尤为值得一提的是，今年11月，渝黔、湘粤、湘黔、闽赣、皖鄂等5项电力灵活互济工程获国家发改委核准批复，为国家电网和南方电 网首次在柔性直流领域深度合作，中国电网建设正式进入"柔互济"时代。该批工程共新建5座容量为300万千瓦柔直换流站，建设500千 伏接入系统线路1227千米，计划于2 027年迎峰度夏前投产。 电网建设筑牢保供根基。今年迎峰度夏期间，全国用电负荷四次创新高，跨省跨区市场畅通的电力资源"大循环"，助力实现大范围高效 互济。闽粤联网实现满功率送电，电量同比增长85%，南方区域首次送电支援上海、浙江、安徽；10月13日，国家电网与南方电网首 次以现货交易形式实现跨区电力调配，南方电网180万千瓦清洁电力通过闽粤联网驰援长三角地区。 2025年，我国电网行业锚定新型电力系统建设目标，交出一份兼具安全底色、绿色成色与发展亮色的高质量答卷。这一年，电网投资 规模再攀历史新高，骨干网架纵横延伸，配网"毛细血管"精准织密，有力破解新能源并网消纳瓶颈，清洁能源输送与消纳水平稳步提 升。 公开数据显示，今年国家电网完成固定资产投资将超过6500亿元；南方电网今年年初计划完成1750亿元固定资产投资，均创历史新 ...

Core Viewpoint - The article emphasizes the accelerated construction of a new energy system in China, highlighting the importance of transitioning to renewable energy sources and enhancing energy security to support economic development and carbon neutrality goals [15][16][19]. Group 1: New Energy Development - The Ningxia Tengger Desert New Energy Base has successfully launched its first batch of 3 million kilowatts of solar capacity, showcasing a significant expansion in renewable energy production [17]. - The Ningxia-Hunan UHV project, spanning over 1,600 kilometers, can transmit green electricity in approximately 0.0054 seconds, significantly enhancing energy distribution efficiency [17]. - The project is expected to deliver over 36 billion kilowatt-hours of electricity annually to Hunan, with renewable energy accounting for over 50% of this supply [17][18]. Group 2: Energy Supply Structure - During the "14th Five-Year Plan" period, China's renewable energy generation capacity is projected to increase from 40% to around 60%, marking a substantial shift in the energy supply structure [21]. - The share of non-fossil energy in national energy consumption is expected to exceed the 20% target set for the "14th Five-Year Plan," with green electricity accounting for nearly 40% of total electricity consumption [21]. Group 3: Technological Innovations - China has developed a 26-megawatt offshore wind turbine with a rotor diameter exceeding 310 meters, capable of generating 62 kilowatt-hours per rotation, representing a significant technological advancement in renewable energy [20]. - The country is also implementing various innovative energy solutions, including the first domestic 220 kV flexible low-frequency transmission project and the world's first grid-connected sodium-ion energy storage system [23]. Group 4: Fossil Energy Transition - The domestic oil and gas production capacity has reached over 400 million tons, maintaining a rapid growth trend, while efforts are being made to enhance the efficiency and environmental sustainability of fossil fuel usage [22]. - The implementation of energy-saving and carbon-reduction modifications in coal-fired power plants is part of the broader strategy to transition towards greener energy sources [22].

