央视网消息："十四五"规划提出，建设清洁低碳、安全高效的能源体系。内蒙古风光资源富集，肩负着"西电东送""北电南供"的国家 使命。如何将这得天独厚的"草原风光"，跨越千山万水，高效、安全地输送到千里之外？这背后，离不开稳定、可靠的电网系统。接下 来，让我们一同聚焦内蒙古绿电外送，看内蒙古如何通过电网聚能，将清洁电能源源不断地输向全国。 刚刚过去的夏季，全国最大电力负荷创历史新高，电力系统再次完成严峻大考——迎峰度夏，来自内蒙古的电力成为重要的支持。内 蒙古是全国新能源装机规模最大的省区，这些清洁能源要如何跨越山海？从风能、光能到凉风、灯光，需要一条中国特产——电力天路特 高压。 电能在传输的过程中会产生损耗，而长距离的电能输送，任何微小的损耗都将累积成巨大的浪费。电流越大，发热损耗就越大，而如 果要保持输电功率不变，想要减小电流，就要增加电压。特高压技术正是减少电力损耗的关键。 位于内蒙古锡林郭勒盟的胜利站和位于河北张家口市的张北站，是华北地区重要的特高压枢纽。2024年10月31日，"十四五"电力发展 规划重点项目张北-胜利1000千伏特高压交流工程正式投运，在两个变电站之间搭建起特高压输电通道。电力送出从 ...

Core Insights - The article discusses the critical role of China's power grid, particularly the State Grid Corporation, in ensuring energy supply during peak demand periods, especially in summer when temperatures soar [1][3][4] - It highlights the ongoing efforts to unify the northern and southern power grids to optimize resource allocation and enhance electricity distribution across regions [4][6][7] - The article emphasizes China's advancements in high-voltage transmission technology and its expansion into international markets, positioning itself as a global leader in electricity infrastructure [10][11][14] Group 1: Domestic Power Supply and Infrastructure - The article notes that the State Grid has been the world's top revenue generator in the electric power industry for nine consecutive years, ranking third in the 2024 Fortune Global 500 [3] - It describes the historical context of electricity shortages in eastern provinces and the subsequent construction of power plants to meet demand, with installed capacity reaching second globally by 1996 [4][6] - The article mentions that in 2024, Guangdong's electricity consumption is projected to reach 912.1 billion kilowatt-hours, with a significant shortfall in local generation [6] Group 2: Technological Advancements and Market Reforms - The article outlines the shift in China's electricity development focus from scale to quality, leading to a diversified energy supply structure that includes renewable sources [6] - It highlights the government's initiative to standardize cross-regional electricity trading rules by the end of the year, enhancing market efficiency [7] - The article states that China's investment in power grid construction is expected to exceed 608.3 billion yuan in 2024, reflecting a 15.3% year-on-year increase [12] Group 3: International Expansion and Influence - The article details the State Grid's international investments, including significant stakes in power grids across Southeast Asia, Europe, and South America, totaling over $40 billion in Brazil, Peru, and Chile [10] - It emphasizes the strategic importance of high-voltage technology, with China leading in the development of 1000 kV AC and ±1100 kV DC transmission systems [11] - The article concludes that China's energy globalization is reshaping international order, positioning the country as a central player in the global electricity market [14]

Group 1 - The core viewpoint highlights China's continuous innovation breakthroughs, marked by significant achievements such as the launch of the first domestically produced aircraft carrier Fujian, the operational commencement of the world's first fourth-generation nuclear power plant, and the commercial flight of the C919 aircraft [1][3]. - The innovation breakthroughs are attributed to a systematic strategic framework that enhances the efficiency of basic research transfer and transformation, with R&D investment intensity reaching 2.68% and the proportion of basic research increasing to 12.3% by 2024 [3][4]. - The collaborative effort across society is emphasized, where government, enterprises, research institutions, and markets work in sync to drive innovation, exemplified by the continuous advancements in the electric vehicle industry, which has led to China maintaining the world's largest production and sales of new energy vehicles for ten consecutive years [4][6]. Group 2 - The sustainable supply of talent is identified as a key driver of innovation, with China having the largest total human resources and R&D personnel globally, producing over 5 million graduates annually in science, technology, engineering, and mathematics [6][7]. - Looking ahead to the 15th Five-Year Plan, innovation is positioned as the core driving force for high-quality development, with a focus on strengthening basic research, enhancing collaborative innovation, and building a robust talent pipeline to ensure continuous innovation momentum [7].

Core Insights - The recent surge in electricity demand in China, driven by high temperatures, has led to record power loads, with a peak of 1,465 million kilowatts on July 4, marking a significant increase compared to the end of June and the same period last year [1] - The State Grid is leveraging ultra-high voltage (UHV) technology to manage electricity supply, with cross-regional transmission capacity exceeding 200 million kilowatts, highlighting the importance of UHV in connecting energy production and consumption [1] - The steady increase in national electricity consumption is expected to support the high-quality development of the UHV industry, with a projected 5% growth in total electricity consumption by 2025 [1] Industry Developments - China's UHV transmission technology is internationally leading, with 70% of clean energy transmitted through the "West-to-East Power Transmission" project [2] - The State Grid's investment in UHV projects is set to exceed 600 billion yuan in 2024 and is expected to surpass 650 billion yuan in 2025, focusing on UHV construction, county-level grid enhancements, and digital upgrades [2] - The acceleration of UHV construction presents growth opportunities for related listed companies, with the total market capitalization of UHV concept stocks exceeding 750 billion yuan as of July 4, 2023 [2] Company Insights - Among UHV concept stocks, companies like Hengtong Optic-Electric, TBEA, State Grid Yingda, Changgao Electric, and Zhongtian Technology have rolling P/E ratios below 30, with State Grid Yingda at only 16.58 and a 45.22% year-on-year profit increase in Q1 [4] - Notably, several UHV concept stocks also exhibit low P/B ratios, with 12 stocks having P/B ratios below 2, including TBEA and Hengtong Optic-Electric, which have shown significant profit growth [4] - Pinggao Electric, with a 55.94% year-on-year profit increase in Q1 2025, has actively participated in UHV projects and has a leading market share in State Grid projects, attracting investments from insurance and social security funds [4]