For the next 10 years the total size of 4 trillion yuan of investment in smart grid "cake", Siyuan Electric (002,028, stock it) may be one of the companies best prepared.
Since March 2008 the company began a strategic plan, has set up a think about the source clean energy from the source optical, Siyuan Hongrui other three subsidiaries,glue stick the business covers the reactive power compensation, digital substation, on-line monitoring and storage of electric car charging module battery charging module can be five categories of smart grid business.
May be due to cost reasons, is currently on the market tend to use the Static Var Compensator SVC tool. Recently, a brokerage industry analyst, said in an interview: "Although SVG is relatively small footprint, low power consumption, faster time, but much more expensive than the SVC."
It is understood that, even though the price has dropped slightly SVG, from the previous 150 yuan / thousands of law is now down to 90 yuan / thousands of law, but still higher than 72 yuan / thousands of law SVC. In addition, some companies used to use the SVC,glue gun present is not really accept the new products.
Wei Jing Jiangnan Securities industry analyst said: "As high-end product positioning SVG, mainly for energy conservation, electricity consumption can be substantial savings, the state has encouraged this particular product, relatively high technological content. Is expected to power electronic products company growth rate of 50%, the market outlook a lot. "
Digital Substation is an intelligent device (electronic transformer, intelligent switches, etc.) and network layer of secondary equipment (process layer, spacer layer, station control layer) construction, built on the basis of IEC61850 communications specification, can be achieved electrical substation intelligent information sharing and interoperability between the modernization of substations.
It is understood that a subsidiary company under the control of the Hass Hongrui Power Technology Co., Ltd. successfully passed the conformance testing and certification number of KEMA Netherlands, and China (by 600,795, stock it) Power Enterprise Association's technical appraisal.
Analysts told reporters: "2012, digital substation project is fully completed, the company has an annual output of 800 sets of digital power system devices SHR5000 production capacity."
On-line monitoring of the chromatographic monitoring. Siyuan Electric Institute is now second only to monitor (002,322, stock it), is the second largest chromatographic monitoring of enterprises. CICC's report pointed out, the end of 2009 the company held 4,000 million orders. Expected chromatographic monitoring from 2010 to 2012 for 100 million revenue contribution from the source, 1.5 million, 2 billion in 2015 is expected to receive 20% market share, revenues of 3.2 billion.
Analysts electric vehicle charging module is the concept that is more avant-garde, the module makes the electric car is not running, by connecting the power grid, making the car back to the remaining battery power as possible. According to the survey, most of the average car is parked 95% of the time, and if they flow to the battery can power grid, then each vehicle can create $ 4,000 per year value. However, not current production of such products.
As for the energy storage battery business, the company is mainly used sodium sulfur batteries. It is reported that Power Grid Corporation of Shanghai World Expo will take display products "100KW sodium sulfur battery energy storage device" in June 2009 into field operation, by the State Grid Corporation of praise. CICC report said the business from 2010 to 2012 for 200 million revenue contribution from the source of electrical, 1 billion, 2 billion in 2015 is expected to receive 10% market share, revenue 3.8 billion yuan.