2026年马年春节，我与家人选择温暖的滇南作为旅行的目的地。云南是中国民族种类最多的省份，25个 少数民族世代聚居，也是我国水能资源作为富集的区域之一，高原风能、太阳能资源得天独厚。丰富自 然景观、多元文化和民族特色赋予了云南无穷的魅力。春节假期期间，我从昆明出发自驾南下，途径普 洱至西双版纳。一路上我领略到滇南极致的文化多样性，感叹于名山大川带来的视觉震撼，陶醉在各族 人民共度佳节时街市上浓浓的烟火气息。同时，作为电力行业研究员，旅途中亲眼见证一块块有序铺设 的光伏板，一座座耸立的风电站，一条条穿梭山间的高压电线，绿色能源在云南高速发展的成果如此具 象化地展示在我面前，一瞬间年报及研报中提到的项目和装机数据便有了温度。今年春节之旅，我感触 最深的莫过于"风光"赋予云南的发展机遇，历史上美丽的"风光"景色吸引了无数人慕名而来，而如今丰 富的"风光"资源又成为保障能源供给，促进经济发展的强劲动能。 一、普洱：穿梭能源走廊 观绿色能源与绿水青山共同发展 大年初一，我们从"春城"昆明出发，昆磨高速是昆明至滇南的必经之路，道路两侧的电力设施密集得令 人瞩目。多条输电线路与高速公路并行延伸，铁塔银线在山间起伏。在驱车前 ...

安徽大别山深处，坐落着我国新疆到安徽、白鹤滩到江苏等四条西电东送重要输电通道，是长三角地区外来电力的重要组成部分。这些通道能否平稳运行， 关系到整个长三角地区的用电安全。新春走基层，跟随一支电力巡检队，走进大别山深处的特高压铁塔下，看他们是如何用科技和脚步守护万家灯火的。 春节临近，大别山区，一场雨雪寒潮突然降临。安徽无人机巡检中心调度大厅内，春节保电指令紧急下达，20多路巡检队伍即刻集结。95后的雷家杰、00后 的江雨辰，巡检队最年轻的一对儿工作搭档，立刻清点装备，准备出发。 巡检小分队要去的大别山区，是白鹤滩到江浙电力送出通道的重要区域，四条特高压线路穿山而过。雨雪寒潮中，这些线路是否正常，关系着长三角地区百 姓的用电安全。 进入山区后，雪越下越大，路变得格外湿滑。 盘山公路上，被雪压弯的毛竹，时不时扫到挡风玻璃上。虽然海拔只有600多米，但是雨雪潮湿加上低温，深山里的线路很容易出现覆冰问题。 离铁塔还有500多米，汽车彻底上不去了。大家背着设备，在湿滑的山路上，小心翼翼前进。 终于来到了第一处高压线塔。60多米高的高压线塔，在缭绕的 雾气中几乎要"隐身"了。 看上去稚气未脱的江雨辰熟练操纵无人机开始巡塔 ...

乌兰察布供电公司运维人员对变电站设备开展特巡。 "导线舞动幅度在安全范围内，金具无松脱！"在漫天黄沙与凛冽寒风中，巴彦淖尔太阳庙35千伏变电站 运维人员正在户外设备区开展特殊巡视，对重要变电站的设备运行情况进行24小时监控。 转自：草原云 2月21日，内蒙古出现大风沙尘、寒潮降温天气，给电网安全运行带来考验。当前，正值春节保电关键 时期，内蒙古电力集团所属各供电公司多措并举筑牢电网安全防线，全力守护春节里的万家灯火。 面对大风天气，呼和浩特供电公司第一时间启动沙尘天气保电应急预案，变电站值班人员加强对户外设 备、箱柜密封及设备基础、架构的巡视检查，监控人员通过智能监测系统实时监控设备工况，输电管理 部门开展线路专项特巡，保障电网安全稳定运行。 锡林郭勒供电公司运维人员正在对设备进行排查。 内蒙古超高压供电公司则依托智能化手段，构建"人巡+无人机巡检+在线监测"的立体巡检模式，通过 红外测温、无人机精细化巡检精准排查隐患，及时清理线路周边异物，切实做到隐患早发现、早处置。 "针对春节期间的大风、沙尘、降温天气，我们迅速落实电网设备防风、防低温等措施，组织抢修物资 与力量，做好应急处置准备。保电期间，累计出动抢修 ...

