十五五特高压展望专家交流 20250723 摘要 特高压线路利用率普遍低于预期，许多直流通道利用率不足 50%，远低 于 4,500 小时，导致电网公司投资动力不足，输电价格难以提高，投资 回报受限。未来招标计划显示，2025 年下半年预计有三条特高压线路 招标，包括藏东南送粤港澳大湾区和蒙西到京津冀两条直流线路。 柔性直流技术在风光大基地应用增多，优势在于提高清洁能源占比，适 应新能源波动，增强系统稳定性。常规长池输电中火电占比高，不符合 受端主体对清洁能源的需求。未来通过背靠背方式完成华东与华中电网 异步互联，如闽赣联网、皖鄂联网，以及湘粤联网等，增强区域互联互 通。 136 号文发布后，新能源消纳受限问题突出，促使火电快速建设。四川 和云南大力建设火电，云南火力发电厂利用小时数显著提升。国家认识 到火电仍需存在，重新审视西南水电资源，如雅江下游墨脱水电站，容 量巨大，需外送至东部、南部、中部地区替代火电。 新能源与水电脱钩不可行，但可根据风光大基地规划容量考虑外送规模。 未来将规划更多蒙西到中东部地区、新疆到湖南等区域输送，实现有效 消纳。国家层面考虑周全，存量通道也能很好利用。"十五五"期间， 还有超 ...

Group 1 - The core strategy of the Southern Power Grid Company is to maintain an investment scale of over 100 billion yuan in Guangdong by 2025, supporting the province's strategic goal of "recreating a new Guangdong" [1] - The company is focusing on a "three acceleration" strategy to develop a new energy system, which includes accelerating the construction of supportive and reliable power supply projects, the implementation of the Cangyue DC project, and promoting digital and green collaborative development [1] Group 2 - The Southern Power Grid Company aims to support the Guangdong provincial government's goal of adding 30 million kilowatts of new power generation capacity by 2025, with a focus on offshore wind power and pumped storage power stations [2] - Key projects include the Yangjiang Sanshan Island offshore wind power transmission project, which is the first of its kind in the country, and the pumped storage projects in Meizhou, Zhaoqing, Huizhou, and Maoming, which are nearing completion [2][3] - Once completed, the power transmission capacity from the eastern and western regions of Guangdong to the Pearl River Delta will increase significantly, enhancing the reliability and security of power supply in the Greater Bay Area [2] Group 3 - The Yangjiang Sanshan Island offshore wind power project is expected to be operational by October 2026, providing a continuous supply of clean energy to the Greater Bay Area [3] - By the end of 2025, the second phase of the Meizhou pumped storage power station will be fully operational, making the Greater Bay Area the world's first area with a capacity of over 10 million kilowatts for pumped storage [3] Group 4 - The Southern Power Grid Company plans to leverage major projects in Guangdong to tackle key technological challenges, focusing on flexible DC technology, AI in power, and the "Electric Hong" IoT operating system [4] - In Guangzhou, the company is constructing a flexible DC back-to-back project that will enhance power supply capacity by 700,000 kilowatts, addressing supply-demand balance issues in large urban areas [4] - In Shenzhen, the company aims to invest approximately 5.5 billion yuan to build over 20 substations to meet the electricity needs of the "20+8" industrial cluster [4] Group 5 - Since the 14th Five-Year Plan, the Southern Power Grid Company has built a 2,000-kilometer target network in Guangdong, increasing the power interconnection capacity from 4 million kilowatts to 10 million kilowatts [5] - The company plans to focus on both emerging strategic industries and traditional industries, promoting the development of a trillion-level new energy storage industry cluster [5] - The company will also enhance rural power grid upgrades and promote coordinated development between urban and rural areas [5]