近日，本公司已接(jie)近完成2023年(nian)開工(gong)“金上-湖北”、“隴東(dong)-山東(dong)”、“寧夏-湖南(nan)”、“哈密-重慶”±800千(qian)伏特高(gao)壓(ya)直(zhi)流輸(shu)電工(gong)程的陽極(ji)飽和電抗器訂(ding)單簽訂(ding)，合計金額有望達到2.3億(yi)元人民幣。

此外，本公(gong)司于涉及上述特高壓工(gong)程電力(li)電容(rong)器的訂單(dan)金額(e)合計達2.3億元(yuan)人民幣(bi)。因(yin)此，上述工(gong)程訂單(dan)總金額(e)可(ke)達4.6億元(yuan)人民幣(bi)，較往年(nian)大幅增長(chang)。

特高(gao)壓(ya)直(zhi)(zhi)流(liu)輸(shu)(shu)(shu)電(dian)(dian)(dian)(dian)作為(wei)國家戰略重(zhong)點(dian)工程(cheng)，是我國在解決遠距離(li)輸(shu)(shu)(shu)電(dian)(dian)(dian)(dian)損(sun)耗(hao)問題(ti)上(shang)取得的(de)重(zhong)要突(tu)破。這(zhe)項技(ji)術(shu)利用高(gao)電(dian)(dian)(dian)(dian)壓(ya)將電(dian)(dian)(dian)(dian)能(neng)(neng)輸(shu)(shu)(shu)送(song)(song)到(dao)遠距離(li)的(de)地區，通過減(jian)少電(dian)(dian)(dian)(dian)流(liu)，降低輸(shu)(shu)(shu)電(dian)(dian)(dian)(dian)時的(de)能(neng)(neng)量損(sun)耗(hao)，成(cheng)(cheng)為(wei)能(neng)(neng)源低碳轉型的(de)中堅力量。此外，新(xin)一代直(zhi)(zhi)流(liu)輸(shu)(shu)(shu)電(dian)(dian)(dian)(dian)技(ji)術(shu)-柔性直(zhi)(zhi)流(liu)輸(shu)(shu)(shu)電(dian)(dian)(dian)(dian)隨著技(ji)術(shu)逐步成(cheng)(cheng)熟，工程(cheng)建設也(ye)有(you)望快速推(tui)廣，特別是在新(xin)能(neng)(neng)源電(dian)(dian)(dian)(dian)力外送(song)(song)、海(hai)上(shang)風電(dian)(dian)(dian)(dian)并(bing)網、區域交流(liu)電(dian)(dian)(dian)(dian)網互(hu)聯，以(yi)及(ji)低頻輸(shu)(shu)(shu)電(dian)(dian)(dian)(dian)等(deng)領(ling)域具有(you)巨大(da)市場潛力。

截至2023年底，作為(wei)常規(gui)特高壓直(zhi)流輸(shu)電(dian)(dian)業(ye)內領先的(de)核心器(qi)(qi)件供應(ying)商(shang)，公司已經(jing)累計(ji)向45個高壓、特高壓直(zhi)流輸(shu)電(dian)(dian)工(gong)(gong)程提(ti)供超(chao)20000臺(tai)陽極飽(bao)和電(dian)(dian)抗(kang)器(qi)(qi)，超(chao)3000萬千(qian)乏(fa)電(dian)(dian)力電(dian)(dian)容(rong)器(qi)(qi)，以(yi)出色的(de)產(chan)(chan)品(pin)品(pin)質和實(shi)用業(ye)績，有力保障了中國特高壓輸(shu)電(dian)(dian)技(ji)(ji)術(shu)發展和工(gong)(gong)程建設。此(ci)外，本公司還是柔性直(zhi)流輸(shu)電(dian)(dian)用大(da)功率IGBT模(mo)塊的(de)主(zhu)要供貨商(shang)，以(yi)及(ji)國產(chan)(chan)直(zhi)流支撐電(dian)(dian)容(rong)器(qi)(qi)技(ji)(ji)術(shu)和業(ye)績的(de)領先者。2024年初，本公司自主(zhu)研發的(de)“ZCMJ2.8-8000型(xing)直(zhi)流支撐電(dian)(dian)容(rong)器(qi)(qi)”、“ZCMJ2.8-7500型(xing)直(zhi)流支撐電(dian)(dian)容(rong)器(qi)(qi)”，順利通過國家級(ji)新產(chan)(chan)品(pin)技(ji)(ji)術(shu)鑒定(ding)。此(ci)前，上述產(chan)(chan)品(pin)已經(jing)在(zai)張(zhang)北(bei)直(zhi)流工(gong)(gong)程、隨州(zhou)配(pei)網工(gong)(gong)程、杭州(zhou)低頻(pin)輸(shu)電(dian)(dian)工(gong)(gong)程、舟山柔直(zhi)工(gong)(gong)程、如東海上風電(dian)(dian)工(gong)(gong)程，以(yi)及(ji)深圳鵬程STACOM等多個大(da)容(rong)量SVG項目(mu)中取(qu)得成功應(ying)用。

2023年，隨著技術和(he)市場的逐步(bu)成熟(shu)，柔性直(zhi)(zhi)流(liu)輸(shu)(shu)(shu)電(dian)工程(cheng)即將進入快(kuai)速發(fa)展期。目前，已經有多個國內外的柔性直(zhi)(zhi)流(liu)工程(cheng)正在建設或即將開工建設，例如(ru)：陽(yang)江青州海(hai)(hai)上風電(dian)輸(shu)(shu)(shu)電(dian)工程(cheng)、國內企業中標的德國BorWin6海(hai)(hai)上風電(dian)輸(shu)(shu)(shu)電(dian)工程(cheng)。2023年上述(shu)兩個項目已為(wei)本公司帶(dai)來(lai)2.2億元的新(xin)增訂單。此外，甘肅(su)-浙江特高壓(ya)（柔性）直(zhi)(zhi)流(liu)輸(shu)(shu)(shu)電(dian)工程(cheng)、蒙西-京津(jin)冀（常規/柔性混合）直(zhi)(zhi)流(liu)輸(shu)(shu)(shu)電(dian)工程(cheng)也有望于2024年開工，并將為(wei)本公司帶(dai)來(lai)數(shu)億元的新(xin)增訂單和(he)業績增長新(xin)動力。

不僅(jin)國內特高壓直流輸(shu)電(dian)(dian)(dian)(dian)工程(cheng)(cheng)密集開(kai)工、柔性(xing)直流輸(shu)電(dian)(dian)(dian)(dian)工程(cheng)(cheng)快速發(fa)(fa)展(zhan)，海外電(dian)(dian)(dian)(dian)網(wang)市場由于(yu)新(xin)能(neng)源發(fa)(fa)電(dian)(dian)(dian)(dian)接(jie)入(ru)電(dian)(dian)(dian)(dian)網(wang)、電(dian)(dian)(dian)(dian)網(wang)設(she)備(bei)老化亟待更新(xin)升(sheng)級(ji)、用電(dian)(dian)(dian)(dian)需求增長等多(duo)重因(yin)素推動，也(ye)顯(xian)現出對電(dian)(dian)(dian)(dian)力(li)設(she)備(bei)的巨大需求，并為中國電(dian)(dian)(dian)(dian)力(li)技術出海和本公(gong)司產品打(da)開(kai)海外市場帶來了極佳的發(fa)(fa)展(zhan)機遇。