电力项目投资建设方面，2025年EVN集团及其所属单位集中力量推进重点电源和电网工程建设， 连续第二年超额完成年度投资建设计划，投资额达125.77万亿越盾，同比增长14.7%。多项电源和电网 工程投入运行，包括和平水电站扩建项目、老街-永安500千伏输电线路，及为昆岛供电的输电线路和海 底电缆工程等一批大型重要项目。宁顺核电站1号项目政府间协议谈判取得积极进展，各方正继续就前 期准备工作进行磋商，力争于2026年启动部分工程项目建设。 电网建设方面，2025年EVN及其所属单位新开工电网项目215项，投运110千伏至500千伏电网项目 260项，新建输电线路总长度约3900公里，新增变电站容量约2.7万兆伏安。截至2025年底，越南全国实 现100%乡通电，居民用电普及率达99.85%，其中农村居民用电普及率为99.77%。 其中，可再生能源电源（风电、太阳能、生物质能等）装机容量约2.44万兆瓦，占比27.9%；燃煤 火电装机容量近2.81万兆瓦，占比32.1%；水电装机容量为2.46万兆瓦，占比28.1%。 电力生产方面，全国电力系统最高负荷（Pmax）达5.43万兆瓦，同比2增长11.1%。2025年 ...

Core Insights - The article discusses the urgent need for AI companies to bypass the aging public power grid by building their own gas power plants to meet the exponential demand for computing power, which has become a critical constraint for timely deployment [1][3][4]. Group 1: Power Crisis and AI Demand - The real bottleneck for AI data centers is not the lack of electricity but the slow delivery of power that cannot keep pace with the rapid expansion of computing needs [4][8]. - AI data centers are now being constructed in 12-24 months, while the typical cycle for power grid expansion and approval is still 3-5 years, making waiting for the grid a significant risk [5][6]. Group 2: Economic Implications of Power Supply - The time value of computing power is reshaping decision-making, with a 1GW AI data center potentially generating annual revenues of up to $10 billion, making it economically viable to incur higher electricity costs for faster deployment [9][10]. - Power is no longer just an operational cost but a prerequisite for the existence of AI projects, emphasizing the need for immediate power solutions [10][22]. Group 3: Onsite Power Generation Solutions - The BYOG (Bring Your Own Generation) model has emerged as a practical solution, allowing data centers to quickly start operations without waiting for grid connections [11][48]. - Major AI companies, including xAI, OpenAI, and Oracle, are leading the trend of onsite power generation, with significant projects underway, such as a 2.3GW gas power plant in Texas [16][29]. Group 4: Gas as the Preferred Energy Source - Natural gas has become the dominant choice for onsite power generation due to its scalability, stability, and rapid deployment capabilities, unlike nuclear or renewable sources [20][21]. - The competition in AI is increasingly defined by speed rather than cost, with companies prioritizing quick power access over traditional cost considerations [22]. Group 5: Market Dynamics and New Entrants - The onsite gas power generation market is experiencing unprecedented growth, with over a dozen suppliers securing contracts for AI data centers, indicating a shift in how power is viewed within AI infrastructure [17][30]. - New entrants, such as Doosan Energy and Wärtsilä, are capitalizing on this trend, with significant orders for gas turbines to support AI data centers [30][31]. Group 6: Challenges and Considerations - While onsite power generation offers speed, it also presents challenges, including higher long-term costs compared to grid power and complex permitting processes [34][36]. - The deployment of onsite power systems requires careful planning to ensure redundancy and reliability, as the complexity of managing power independently from the grid increases [94][100].

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have jointly issued guidelines to promote high-quality development of the power grid, aiming for significant enhancements in resource allocation and capacity by 2030 [1] Group 1: Power Grid Development Goals - By 2030, the capacity for resource optimization in the power grid is expected to be effectively enhanced [1] - The scale of "West-to-East Power Transmission" is projected to exceed 420 million kilowatts [1] - An additional inter-provincial power mutual assistance capacity of approximately 40 million kilowatts is anticipated [1] Group 2: Renewable Energy Integration - The guidelines support the goal of renewable energy generation accounting for about 30% of total power generation [1] - The capacity to accommodate distributed renewable energy is expected to reach 900 million kilowatts [1] Group 3: Public Grid Role - The foundational role of the public grid will be fully leveraged to better serve the electricity needs of the public [1]

