宁夏年度外送电量首破千亿千瓦时大关 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 中新网银川12月29日电 (记者 于晶)记者29日从国网宁夏电力有限公司获悉，截至目前，宁夏2025年累 计外送电量首次突破1000亿千瓦时，预计全年外送电量将超过1010亿千瓦时，创下历史新高。其中，新 能源外送电量超过280亿千瓦时，占总外送电量的比例达28%，同样刷新纪录。 2025年是"十四五"规划收官之年，宁夏外送电量突破千亿大关，标志着自"十一五"末开启电力外送以 来，宁夏实现了从零到千亿的跨越。目前，宁夏已建成银东、灵绍、中衡三条超、特高压直流输电通 道，总外送能力达2000万千瓦，送电范围覆盖华东、华北、华中等19个省区市，"放电三华"的外送格局 正式形成。 为全力冲刺年度千亿目标，国网宁夏电力充分利用交、直流外送通道能力，深化"风光火储"一体化打捆 外送模式。在这一模式下，宁夏新能源上网电量 ...

Core Viewpoint - The proposal emphasizes the acceleration of building a new energy system in Yinchuan, focusing on multi-energy complementarity and the integration of supply and demand in energy production and consumption [1] Group 1: New Energy System Development - The plan advocates for a "wind-solar-fire-storage integration" approach to enhance the efficiency of fossil energy utilization [1] - It aims to establish a comprehensive mechanism for the production, supply, storage, and sales of new energy [1] - The promotion of co-development models such as wind-solar co-location and agricultural-forestry solar complementarity is highlighted [1] Group 2: Infrastructure and Technology - Strengthening the construction of power grid infrastructure is a key focus, aiming to integrate distributed energy and microgrids [1] - The development of new energy storage modes, such as electrochemical storage, and the establishment of shared energy storage stations are emphasized [1] - The proposal includes promoting revenue models like "peak shaving compensation" and "capacity leasing" [1] Group 3: Market Operations and Electrification - The plan calls for coordinated advancement of long-term electricity trading, spot markets, and ancillary service market operations [1] - The construction of virtual power plants is proposed to enhance the consumption of green electricity in key industries [1] - Increasing the electrification level of end-use energy is a significant goal [1]

Core Viewpoint - The completion of the "Long Electric into Shandong" supporting main network project marks a significant milestone in enhancing energy transmission capabilities, facilitating the integration of renewable energy resources from Gansu to eastern regions of China [1][3]. Group 1: Project Overview - The newly operational 330 kV transmission project in Baiyin, Gansu, is part of the national "14th Five-Year Plan" and represents the first "wind-solar-fire-storage integrated" high-voltage direct current project in China [3]. - The project includes the expansion of two 750 kV substations and the construction of four 330 kV lines, totaling 19.785 kilometers and involving 481 transmission towers [3]. Group 2: Energy Capacity and Environmental Impact - The project will meet the energy grid connection needs of 4.5 million kilowatts of renewable energy in the Baiyin area, enabling an annual transmission of approximately 11 billion kilowatt-hours of renewable energy to Shandong and other central and eastern regions [5]. - This energy transmission is expected to save 3.5 million tons of standard coal and reduce carbon dioxide emissions by 9 million tons annually [5]. Group 3: Strategic Importance - The project has established a complete closed-loop system for resource development, power transmission, and demand consumption, which is crucial for optimizing energy resource allocation, ensuring energy security, and promoting regional coordinated development [7].

Core Insights - The successful energization of the last line of the Gansu Longdong DC supporting new energy 330 kV transmission project marks the full operation of the project, facilitating large-scale integration and transmission of clean energy from wind and solar sources in Gansu [1][2] - This project is part of China's first "integrated wind-solar-thermal-storage" large-scale comprehensive energy base, serving as the final link in the Longdong to Shandong ±800 kV UHVDC transmission project [1] Project Details - The project includes the expansion of two 750 kV substations and four 330 kV lines, with a total length of 197.85 kilometers and 481 towers, connecting 4,500 MW of new energy projects in Baiyin with the UHV main grid [2] - Upon operation, the project is expected to deliver approximately 11 billion kWh of green electricity annually to regions like Shandong, equivalent to saving about 3.5 million tons of standard coal and reducing carbon dioxide emissions by approximately 9 million tons [2] Significance - The project creates a complete loop of resource development, electricity transmission, and demand consumption, which is crucial for optimizing energy resource allocation, ensuring energy security, and promoting regional coordinated development [2]

