Power transmission and transformation and new energy have become "key words"
the power equipment industry is a policy supporting industry. The UHV construction and intelligent power construction of State Grid Corporation of China will extend the prosperity of the power transmission and transformation industry. The new energy industry is also an industry promoted by the state. New energy sources such as wind power and solar energy will be the darling of the market. Maintain the "recommended" rating of power transmission and transformation and new energy industries
smart electricity + UHV
China defines smart electricity as a new type of electricity that is more inclined to use interactive electricity. It is based on physical electricity. In China, it takes UHV electricity as the backbone and the strong electricity with coordinated development of electricity at all levels as the foundation, and highly integrates modern and advanced sensing and measurement technology, communication technology, information technology, computer technology and control technology with physical electricity. Smart electricity is strong, self-healing, compatible, economical, integrated and optimized. The ability to optimize the allocation of power resources will be greatly improved, the installed proportion of clean energy is expected to reach 35%, distributed power generation will achieve "plug and play", and smart meters will be widely used
UHV is still the theme of power construction. China's basic national conditions of unbalanced distribution of power generation energy and economic development determine that energy resources must be optimally allocated nationwide. We make a simple prediction on the investment scale of UHV by 2020: the transmission capacity from Southeast Shanxi to Jingmen is 6million KVA, and the dynamic investment is 5.887 billion yuan. Therefore, the investment of AC UHV is 981 yuan per KVA; Xiangjiaba Shanghai transmission capacity is 6.4 million KVA, and the dynamic investment is 17.9 billion yuan. Therefore, the investment of DC UHV per KVA is 2797 yuan. It is estimated that the investment of UHV will be 335.1 billion yuan by 2020, with an annual compound growth rate of 51%
set preloading load and preloading speed for new energy; Construction is in full swing
wind power equipment manufacturing industry has ushered in unprecedented development prospects, and local manufacturers are the first to benefit. In the cumulative market share in 2008, the products of Chinese domestic and joint ventures accounted for 61.6% of the output voltage, and the cumulative market share of domestic and joint ventures exceeded that of foreign-funded enterprises for the first time. Goldwind technology had the largest share, accounting for 21.6% of the cumulative total installed capacity and 35.1% of the products of domestic enterprises. The products of foreign-funded enterprises accounted for 38.4%, Spain gamesa accounted for the largest share, accounting for 12.8% of the total installed capacity and 33.3% of the products of foreign-funded enterprises. Among the new installed capacity in 2008, Sinovel wind power has the largest market share, accounting for 29.71%, surpassing Goldwind technology to become the first in the industry. However, with the entry of many manufacturers, the price war is imminent. In 2008, the price of Goldwind's 1.5MW fan was about 6200 yuan/kw, but in 2009, it has dropped to 5300 yuan/kw, a decrease of 15%
the prospect of photovoltaic power generation is bright. There are more than 50 solar cell manufacturers in China. In 2008, the output of solar cells in China ranked first in the world. In 2006, China's battery output was 438mw, accounting for 17.1% of the world's total output, surpassing the United States (179.6mw), becoming the third largest battery producer after Japan (926.9mw) and Europe (680.3mw). In 2007, China's battery output was 1088mw, surpassing Japan and Europe, becoming the world's largest solar cell producer. China has formed a large-scale photovoltaic industry, with many large battery manufacturing enterprises. Suntech's output in 2008 was 497.5mw, ranking third in the world, and Tianwei Yingli's output was 281.5mw, ranking seventh. China has formed a high-level and international photovoltaic industry group
nuclear power will become the third largest power energy pillar in China. In the medium and long term development plan for nuclear power, the national development and Reform Commission pointed out that by 2020, the installed capacity of nuclear power operation will reach 40million kW, the nuclear power capacity under construction will remain at about 18million kW, and the annual power generation of nuclear power will reach billion kwh. At that time, the total installed capacity of nuclear power will account for 5% of the total power structure. Judging from the nuclear power plants currently under construction, the plan has fallen far behind. By the end of 2008, the total installed capacity of nuclear power in China was 8.85 million KW, and nuclear power generation accounted for 1.9% of the total power generation, far lower than that of other countries. By the end of 2007, China had 6 nuclear power plants in operation, with a total of 11 units
there are 8 units under construction, and 47 nuclear reactors are planned to be built
TBEA: power transmission and transformation, new energy and new materials are the three main businesses of the company, of which the transformer business is the main business. The company is a core backbone enterprise in China's major equipment manufacturing industry, a general contractor of international power complete projects, and China's largest R & D, manufacturing and export base for transformers, wires and cables, high-voltage electronic aluminum foil new materials, and solar energy core control components. It has the right to operate foreign economic and technological cooperation and the construction qualification of national foreign aid projects. The transformer production capacity exceeds 100million KVA, ranking among the top three in the world. The company is a senior expert in the field of cobalt metal in Xinjiang, Sichuan, Hunan and Tian'an; Zhangzhisiam has built nine modern industrial parks in Tianjin, Shandong, Liaoning, Shaanxi and other places in the automotive metal materials industry for many years, and has built an industrial pattern of coordinated development of three major industries "led by the power transmission and transformation industry, supported by the new material industry and highlighted by the new energy industry"
the construction of ultra-high voltage power will become a beautiful scenery in the next few years, and TBEA will undoubtedly benefit from it. "When talking about the bottleneck of the implementation of energy-saving and environment-friendly new materials in the Chinese market. At present, the company's transformer products are concentrated in 220kV and above high-end fields. As we all know, the higher the voltage level, the stronger the technology intensive characteristics, the easier it is for enterprises to obtain monopoly advantages. The output of 500kV and above transformers of the company has increased year by year. The output was 20million KVA in 2005 and nearly 50million KVA in 2007, accounting for 52% of the total output of the company