当前，特高压线路工程建设任务繁重，重要跨越施工作业集中。10月，甘肃—浙江、陕北—安徽 ±800千伏特高压直流输电工程，阿坝—成都东、大同—天津南1000千伏特高压交流线路工程计划开展30 余项跨越500千伏及以上电力线路施工及20余项跨越高铁（高速）施工。公司压紧压实安全责任，强化重 要跨越施工组织及人员管控，严格落实重要跨越施工安全管控措施和信息报送，加强极端天气安全防 范，对重要跨越施工开展全覆盖监督检查，确保工程建设安全有序。 金秋时节，正值电网基建施工、秋检预试高峰。在国庆中秋假期，国家电网有限公司2200余项输变电 工程、38项抽蓄工程建设稳步有序推进，17.6万名施工人员在大漠戈壁、群山之间、江河之畔坚守奋战， 以实际行动推动电网工程建设，夯实电力保供基础，服务能源绿色发展，为经济社会高质量发展和人民 美好生活用电提供有力保障。 甘肃—浙江±800千伏特高压直流输电工程（甘肃段） 在四川省阿坝藏族羌族自治州汶川县，阿坝—成都东1000千伏特高压交流工程进入组塔放线施工高峰 期。10月2日，电网施工人员正抓紧开展阿坝—成都东特高压工程大档距跨越架线工作。在阿坝藏族羌族 自治州理县米亚罗镇海拔362 ...

Core Insights - The article highlights the significant role of ultra-high voltage (UHV) transmission in ensuring power supply and optimizing energy structure in Henan province amid rising electricity demand due to high temperatures [2][3][4]. Group 1: Power Supply and Demand - Henan province experienced record electricity loads from July 4 to August 4, with a peak of 91.33 million kilowatts, equivalent to the additional load of a city like Luoyang compared to the previous year [2]. - The State Grid Henan Electric Power Company has enhanced power supply through multiple UHV channels, facilitating the import of clean energy from regions like Tianshan and Qinghai [2][3]. Group 2: UHV Infrastructure and Impact - The Lingbao back-to-back converter station, operational for 20 years, has transmitted 129.8 billion kilowatt-hours, significantly reducing coal consumption and CO2 emissions in Henan [3][4]. - The UHV projects initiated in Henan, including the 1000 kV Jin Dongnan-Nanyang-Jingmen and the ±800 kV Hami-Nanyang projects, have strengthened the province's power grid and increased the capacity for external electricity imports to over 20 million kilowatts [4][5]. Group 3: Renewable Energy Development - In the first half of the year, Henan's industrial thermal power generation decreased by 6.5%, while renewable energy generation increased by 20.3%, accounting for 23% of total power generation [5]. - The province has seen a surge in distributed photovoltaic (PV) installations, with total renewable energy capacity reaching 79.1 million kilowatts, surpassing thermal power for the first time [7]. Group 4: Technological Innovations and Electric Vehicle Infrastructure - The State Grid Henan Electric Power Company has implemented an "instant plug and charge" feature for electric vehicle charging, enhancing user convenience [8][9]. - The company has established a comprehensive charging network with 6,991 public charging stations and 52,610 charging piles, addressing the growing demand for electric vehicle charging [8][9]. Group 5: Environmental Impact and Energy Transition - The shift towards clean energy has led to a reduction in coal dependency, with the share of electricity in total energy consumption in Henan reaching 25%, an increase of approximately 5 percentage points since 2015 [9].

Core Insights - The "Ningdian Ruxiang" project, China's first high-voltage direct current transmission line primarily for renewable energy, has been put into operation, marking a significant step in the country's energy transition [1][2] - The project has a total investment of 28.1 billion yuan and a power transmission capacity of 8 million kilowatts, expected to supply over 36 billion kilowatt-hours annually to Hunan, meeting about one-sixth of the province's electricity demand [2][3] Investment Trends - Energy investment in China is accelerating towards green and new energy, with significant projects underway, and a total investment exceeding 1.5 trillion yuan in key energy projects in the first half of the year, a 21.6% increase year-on-year [2][4] - Investments in renewable energy generation are growing rapidly, with land-based wind power investments in Guangxi and Xinjiang doubling compared to the previous year, and offshore wind investments in Guangdong, Fujian, and Shanghai also seeing significant increases [2][4] Infrastructure Development - The construction of high-voltage transmission lines is becoming a key trend, facilitating the large-scale optimization of clean energy distribution and driving growth in related industries [3][4] - The "Ningdian Ruxiang" project utilizes advanced equipment and technologies, positively impacting the power equipment and construction sectors, demonstrating a dual empowerment effect between the project and the industry [3] Emerging Energy Solutions - The development of new energy systems is crucial, with significant investments in hydrogen energy and energy storage projects, which are expected to alleviate issues related to the integration of high proportions of renewable energy [4] - The market for smart grids, new energy storage, and green hydrogen is anticipated to grow, with ongoing upgrades to existing grid infrastructure and continued investment in cross-regional transmission channels [4]

