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华南地区抽水蓄能加快释放能源转型新动能
Zhong Guo Fa Zhan Wang· 2026-02-25 03:45
中国发展网讯 记者皮泽红报道 位于海南省黎母山镇的琼中抽水蓄能电站里一派热火朝天的繁忙喜庆景 象。"春节期间,我们运维团队将24小时坚守在岗,确保电站随时响应自贸港电力调节需求。"电站运行 值长余运捷边说边给中控室贴上窗花,他刚刚完成2月15日上午机组巡检。春节将至,海南琼中抽水蓄 能电站值班留守人员给电站中控室贴上窗花。李冕祺 摄据介绍,在海南自贸港封关运作后的首个春节 假期,琼中抽蓄电站预计将启动近200次,为全岛提供近2000万度清洁电能,满足约36万居民用户的假 日用电量。而在刚刚过去的2025年,该电站年启动次数达到7117次,为海南调节电量14.7亿度,这两项 数据分别达到"十四五"初的7.4倍和3.7倍。单台机组调用频次达到6.5次,位居全国抽蓄电站之首。不止 海南的琼中抽蓄电站,占全国国土面积不到5%的华南地区现有在运抽水蓄能电站8座,装机规模接近全 国抽水蓄能总量的五分之一,是抽水蓄能产业发展的"密集地"。2025年,华南地区各抽蓄电站均交出了 亮眼的"运行成绩单"。据统计,42台机组在年调节电量同比基本持平的情况下,年启动次数首次突破 50000次,达到50554次,同比增长23%。"调节 ...
年启动次数首次突破5万次!华南地区抽水蓄能加快释放能源转型新动能
Ke Ji Ri Bao· 2026-02-15 05:20
科技日报记者 叶青 通讯员 黄昉 春节将至,位于海南省黎母山镇的琼中抽水蓄能电站里一派热火朝天的繁忙喜庆景象。"春节期间,我们运维团队将24小时坚守在岗,确保电站随时响应自 贸港电力调节需求。"电站运行值长余运捷边说边给中控室贴上窗花,他刚刚完成2月15日上午机组巡检。 据介绍,在海南自贸港封关运作后的首个春节假期,琼中抽蓄电站预计将启动近200次,为全岛提供近2000万度清洁电能,满足约36万居民用户的假日用电 量。而在刚刚过去的2025年,该电站年启动次数达到7117次,为海南调节电量14.7亿度,这两项数据分别达到"十四五"初的7.4倍和3.7倍。单台机组调用频 次达到6.5次,位居全国抽蓄电站之首。 不止海南的琼中抽蓄电站,占全国国土面积不到5%的华南地区现有在运抽水蓄能电站8座,装机规模接近全国抽水蓄能总量的五分之一,是抽水蓄能产业发 展的"密集地"。2025年,华南地区各抽蓄电站均交出了亮眼的"运行成绩单"。据统计,42台机组在年调节电量同比基本持平的情况下,年启动次数首次突破 50000次,达到50554次,同比增长23%。"调节电量基本持平,启动次数却大幅增加,反映出抽水蓄能机组满足波动性新能 ...
776米 从“不可能”到“可能”
Xin Lang Cai Jing· 2026-02-05 22:20
(来源:黑龙江日报) 转自:黑龙江日报 □文/摄 本报记者 李爱民 从敦化国内首个自主研发的超过700米水头、350兆瓦抽水蓄能电站机组,到阳江国内首个700米级水头、400 兆瓦超大容量机组,再到如今天台创造的"额定水头724米世界最高、单机容量425兆瓦国内最大、最高扬程 776米国内最高",一项项技术突破,一个个世界纪录,背后是哈电电机对技术创新的执着追求。 如今,哈电集团哈尔滨电机厂有限责任公司已参与66座电站、255台套抽水蓄能机组的研制,总容量达77418 兆瓦,国内市场占有率稳居第一。哈电电机在抽水蓄能赛道上的攀登,步步坚实有力。而天台机组的完美亮 相,既是哈电电机攻克超高水头核心技术的里程碑,更是中国高端装备制造自立自强、彰显硬核实力的最佳 注脚。 水力设计攻坚 年轻团队勇闯技术险滩 "超高扬程下,能否保证水泵稳定性,是机组研制上的一道难关,行业上疑虑重重。别人说难,我们偏要试 试。我们要超越的是自己。"回忆起项目启动之初的情景,天台水力设计团队负责人、"80后"总专业师王焕茂 的眼神依旧坚定。 当时,超高扬程水泵水轮机的研发是行业公认的难题:扬程一拉高,机组运行就容易"闹脾气";想稳住工 况 ...