看着小年轻们用"新式武器"巡线，一旁工作了近30年的鲍师傅很是感慨。他说："你看，像这种天气，如果是用望远镜的话，没 有任何的效果，像这种塔本身就六七十米，高的得七八十米，都已经看不清设备。" 央视网消息：安徽大别山深处坐落着我国新疆到安徽、白鹤滩到江苏等四条西电东送重要输电通道，是长三角地区外来电力的重 要组成部分。这些通道能否平稳运行，关系到整个长三角地区的用电安全。今天的《新春走基层》跟随一支电力巡检队，走进大别山 深处的特高压铁塔下，看他们是如何用科技和脚步守护万家灯火的。 巡检小分队要去的大别山区是白鹤滩到江浙电力送出通道的重要区域，四条特高压线路穿山而过。雨雪寒潮中，这些线路是否正 常关系着长三角地区百姓的用电安全。进入山区后，雪越下越大，路变得格外湿滑。盘山公路上，被雪压弯的毛竹时不时扫到挡风玻 璃上。虽然海拔只有600多米，但是雨雪潮湿加上低温，深山里的线路很容易出现覆冰问题。离铁塔还有500多米，汽车彻底上不去 了。大家背着设备，在湿滑的山路上小心翼翼前进。终于来到了第一处高压线塔。60多米高的高压线塔在缭绕的雾气中几乎要"隐 身"了。 春节临近，大别山区，一场雨雪寒潮突然降临。安徽无人机巡 ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年1-12月，电力、热力、燃气及水生产和供应业企业数（以下数据涉及的企业，均为规模以上工业 企业，从2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收 入2000万元）为23461个，和上年同期相比，增加了1577个，同比增长7.21%，占工业总企业的比重为 4.46%。 2019-2025年电力、热力、燃气及水生产和供应业企业数统计图 上市公司：深圳能源（000027），深南电A（000037），东旭蓝天（000040），太阳能（000591），建 投能源（000600），韶能股份（000601），宝新能源（000690），吉电股份（000875），湖北能源 （000883），赣能股份 ...

上市公司：深圳能源（000027），深南电A（000037），东旭蓝天（000040），川能动力（000155）， 珠海港（000507），穗恒运Ａ（000531），皖能电力（000543），太阳能（000591），建投能源 （000600），韶能股份（000601），宝新能源（000690） 2016-2025年电力、热力生产和供应业企业数统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年1-12月，电力、热力生产和供应业企业数（以下数据涉及的企业，均为规模以上工业企业，从 2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万 元）为14951个，和上年同期相比，增加了1144个，同比增长8.29%，占工业总企业的 ...

Core Viewpoint - The article highlights the dedication and responsibility of power workers in Tibet who continue to ensure electricity supply during the Spring Festival and Tibetan New Year, emphasizing their commitment to serving the community despite personal sacrifices [1][5]. Group 1: Operations and Responsibilities - The staff at the Xumu Substation, located at an altitude of 3,900 meters, are crucial for connecting the power grids of central Tibet and Chamdo, with an average age of 27 among the 24 workers [1]. - During the holiday season, the substation implements 24-hour dual-person duty shifts, conducting three daily inspections to promptly identify and address equipment anomalies [2]. - The operational challenges include significant temperature fluctuations, snow accumulation affecting power lines, and the need for extreme weather precautions [2]. Group 2: Maintenance and Safety Measures - The National Grid Tibet Electric Construction Company conducts special line inspections and safety checks to prepare for increased electricity demand during the holidays [3]. - Workers utilize drones and infrared thermometers for comprehensive inspections of high-altitude and icy areas, ensuring that every inch of the power lines and towers is monitored for safety [3]. - The company employs a combination of human and technical defenses to maintain over ten thousand kilometers of transmission lines and thousands of towers, ensuring zero faults and uninterrupted power supply [3]. Group 3: Community Engagement and Emergency Response - In the northern Tibetan grasslands, power workers are actively involved in emergency repairs to ensure that over 4,000 households have electricity during the festive season [4]. - The team has conducted 15 rounds of meticulous line inspections and is prepared to respond to urgent power needs, such as those from local medical facilities requiring additional electricity [4]. - The commitment of the staff is reflected in their proactive communication with the community, providing service cards with emergency contact information to ensure assistance is readily available [4].