Core Points - The Aba-Chengdu East 1000 kV UHVAC project is a key initiative under China's 14th Five-Year Plan, spanning 371.7 kilometers and connecting major cities for clean energy transmission [2] - The project involves the construction of 1,414 new towers, with the Lixian section accounting for 50% of the mountainous terrain along the route [2] - Upon completion, the project will significantly enhance the capacity for clean energy transmission from Aba to Chengdu, improving the power resilience and peak regulation capabilities of the Chengdu urban agglomeration [2] Group 1 - The construction site in the Miya Luo town faces challenging conditions, with a foundation depth of 15 meters on a slope exceeding 30 degrees, showcasing the engineering difficulties in high-altitude areas [1] - The project is characterized by meticulous quality control, with strict measurements and verification processes in place to ensure structural integrity [1] - The construction team is preparing to enter the tower assembly phase, employing different methods based on the ecological sensitivity of the area to minimize disturbances [4] Group 2 - The Jinshang-Hubei ±800 kV UHVDC project is another critical component of the national "West-to-East Power Transmission" strategy, facilitating the efficient transfer of hydropower and renewable energy from the upper reaches of the Jinsha River to central China [2] - The Bangguo converter station, the highest of its kind globally, is expected to deliver 40 billion kWh of clean electricity annually, equivalent to replacing 120 million tons of coal [2] - The Sichuan power grid has launched over 100 key projects during the 14th Five-Year Plan, increasing the clean energy transmission capacity from 30.6 million kW at the end of the 13th Five-Year Plan to 57 million kW [3]

Group 1: Infrastructure Investment - The Wuhan Metro Line 12, with a total length of 59.9 kilometers, has successfully completed its construction, enhancing urban connectivity in Wuhan [1] - National fixed asset investment reached 248,654 billion yuan in the first half of the year, showing a nominal growth of 2.8% year-on-year, while the actual growth, after adjusting for price factors, was 5.3% [1] - Infrastructure investment grew by 5.5% year-on-year, serving as a stabilizing factor for the economy amid external fluctuations [2][4] Group 2: Major Projects and Government Support - The Beijing Urban Sub-center Station, Asia's largest underground transportation hub, is nearing completion, with 95% of the main construction finished [3] - The "Two Heavy" projects in Gansu Province have seen significant progress, with 493 projects planned and a total investment of 1,045.33 billion yuan [3] - The National Development and Reform Commission has allocated over 300 billion yuan to support the third batch of "Two Heavy" construction projects, totaling 800 billion yuan for 1,459 projects [4] Group 3: Manufacturing and Technological Upgrades - Manufacturing investment increased by 7.5% year-on-year, driven by technological upgrades and new industries [7] - High-tech manufacturing sectors, such as aerospace and computer equipment, saw substantial investment growth of 26.3% and 21.5%, respectively [7] - The "Two New" policies have effectively supported the recovery of consumer spending and the modernization of traditional industries [7][8] Group 4: Regional Investment Trends - Investment growth in central and western regions outpaced that of eastern regions, with central regions growing by 3.2% and western regions by 4.8% [9] - The shift of industries from east to west is becoming a long-term trend, supported by policies like "Western Development" and "Central Region Acceleration" [9] - The data reflects the release of policy dividends, although challenges remain for the long-term transformation of the northeastern region [9] Group 5: Real Estate Market Dynamics - The real estate sector is experiencing a decline in investment, with land transaction volumes down to 2.8 million square meters, only 61% of the new housing transaction volume [10] - Despite the downturn, there are signs of stabilization in the market, with new policies expected to support the real estate sector in the second half of 2025 [11] - The reduction in new land development and ongoing inventory clearance are seen as necessary for achieving a balanced supply-demand dynamic in the real estate market [10][11]

Group 1: Economic Overview - The National Development and Reform Commission has allocated over 300 billion yuan to support the third batch of "two heavy" construction projects for 2025, completing the 800 billion yuan project list for this year [1] - Major engineering projects are accelerating in various regions, with a focus on power grid upgrades, rail transportation, and high-end energy equipment [1][5] - Infrastructure investment from January to May increased by 5.6% year-on-year, contributing 34.5% to overall investment growth [4] Group 2: Project Progress - The Beijing Urban Sub-center Station, Asia's largest underground comprehensive transportation hub, is nearing completion, with 95% of the main construction decoration finished [1] - In Lanzhou, Gansu Province, 493 projects have been planned with a total investment of 104.5 billion yuan, and 3 billion yuan in national funding has leveraged 6.6 billion yuan in investments [2] Group 3: Investment Trends - There is a notable increase in investments in new industries and models, particularly in sectors like new energy vehicles, intelligent driving, and artificial intelligence [6][5] - Manufacturing investment from January to May grew by 8.5%, with high-tech manufacturing sectors like aerospace and computer equipment seeing significant increases [6] Group 4: Policy Support - The macroeconomic policies are effectively boosting confidence, with the completion of the 800 billion yuan "two heavy" project list expected to further drive investment in the second half of the year [7] - The central government's investment support in the water conservancy sector has been increased by an average of 20 percentage points, expanding the scope of support [7][8]