（来源：千龙网） 2025年12月30日18时，南方电网广西电网公司发布低温雨雪冰冻灾害蓝色预警，全面做好防冰抗冰各项 应急准备，全力确保电网安全稳定运行和电力可靠供应，保障元旦假期人民群众安全可靠用电。 为提高电网抵御冰灾能力，南方电网广西电网公司提前启动防冰抗冰项目建设，重点对曾因冰受损的设 备进行加固改造，截至2025年12月11日，298项防冰抗冰建设项目全部竣工运行，为广西高寒山区电网 穿上了"防寒服"。 根据气象部门预报，受较强冷空气影响，2026年元旦假期广西全区有一次大风降温降雨天气过程，各地 气温下降6—8℃、局地10℃以上，高寒山区局地有雨夹雪、冰冻、霜冻或道路结冰。连日来，为应对可 能出现的低温雨雪天气，南方电网广西电网公司全面做好应急队伍、应急装备物资、抢修车辆准备和预 置安排，确保灾情发生时能第一时间开展抢修，快速恢复供电。如在桂林、柳州、河池等桂北地区元旦 期间留有3400多人的抢修队伍，组织其他网区准备了第一批次1200人的成建制应急队伍准备支援桂林， 在桂林、柳州等易覆冰区域前置1000多台应急发电装备，设立应急物资分发点，预置配变、电杆等一批 物资，全力保障应急抢修复电需求。 ...

Core Viewpoint - The Sichuan Aba-Chengdu East 1000 kV UHVAC transmission project has successfully completed its first segment, marking a significant milestone in the construction of a major clean energy transmission line in Sichuan province [1][6]. Group 1: Project Overview - The project spans a total length of 734.8 kilometers, connecting the Aba 1000 kV substation to the Chengdu East 1000 kV substation, and traverses four cities and eleven counties [6]. - The first segment, which has been completed, is approximately 85 kilometers long, starting from Mianyang Santai County and ending in Deyang Zhongjiang County, requiring the construction of 176 new transmission towers [3][6]. Group 2: Construction Progress - Currently, over 3,000 builders are engaged in the construction across 16 segments, with a completion rate of nearly 90% for tower assembly and over 40% for wire installation [4][6]. - The project employs advanced technologies such as construction safety networks and visual tensioning equipment to ensure efficient and safe progress amid challenging geological and climatic conditions [3][4]. Group 3: Strategic Importance - The project is positioned as a core carrier for the high-quality development of clean energy in western Sichuan, with an expected operational date by the end of 2026 [6]. - Once operational, the transmission capacity of the Aba corridor will more than double, effectively meeting the grid connection needs of the Aba hydropower cluster and renewable energy bases, ensuring stable delivery of clean electricity to load centers like Chengdu [6].

Core Insights - The total electricity production in the Federation of Bosnia and Herzegovina for November 2025 is reported to be 694 GWh, a decrease from 755 GWh in the same month of 2024 [1] - Hydropower contributes 40.9% to the total electricity production, while thermal power accounts for 51.4%, and wind power makes up 7.7% [1] Electricity Production - In November 2025, the electricity production breakdown is as follows: hydropower at 40.9%, thermal power at 51.4%, and wind power at 7.7% [1] - The total electricity production has decreased by 8.1% compared to November 2024 [1] Coal and Oil Production - Coal production in the Federation for November 2025 is reported at 25.88 million tons, with lignite at 9.92 million tons and coke at 1.86 million tons, all showing a decline compared to the same period in 2024 [1] - Oil product imports in November 2025 total 10.19 million tons, with diesel making up 75.7%, unleaded gasoline at 10.8%, heavy oil and ultra-light fuel oil at 6.2%, and other petroleum derivatives at 7.3% [1]

Core Insights - The demand for computing power in the AI sector is growing exponentially, leading to a critical mismatch between the rapid expansion of AI data centers and the slow pace of the aging U.S. power grid [1][2][4] - AI companies are increasingly opting to build their own power plants on-site to avoid delays associated with grid connections, with natural gas becoming the primary energy source due to its scalability and quick deployment [5][15][16] - The trend of on-site power generation is expected to become a systemic approach by 2025, as major players like OpenAI and Oracle are already investing in large-scale gas power plants [11][12][22] Group 1: Power Crisis and AI Data Centers - The essence of the power crisis is not a lack of electricity but the slow delivery of power that cannot keep pace with the rapid construction of AI data centers [2][4] - The construction cycle for AI data centers has been compressed to 12-24 months, while the typical cycle for grid expansion and approval remains at 3-5 years, creating a significant risk for companies that wait for grid connections [2][17] Group 2: Economic Implications of Power Generation - The time value of computing power is reshaping decision-making, with potential annual revenues for a 1GW AI data center reaching up to $10 billion, making the cost of electricity a critical factor in project viability [5][20] - Companies are willing to incur higher costs for on-site power generation to ensure timely deployment, as the economic benefits of earlier operation outweigh the additional expenses [5][16] Group 3: BYOG (Bring Your Own Generation) Strategy - The BYOG model has shifted from an unconventional choice to a practical solution, allowing data centers to operate independently of the grid while awaiting connection [6][37] - This strategy enables companies to start operations without waiting for grid upgrades, thus capturing significant revenue opportunities [36][73] Group 4: Industry Trends and Case Studies - xAI has set a precedent by rapidly constructing a 100,000 GPU cluster in Memphis within four months, showcasing the effectiveness of on-site power generation [11][20] - Major companies like Meta, Amazon AWS, and Google are adopting similar strategies, utilizing bridging power solutions to operate AI superclusters before formal grid connections are established [18][20] Group 5: Natural Gas as the Preferred Energy Source - Natural gas has emerged as the dominant choice for on-site power generation due to its ability to meet the demands of AI data centers in terms of scale, stability, and deployment speed [15][16] - The shift towards on-site gas generation is expected to drive significant growth in the market, with numerous suppliers already securing large orders for AI data center projects [13][22] Group 6: Challenges and Considerations - While on-site power generation offers advantages, it also presents challenges such as higher long-term costs compared to grid power and complex permitting processes [26][71] - Companies are exploring innovative solutions to navigate these challenges, including strategic site selection to expedite permitting and deployment [26][37]