Core Insights - Gansu Energy reported a steady growth in its financial performance for the first three quarters of 2025, with operating revenue reaching 6.525 billion yuan, a year-on-year increase of 0.64%, and net profit attributable to shareholders amounting to 1.582 billion yuan, up 14.16% [1] - The company has shown significant improvement in its profitability, with a net profit excluding non-recurring gains and losses of 1.572 billion yuan, reflecting a substantial year-on-year growth of 157.90% [1] - Gansu Energy's total installed capacity has expanded to 9.5397 million kilowatts, primarily due to the commissioning of the Changle Power Company's 2×1000 MW coal-fired unit expansion project [1] Financial Performance - The weighted average return on equity increased to 11.03%, up 0.40 percentage points from the same period last year, indicating enhanced profitability [1] - The net cash flow from operating activities reached 4.214 billion yuan, a year-on-year increase of 44.73%, providing strong support for future project investments and debt structure optimization [1] - The company's total assets grew by 7.31% and equity increased by 7.54%, reflecting continuous improvement in asset quality [2] Project Development - Gansu Energy is actively advancing integrated wind and solar projects in regions such as Minqin and Tengger Desert, with a total planned installed capacity of over 9 million kilowatts, including 5.1 million kilowatts of approved projects and 1.00025 million kilowatts of projects under construction [2] - Recent project advancements include the commissioning of Changle Company's units 5 and 6, and the approval of significant projects like the 1 million kilowatt wind-solar integration project in Minqin [2] Strategic Positioning - With the ongoing implementation of the national "dual carbon" strategy and the Western Development policy, Gansu Energy is positioned to play a more significant role in energy supply security, leveraging its foundation in traditional coal power and proactive engagement in renewable energy [3] - The company aims to enhance its comprehensive competitiveness and sustainable development capabilities by focusing on high-quality development and strengthening operational management [3]

Core Viewpoint - China's ultra-high voltage (UHV) transmission projects are rapidly advancing, significantly enhancing the country's energy distribution capabilities and supporting the transition to cleaner energy sources [9][14][17]. Group 1: UHV Projects Overview - China has put into operation over 45 UHV projects, with an expected transmission capacity exceeding 340 million kilowatts by the end of this year, marking a 25% increase from the end of the 13th Five-Year Plan [9][14]. - The Ningxia-Hunan ±800 kV UHV DC transmission project is the first approved project primarily for transmitting renewable energy from large-scale wind and solar bases, capable of delivering over 36 billion kilowatt-hours annually to Hunan, with renewable energy accounting for over 50% [4][17]. - The Gansu-Zhejiang ±800 kV UHV DC project has entered the line construction phase, further expanding the UHV network [6]. Group 2: Energy Distribution and Demand - China's energy production and consumption are inversely distributed, necessitating the "West-East Power Transmission" strategy to efficiently transport energy from resource-rich western regions to consumption-heavy eastern areas [12][14]. - The UHV DC technology allows for long-distance transmission (2000 to 3000 kilometers) with low line losses, effectively connecting energy supply to high-demand regions [12][14]. Group 3: Technological Innovations - The UHV projects have led to significant technological advancements, including the establishment of standardized results for ±800 kV/800 MW UHV DC systems, with over 500 various standards and specifications developed [19][21]. - The Baihetan-Jiangsu ±800 kV UHV DC project is notable for being the first to utilize hybrid cascade transmission technology, integrating conventional and flexible DC transmission advantages [20][21]. - The introduction of domestically produced equipment, such as the tap changer and DC control systems, has broken foreign technology monopolies, enhancing China's electrical equipment manufacturing capabilities [21]. Group 4: Future Outlook - By 2024, the proportion of clean energy transmitted through UHV DC channels is expected to reach nearly 60%, with a total transmission of approximately 420 billion kilowatt-hours, reflecting a 70% increase from the end of the 13th Five-Year Plan [16][17]. - The construction of UHV projects is shifting from primarily coal-based power to prioritizing clean energy, significantly contributing to China's green energy transition [17].

