Two major power grid companies exceed 600 billion investment plans to fully roll out the construction of power projects in various places.

Author:21st Century Economic report Time:2022.06.21

21st Century Business Herald reporter reported in Xi'an early in the morning

In response to the "Police Policies and Measures of Solid the Economy" issued by the State Council, the policy of stabilizing the economy in various places has been introduced and actively promoted. At the same time, major infrastructure in various places has also ushered in a new round of boom, of which State Grid and Southern Power Grid exceeded 600 billion investment plans.

Recently, State Power Grid Co., Ltd. has released eight measures to serve the stable and healthy development of the economy and society, including fully increased investment in power grids and exerted investment in investment.

It is worth noting that in 2022, the grid investment of more than 500 billion yuan, reaching the highest level of history, is expected to drive social investment by more than 1 trillion yuan. At the same time, Southern Power Grid also mentioned that this year's fixed asset plan investment will exceed 20 % of previous years.

Experts in the field of application economy believe that infrastructure investment is an important means of stable economy and stable growth, and power grid investment is one of the major projects in the infrastructure field. Specifically, the investment in major power grid projects is tens of billions or even 100 billion yuan. Its investment scale and long industrial chain have driven a large number of personnel to employ. At the same time, from the perspective of the industrial structure, the investment of power grid can directly drive the development of upstream and downstream enterprises such as power supply, electrical equipment, and raw materials, which can effectively promote the stable economic development.

The power grid investment project is fully rolled out

In January of this year, Xin Baoan, chairman of the State Grid Corporation, said at the company's 2022 work conference that the total investment in the development of the State Grid plan this year was 579.5 billion yuan. In terms of investment in power grid, the planned investment amount was 501.2 billion yuan.

This is the first time that the national power grid investment plan has exceeded 500 billion yuan.

At the same time, at the National Power Grid held a 2022 work conference, it also mentioned that this year, the State Grid will fully promote the preliminary work of the "Fourteenth Five-Year Plan" key project. High -pressure project. High-quality promotion of key projects such as Baihe Beach-Zhejiang UHV DC, Sichuan-Tibet Railway Construction Phase II, and other key projects. During the year, it was completed and put into the Baihetan-Jiangsu, Jingmen-Wuhan and other key projects, and key projects such as the network of Fujian and Guangdong, 500 kV Xiong Anton. Among them, the project investment involves many important areas such as Hubei Province, Sichuan, Jiangsu Province, and Shandong Province.

With the gradual advancement of the investment plan of the State Grid, the investment curtain of power grid projects in various places has been opened one after another.

On May 31st, Southern Power Grid announced that around the fields of ensuring safety production, reliable power supply, new energy supporting and elimination, newly arranged 10 billion yuan of power grid investment in fixed asset investment to further enhance Guangdong, Guangxi, Yunnan, Guizhou, Hainan, five five Provincial and regional energy supply guarantee capabilities.

At the same time, the Southern Power Grid will promote the construction of new power systems to ensure that more than 51 million kilowatts of new units can be connected within the year, supporting the annual West Power East delivery volume of not less than 222 billion kWh.

In this round of project construction boom, Southern Power Grid this year's fixed asset plan investment will reach 125 billion yuan, exceeding 20 % of previous years.

A few days after the investment plan of the Southern Power Grid announced, in early June, Shaanxi Province held a video conference on power construction promotion. During the "14th Five -Year Plan" period, the State Grid Corporation will invest 120.8 billion yuan in Shaanxi for power grid construction, with an average annual investment exceeding exceeding exceeding exceeding the world. 24 billion yuan.

Member of the Shaanxi Provincial Decision Consulting Committee, a professor at the School of Economics and Management of Xi'an Petroleum University, and a master's degree in industrial economics Zeng Zhaoning told the 21st Century Business Herald reporter. "In the context of steady economy and stable growth, innovation elements need to experience a longer cycle to drive the economy; land elements include a process of investment in fixed assets, and the market is currently unstable. To drive social investment, energy infrastructure has a relatively fast effect, obviously the most preferred. "

Key investment direction to respond to the "dual carbon" goal

It is worth noting that most of this year's power grid investment projects are inter -regional cross -regional cross -provincial transmission categories and strengthen the construction of power distribution networks.

"At present, the development of my country's new power system is obvious. Taking the National Grid investment plan this year as an example, the relevant high -voltage DC projects have a large extent to send problems with new energy bases. In addition, in recent years, with new energy distributed power supply rapidly in recent years Development, the improvement of the accessories grid is an inevitable trend. "A energy -power industry practitioner said to the 21st Century Business Herald reporter," You can also see through the type of investment projects that the national power grid investment is also in response to the country's "dual carbon" goal. "

The State Grid has previously released relevant news that this year actively do a good job of grid -connected services for new energy projects and promote the simultaneous construction of supporting grids. Accelerate the development of water pumping storage projects, start 4 pumping storage power stations including Fengxin, Jiangxi, and put into production 5 pumping storage power stations including Jinzhai, Anhui. Promote the construction of large -scale wind power photovoltaic bases focusing on desert, Gobi, and desert areas, and do a good job of planning and preliminary work for the second batch of projects.

The 21st Century Economic Herald reporters found that in the investment plan of Southern Power Grid this year, in addition to increasing investment projects, in addition to the key projects of the Guangdong -Hong Kong -Macao Greater Bay Area series, it is mainly concentrated in the new energy power grid engineering and pumping storage projects.

Investment and construction of power projects is an important starting point for stable economy and stable growth. In the "double carbon" goal, the development of high -quality new power systems has become an important trend. Since the beginning of this year, the State Council has mentioned relevant information in the "Police Policies and Measures of Solid Economy" (hereinafter referred to as "Police Policy").

In terms of construction of major energy projects, the "Package Policy" mentioned that the initial research demonstration and design optimization of hydropower projects such as the Dragon Pan of Jinshajiang River. Accelerate the construction of large -scale wind power photovoltaic bases focusing on the desert, Gobi, and desert areas. Recently, the second batch of projects will be launched quickly, and the large -scale landscape base construction projects are used for land. Coal power projects and UHV transmission channels. In addition, wind power and hydropower -related supporting projects have also become the focus of attention. It shows that this year, a number of pumping storage power stations with a strong effect on power system security, a large role in promoting the development of new energy, and relatively superior economic indicators, and accelerating the construction of mature projects. Accelerate the development of Zhangbei to Shengli, Sichuan -Chongqing's main network frame, as well as the planning and preliminary work of cross -provincial power grid projects such as Longdong to Shandong, Jin Shang to Hubei DC projects.

"With the advancement of the" dual carbon "goal and the continuous development of the central government policy, the development trend of high -quality new power systems may become the mainstream in the future." The above energy and power practitioners said.

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