Energy investment is shifting from "green" to "new" to help ensure supply and stabilize economic growth
2026-03-06
Mechanical roar, vehicle shuttle, welding spatter, pipe trench excavation, pipeline laying, foundation reinforcement... Recently, at the construction site of key national oil and gas infrastructure projects - the Su Wan Yu trunk line, Wen 23-Anqing natural gas pipeline, and Shandong pipeline network North trunk line (Phase I), busy scenes are everywhere, and various work is progressing in an orderly manner. As an important component of the 'National Gas Network', three main natural gas pipelines have started construction with a total investment of over 30 billion yuan, which will drive the development of upstream and downstream related industries such as steel, equipment manufacturing, and construction. ”The relevant person in charge of the National Pipeline Network Group stated that after the completion of the project, it will enhance the ability of cross regional gas source allocation and supply guarantee, and promote the transformation of energy structure. This is a microcosm of China increasing energy investment to support economic growth. This year's government work report proposed that "755 billion yuan will be invested in the central budget this year, and 800 billion yuan of ultra long term special treasury bond funds will be allocated for the" dual "construction" "implement policies and measures to promote private investment, and improve the long-term mechanism for private enterprises to participate in the construction of major projects". ——Investment in the power grid and other power sectors is steadily advancing. At present, the "Eight AC and Four DC" ultra-high voltage direct current projects and related flexible mutual aid projects from Gansu to Zhejiang are under construction. The construction of the Gansu section of the Gansu Zhejiang ultra-high voltage direct current project crossing the Pingmian Expressway and Longhai Railway has been completed successively; The orderly construction of ultra-high voltage transmission channels from Mengxi to Beijing Tianjin Hebei and other areas... During the 15th Five Year Plan period, State Grid Corporation of China strives to put into operation 15 ultra-high voltage direct current projects, increase cross provincial transmission capacity by 35%, expand regional flexible mutual aid capacity by more than twice, and ensure that the annual average of no less than 200 million kilowatts of new energy is connected to the grid and efficiently consumed during the 15th Five Year Plan period. China Southern Power Grid Corporation said that it will arrange 180 billion yuan of fixed assets investment this year, focusing on new power systems and other fields. Among them, key projects such as the 500 kV offshore wind power transmission line will start construction within the year to support the construction of Hainan Free Trade Port; The 220 kV Weizhou Island Cross Sea Interconnection Project in Beihai, Guangxi was put into operation in the first quarter of this year; The Guangzhou Tianhe Tangxia Flexible Straight Project will be put into operation before the end of this year, providing a reliable power supply solution for high-density load centers in super large urban power grids. ——The investment in new forms of energy green transformation is accelerating. In January, China Huadian completed an investment of 6.72 billion yuan in fixed assets investment, which is mainly used to promote the commencement of projects such as the northwest "Sago Desert" large-scale base, the southwest water scenery integration base, and the eastern offshore wind power base; CGN focuses on resource rich areas such as Shage Desert and Shenyuan Sea, and accelerates the implementation of a number of key projects. Among them, in Funing, Yunnan, the construction of three 40 MW photovoltaic projects, namely Longha, Ping'an, and Napeng, is accelerating. In Yangjiang, Guangdong, the construction of a 1 million kW offshore wind power project in Fanshi is also accelerating, with plans to achieve full capacity grid connection by the middle of this year. Effective investment emphasizes quality and efficiency, which can drive investment demand during the investment formation process; After the investment is formed, it can also continuously generate new productive consumption demand and provide incremental supply of high-quality products and services to society. ”Liu Xingguo, a special senior researcher at the China Enterprise Confederation, said. ——Private investment in the energy sector has maintained rapid growth. The ± 800 kV high-voltage converter transformer independently developed by TBEA Group has been installed at the Daye converter station, supporting the implementation of the "West East Power Transmission" strategy; Xingran Technology and Changchun Green Dynamic have been selected for the equipment order of the first phase of the integrated wind solar hydrogen production project in Chayouqian Banner, Inner Mongolia... In recent years, more private enterprises have been deeply involved in the construction of new energy systems, from the construction of ultra-high voltage backbone grids to the manufacturing of new energy equipment. As an off grid integrated wind solar hydrogen production project, the Chayouqian Banner Wind Solar Hydrogen Production Integrated Project in Inner Mongolia consists of 36 sets of PEM electrolysis cell hydrogen production systems directly connected by 50 MW wind power, achieving large-scale green electricity hydrogen production completely off the grid, promoting the coupling of green hydrogen production and renewable energy consumption, and reducing the cost of green hydrogen production. ”The head of the relevant department of Xingran Technology said. Private enterprises participating in energy engineering construction can unleash the potential for core technological innovation, enhance investment vitality, achieve industrial chain synergy and complementarity, and promote high-quality energy development. ”Professor Sun Chuanwang from the China Energy Economy Research Center at Xiamen University stated that leveraging the specialized advantages of private enterprises in key technology research and development in the energy sector, building an efficient and collaborative energy industry ecosystem, and creating a complementary division of labor model of "state-owned enterprises leading core links+private enterprises specializing in supporting areas" will support the low-carbon transformation of energy structure and green development of the economy and society. (New Society)
Edit:hechuanning Responsible editor:susuiyue
Source:People's Daily Online
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