Core Insights - The construction of ultra-high voltage direct current (UHVDC) transmission lines in China is accelerating, with a focus on delivering clean energy from western regions to eastern consumption areas [10][11][14] - The Ningxia-Hunan ±800 kV UHVDC project is the first approved transmission corridor primarily for renewable energy from the "desert, Gobi, and barren" wind and solar power bases, capable of delivering over 36 billion kWh annually to Hunan, with more than 50% from renewable sources [12][13] - By the end of 2023, China's UHVDC transmission capacity is expected to exceed 340 million kW, a 25% increase from the end of the 13th Five-Year Plan [7][11] Group 1: Project Developments - The Gansu-Zhejiang ±800 kV UHVDC project has entered the line construction phase, indicating ongoing infrastructure development [4] - The Baihetan-Jiangsu ±800 kV UHVDC project exemplifies the efficiency of UHVDC technology, reducing transmission time to just 7 milliseconds for electricity from Sichuan to Jiangsu [9] - The Lonyang-Shandong ±800 kV UHVDC project, which is the first integrated energy base project, has been completed and is expected to deliver 36 billion kWh annually, with over half from renewable sources [12][13] Group 2: Technological Advancements - The "14th Five-Year Plan" period has seen significant advancements in UHVDC technology, with the total length of UHVDC lines expected to grow from 28,000 km to over 40,000 km [11][15] - The introduction of standardized ±800 kV/800 MW UHVDC technology has led to the creation of over 500 various standards and specifications, enhancing the domestic power equipment manufacturing capabilities [15][17] - Breakthroughs in "bottleneck" technologies have been achieved, including the use of domestically produced equipment, which reduces reliance on foreign technology [17]

Core Insights - The Longdong-Shandong ±800 kV UHVDC project has successfully transmitted over 10.02439 billion kWh of electricity since its operation, marking a significant milestone in energy transmission [1][3] - This project is China's first large-scale integrated energy base for wind, solar, thermal, and storage, aligning with the national "14th Five-Year Plan" and the ecological protection and high-quality development of the Yellow River basin [1][3] Project Overview - The project spans 915 kilometers, starting from the Qinyang converter station in Gansu Province and ending at the Dongping converter station in Shandong Province, with a rated transmission capacity of 8 million kW [1] - It incorporates 14.5 million kW of supporting power sources, including 10.5 million kW from renewable energy and 1.05 million kW from energy storage [3] Technological Advancements - The project has pioneered the use of domestically produced equipment such as tap changers, DC control protection systems based on domestic chips, and fast circuit breakers, addressing key technological challenges in core components [3] - The Qinyang converter station plays a crucial role in supporting Gansu's energy transition and driving economic development in both Gansu and Shandong provinces [3] Operational Safety and Stability - To ensure the safe and stable operation of the project during peak summer periods, the State Grid Gansu UHV Company has implemented a comprehensive safety responsibility system and established a multi-dimensional monitoring system for the Qinyang converter station [3] - The project significantly contributes to the large-scale development and utilization of renewable energy in Gansu, enhancing energy supply security and promoting green development in the East China region [3]

Core Viewpoint - The "Long Electric into Shandong" project has successfully transmitted over 10 billion kilowatt-hours of electricity, significantly supporting the large-scale development and utilization of renewable energy in Gansu, while promoting economic growth and regional coordination between Shandong and Gansu provinces [1][3]. Group 1 - The "Long Electric into Shandong" project is China's first large-scale integrated energy base project that combines wind, solar, thermal, and storage [3]. - The project starts from the Qinyang converter station in Gansu and ends at the Dongping converter station in Shandong, covering a total distance of 915 kilometers through five provinces: Gansu, Shaanxi, Shanxi, Hebei, and Shandong [3]. - As of September 24, the total electricity transmitted reached 10.024 billion kilowatt-hours, providing strong momentum for energy supply security and green development in the East China region [1].

Core Viewpoint - The Huaneng Longdong Energy Base's new energy project, including the F1 energy storage project, has been fully completed and is ready for power reception, contributing significantly to renewable energy consumption and grid stability [2][5]. Group 1: Project Overview - The F1 energy storage project has an investment of 1 billion yuan, with a capacity of 300,000 kW and 1.2 million kWh, expected to consume 420 million kWh of renewable energy annually, sufficient to meet the daily electricity needs of 240,000 households [2]. - The project utilizes Huaneng's independently developed single-stage distributed energy storage technology, which enhances battery compatibility and safety, addressing issues related to inter-cluster circulation and energy decay [2]. Group 2: Technical and Operational Details - The F1 project consists of four main components: energy storage, phase adjustment devices, a booster station, and wind-solar projects, with the energy storage component fully installed and awaiting grid connection testing [2]. - The "Long Electric into Lu" project is a significant initiative under China's 14th Five-Year Plan, representing the country's first integrated high-voltage project combining wind, solar, thermal, and storage [5]. Group 3: Industry Context - The total capacity of the new energy storage project at Huaneng Longdong Energy Base is 600 MW and 2,400 MWh, with two sites each hosting a 300 MW and 1,200 MWh electrochemical energy storage station [5].