（来源：内蒙古日报） 转自：内蒙古日报 □张铭洋 纵横交错的电网如同新时代的草原血脉，将来自内蒙古的温暖与光明，源源不断地输送至全国各地。作 为国家电网有限公司在内蒙古自治区的战略践行者，国网蒙东电力深入贯彻落实内蒙古自治区党 委"1571"工作部署，大力弘扬"蒙古马精神"，坚定扛牢职责使命，积极推动能源转型，全力服务经济社 会高质量发展，为内蒙古建设"两个屏障"、"两个基地"、"一个桥头堡"提供有力支撑。 2025年12月30日，国家电网有限公司与内蒙古自治区党委、政府举行会谈。这是双方连续第二年举行高 层会谈，旨在持续巩固深化合作，携手开创"十五五"内蒙古特高压大建设新篇章。国网蒙东电力紧抓发 展机遇，建强电力输送动脉，保障国家能源安全；构建新型电力系统，探索能源转型之路；优化电力营 商环境，践行为民服务初心，在内蒙古大地上绘就履责奉献的崭新画卷。 扛牢保供首责 保障能源安全 在内蒙古鄂尔多斯，一条银线正从这里启程，一路向东到河北沧州，连起蒙西"沙戈荒"新能源基地与京 津冀负荷中心。 2025年12月30日，蒙西—京津冀±800千伏特高压直流工程开工建设。这是内蒙古首条"沙戈荒"新能源基 地外送通道，也是 ...

作者 | 第一财经 郭霁莹 能源投资正加速成为国内经济发展的新增长点。 国家能源局1月30日披露的数据显示，2025年全国能源重点项目完成投资额首次超过3.5万亿元，同 比增近11%，增速分别高于同期基础设施、制造业12.9、10.1个百分点。内蒙古、新疆、山东、广 东、江苏五地能源投资居前，完成额均超2000亿元。 关于如何保障新一年能源投资接续发力，国家能源局发展规划司副司长邢翼腾表示，国家能源局将围 绕激发市场活力、优化发展环境等方面加大政策支持力度，打通项目落地"最后一公里"，让收益看得 见、项目转得动。 2026.01. 30 本文字数：1996，阅读时长大约3分钟 在他看来，接下来新能源发展不应继续"单兵作战"，而要作为新型能源体系的关键一环，与系统中电 源、储能、电网以及千行百业的生产消费深度结合，以此提升发展自主性、增强市场竞争力。 基于此，"新能源集成融合发展"将是必要选择，也将成为能源项目投资未来的重要方向。 投资"向新向绿" 从项目业态看，过去一年国内在能源绿色转型上的投资加快释放，能源安全保障等关键领域的投资持 续扩大。 能源转型投资方面，"向绿向新"势头稳固。2025年全国风电光伏新 ...

能源投资正加速成为国内经济发展的新增长点。 国家能源局1月30日披露的数据显示，2025年全国能源重点项目完成投资额首次超过3.5万亿元，同比增 近11%，增速分别高于同期基础设施、制造业12.9、10.1个百分点。内蒙古、新疆、山东、广东、江苏 五地能源投资居前，完成额均超2000亿元。 "新能源集成融合发展"将成为未来投资的重要方向 关于如何保障新一年能源投资接续发力，国家能源局发展规划司副司长邢翼腾表示，国家能源局将围绕 激发市场活力、优化发展环境等方面加大政策支持力度，打通项目落地"最后一公里"，让收益看得见、 项目转得动。 投资"向新向绿" 从项目业态看，过去一年国内在能源绿色转型上的投资加快释放，能源安全保障等关键领域的投资持续 扩大。 "我国新能源发展取得了历史性成就，但也面临一些新问题、新挑战。"国家能源局电力司副司长刘明阳 在会上举例称，电力系统对大规模波动性新能源的实时平衡和消纳能力有待加强，新能源开发与土地、 林草、海洋、生态等方面的协调要求更高，新能源与不同产业融合的模式和市场化机制还需进一步探索 完善。 在他看来，接下来新能源发展不应继续"单兵作战"，而要作为新型能源体系的关键一环， ...