Core Viewpoint - The development of the Chongqing power grid is crucial for enhancing energy supply security and supporting economic growth, with significant investments and projects underway to improve infrastructure and integrate renewable energy sources [1][4][9]. Group 1: Infrastructure Development - The approval of the Yuchuan back-to-back interconnection project will establish a new flexible DC back-to-back converter station in Chongqing, increasing the conversion capacity by 3 million kilowatts, thereby enhancing interconnectivity between the national and southern power grids [1]. - During the 14th Five-Year Plan, the Chongqing power grid has focused on building a strong power supply network, with significant projects like the 1000 kV ultra-high voltage project increasing power transmission capacity by 4 million kilowatts [2]. - The total investment in power grid construction during the 14th Five-Year Plan reached 58.2 billion yuan, a 39.9% increase compared to the end of the 13th Five-Year Plan, with installed power capacity exceeding 42 million kilowatts [3]. Group 2: Renewable Energy Integration - Chongqing has seen a significant increase in renewable energy capacity, with an annual growth rate of over 35.75% for wind and solar energy installations, reaching a total of 8.15 million kilowatts [6]. - The commissioning of the first million-kilowatt pumped storage power station in the Southwest region has enhanced the grid's ability to adjust and integrate renewable energy sources [4]. - The city has implemented a "Million Kilowatt Rooftop Distributed Photovoltaic" initiative, adding 239.64 thousand kilowatts of rooftop solar capacity, contributing to a total of over 5 million kilowatts of solar power [6]. Group 3: Energy Consumption and Electric Vehicles - The rise of electric vehicles in Chongqing has led to a significant increase in charging infrastructure, with 6,170 public charging stations and 382,000 private charging piles installed, achieving a total charging volume of 1.705 billion kilowatt-hours [8]. - The company has invested 1.6 billion yuan in enhancing the power supply for charging facilities, ensuring stable and quality electricity for electric vehicle users [7]. - The promotion of green energy consumption is transforming the lifestyle of residents and tourists, with a growing emphasis on low-carbon energy use in transportation and daily activities [7]. Group 4: Future Plans and Goals - The company aims to develop a new power system that is clean, low-carbon, safe, and efficient, while actively integrating high-quality clean energy and advancing new business models like virtual power plants [9]. - Plans for the 15th Five-Year Plan include enhancing the power grid's capacity and flexibility, ensuring a balance between local and external power sources, and supporting the transition to a low-carbon economy [9].

Core Viewpoint - The article highlights the achievements of the State Grid Corporation during the "14th Five-Year Plan" period, emphasizing its role in high-quality development and its contributions to China's modernization efforts through advancements in power grid infrastructure and technology [2][12]. Group 1: Infrastructure Development - The coverage rate of the large power grid has significantly improved, with the installed capacity of wind and solar power ranking first in the world, and the scale of ultra-high voltage transmission networks being the largest globally [2][3]. - The cross-provincial and cross-regional transmission capacity has increased by 30% compared to the end of the "13th Five-Year Plan," with a maximum power transmission capacity exceeding 225 million kilowatts, equivalent to the capacity of 10 Three Gorges power stations [3][4]. Group 2: Market Transactions and Reliability - In the first half of the year, the market-oriented electricity trading volume reached 24,550 billion kilowatt-hours, accounting for 75.3% of the total trading volume, indicating a robust development of cross-provincial electricity trading [4]. - By the end of June 2025, the comprehensive power supply reliability rate is expected to reach 99.950%, an increase of 0.089 percentage points from the end of the "13th Five-Year Plan" [5]. Group 3: Renewable Energy Integration - The installed capacity of wind and solar power connected to the grid has tripled to 1.34 billion kilowatts compared to 450 million kilowatts at the end of the "13th Five-Year Plan," making renewable energy the largest power source in the operating area [7][8]. - The State Grid has successfully tackled challenges related to integrating a high proportion of renewable energy into the grid, establishing a large-scale renewable energy grid operation control system [7][10]. Group 4: Technological Innovation - Research and development investment has increased by 21% compared to the "13th Five-Year Plan," with significant technological advancements including the world's first controllable converter technology and the development of ultra-high voltage direct current control protection equipment [9][10]. - The "Light Power Big Model," an AI-driven decision-making tool, has improved operational efficiency, reducing decision-making time from 30 minutes to one minute [11][12]. Group 5: Future Outlook - Looking ahead to the "15th Five-Year Plan," the State Grid aims to continue supporting high-quality development in the energy sector, focusing on the construction of the power grid and the integration of renewable energy [12].

