"连续两年参加韶关高质量发展大会，每年都看到韶关经济发展，尤其在数字经济方面发生天翻地覆的 变化。"软通智算科技（广东）集团有限公司董事长武军的感受，是韶关从传统工业之城迈向"算力之 城"的一个缩影。 南方财经记者赵晓晨韶关报道 "十四五"以来，韶关经济总量接连跨越1500亿元、1600亿元两个台阶。特别是在2022年全国一体化算力 网络粤港澳大湾区国家枢纽节点数据中心集群落户韶关以来，这里迅速长出了华南地区最大的算力集 群，三大电信运营商、腾讯、万国数据、中联数据、秦淮数据等重点企业纷纷入驻。 南岭山脉云雾缭绕，武江水蜿蜒穿过群山。很多人对韶关的印象还停留在那个曾造出广东第一辆汽车、 第一台电视机的老牌工业城市。但吸引大数据企业扎堆的，还有另一组数字：森林覆盖率高达 74.52%，年平均气温21℃在广东全省较低，工业用电成本全省最低，绿电装机占比58.8%。这些条件共 同构成了布局数字基础设施的天然基石。 在2月26日举行的韶关市产业高质量发展暨招商大会上，这种吸引力更为直观。签约项目总金额超600亿 元，包括2个超百亿元项目，中金数据韶关零碳算力基地项目投资263.07亿元、中国电信粤港澳大湾区 一体化数 ...

每经记者|刘明涛 每经编辑|赵云 投资逻辑来看，电网建设是电力行业发展的重要基础，包括变电站和电力线路建设，当前我国智能电网、西电东送、城乡电网改造等重要项目都需要大量的 电网设备，并提出了新的要求，高效、节能、环保的电网设备将成为未来市场的主流，电源电网的转型升级为我国的电网设备制造业创造了巨大的发展机 | | | 半日交投活跃跨境ETF一览 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨幅 (%) | 总金额(元) | | 513130 | 恒生科技ETF | 0.656 | -2.09 | 40.94亿 | | 513310 | 中韩半导体ETF | 4.131 | 4.82 | 28.98亿 | | 513090 | 香港证券ETF易方达 | 2.002 | -1.38 | 26.98亿 | | 513180 | 恒生科技指数ETF | 0.672 | -1.75 | 26.46亿 | | 159792 | 港股通互联网ETF | 0.78 | -1.76 | 19.40亿 | | 513120 | 港股创新药ETF | 1.25 | ...

Core Insights - Inner Mongolia is projected to generate 851.7 billion kWh of electricity in 2025, accounting for approximately 8.8% of the national total, significantly surpassing Guangdong and Jiangsu by over 140 billion kWh and 200 billion kWh respectively [1][3][12]. Resource Advantage - Inner Mongolia is a major energy province in China, with coal reserves and production consistently ranking first nationally. In 2024, the province's raw coal output is expected to reach 1.29 billion tons, making up 27.3% of the national total [3][5]. - The province's abundant coal resources allow for stable and low-cost supply, enabling consistent operation of thermal power plants, which form the backbone of its electricity generation [5][9]. Energy Mix - In 2025, thermal power is expected to contribute 5,920.4 billion kWh, representing 69.5% of the total electricity generation, while wind power is projected to generate 2,033.4 billion kWh, accounting for 23.9% and showing a year-on-year growth of 22.6% [5][9]. - Inner Mongolia has also made significant strides in renewable energy, with total installed capacity for new energy sources exceeding 147 million kW, surpassing that of thermal power [7][25]. Infrastructure Development - The province has established a robust electricity transmission network, including eight ultra-high voltage transmission lines, facilitating efficient electricity delivery to various regions across China [10][23]. - Since the launch of the first ultra-high voltage line in 2016, Inner Mongolia has cumulatively transmitted 838 billion kWh of electricity, supporting the energy needs of approximately 285 million households annually [11][23]. Economic Impact - Inner Mongolia's electricity generation supports the economic activities of densely populated and industrially developed regions such as Beijing, Tianjin, and Jiangsu, especially during peak demand periods in summer and winter [16][17]. - The availability of stable electricity has also fostered local industrial growth, particularly in coal chemical and renewable energy equipment manufacturing, reducing production costs and enhancing competitiveness [19][30]. Social Benefits - The expansion of the electricity grid has improved living standards in rural areas, providing reliable power for heating, cooling, and household appliances, thereby enhancing the quality of life for residents [21][30]. - Inner Mongolia's role as a key energy supplier helps balance the regional disparities in electricity supply and demand across the country, ensuring that economic development and public welfare are supported [23][32].

