The construction of two high-voltage power transmission projects from Fuzhou to Xiamen, with a total investment of 10.9 billion yuan, was started at the same time. The two new projects are located in East and central China respectively.
China’s southwest and northwest provinces have obvious surplus power, while the eastern provinces rely heavily on the transmission of power to other provinces. During the 14th Five Year Plan period, China’s energy consumption structure will accelerate the transformation to clean energy, while the distribution of relevant resources is far from the East, and the contradiction of power resources will further intensify. UHV transmission is the main means to solve long-distance and large-scale transmission. Previously, the State Grid proposed to build a new UHV line “24 AC and 14 DC” during the 14th Five Year Plan period, involving a line length of more than 30000 kilometers and a total investment of 380 billion yuan. Compared with 35900 kilometers of “14 intersection and 12 straight” at the end of the 13th five year plan in 2020, the scale is nearly doubled. Analysts pointed out that with the gradual implementation of large clean energy bases, the construction progress of supporting UHV lines is also expected to be significantly accelerated.
According to the theme database of financial Associated Press, among the relevant listed companies:
Jinlihua Electric Co.Ltd(300069) insulator end customers are mainly concentrated in the power grid industry, and the products are mainly used for high-voltage, ultra-high voltage and ultra-high voltage transmission lines and substations.
Changshu Fengfan Power Equipment Co.Ltd(601700) and China Southern Power Grid signed the Wudongde project, which is the first three terminal UHV DC transmission demonstration project in China and the first UHV flexible DC project in the world.
