转自：四川在线 甘孜1000千伏特高压变电站以及1000千伏甘天双回线路。（李威 摄） 四川在线记者 李欣忆 史晓露 "预计今年春节负荷较去年增长明显，大家务必时刻待命，确保保电工作万无一失。"除夕清晨，变电站站长谢杰在早班会上叮嘱。 这里是川渝1000千伏特高压交流输电工程的送端站，也是目前全球在运电压等级最高、海拔最高的特高压变电站。它将川西地区的水、风、光清洁电能汇集 转化，源源不断输送至川渝负荷中心，守护着万千家庭节日的灯火通明。 当川渝两地千家万户张灯结彩时，这座"电力珠峰"，正迎来投运后的第二个春节保电大考。 早上八点半，值班长宋亭威带着值班员宋妍霖，顶着凛冽寒风，逐一巡视1000千伏主变压器、GIS等关键设备。雾气在一排排银白色变压器表面凝结成霜 花，两人仔细核查油温、油位、SF6压力等参数。 2月16日除夕，甘孜州康定市呷巴乡，海拔3450米的甘孜1000千伏特高压变电站内，一群电力人仍在坚守岗位。 运维人员在巡视观测1000千伏主变压器运行状态。（李威 摄） "00后"山西姑娘宋妍霖入职不满1年，是团队里的"新生力量"。她攥着标准化巡视卡认真对照检查，趁着间隙便主动向宋亭威请教。 "昼夜温差 ...

张月 四川在线记者 李欣忆 史晓露 2月14日，四川在线记者从国网四川省电力公司获悉，道孚—新都桥500千伏工程、广元煤电500千伏送出工程分别于2月8日、13日顺利投运。两项工程春节 前集中投运，进一步优化了四川主网网架结构，提升了清洁能源消纳能力和供电可靠性，为成渝地区双城经济圈建设及四川经济社会高质量发展提供了电力 保障。 1月6日，甘孜州道孚县，道孚—新都桥500千伏线路工程现场，高空作业人员正在安装间隔棒。 道孚—新都桥500千伏工程起于甘孜道孚500千伏变电站，止于新都桥500千伏变电站，线路全长约115.8公里，新建铁塔248基。工程有效改善了甘孜州电网 结构，保障道孚地区150万千瓦光伏发电的稳定上网和高效消纳，助力高原地区清洁能源服务民生和区域发展。 广元煤电500千伏送出工程起于中煤广元电厂，止于昭化500千伏变电站，线路全长35.2公里。该工程将更好地满足川东北地区负荷增长需求，优化区域能源 供应结构，增强电网调峰保供和供电可靠性，为广元地区产业发展和民生改善提供支撑。 1月29日下午，广元市昭化区，广元煤电500千伏送出工程顺利实 现全线贯通。 "工程建设过程中，我们精准把握施工进度与 ...

在融入全国统一电力市场方面，广西实现重大突破，实现燃煤、核电、集中式风电、光伏及储能多 品类全量入市。2025年累计成交新能源电量569.61亿千瓦时，新能源市场化比例达45.78%，较上年提升 24个百分点。 南方电网广西电网公司市场部市场研究与交易管理专责邹其介绍，新能源全面入市后，通过现货市 场的节点电价机制，形成了分时、分节点的差异化价格，能精准反映实时的电力供需关系，推动电力系 统运行方式由"源随荷动"向"源荷互动"转变。例如，2025年6月29日至7月3日，广西新能源发电处于高 位，依托南方区域电力市场实现省间电力互济，送广东最高电力达885万千瓦，日均送电量近8000万千 瓦时，极大拓展了清洁能源的跨区消纳空间。 绿电交易方面，广西全年成交电量167亿千瓦时，同比增长82.2%，规模居全国第六位，呈现爆发 式增长。广西还完成全国首例跨经营区"点对点"绿电交易，组织"桂电送沪""桂电送华东"等5批次交 易，将6.89亿千瓦时绿电精准送往东部沿海负荷中心，实现全国跨区域能源资源优化配置。（陆权香 韦露） 2月12日，记者从广西电力交易中心获悉，2025年，广西电力市场化交易电量达1243.98亿千瓦 ...

Core Insights - Gansu Province's virtual power plants officially began continuous market trading from January 2026, marking a significant step in market-oriented development [1] - The State Grid Gansu Electric Power Company has established a comprehensive service system to promote the orderly and high-quality development of virtual power plants [1][2] Group 1: Market Participation - The cumulative electricity settlement for January reached 34.9116 million kilowatt-hours, indicating a successful start for trading [1] - The company has implemented a "daily clearing and monthly settlement" approach to provide precise services to two virtual power plants and aggregated users [1] Group 2: Service System Development - A five-in-one service system has been innovatively constructed, including policy promotion, system construction, platform support, resource standardization, and market orientation [1] - The company has strengthened government-enterprise collaboration to revise the "Implementation Plan for the Construction and Operation Management of Virtual Power Plants in Gansu Province" [1] Group 3: Operational Efficiency - The company has established an operational control platform for virtual power plants that integrates access testing, operational monitoring, effect evaluation, and transaction management [1] - Standardized and refined services have been implemented to ensure that virtual power plants can be effectively integrated, adjusted, traded smoothly, and settled quickly [2] Group 4: Future Development - The company plans to continue deepening its services in the virtual power plant sector, improving market mechanisms, accumulating operational experience, and expanding resource access [2] - The initiative aims to inject strong momentum into Gansu's energy structure transformation and support the achievement of carbon neutrality goals [2]