中青报·中青网记者 周围围 凌晨4时30分，青海海西蒙古族藏族自治州的戈壁滩还在沉睡。寒风卷着细雪，气温跌破零下20摄氏 度。 马咸顺裹紧棉衣，握紧红外测温仪，走向一片深蓝色的"海洋"——那是国家能源集团青海公司大柴旦 100万千瓦风光储项目的142万块光伏组件。在他身后，48台风机在夜色中划出白色弧线。 这里是国家第二批大基地项目，青海"西电东送"能源大动脉的关键节点。今年春节，1995年出生的马咸 顺和维保二班的同事们，要在这片海拔3000多米、年味几乎被风雪吞噬的戈壁滩上度过。 "像螺丝一样钉在岗位上" 2月10日，小年夜。距离春节越近，马咸顺和班组的巡检越密。 马咸顺正 在检查箱变二次线路运行情况。受访者供图 "越到关键时刻，越要像螺丝一样钉牢在岗位上。"国家能源集团青海海西公司维保部主任陈晨说。这 位"80后"主任带着一支平均年龄不到25岁的队伍，守护着这座每年可输送清洁电力超21亿千瓦时、减排 二氧化碳约193万吨的"风光储堡垒"。 春节期间，他们执行"双人双岗、人机联动"：监盘人员紧盯数据，实时联动现场；现场发现疑点，实时 回传研判。"人防+技防"成为保电最坚实的底座。 "全科医生"与"鹰眼" ...

●在四川复龙换流站，向家坝水电站发出的电"变身"为直流电，这是其能够低损耗、远距离奔袭 1907公里的关键； 7毫秒后，在上海奉贤换流站，电又经过逆变，从直流电变回交流电，送入千家万户 ●2025年，向上线可用率98.16%，除检修时间外全年都在送电。工程投运15年，连续安全运行超 过5800天 □四川日报全媒体记者 范英 李欣忆 郝飞 金融投资报记者 张璐璇 2月15日晚，上海豫园。九曲桥畔，"马跃星河"灯组流光溢彩；中心广场，"骏驰九州"骏马剪影踏 云而来。非遗彩灯与数字光影交织，映照出游人的笑颜。 沉浸在光影魔术中的上海市民可能不会想到，点亮这满园璀璨的，不是黄浦江的风，也不是东海 的光，而是1907公里外，金沙江的水。 转化记：从江水到水电 同样是2月15日，四川宜宾金沙江畔，向家坝水电站中控室，机组轰鸣声低沉而稳定。 金沙江下游，向家坝、溪洛渡、乌东德、白鹤滩4座巨型梯级电站"组团出道"，联合调度下，水不 空流，电不浪费。"地处金沙江峡谷出口处，向家坝水电站是'水算盘'上最关键的那颗珠子。"江 传宾这样形容。2025年，来水远低于多年平均水平，但向家坝水电站的发电量却达到337亿千瓦时 ——追平历史 ...

Core Viewpoint - The approval of the "Dalat—Mengxi 1000 kV AC Transmission and Transformation Project" marks a significant step in China's energy infrastructure, enhancing the transmission capacity from Inner Mongolia to the Beijing-Tianjin-Hebei region and supporting the country's clean energy goals [1][2]. Group 1: Project Details - The Dalat—Mengxi project includes the construction of a new 1000 kV substation at Dalat, with two sets of 3 million kVA transformers, and a double-circuit 1000 kV line spanning 2×124.6 kilometers, with a total investment of 4.374 billion yuan [1]. - The project is part of the key initiatives outlined in China's 14th Five-Year Plan for electricity, and it is the first supporting project for the ±800 kV UHVDC transmission project in the Beijing-Tianjin-Hebei area [1]. Group 2: Economic and Environmental Impact - The construction of the project is expected to generate multiple benefits, including stimulating investment, creating jobs, and restoring the ecosystem, while meeting the power transmission needs of the UHVDC project [1]. - The project is crucial for converting resource advantages in western China into economic benefits, facilitating large-scale consumption of clean energy, and promoting coordinated development in the Beijing-Tianjin-Hebei region [1]. Group 3: Future Developments - The State Grid Mengdong Electric Power Company aims to expedite preliminary procedures and land acquisition, targeting construction to begin in April 2026, ensuring synchronization with the ±800 kV UHVDC project [1]. - The "15th Five-Year Plan" includes the construction of 12 UHV transmission line projects, which will increase Inner Mongolia's total transmission capacity to 96.7 million kW, with an expected external power delivery exceeding 1 trillion kWh during this period [2][3].