Group 1 - The "Tianjin Night Appointment" New Year's Eve event showcased an immersive light show in Yangliuqing Ancient Town, highlighting the integration of local cultural elements and modern technology [1] - The event is part of an upgraded annual cultural tourism feast in Tianjin, with the State Grid Tianjin Electric Power Company ensuring stable electricity supply through pre-event inspections and monitoring [1][3] - From December 2025, electricity consumption in the Yangliuqing area increased by 4.6% year-on-year, indicating a growing interest in the region's cultural events [3] Group 2 - The event attracted a significant number of tourists from Beijing and Hebei, emphasizing the importance of inter-regional tourism within the Beijing-Tianjin-Hebei area [3] - The State Grid Tianjin Electric Power Company upgraded power supply equipment in key areas such as the Italian Style District and along the Haihe River to enhance reliability [4] - A total of 1,921 operational support personnel and over 755 vehicles were deployed during the New Year period to ensure safe and reliable electricity supply [4]

Group 1 - The core viewpoint of the articles highlights the active consumer behavior in the cultural and tourism sectors during the New Year holiday, alongside significant efforts by the State Grid to ensure power supply and enhance charging infrastructure for electric vehicles [1][2] Group 2 - During the holiday, the State Grid deployed 14,000 emergency repair teams, 120,000 personnel, and 30,000 vehicles, equipped with over 3,000 mobile power supply vehicles and 13,000 generators to strengthen power supply security [1] - The demand for electric vehicle charging surged, with a predicted peak daily charging volume exceeding 23.5 million kilowatt-hours and peak charging occurrences surpassing 140,000 times, representing year-on-year increases of 11.9% and 27.2% respectively [1] - The upgraded charging services at the Yutian service area on the Beijing-Harbin Expressway featured new liquid-cooled supercharging equipment with a peak power of 600 kilowatts, five times that of the previous setup, improving efficiency by over 60% [1] - The Xianren Mountain service area in Zhenjiang, Jiangsu, became the first integrated service area for wind-solar-storage-charging, providing 13 million kilowatt-hours of green electricity annually and reducing carbon emissions by approximately 7,800 tons [1] - Major power grid construction projects were also active during the holiday, including the "Shan Electric into Anhui" project in Hefei, which is expected to deliver over 36 billion kilowatt-hours annually upon completion [2] - The construction of the 500 kV substation in Longyan, Fujian, and the back-to-back interconnection project in Chenzhou, Hunan, are also progressing, contributing to regional energy security and the development of low-carbon energy solutions [2]

Core Viewpoint - The Northwest Power Grid is projected to deliver 4,110 billion kilowatt-hours of electricity across regions by 2025, marking a significant increase in cross-regional electricity delivery and emphasizing the role of the grid in optimizing resource allocation [1] Group 1: Electricity Delivery Projections - The annual cross-regional electricity delivery is expected to exceed 4,000 billion kilowatt-hours for the first time in 2025, representing a 16.4% increase compared to 2024 and a 71% increase from the end of the 13th Five-Year Plan [1] - The total cross-regional delivery of renewable energy is anticipated to reach 1,402.3 billion kilowatt-hours in 2025, which is a 38.5% increase from 2024 [1] Group 2: Infrastructure and Strategy - The Northwest Power Grid has established a delivery network through 14 cross-regional direct current channels, supplying electricity to 24 provinces and regions, creating a diversified delivery structure [1] - The company aims to leverage its role as a major power hub to enhance the delivery of electricity, particularly renewable energy, thereby contributing to local economic and social development [1]