Group 1 - In July, China's electricity consumption exceeded 1 trillion kilowatt-hours for the first time, marking an 8.6% year-on-year increase, which is unprecedented globally [1] - The total installed power generation capacity in China reached 3.67 billion kilowatts by the end of July, a year-on-year increase of 18.2%, equivalent to the capacity of over 160 Three Gorges power stations [2] - Renewable energy generation increased by 15.6% in the first half of the year, with one-third of the total electricity consumption now coming from green energy sources [3] Group 2 - The electricity supply remained stable this summer due to the orderly commissioning of various power sources, including the largest thermal power plant and significant wind and hydropower projects [2][4] - The optimization of the power grid and the completion of over 160 key projects ensured reliable electricity delivery, with cross-regional power trading mechanisms enhancing supply security [5][6] - New energy storage systems have seen a nearly 30-fold increase in installed capacity over five years, providing flexibility in managing electricity supply and demand [7] Group 3 - Demand-side resources are being activated, with initiatives like residential energy-saving programs and virtual power plants helping to alleviate peak load pressures [8] - The future of China's power system aims to be clean, low-carbon, safe, and efficient, contributing to economic vitality and improved quality of life [9]

Core Insights - The article highlights the significant increase in electricity consumption in China over the past decade, reflecting both the country's economic growth and the transformation of the global energy landscape [2][5][34] Electricity Consumption Growth - In 2024, China's total electricity consumption is projected to reach 98,521 billion kilowatt-hours, marking a 6.8% year-on-year increase, with a peak of 10,226 billion kilowatt-hours in July [5][34] - The electricity index for all industries is expected to grow by 29.5% from 2020, with an average annual growth rate of 6.7% [5][7] Sectoral Electricity Usage Primary Industry - The primary industry is expected to consume 170 billion kilowatt-hours in 2024, a 20.2% increase year-on-year, driven by smart agriculture and related technologies [9][10] Secondary Industry - The secondary industry accounts for nearly 60% of total electricity consumption, with 593.6 billion kilowatt-hours in 2024. High-tech and equipment manufacturing lead the growth, with new energy vehicle manufacturing increasing by 25.7% [10][12] Tertiary Industry - The tertiary industry is projected to consume 2,081 billion kilowatt-hours, a 10.7% increase, with internet services and charging services growing by 28.2% and 42.6%, respectively [12][14] Residential Consumption - In July 2024, residential electricity consumption surged by over 30% in several provinces, reaching 2,039 billion kilowatt-hours, a year-on-year increase of 18% [14][15] Power Supply and Infrastructure - China's power grid demonstrated resilience during peak demand periods, with a maximum cross-regional transmission capacity of 142 million kilowatts, equivalent to half of the Three Gorges Dam's output [14][18] - By mid-2024, the total installed renewable energy capacity is expected to reach 2.159 billion kilowatts, accounting for 59.2% of total capacity, surpassing coal power for the first time [25][27] Technological Advancements - The State Grid's real-time monitoring system allows for rapid load forecasting and management, achieving a "zero blackout" status even during peak loads exceeding 1.5 billion kilowatts [24][34] - The implementation of time-of-use pricing in regions like Zhejiang and Sichuan has successfully reduced peak demand by 1 million kilowatts [24] Conclusion - The article concludes that the dramatic increase in electricity consumption not only reflects the aspirations of 1.4 billion people for a better life but also positions China as a leader in the global renewable energy market, with significant contributions to solar and wind energy [34][35]

Core Viewpoint - The "Ningdian into Hunan" project is a key initiative in China's 14th Five-Year Plan for power development, accelerating the construction of UHV projects and promoting green energy development in the country [1][5]. Group 1: UHV Project Development - Since the beginning of the 14th Five-Year Plan, significant UHV projects such as "Longdian into Shandong" and "Xinjiang into Chongqing" have been put into operation, with the "Ningdian into Hunan" project recently commencing power transmission [1]. - The State Grid has completed and put into operation over 41 UHV projects, with a total transmission capacity exceeding 350 million kilowatts, representing a 30% increase from 270 million kilowatts at the end of the 13th Five-Year Plan [1][3]. Group 2: Investment and Infrastructure - During the 14th Five-Year Plan period, total investment in UHV projects in China has exceeded 380 billion yuan, with 19 UHV projects under construction [5]. - The total length of UHV projects in China has surpassed 50,000 kilometers, equivalent to more than one lap around the Earth's equator [5]. Group 3: Clean Energy Integration - A notable trend in China's UHV construction is the establishment of UHV projects originating from clean energy bases in regions such as Southwest and Shale Gas areas, with over 60% of UHV projects connected to clean energy sources [3]. - The scale of renewable energy connected to operational UHV projects has exceeded 1.3 billion kilowatts [3].