> 数据图表如何才能美国加大电网投资，中国电力设备乘风而起2026-3-3美国加大电网投资，中国电力设备乘风而起1750亿美金输电扩容项目获批，聚焦765kv超高压跨区扩容◆ 以MISO为例，其获批了最大的一批345/750kV输变电项目，核心为了解决：1）发电资源短缺，新建项目延迟+老旧退役更快，电力容量大幅减少；2）数据中心等负荷增长超预期，给电网运行和规划带来巨大挑战；3）超350GW排队审批并网，其主要为新能源项目，电网缺少并网容量和传输能力；4）极端天气+东部备用容量下降，对区域内及跨区域输电能力需求迫切。图：MISO Tranche 2.1项目规划图表：MISO Tranche 2.1项目清单项目名称电压等级（kV） 预计投运时间 预估资本开支（亿美元）Bison - AlexandriaMaple River - CuyunaIron Range - ArrowheadBig Stone South - Brookings County -Lakefield JunctionLakefield Junction - East AdairLakefield Junction - Pleasant Valley -North RochesterPleasant Valley - North Rochester -Hampton CornerNorth Rochester - Columbia2627 Rocky Run - Werner - North AppletonSouth Fond du Lac - Rockdale - BigBend - Sugar Creek - Kitty HawkBluemond - Arcadian - Waukesha -Muskego - Elm Road - RacineColumbia - Sugar CreekSugar Creek - CollinsLudington - Denver - Tittabawassee &Nelson RoadGreentown - Sorenson - LuluOneida - Sabine Lake - Blackfoot &MajesticSouthwest Indiana-KentuckySoutheast IndianaMaywood - Belleau - MRPD - Sioux -BugleEast Adair - Marshalltown - Sub TLehigh - Marshalltown - Franklin North& MontezumaSub T - Woodford County - Collins &Reynolds41 Woodford County - Fargo & Radbourn42Burr Oak - SchahferTRANCHE 2.1 投资组合总成本ID1920212223242528293031323334353637383940345345345765765765345765345345345765765345765345345345345765345765345345203220332032203420342034203220342032203320322034203420322033203220322032203220342032203420322032216 908 4281,4591,3751,1952221,924 2121,102731743 7331,5531,310600743 5788811,5835882,298422 6821,86826数据来源：MISO，东吴证券研究所东吴证券工业制造