国家电网“十五五”投资额或超4万亿元,电网需求迎景气周期(附概念股)
Zhi Tong Cai Jing· 2026-01-16 00:56
"十五五"期间,围绕做强电网平台、构建新型电力系统,国家电网将初步建成主配微协同的新型电网平 台,进一步巩固"西电东送、北电南供"能源输送网络。加快特高压直流外送通道建设,推动跨区跨省输 电能力较"十四五"末提升超过30%。夯实数智基础设施,实施"人工智能+"专项行动,强化电网数字赋 能。 智通财经获悉,国家电网"十五五"投资计划出炉:"十五五"期间,国家电网公司固定资产投资预计达到 4万亿元,较"十四五"投资增长40%,以扩大有效投资带动新型电力系统产业链供应链高质量发展。国 金证券认为,展望2026年,电网行业仍将呈现明显结构性分化,高景气赛道指向国内主网输变电与电力 设备出海两大核心方向,同时关注配网侧和网外侧的拐点向上机会。 全球电网建设需求提升,尤其是在欧美等电网基础设施相对薄弱的区域,电网老化带来电网系统承压。 美国公用事业公司、欧洲部分电网运营商均积极加大电网投资力度,国内在持续加大电网投资和设备企 业出海布局。 华西证券发布研报称,在全球AIDC快速发展&电网建设投资持续增长的驱动下,电力设备需求迎来景 气周期。该行认为,掌握优质渠道资源、技术实力领先、积极布局相关产能的企业有望充分受益,持续 ...
港股概念追踪 | 国家电网“十五五”投资额或超4万亿元 电网需求迎景气周期(附概念股)
Zhi Tong Cai Jing· 2026-01-15 23:41
智通财经APP获悉,国家电网"十五五"投资计划出炉:"十五五"期间,国家电网公司固定资产投资预计 达到4万亿元,较"十四五"投资增长40%,以扩大有效投资带动新型电力系统产业链供应链高质量发 展。国金证券认为,展望2026年,电网行业仍将呈现明显结构性分化,高景气赛道指向国内主网输变电 与电力设备出海两大核心方向,同时关注配网侧和网外侧的拐点向上机会。 "十五五"期间,围绕做强电网平台、构建新型电力系统,国家电网将初步建成主配微协同的新型电网平 台,进一步巩固"西电东送、北电南供"能源输送网络。加快特高压直流外送通道建设,推动跨区跨省输 电能力较"十四五"末提升超过30%。夯实数智基础设施,实施"人工智能+"专项行动,强化电网数字赋 能。 随着对大规模供应电力的需求攀升,多个部门已出台政策加大电网投资力度。 2025年12月29日,国家电网公司党组书记、董事长张智刚强调,要充分发挥电网基础支撑和投资拉动作 用,以更大的力度、更实的举措助力扩内需、稳增长;加大电网投资力度,坚持电力发展适度超前,紧 密对接国家重大战略,衔接"两新""两重"建设,更加有效带动社会投资和产业链供应链发展。 2025年12月31日,国 ...