Core Viewpoint - The State Grid of China plans to invest 4 trillion yuan in the power grid during the 14th Five-Year Plan period, representing a 40% increase compared to the previous plan, aimed at addressing the growing electricity demand and enhancing the power transmission system [3][10]. Group 1: Electricity Demand Growth - The increasing electricity demand in China is likened to a "big eater" that requires more resources, driven by high-energy consumption sectors such as AI computing, electric vehicles, and data centers [5][6]. - By July 2025, China's monthly electricity consumption is expected to exceed 1 trillion kilowatt-hours, equivalent to the annual output of 1.3 Three Gorges power stations, with projections indicating total electricity consumption will surpass 13 trillion kilowatt-hours by 2030 [6][10]. Group 2: Renewable Energy Challenges - Renewable energy sources like wind and solar power are inconsistent, leading to inefficiencies in electricity generation, particularly in western regions where utilization rates are significantly low [7][8]. - The need for a more efficient power transmission system is emphasized, with plans to increase cross-regional transmission capacity by over 30%, akin to expanding a two-lane road to an eight-lane highway [9][10]. Group 3: Investment Implications - The 4 trillion yuan investment is viewed as a comprehensive upgrade of China's power system, aiming to create a smarter, greener, and more efficient electricity network [10][11]. - This investment is crucial for ensuring that the power system can meet future demands, particularly as new technologies and electric consumption patterns emerge, positioning electricity as the "oxygen" of modern society [11].

Core Insights - The "14th Five-Year Plan" has significantly advanced China's energy transition, with a focus on enhancing energy supply capacity, accelerating green transformation, and optimizing energy layout [1] - The "15th Five-Year Plan" aims to achieve carbon peak targets and establish a clean, low-carbon, safe, and efficient new energy system [1] Energy Sector Development - The "15th Five-Year Plan" emphasizes the cultivation of emerging and future industries, particularly in new energy, new materials, aerospace, and low-altitude economy [2] - New energy is recognized as a key component of strategic emerging industries, with a shift towards improving industry quality and efficiency during the "15th Five-Year Plan" [2] - Hydrogen energy and nuclear fusion are highlighted as future industries, with plans to explore diverse technological routes and applications [2] Hydrogen Energy and Nuclear Fusion Progress - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with over 600 renewable energy hydrogen production projects planned [3] - The country has promoted 28,000 fuel cell vehicles and built over 500 hydrogen refueling stations, leading in the commercial vehicle sector [3] Modern Infrastructure Development - The "15th Five-Year Plan" calls for the construction of a modern infrastructure system, optimizing energy backbone channel layouts and enhancing new energy infrastructure [4] - Significant projects include high-voltage transmission channels and natural gas pipeline networks to support clean energy development [4][5] National Unified Market and Competition - The plan aims to eliminate barriers to building a national unified market and address "involution" competition, promoting a healthy market order [6] - The establishment of a unified electricity market is crucial for energy transition and resource optimization [6] New Energy System and Carbon Peak Goals - The plan focuses on building a new energy system, increasing the share of renewable energy, and ensuring the orderly replacement of fossil fuels [7] - By mid-2025, China's renewable energy installed capacity is projected to reach 2.159 billion kilowatts, accounting for 59.2% of total installed capacity [7][8] - The nuclear power sector is also expanding, with operational capacity reaching 60.91 million kilowatts, making China the world leader [8]

Core Viewpoint - The "Ningdian Ruxiang" project is China's first approved "desert and Gobi" renewable energy transmission project, which will deliver over 36 billion kilowatt-hours of electricity annually from Ningxia to Hunan, meeting the annual electricity needs of over 10 million households [6][17]. Group 1: Project Overview - The "Ningdian Ruxiang" project is a ±800 kV UHVDC transmission line that spans 1616 kilometers, connecting Ningxia with Hunan and crossing multiple provinces [8][9]. - The project is a key initiative under China's 14th Five-Year Plan for power development, with a total investment exceeding 380 billion yuan for UHV projects [8][9]. - The project aims to enhance the capacity for "West-to-East" electricity transmission and optimize the allocation of clean energy resources [6][8]. Group 2: Technical Aspects - The UHVDC transmission line has a capacity of 8 million kilowatts and a transmission loss rate of approximately 4% to 5%, significantly lower than conventional transmission lines [9][10]. - The project involves overcoming various technical challenges, including diverse geological conditions and the need for customized solutions for different terrains [10][11]. - All equipment for the project is domestically manufactured, with advanced technologies implemented to enhance efficiency and reliability [11][12]. Group 3: Renewable Energy Integration - The project has an installed capacity of 17.64 million kilowatts, with 13 million kilowatts coming from renewable sources, including 4 million kilowatts from wind and 9 million kilowatts from solar energy [14]. - Over 50% of the electricity transmitted to Hunan will be from renewable sources, contributing to a reduction of 16 million tons of carbon dioxide emissions annually [14][15]. - The integration of renewable energy faces challenges due to the variability of wind and solar output, necessitating the use of traditional power sources for balancing [15]. Group 4: Environmental Considerations - The project incorporates measures to minimize environmental impact, including wastewater treatment and noise reduction strategies [16]. - Construction has been carefully planned to avoid sensitive ecological areas and water source protection zones, with a focus on ecological restoration [16][17]. - The project has successfully passed the summer peak electricity demand test, demonstrating its capability to provide stable power supply during high-demand periods [17].

