This article is from "Financial Circle" Network
The 12th Five-Year Plan outline just released clearly puts forward the development of large capacity, high efficiency and long-distance advanced transmission technology such as UHV. As there have been many disputes about UHV construction in academia before, this action not only marks that UHV construction has risen to national strategy, but also fully clarifies UHV construction expectations, which gives the capital market concerned about UHV investment opportunities a "reassuring pill". The State Grid Corporation will actively strive for approval of a total of seven UHV lines this year.
Ultra-high Voltage Upgrading to National Strategy
The outline clearly proposes that we should adapt to the requirements of large-scale cross-regional transmission and grid-connected new energy generation, speed up the construction of modern power grid system, further expand the scale of power transmission from west to east, improve the regional backbone power grid, and develop advanced transmission technologies with large capacity, high efficiency and long-distance, such as UHV.
In the field of power grid, it is also pointed out that the construction of large-scale power transmission projects from coal, hydropower and wind power bases should be accelerated, and several trans-regional transmission channels with advanced UHV technology should be formed, with 330 kilovolts and over 200,000 kilometers of transmission lines built.
A person from State Grid Corporation told our reporter, "Written in the 12th Five-Year Plan, its significance is to rise to the national strategy, which will create a better external environment for the next work, we are also actively promoting. In the past one or two years, power shortage has appeared again in the eastern region. From the point of view of ensuring power supply and improving energy efficiency, it is particularly urgent to build UHV.
Bai Jianhua, Deputy economist of State Grid Energy Research Institute, said in an interview with our reporter that this marked the national level to determine: UHV to develop! "This is a very good beginning, and it should be implemented in the planning. Without UHV, many things will come to a dead end. In his view, if the coal base continues to transport coal mainly from outside, it will fall into many problems: insufficient capacity of railway coal transportation, excessive pressure of highway transportation, and too much pressure of environmental protection at the user end. Moreover, the situation of coal and electricity losses in major power generation companies is very serious. UHV accelerates development, which can indirectly solve the problem of coal prices soaring in the middle link.
"In addition, after the construction of UHV transmission lines in several coal-fired power bases in Northwest China, it is no longer necessary to build transmission channels for wind power alone. For example, Xinjiang has both coal and wind power, as well as Inner Mongolia. Jiuquan in Gansu has both wind power and coal in Xinjiang and outer Mongolia can also be used to build thermal power plants. Therefore, it can kill two birds with one stone." Bai Jianhua said, "If the wind power transmission channel is built separately, we have calculated the accounts, and it costs more than 80 cents per kilowatt hour to send to East China Power Grid, which is too high."
Actively Promote Route Approval
For the progress of UHV work in 2011, the State Grid is clear: to ensure the approval of Huainan (southern Anhui) - Shanghai UHV AC project in the first quarter, strive for the approval of Ximeng - Nanjing, Huainan (Nanjing) - Shanghai UHV AC project in the first half of the year, Mongolia - Changsha, Jingbian - Lianyungang UHV AC project and Xiluodu - Zhexi, Hami - Henan UHVDC project in the first half of the year. Last year's approval was slow.
If successfully realized, this means that seven lines will be built, far beyond the scale of 2010, which will bring a huge wave of equipment investment. According to Shen Wan's estimate, 19.4 billion yuan and 23 billion yuan will be invested in Xiluodu-West Zhejiang and Hami-Henan UHVDC projects respectively. And if all seven lines are built, the investment will be huge.
Zhang Ke disclosed that the seven-line project is actively reporting to the Energy Bureau for approval as soon as possible. "National Network defines approval progress as gradual approval, gradual start-up and gradual commissioning according to the degree of need. Of course, there are some uncontrollable factors in the process of approval.