国家电网“十五五”投资额或超4万亿元 电网需求迎景气周期(附概念股)
Zhi Tong Cai Jing· 2026-01-15 23:35
国家电网"十五五"投资计划出炉:"十五五"期间,国家电网公司固定资产投资预计达到4万亿元,较"十 四五"投资增长40%,以扩大有效投资带动新型电力系统产业链供应链高质量发展。国金证券认为,展 望2026年,电网行业仍将呈现明显结构性分化,高景气赛道指向国内主网输变电与电力设备出海两大核 心方向,同时关注配网侧和网外侧的拐点向上机会。 "十五五"期间,围绕做强电网平台、构建新型电力系统,国家电网将初步建成主配微协同的新型电网平 台,进一步巩固"西电东送、北电南供"能源输送网络。加快特高压直流外送通道建设,推动跨区跨省输 电能力较"十四五"末提升超过30%。夯实数智基础设施,实施"人工智能+"专项行动,强化电网数字赋 能。 随着对大规模供应电力的需求攀升,多个部门已出台政策加大电网投资力度。 2025年12月29日,国家电网公司党组书记、董事长张智刚强调,要充分发挥电网基础支撑和投资拉动作 用,以更大的力度、更实的举措助力扩内需、稳增长;加大电网投资力度,坚持电力发展适度超前,紧 密对接国家重大战略,衔接"两新""两重"建设,更加有效带动社会投资和产业链供应链发展。 在高增长情景中,标普全球预计,2026年,全球 ...
抽蓄电站 “扎堆” 投产!1000 兆帕高强钢打破进口依赖
Core Viewpoint - The recent advancements in pumped storage hydropower stations in China signify a transition to a new phase characterized by high quality, technology, and efficiency, driven by the urgent need for flexible regulation in the energy structure transformation [1][2]. Group 1: Industry Records and Technological Advancements - The Zhejiang Tiantai pumped storage station has set multiple industry records, including the highest single-unit capacity in China at 425,000 kilowatts and the highest rated head in the world at 724 meters, marking a significant leap in China's pumped storage technology from "catching up" to "leading" [2][3]. - The successful domestic production of 1000 MPa high-strength steel and welding materials at the Tiantai station eliminates reliance on imports and enhances the domestic supply chain for critical materials [3][4]. - The innovative design of the turbine blades at the Tiantai station, which includes a unique configuration of 12 blades, optimizes water flow and significantly improves the stability and efficiency of the unit under high head conditions [4]. Group 2: Industry Growth and Capacity Expansion - As of September 2025, China's total installed capacity of pumped storage stations reached 62.365 million kilowatts, surpassing the 62 million kilowatt target set for the 14th Five-Year Plan, maintaining the world's leading position for nine consecutive years [6]. - The construction of pumped storage stations is expanding from the eastern coastal regions to the central and western areas, creating a balanced development pattern across the country [6][7]. Group 3: Future Directions and Challenges - The industry is evolving from a focus on single engineering projects to a more integrated approach that includes technological innovation, industrial integration, and digital transformation, aiming to create new competitive advantages [9]. - The development of variable-speed pumped storage units is anticipated to become a trend, offering broader adjustment ranges and faster response times to accommodate the fluctuations of renewable energy sources [9]. - Challenges such as lengthy project development cycles, the need for improved reliability of core components, and the necessity for enhanced cross-regional coordination mechanisms are identified as areas requiring attention [10].
南网储能探索智能化、绿色化、融合化发展新范式
Zhong Guo Fa Zhan Wang· 2026-01-07 21:32
Core Viewpoint - The Nanning Pumped Storage Power Station in Guangxi is set to be fully operational by the end of 2025, marking a significant step in the construction of a new power system in Guangxi as part of the national "14th Five-Year Plan" [1] Group 1: Project Overview - The Nanning Pumped Storage Power Station has an installed capacity of 1.2 million kilowatts, featuring four 300,000-kilowatt pumped storage units, making it the first independent pumped storage project in China to be approved, constructed, and put into operation within a single five-year plan [1] - Once operational, the power station is expected to consume up to 2.5 billion kilowatt-hours of clean energy annually, resulting in a reduction of carbon dioxide emissions by 2.2 million tons [1] Group 2: Technological Innovations - The project has introduced advanced construction technologies, including the use of a tunnel boring machine (TBM) named "Nanning No. 1," which is the first application of the world's most advanced tunneling equipment in the pumped storage sector in South China [2] - The construction of the self-draining tunnel was completed in 460 days, achieving a precision breakthrough with a total length of 5,099 meters [2] Group 3: Construction Efficiency - A new water storage method combining "large flow pumping" and "small flow stabilization" was adopted for the first time in the country, allowing for rapid water transfer to the upper reservoir, achieving efficiency over 20 times that of natural rainfall [3] - The total volume of earth and stone excavation for the project reached 19 million cubic meters, with the installation of a dedicated battery swap station for electric heavy trucks, promoting green construction practices [3]