Core Viewpoint - The seventh China-Arab States Expo was held in Yinchuan, Ningxia from August 28 to 31, focusing on clean energy and exploring new opportunities in the energy sector [1] Group 1: Event Overview - The expo featured a clean energy exhibition area and hosted events such as the China-Arab New Energy Industry High-Quality Development Exchange Promotion Conference and the China-Arab Green Low-Carbon Products Matching Exchange Conference [1] - The discussions aimed to explore new opportunities, paths, and models for the development of the new energy industry [1] Group 2: Energy Cooperation Expansion - China-Arab energy cooperation is expanding from traditional areas like wind and solar power to include energy storage, hydrogen energy, smart energy, and ultra-high voltage transmission channels [1]

Investment Rating - Industry Rating: Recommended [5] Core Insights - The humanoid robot industry is accelerating its commercialization, with tactile sensor technology being a key factor for safe interaction and intelligent control. Companies with technological and cost advantages are expected to benefit significantly as humanoid robots enter mass production [1][12][13] - The solid-state battery industrialization process is progressing, driven by the need for battery technology upgrades. Solid-state batteries are seen as the next-generation technology due to their high energy density and safety. Companies with technological advantages and early orders are expected to see growth [2][17][19] - The UK government has announced the indicative timeline for the seventh round of Contracts for Difference (CfD) auctions, with offshore wind auctions expected to start in August. This round is anticipated to have the highest auction capacity in history, supporting the growth of renewable energy, particularly offshore wind [3][24][25] Summary by Sections 1. Humanoid Robots - Tactile sensing technology is crucial for ensuring safe interaction between humanoid robots and their environment. The market is currently dominated by foreign companies, but domestic firms are making progress [1][12] - The commercialization of humanoid robots is expected to accelerate, with significant opportunities arising from advancements in AI and supportive policies. Key players in the supply chain are likely to benefit [13][16] 2. New Energy Vehicles - The solid-state battery technology is gaining traction, with significant milestones achieved in production capacity. The industry is expected to see continuous upgrades across the entire supply chain [2][17] - The growth of the new energy vehicle sector is supported by the introduction of high-performance models and advancements in battery technology, which are expected to enhance cost-effectiveness [18][19] 3. Renewable Energy - The UK government is set to launch the seventh round of CfD auctions, with a significant number of offshore wind projects expected to participate. This is part of a broader strategy to achieve a nearly fully clean power system by 2030 [3][24][25] - The renewable energy sector is anticipated to continue its growth trajectory, with a focus on offshore wind development and the establishment of a clean energy system [26][27] 4. Power Equipment & AIDC - The construction of ultra-high voltage transmission projects is set to advance, with several key projects approved for construction in 2025. This is expected to provide substantial support for core ultra-high voltage equipment manufacturers [4][7][8] - The demand for virtual power plants is expected to rise as new power system construction accelerates, benefiting companies actively involved in this sector [8]

Core Insights - Inner Mongolia is a traditional energy region that is also rapidly developing as a new energy and green energy hub, with significant growth in renewable energy capacity and generation expected in 2024 [1] Group 1: Renewable Energy Development - In 2024, Inner Mongolia plans to add 41 million kilowatts of new installed renewable energy capacity, bringing the total to 135 million kilowatts, with an expected generation of 200 billion kilowatt-hours [1] - The region is implementing multiple new energy projects, including the second and third batches of large-scale renewable energy bases, which require expedited grid connection [1][3] Group 2: Infrastructure and Grid Connection - The construction of the Bayannaoer–Victory 500 kV transformer project is underway, which will enhance the transmission efficiency of clean energy and meet the demand for an additional 1 million kilowatts of wind power [2] - The first batch of large wind and solar base projects includes three major projects, all of which are operational, demonstrating rapid project execution [2][3] Group 3: Power Transmission and Delivery - As of March 23, 2024, the ±800 kV HVDC project from Xilingol to Taizhou has delivered over 11 billion kilowatt-hours, contributing to a cumulative delivery of 605.27 billion kilowatt-hours from Inner Mongolia [4] - The region has established eight HVDC transmission corridors to various provinces, facilitating a steady increase in power delivery [4] Group 4: Future Plans and Collaborations - A memorandum of cooperation was signed between State Grid Corporation and Inner Mongolia for the "Shagao Desert" base, accelerating the preliminary work for HVDC projects [5] - The company is committed to advancing the second round of HVDC development and expediting the approval and construction of multiple HVDC projects [6]