记者从从宁夏电力交易中心有限公司获悉，截至2026年2月7日，宁夏累计外送电量突破9000亿千瓦时， 达9002亿千瓦时。这是继2025年宁夏全年外送电量首次突破千亿千瓦时后实现的又一重要跨越。 (责任编辑：谭梦桐) 自2010年银东直流投运以来，宁夏正式开启"西电东送"新格局。2016年灵绍直流投运，进一步加速电力 外送进程。依托"小省区、强电网、大送端"优势，宁夏外送电量在2016年至2021年间连续6年实现百亿 千瓦时阶梯式增长。银东、灵绍两条直流通道保持高效稳定运行，其利用率均位居国家电网超、特高压 直流输电工程前列。 2025年，我国首条以输送"沙戈荒"风电光伏大基地新能源为主的特高压直流工程——中衡直流投入运 行。至此，"放电三华"外送格局正式形成，总外送容量达2000万千瓦，送电范围覆盖全国19个省区市。 中衡直流成为推动宁夏年度外送电量首次突破千亿千瓦时的关键动力。 随着外送通道不断拓展，宁夏外送电结构持续优化，新能源电量占比从10年前的不足10%提升至目前的 近30%，实现了"每外送3度电中就有约1度是绿电"的清洁转型成效。据统计，9000亿千瓦时外送电量相 当于就地转化标准煤约2.6亿吨， ...

Core Insights - Ningxia's cumulative electricity export has surpassed 900 billion kilowatt-hours, reaching 900.2 billion kilowatt-hours, equivalent to the conversion of 260 million tons of standard coal and a reduction of 680 million tons of carbon dioxide, significantly contributing to national energy security and green low-carbon transition [1] Group 1 - The "West-East Power Transmission" initiative was officially launched in Ningxia with the operation of the Silver-East DC in 2010, followed by the Ling-Shao DC in 2016, which accelerated electricity exports [1] - From 2016 to 2021, Ningxia's electricity export volume achieved a continuous annual increase of over 10 billion kilowatt-hours for six consecutive years [1] - The total export capacity of Ningxia reached 20 million kilowatts, covering 19 provinces and municipalities across the country, with the proportion of renewable energy in electricity exports increasing from less than 10% a decade ago to nearly 30% currently [1]

Core Insights - Ningxia's cumulative electricity export has surpassed 900 billion kilowatt-hours, reaching 900.2 billion kilowatt-hours, reinforcing its status as a key electricity output base in China [1] - The electricity export capacity of Ningxia has significantly increased since the launch of the Yindong DC transmission project in 2010, with the total export capacity expected to reach 20 million kilowatts by 2025 [1] - The proportion of renewable energy in Ningxia's electricity exports has risen from less than 10% to nearly 30% over the past decade, indicating a shift towards cleaner energy sources [1] Industry Developments - The commissioning of the Zhongheng DC project in 2025 will enable the transmission of renewable energy from the "Shagou Desert" wind and solar base, expanding the electricity export range to 19 provinces, autonomous regions, and municipalities across China [1] - The 900 billion kilowatt-hours of electricity exported is equivalent to the on-site conversion of approximately 260 million tons of standard coal, resulting in a reduction of about 680 million tons of carbon dioxide emissions [1] - The developments in Ningxia's electricity export capabilities contribute significantly to the optimization of energy resources nationwide and support the country's energy security and low-carbon transition efforts [1]

目前，"六交六直"中的±800千伏蒙西—京津冀特高压直流输电线路工程已开工建设，计划2027年12月建 成投运；达拉特—蒙西特高压交流输电线路工程计划2026年4月开工建设，2027年9月建成投运。以上2 项工程，在内蒙古境内投资约68亿元，其他10项工程将陆续开工建设。 预计"十五五"期间，内蒙古将 开工建设±800千伏直流输电线路1525公里、1000千伏交流输电线路2904公里，新建±800千伏特高压换 流站6座、1000千伏特高压变电站4座。 自2016年内蒙古特高压电网首条输电通道投入运行以来，全区特高压电网外送电量已连续8年保持增长 态势，2025年全区特高压电网外送电量1885.54亿千瓦时，至去年末内蒙古特高压电网已累计外送电量 8363.02亿千瓦时，两项指标均居全国第一，受电地区包括11个省、区、市（山东、江苏、安徽、上 海、浙江、湖南、西藏、青海、北京、天津、河北）。 推进特高压工程建设，既是把内蒙古建设成为国家重要能源和战略资源基地的有力举措，也是促进中国 经济高质量发展的关键支撑。凭借特高压外送电通道，将内蒙古富集的煤电及新能源通过"西电东送、 北电南供"实现跨区域优化配置，既巩固了 ...