the reporter learned exclusively recently that the approval of UHV projects is accelerated this year, and all planned projects are expected to be approved. The scale of UHV construction in the next four years is unprecedented . Informed sources told reporters that “in 2022, the State Grid plans to start a total of 13 UHV lines “.
According to the interviewed insiders, under the background of carbon peak and carbon neutralization, strengthening grid construction, especially UHV construction, can effectively solve the problems of China’s high proportion of renewable energy grid connection and large-scale allocation across provinces and regions. As an important measure to build a new power system, AC / DC UHV transmission project will become the key investment direction of power grid in the 14th five year plan.
need to strengthen the construction of inter provincial and inter regional channels
The outline of the 14th five year plan proposes to build nine mainland clean energy bases and five offshore wind power bases in the Yalong River Basin, Songliao, northern Hebei, jiziwan of the Yellow River and the upper reaches of the Jinsha River. Represented by the clean energy bases on the nine continents, during the “14th five year plan” period, key new energy development areas include Xinjiang, Yunnan Guizhou, Southeast Tibet, Qinghai, Gansu, Mengxi and Northeast China, which are 1000-3000 kilometers away from the load center in the East.
To realize long-distance energy delivery, UHVDC, as the “express” of power, plays an important role. Huang Xuenong, director of the power department of the national energy administration, has made it clear that in the western and northern regions and areas rich in new energy resources, it is necessary to scientifically plan and layout a number of power supply bases and power transmission channels dominated by new energy, so as to realize the overall optimal allocation of new energy power.
The experts interviewed in the industry agreed that with the continuous promotion of the large new energy base, the existing UHV DC lines are gradually bundled, it is expected that the UHV DC lines will be built around the large base during the 14th Five Year Plan period.
“The northwest and southwest regions are endowed with outstanding clean energy resources and will be the main sending end of UHV in China for a long time.” Zhang Ning, senior researcher of State Grid Energy Research Institute, said in an interview with reporters that the construction of a new power system needs to solve the problem of consumption and utilization of clean energy. UHV can not only support the optimal allocation of large-scale resources, but also play the role of cross regional regulation and mutual assistance. With the gradual increase of new energy penetration, a more flexible and optimized operation mode will be adopted, Tap the time sequence complementarity of new energy output and load demand in different regions to realize cross regional peak shaving and standby.
After the large-scale start of UHV and trans provincial and trans regional transmission projects, the problem of new energy consumption is expected to be alleviated . Taking central China power grid as an example, the ± 800 kV Yazhong Jiangxi UHV DC, Shaanxi Wuhan UHV DC and 1000 kV Nanchang Changsha UHV AC projects were put into operation last year. In particular, after the ± 800 kV Yazhong Jiangxi UHV DC project was put into operation, it has the capacity to transmit 4.6 million KW, which has effectively alleviated the shortage of power supply in Central China and Jiangxi power grid during the summer, At the same time, it alleviates the waste water pressure of Sichuan power grid in wet season. After the 1000 kV Changsha Nanchang UHV AC project was put into operation, the pattern of terminal power grids in Hunan and Jiangxi has been changed, and a new “triangle” connection pattern has been formed in Hubei, Hunan and Jiangxi provinces.
China Securities Co.Ltd(601066) the research shows that with the improvement of China’s grid structure, the electrical distance between substations is gradually shortened. The most effective link method is to use flexible DC technology for back-to-back interconnection of regional power grid, improve the power exchange and accident support capacity of power grid, alleviate the interaction between AC and DC and reduce the influence range of AC fault.
start a new round of UHV line construction
Informed sources told reporters that ” China will start a new round of UHV construction on a large scale this year, and the construction scale is unprecedented .”
The reporter found that since China began to explore the UHV demonstration project in 2006, it has experienced three rounds of great development. In the first round, from 2011 to 2013, it is planned to build “three horizontal and three vertical” UHV backbone grid and 13 DC transmission projects, forming a large-scale pattern of “west to East power transmission” and “north to South Power Transmission”; In the second round, from 2014 to 2016, the national energy administration proposed to accelerate the construction of 12 key transmission channels and 9 UHV lines in the action plan for air pollution prevention and control; The third round is from 2018 to 2020. As the underpinning economy of “new infrastructure” investment, UHV ushered in rapid development.
The reporter learned that during the “14th five year plan” period, the State Grid planned to build the “24 AC and 14 DC” UHV project, involving more than 30000 kilometers of lines, 340 million KVA transformation capacity and a total investment of 380 billion yuan. This year, the State Grid plans to start “10 AC and 3 DC”.
The reporter learned from Sichuan electric power company that it is planning 1000 kV Sichuan Chongqing UHV AC project, which is an important transmission channel in the national “14th five year plan”, which will meet the needs of hydropower transmission in Western Sichuan, improve the power supply guarantee capacity of Chengdu Chongqing double city economic circle, and ensure the safe and stable operation of Sichuan Chongqing power grid.
“According to the plan, Ganzi Tianfu South Chengdu East and Tianfu south Chongqing UHV AC projects will be built, including three new Ganzi, Tianfu South and Chengdu East UHV substations in Sichuan and Tongliang UHV substation in Chongqing, with a new substation capacity of 24 million KVA.” The relevant person in charge of State Grid Sichuan Electric Power told reporters, “strive to complete the approval and start construction in the first half of this year.”
effectively stimulate upstream and downstream industries
In Zhang Ning’s view, UHV can not only effectively support the large-scale optimal allocation of clean energy, help achieve the goals of carbon peak and carbon neutralization, but also improve the power supply guarantee capacity of the East and central region. In addition, UHV has large investment scale and long industrial chain. The construction of UHV projects can effectively stimulate the development of upstream and downstream related industries and promote economic growth .
It is understood that in addition to high-voltage electrical switchgear, new materials, converter valves, cables, voltage transformation equipment, machinery and other related industries, the UHV industrial chain can also rely on 5g to promote the development of high and new technologies such as animal networking and chips.
China Securities Co.Ltd(601066) analyst Zhu Yue predicted that during the “14th five year plan” period, the UHVDC project will accelerate, and the DC business revenue of converter valve, thyristor for high voltage DC valve and other related enterprises will exceed the peak in 2017.
The reporter found that during the 12th Five Year Plan period, the average annual power grid investment of the State Grid and the South grid was about 417.6 billion yuan, and during the 13th Five Year Plan period, the average annual power grid investment of the two grids was about 564.3 billion yuan. Many industry insiders predict that the average annual power grid investment of the two networks during the “14th five year plan” will exceed 650 billion yuan.
(source: China Energy News)