Core Viewpoint - The implementation of ESG (Environmental, Social, and Governance) principles is crucial for the development of a new power system, aligning with the goals of green and low-carbon development [1][3]. Group 1: Environmental Aspects - ESG emphasizes environmental protection and sustainable development, which aligns with the new power system's goals of reducing the impact of traditional fossil fuels through optimized energy structures and improved energy efficiency [1][3]. - In 2023, the carbon emission intensity of the power industry decreased by 8.78% compared to 2018, indicating progress in the green transition of the power system [2]. Group 2: Social Responsibility - The construction of a new power system must consider the needs and interests of all stakeholders, ensuring stable electricity supply and economic viability [1][3]. - The ESG framework highlights the social responsibilities of enterprises, including self-improvement measures to facilitate the flexible consumption of new energy [1][3]. Group 3: Corporate Governance - The development of the new power system requires high levels of governance capabilities in strategic planning, risk management, and internal controls [1][3]. - Significant technological innovations, such as energy storage and smart grid technologies, are essential for achieving breakthroughs and industrialization in the new power system [1][3]. Group 4: Recent Achievements in China's New Power System - The power industry in China accounts for over 40% of total carbon emissions, with coal power being a significant contributor [1]. - The concept of establishing a new power system was proposed in March 2021, providing a clearer direction for the future of the power system in China [1]. Group 5: ESG Implementation for High-Quality Development - The new power system aims to create a clean, low-carbon, safe, and efficient energy system, addressing the challenges of renewable energy's volatility and intermittency [5]. - The system's evolution from "source-network-load" to "source-network-load-storage" reflects the need for enhanced regulation and operational efficiency [5]. Group 6: Power Side Initiatives - The flexibility transformation of coal power is crucial for adapting to significant output fluctuations, with goals to reduce minimum output and improve response times [6][7]. - The flexibility transformation of coal power units is expected to be completed by 2027, enhancing their role in supporting renewable energy consumption [6][9]. Group 7: Grid Side Developments - The construction of ultra-high voltage (UHV) power grids is essential to address the mismatches between electricity supply and demand across regions [12]. - The investment in grid infrastructure has significantly increased since 2024, with a focus on enhancing the adaptability of the grid to accommodate renewable energy [12]. Group 8: Future Outlook - By 2030, the new power system is expected to focus on continuous green transformation and the construction of large-scale wind and solar bases [13]. - The long-term vision includes solidifying the position of clean energy in the power supply and improving energy utilization efficiency [14].

Core Points - The National Grid is accelerating the construction of key projects to ensure electricity supply during the summer peak, with significant progress in various regions [1][6] - The construction of UHV (Ultra High Voltage) projects is being prioritized to optimize the main grid and support the high-quality development of renewable energy [2][6] - The Ningxia to Hunan ±800 kV UHV DC transmission project is set to begin live testing, with a focus on ensuring zero defects in the system [3] - The Xinjiang ±800 kV UHV DC transmission project is expected to deliver over 36 billion kWh of electricity annually once operational [5] - The National Grid is working on 140 key projects to ensure reliable electricity supply during the summer peak [6] - The construction of pumped storage and new energy storage projects is being accelerated to support the transition to a clean and efficient energy system [13][17] Group 1 - The National Grid is maintaining construction momentum during the Dragon Boat Festival to ensure project timelines are met [1] - The National Grid has completed 39 UHV projects and is currently constructing 8 additional projects [2] - The Ningxia to Hunan UHV project is undergoing critical testing to ensure operational readiness [3] Group 2 - The Xinjiang UHV project is part of a larger initiative to enhance electricity transmission capabilities from renewable energy sources [5] - The National Grid is focusing on 140 key projects to enhance power supply reliability during peak demand [6] - The construction of the Denshuan pumped storage power station is progressing, with significant manpower involved [14] Group 3 - The Chengdu energy storage station has been completed, marking a significant advancement in the new energy system [15] - The National Grid is promoting the development of energy storage projects to improve grid stability and support renewable energy integration [17] - The company is collaborating with local enterprises to ensure the successful integration of energy storage systems into the grid [17]