广西首座抽蓄电站告捷
Zhong Guo Dian Li Bao· 2026-01-06 07:37
Core Viewpoint - The Nanning Pumped Storage Power Station, as part of China's 14th Five-Year Plan, is set to be fully operational by the end of 2025, marking a significant step in the development of a new energy system in Guangxi [1] Group 1: Project Overview - The Nanning Pumped Storage Power Station has an installed capacity of 1.2 million kilowatts, featuring four 300,000-kilowatt pumped storage units, and is the first independent pumped storage project approved, constructed, and put into operation within a single five-year plan in China [1] - The power station is expected to consume up to 2.5 billion kilowatt-hours of clean energy annually, leading to a reduction of 2.2 million tons of carbon dioxide emissions [1] Group 2: New Scenarios and Technologies - The construction site of the Nanning Pumped Storage Power Station showcases new scenarios, including the use of a tunnel boring machine that completed a 5-kilometer drainage tunnel in 460 days, achieving four times the efficiency of manual drilling [2] - The project has implemented a battery swap station for electric heavy trucks, allowing for quick battery changes in 3 to 5 minutes, which supports the green construction initiative [3] - The waterway system of the power station utilizes innovative materials, such as reinforced concrete, which saves approximately 10,000 tons of steel compared to pure steel materials [5] Group 3: Innovative Construction Methods - The project has adopted a new water storage method combining "large flow pumping" and "small flow stabilization" to address safety concerns related to the natural basin topography, achieving a water storage efficiency over 20 times that of natural rainfall [8] - The construction timeline from the start of the main project to full operation is only 41 months, reflecting a new speed in the construction of pumped storage projects in China [7]
我国单机容量最大抽水蓄能电站——天台抽水蓄能电站首台机组并网发电
Zheng Quan Ri Bao Wang· 2025-12-25 08:41
Core Viewpoint - The Zhejiang Tiantai Pumped Storage Power Station, built by China Three Gorges Corporation, has successfully connected its first unit to the grid, marking a significant advancement in China's hydropower equipment manufacturing and operation [1] Group 1: Project Details - The first unit of the Tiantai Pumped Storage Power Station has a single capacity of 425,000 kilowatts, making it the largest single-unit pumped storage generator in China [1] - The power station is part of the national "14th Five-Year Plan" for pumped storage development, with a total installed capacity of 1.7 million kilowatts from four reversible turbine generator units [1] - The main construction of the Tiantai Pumped Storage Power Station began in May 2022 and faced numerous challenges, including the design and installation of the largest single-unit pumped storage generator and the longest water diversion tunnel [1] Group 2: Technological Innovations - The project has successfully applied domestically produced steel plates and welding materials rated at 1000 MPa for the first time, overcoming previous bottlenecks in high-strength steel production [2] - Innovations include the first application of low-heat cement in the concrete panels of the pumped storage industry, significantly improving the quality and temperature control of the concrete [2] - The development of intelligent dam construction technology using unmanned machinery has revolutionized the filling process of earth-rock dams in pumped storage stations [2] Group 3: Industry Impact - The Tiantai Pumped Storage Power Station will primarily serve the Zhejiang power grid and enhance the flexibility of the East China power grid, aiding in the absorption of renewable energy and ensuring stable grid operations [2] - During the "14th Five-Year Plan" period, China's total installed capacity for pumped storage has exceeded 62 million kilowatts, maintaining the world's leading position for nine consecutive years [2] - China Three Gorges Corporation has a total of 21.2 million kilowatts of pumped storage projects either in operation or under construction [2] Group 4: Future Plans - China Three Gorges Corporation aims to continue leveraging its experience from the construction of the world's largest clean energy corridor to advance pumped storage projects and ensure the safe and efficient operation of existing facilities [3] - The company is committed to supporting the construction of a new energy system and a new power system in China, contributing to the nation's energy strength [3]