converter station at Bangguo, Sichuan, which is part of the Jinshang-Hubei UHV project aimed at transmitting clean energy from the Tibetan Plateau to central China [1][3] - The project is a key component of China's "West-to-East Power Transmission" strategy, enhancing the green electricity supply to the central region [1][8] - The construction of the Aba 1000 kV converter station is also underway, expected to be operational by the end of 2026, further supporting the Chengdu-Chongqing economic circle [2][3] Group 1 - The Bangguo converter station faces significant challenges, including remote construction areas and the need for technological innovation [1] - The clean energy transmission capacity has increased from 30.6 million kW at the end of the 13th Five-Year Plan to 62.6 million kW during the 14th Five-Year Plan [3][8] - The construction of over 100 key projects in the Sichuan power grid during the 14th Five-Year Plan has established a main channel for "West-to-East Power Transmission" [3] Group 2 - UHV technology is described as a "highway" for the cross-regional flow of clean energy, addressing the mismatch between energy distribution and demand [5][8] - The National Energy Administration reports that the State Grid has completed 41 UHV projects, enhancing cross-province transmission capacity by 30% compared to the end of the 13th Five-Year Plan [8] - Future plans include the establishment of a new energy system as outlined in the 15th Five-Year Plan, focusing on increasing the share of renewable energy and ensuring energy security [10]

Core Insights - The article contrasts India's frequent power outages with China's successful implementation of ultra-high voltage (UHV) power transmission technology, highlighting the importance of timely energy delivery rather than just resource availability [1][28]. Group 1: India's Energy Challenges - India faced a severe power outage in 2012, affecting 600 million people and exposing the inadequacies of its outdated power system [1]. - The Indian power grid is limited to 400 kV, lacking segmentation and protection, which leads to nationwide impacts from localized issues [6]. - India's energy distribution is inefficient, with abundant resources in the north and west but significant losses during long-distance transmission [7][9]. Group 2: China's UHV Solution - China has effectively utilized UHV technology to transport electricity from resource-rich western regions to the energy-demanding eastern areas, overcoming the challenges of energy distribution [3][14]. - The UHV technology allows for long-distance power transmission with minimal losses, making it a more efficient solution compared to traditional methods [9][20]. - The construction of UHV lines has been a monumental effort, involving thousands of scientists and workers over a decade, culminating in the first UHV line operational in 2010 [23]. Group 3: Environmental and Social Impact - UHV technology supports China's dual carbon goals by enabling the transmission of renewable energy sources, significantly reducing deforestation and carbon emissions [20][25]. - The UHV network ensures equitable energy access across China, reaching remote areas and providing reliable power even during emergencies [24][26]. Group 4: Comparative Analysis - The article illustrates a stark contrast between India's reactive approach to energy crises and China's proactive development of infrastructure, reflecting differing national development strategies [28].

Group 1 - China's commitment to peak carbon emissions by 2030 and achieve carbon neutrality by 2060 is a significant global promise that is driving profound changes in the economy and society [2] - The transformation of previously barren areas into energy production hubs, such as the Qaidam Basin, showcases the shift from fossil fuels to renewable energy sources [5][6] - The "14th Five-Year Plan" emphasizes the importance of building a clean, low-carbon, safe, and efficient energy system, with a focus on renewable energy [6][18] Group 2 - The Qinghai province's ±800 kV ultra-high voltage direct current transmission project is a major initiative to transport renewable energy across long distances, significantly reducing energy loss during transmission [9][11] - The "West-to-East Power Transmission" strategy aims to balance energy and economic disparities between regions, with renewable energy playing a crucial role in this initiative [9][12] - The rapid growth of renewable energy capacity in Xinjiang, with over 128 million kW of installed capacity, highlights the region's strategic importance in national energy security [7][12] Group 3 - The storage technology sector, particularly vanadium flow batteries, is experiencing rapid growth due to the demand for energy storage solutions that support renewable energy integration [15][17] - The lithium extraction industry in Qinghai is becoming a global leader, with advancements in lithium extraction technology contributing to the competitiveness of China's renewable energy sector [19][20] - The production of photovoltaic components and lithium batteries has surged, with output increasing by 3.7 times and 6.4 times respectively since the "14th Five-Year Plan" began [20]