三审：许世立 责编：陈咏棋 图源：南网50Hz微信公众号 二审：严兰青 海南日报全媒体记者邵长春 通讯员郭冬冬 黄勇华 当前，海南电网通过两回500千伏联网线路与南方电网主网相连，琼粤电力互济容量为120万千瓦。海南—广东电力灵活互济工程 投产后，琼粤电力互济容量将达到180万千瓦，可有力保障海南电网与南方电网主网联网通道安全稳定运行，提高海南、广东电 力互济与应急支援能力。 海南日报全媒体记者从南方电网获悉，海南—广东电力灵活互济工程近日获国家发展改革委核准批复。 同时，该工程将促进海南新能源高质量发展，优化广东用能结构，切实助力海南自由贸易港与粤港澳大湾区联动发展。 该工程计划新建海南福山至广东徐闻500千伏第三回跨海交流联网线路，输送容量为60万千瓦，总投资超25亿元，预计今年6月底 前开工建设，2027年底建成投产。 ...

Core Insights - The volume of outbound mergers and acquisitions (M&A) from Greater China reached approximately $12 billion in January, marking the highest figure for the first month of a year since 2017 [1] - The increase in outbound M&A activity is attributed to heightened competition, fewer domestic opportunities, and renewed confidence among local brands, supported by Beijing's approval for strategic asset acquisitions [1][12] - Chinese companies are particularly interested in markets with lower regulatory hurdles, including consumer and retail sectors, as well as critical metals and technology [1][8][12] Outbound M&A Activity - Notable acquisitions include Luckin Coffee's potential bids for Blue Bottle Coffee and Costa Coffee, and HSG's interest in Leica Camera AG [5][11] - The Aluminum Corporation of China is acquiring a controlling interest in Cia. Brasileira de Alumínio, while CMOC Group and Jiangxi Copper Co. are making significant acquisitions in Brazil [8][11] - The strong performance of stock markets, such as Hong Kong's Hang Seng Index, has bolstered corporate confidence, facilitating increased M&A activity [6][11] Market Dynamics - The competitive landscape in China is driving innovation and positioning companies favorably for international expansion, particularly in Europe and Southeast Asia [9][12] - Private companies in China are often sector leaders, having developed the necessary scale and capabilities to compete globally [12] - The fast-growing data center sector is attracting investment, with companies like DayOne Data Centers planning expansions and IPOs [10][12] Strategic Considerations - The appetite for overseas expansion includes sensitive sectors, which may lead to complications in negotiations, as seen in the case of CK Hutchison Holdings Ltd. [7][11] - Companies are proactively advancing strategic priorities in a constructive M&A environment, supported by a dynamic global backdrop [11]