Core Viewpoint - The completion of the China-Laos 500 kV interconnection project marks a new phase in energy cooperation between China and Laos, with both sides working towards synchronized operation by April [1][2]. Group 1: Project Overview - The China-Laos 500 kV interconnection project connects Yunnan Province in China with Udomxay and Luang Namtha Provinces in Laos, consisting of a 145 km section in China and a 32.5 km section in Laos, making it the largest and highest voltage cross-border power grid project between the two countries [2]. - The Laos section is constructed by a joint venture between China Southern Power Grid Company and the Laos National Electricity Company, known as Laos National Transmission Grid Co., Ltd [2]. Group 2: Project Impact - The project has a dual-direction power transmission capacity of 1.5 million kW and is expected to deliver approximately 30 billion kWh of clean electricity annually, significantly enhancing Laos' grid regulation and supporting the development of clean energy and industrial projects [3][4]. - The project aims to lay a foundation for the stability of Laos' future electricity supply and regional economic development, especially with the upcoming industrial facilities in Udomxay Province [4]. Group 3: Construction Challenges and Solutions - The construction faced challenges due to Laos' mountainous terrain and tropical rainforest, which limited the effective construction window and posed risks during foundational work [4]. - The construction team adopted a flexible approach to construction scheduling and innovative foundation designs to ensure the project progressed smoothly despite the challenging conditions [4]. Group 4: Environmental and Community Considerations - The project emphasizes ecological protection and community welfare, with efforts made to avoid sensitive ecological areas and minimize impacts on biodiversity and local communities [4]. - New compact towers and local vegetation for landscaping in substations were prioritized to enhance environmental sustainability [4]. Group 5: Local Workforce Development - Over 500 local employees have been hired for the project, with bilingual safety training and practical skills training provided to enhance their professional capabilities [6]. - The project aims to cultivate local operational and maintenance talents to ensure the sustainable development of Laos' electricity sector [6].

Core Viewpoint - China's two major power grids announced an investment of nearly 5 trillion yuan over the next five years, aiming to reshape the Southeast Asian power grid industry and break the stereotype that China's infrastructure investment is limited to roads and bridges [1][3]. Investment Strategy - The 5 trillion yuan investment is more than half of the total investment from the "13th Five-Year" and "14th Five-Year" plans combined, indicating a strategic global industrial layout rather than merely stimulating domestic economic growth [3][12]. - This investment is targeted at key areas such as cross-regional transmission, renewable energy integration, and new energy storage, addressing domestic supply-demand issues while ensuring power supply for high-energy and high-value-added industries in the future [14][41]. Global Power Supply Context - The core reality is that global industries will compete based on stable power supply, which is essential for the development of AI, electric vehicles, and the upgrading of traditional manufacturing [5][7]. - Countries like Vietnam and India face significant challenges due to unstable power systems, which hinder their industrial growth and competitiveness [16][26]. China's Power Stability - China's approach to power supply is proactive, investing in infrastructure before shortages occur, contrasting with many countries that react only after problems arise [10][33]. - The stability of China's power grid, with a reliability rate of 99.9%, provides a competitive advantage for industries, allowing for predictable production and cost management [39][41]. Regional Energy Dynamics - The investment not only stabilizes domestic industries but also alters the global industrial landscape, potentially leading Southeast Asian countries into a dependency on Chinese power [41][43]. - By establishing a regional energy system centered around China, the country can assist neighboring nations during power shortages, reinforcing its dominant position in regional energy [44].

Group 1 - The Huaihe Energy Holding Group's Panji Power Plant is ensuring stable electricity supply during the Spring Festival by implementing a special plan and maintaining a 24-hour duty system [1] - The plant has conducted comprehensive inspections and reinforced key areas to prevent equipment failures, ensuring the safety and stability of power generation [1] - The company has also organized special care for employees working during the holiday, providing meals and gifts to support their morale [1] Group 2 - The Linhuan Coking Co., Ltd. has prepared a safety production control plan for the Spring Festival, focusing on risk prevention and management of heating and insulation [2] - The company emphasizes rapid response to any emergencies during the holiday, enhancing inspection frequency and prioritizing maintenance work [2] - The challenges faced during the holiday include increased passenger flow and extended equipment operation time, necessitating heightened stability requirements for infrastructure [2] Group 3 - The overall narrative highlights the critical support systems that ensure smooth operations across various sectors, including energy supply, industrial production, and metro maintenance during the holiday [3]