电网政策核心解读：市场化的"三大重构" 【1】价值重构（多维定价）：政策明确电力价值不仅仅是"电能量"，还包括"调节"、"环境"、"容量"等多维价值 。这对"调节能力"和"容量支撑"的设备是重大利好，如svg和ssc。 【3】时间重构（现货为王）：提出到2027年现货市场基本实现正式运行 。现货市场的波动性和高频次交易，将 极大提升灵活性资源的溢价。 这份《 查找图书 意见》的核心逻辑在于通过市场化手段解决新能源高比例接入后的系统平衡问题。 【1】空间重构（打破壁垒）：明确提出"打破市场分割"、"畅通循环"，推动跨省跨区交易 。这意味着电力资源将 在全国范围内配置，特高压 电网政策核心解读：市场化的"三大重构" 这份《 查找图书 意见》的核心逻辑在于通过市场化手段解决新能源高比例接入后的系统平衡问题。 【1】空间重构（打破壁垒）：明确提出"打破市场分割"、"畅通循环"，推动跨省跨区交易 。这意味着电力资源将 在全国范围内配置，特高压通道配套的电源点（包括储能和无功补偿）需求将大幅增加。 这份《 查找图书 意见》实际上为电力系统划定了一个"价格发现"的时代。在这个时代，"灵活调节能力"就是资 产，就是现金流。 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **U.S. electricity market** and the impact of **AI** on electricity demand and supply dynamics, particularly in the context of the **electrification era** [1][2][12]. Core Insights and Arguments Electricity Demand Trends - U.S. electricity demand growth has significantly increased from **0.2%** (2005-2021) to **1.5%** (2021-2024), with projections of **2.3%-3.7%** for 2025-2030, driven mainly by the return of manufacturing and the development of data centers [1][2][12]. - Data centers are expected to contribute **60%-70%** of the incremental demand in the commercial sector, with total growth expected to be around **50-130 GW** by 2030 [3][11]. Supply-Side Challenges - The U.S. electricity supply is facing a capacity shortage, with stable energy sources (hydro, thermal, nuclear) declining from **990 GW** in 2011 to **910 GW** in 2024, while coal capacity has dropped from **320 GW** to **170 GW** [1][4][6]. - The aging transmission and distribution system is a significant issue, with **70%** of lines over **35 years** old and insufficient investment in new lines, leading to difficulties in resource allocation and extended connection times for new units [5][16]. Future Supply-Demand Gap - The supply-demand gap is projected to widen from **10-20 GW** currently to **30-40 GW** by 2025-2030, with potential mitigation if coal retirements are reduced [6][21][23]. - Short-term solutions include increasing storage and fuel cell capacity, with approximately **20 GW** of storage capacity expected to be scheduled for 2026-2027 [6][23]. Regional Demand Concentration - Demand growth is concentrated in regions like **Texas** and **Virginia**, which are expected to account for **30%** of the new load by 2030 due to favorable conditions such as abundant wind and solar resources [3][17][12]. Policy Implications - The potential rollback of environmental regulations under the Trump administration could adjust coal retirement expectations from **100 GW** to **50 GW**, impacting future supply-demand balance [3][22]. Additional Important Insights - The U.S. electricity market is undergoing a transformation due to the increasing volatility of demand from AI data centers, necessitating new management strategies and technologies to ensure grid stability [14][15]. - The investment in the U.S. grid has increased from approximately **$5 billion** in 2001 to **$31 billion** in 2024, but most of this is directed towards upgrading old equipment rather than expanding capacity [15][24]. - The competition among different energy sources shows that wind and solar are the most cost-effective, followed by gas, coal, and nuclear [20]. Conclusion - The U.S. electricity market is at a critical juncture, with rising demand driven by technological advancements and significant supply-side challenges. The interplay of policy changes, regional demand dynamics, and infrastructure investment will shape the future landscape of the electricity sector.

Core Viewpoint - The introduction of an AI-assisted review system is transforming the traditional manual decision-making process in power grid engineering, significantly enhancing efficiency and reducing review times from hours to minutes [4][5][8]. Group 1: AI Implementation and Efficiency - The AI-assisted review system has achieved a leap in efficiency, reducing project pre-review time from hours to minutes, with AI completing tasks in 5 minutes compared to 4 hours for human experts, resulting in a 45% overall efficiency improvement [5][8]. - The system's pre-review module is already in use, while the review module is expected to be widely implemented by the end of 2026, further enhancing efficiency [8][12]. - The AI system has a review point coverage rate of over 85% and an accuracy rate of 90%, with 100% accuracy in tracing compliance with standards [14]. Group 2: Challenges of Traditional Review Process - The traditional review process is characterized by low efficiency, complex professional crossovers, dynamic standards, and inconsistent expert interpretations, leading to lengthy review times of several days to weeks [7][8]. - The manual review process involves extensive document verification and communication, which is alleviated by the AI system's ability to track modifications and streamline communication [7][8]. Group 3: Knowledge Integration and Future Developments - The AI system integrates over 2,000 regulations and management documents, creating a comprehensive knowledge base for power review, which is continuously refined through collaboration between experts and AI [11][18]. - Future developments include expanding the AI's capabilities to cover various engineering projects and enhancing its ability to analyze design drawings through OCR technology [18][19]. - The AI-assisted review system represents a shift from experience-driven to data and intelligence-driven processes in critical infrastructure, marking a significant transformation in the industry [19].

主动承接国家战略科技任务，争取国家级资源实现大幅增长。中国科学院兰州分院获批中央科技委专项 2项，甘肃省地矿局、兰州大学、国网甘肃省电力公司分别承担国家重大专项"深地""核聚变""智能电 网"任务。2025年，全省共争取国家科技项目经费28.45亿元，较上年增长24.78%，国家级科技任务落地 与经费保障能力显著提升，为全省关键领域技术突破与产业升级提供坚实支撑。 责任编辑：马莉 创新实施研产融合科技攻关赋能计划，破解"卡脖子"与进口替代难题。甘肃改变传统技术攻关模式，首 批启动10项研产融合科技攻关赋能计划示范项目，由省级领导担任项目行政总指挥，实行技术与经济双 目标考核。项目累计投入省级财政资金1亿元，带动企业投入2.61亿元、金融资本投入1.35亿元，形成多 元投入格局。截至目前，已攻克氪-85回收与纯化、羟氯扎胺生产等新技术34项，研发无菌制剂新兽 药、新型铜矿抑制剂等国产化替代产品23个，整体项目进度较原计划提前5个月。 重构省级科技计划体系，打通创新与产业对接通道。制定《关于优化改进甘肃省科技计划管理的实施方 案》，改进科技计划组织方式，明确计划项目攻关方向和任务目标。其中，重大专项计划集中有限资 ...