State grid startup ultra-high voltage of the early work, new economic situation, power the entire industry's low carbon business opportunities emerging, intelligent power grid and related will benefit most. Uhv long-distance transmission technology have made new breakthrough, will ease China local area of the present situation of the structural electricity, and then drive power transmission equipment to a large number of investment. Ultra high voltage, glue gun low carbon economy of artificial intelligence is the inevitable choice and future development potential is tremendous. "1025" during the national power grid in intelligent power grid construction itself and let the intelligent investment of 1.5 trillion yuan, the massive investment will become our uhv grid development opportunities. Change especially electrician, flat high electrical, han cable shares, dalian porcdain insulator in all segments such as dominant industry is expected to benefit from it. Power grid investment is independent of macro economic environment, although at present the macro economy is not clear, but the power grid investment growth of certainty is stronger.
State grid company general manager LiuZhenYa said in Beijing in 2012, the national power grid will concentrate on ultra-high voltage of the early work, ensure that four uhv communication engineering and 3 of HVDC project, examined and approved by the state and get started. Four uhv communication engineering that is XiMeng to nanjing,glue stick huainan to Shanghai, MengXi to changsha, yoann to anhui nantes high-voltage ac engineering; Three ultra-high voltage dc engineering respectively to zhengzhou, brook hami los crossing to west, Hamilton, high-voltage dc engineering to chongqing.
Ultra-high voltage grid startup of the early work, new economic situation, power the entire industry's low carbon business opportunities emerging, intelligent power grid and related will benefit most. In particular, in the domestic uhv long-distance transmission technology have made new breakthrough, will ease China local area of the present situation of the structural electricity, and then drive power transmission equipment to a large number of investment.
December 16,, the national power grid companies who are 1000 kv of southeast shanxi-nanyang-jingmen uhv communication experiment demonstration project formally put into production expansion project, single back line transmission capacity up to 5 million kw, this means that our country uhv long-distance transmission technology more and more mature gradually. The engineering for our country in the "1025" during construction of the first uhv ac power engineering, the success of the project construction and operation, will increase in north China, central China between two big power grid resources optimization ability.
"1025" during the national power grid in intelligent power grid construction itself and let the intelligent investment of 1.5 trillion yuan, the massive investment will become our uhv grid development opportunities. Change especially electrician, flat high electrical, han cable shares, dalian porcdain insulator in all segments such as dominant industry is expected to benefit from it.
State grid "1025" during will investment of 2.55 trillion for grid construction, compared with the "eleventh five-year plan" period of 1.5 trillion dollars, "1025" grid investment promotion 68% year-on-year. Subdivision perspective, 2.55 trillion there will be 500 billion used for uhv grid investment, 500 billion for distribution network investment, and about 1.55 trillion for other investment of voltage level power grid lines.
According to information, "1025" period is the basis of ultra-high voltage grid comprehensive construction stage of intelligence, the size of the actual creation may be more than 1.5 trillion yuan scale, this is only the current expectations, the future real investment may be more very. This year the state power grid in electric network investment of nearly 300 billion yuan, plus southern power grid company of about 100 billion yuan investment, annual total investment of nearly 400 billion yuan, the massive investment also give industry chain related company bring positive news.
High electric current has a flat 1000 kVGIS production capacity, localization has established company in combination electric switch field status; Support gradually clear priorities attitude, the future will integrate become high voltage switch leading.
Change especially electrical transformer strength domestic first, high pressure on the company's advancement will constitute a results, and will probably improve transformer margins level.
Han cable shares is engaged in the electric wire electric cable high-tech research and development and production of national key high-tech enterprise, is the original power machinery and electric wire and cable designated production of professional manufacturers, the state economic and trade commission of the first national urban and rural power grid construction recommend and transformations required equipment production enterprise. The company key new product including 500 kV crosslinked polyethylene insulated power cables, 220 kV, 110 kV cable accessories submarine composite fiber optic cable, heat resistance and high strength aluminum alloy wire. The company product class and comprehensive benefit of the leading level in the field.
Dalian porcdain insulator mainly engaged in high voltage power lines with porcelain, composite insulator and power stations with porcelain, composite insulator, and products such as electroceramics hardware is the development, production and sales business, including porcelain insulator and composite insulator business than account for 68% and 16% respectively. In the production scale, the company is the nation's largest disc hanging type porcelain insulator production enterprise, its sales and exports are located in the industry. In the face of high voltage grade high-end field, high strength insulator on the market, the company the production of 300 kN and above insulators in the national power grid in bidding for amount in the first, and Japanese NGK, becoming only the few have the capacity to produce with the enterprise ultra-high voltage insulator.
The complete set of ultra-high voltage ac/dc equipment engineering localization rate of 90%, our country has mastered uhv equipment manufacturing core technology, has the equipment ultra-high voltage ac/dc batch production of ability. At present, the ultra high voltage technology have into the national long-term plan for science and technology development (2006-2020) ", "the state council about to accelerate the development of the equipment manufacturing industry certain opinions" major national planning etc. By 2020, the national power grid will be fully built strong intelligent power grid, and formed a "five longitudinal and six horizontal" uhv backbone network, realize the real-time grid condition monitoring and intelligent scheduling control, in the form of 26 provinces cover electric car electric service network in exchange for filling.
At present, in the intelligence of the grid technology research and development, the company has a comprehensive grasp SGC, high pressure, dc transmission core technology, the success has developed the large capacity transformer, a large number of high pressure key equipment and components, and access to the hundreds of patents. But, it is worth noting that, in the process of the development of the intelligent power grid also met with some problems, such as wind and solar power and other new energy costs are high, and at the same time, new energy grid of the problem to be solved is standard, the future state grid may actively introduce or with the standard of fusion, in order to tap into a broader market. It is reported, current state grid has set up a file in the with the brazilians, for uhv transmission based on the power grid construction.
Ultra high voltage, low carbon economy of artificial intelligence is the inevitable choice and future development potential is tremendous.
Low carbon economy energy transfer is a very important link, and power transmission and energy transmission in the most important component parts. Electric power transmission to think about not only to safety, transmission loss, new energy power Internet, maintenance costs, electric power dispatching optimization, user management and monitoring, also need to consider to energy supply and consume not balanced brings problems for long-distance transmission. The traditional high voltage transmission mode obviously can't accomplish such a complex task power transmission.
In addition, the electric grid investment is independent of macro economic environment, although at present the macro economy is not clear, but the power grid investment growth of certainty is stronger. According to the national grid plan, ultra-high voltage grid will be in "1025" entered the overall development stage, the 2015 high voltage ac and dc, respectively in 252.3 billion and 261 billion yuan completed investment.
In the electric power industry upgrade technological change up, electric power investment gradually shift, clean energy to continue rapid development force under the favorable factors to promote, Chinese intelligent power grid upgrading acceleration, for power secondary equipment son industry leading enterprises provide rapid development opportunities.
From the current environment look, 2011 electric power equipment investment speed has eased, but intelligent investment not reduce power grid, instead has increased. "1025" planning the first ultra-high voltage construction on the government work report of the next few years this is the construction of ultra-high voltage big gains. But the good we think is somewhat of lay particular stress on, key words is the "uhv" expressions by original "grid" into "transmission", YiZiZhiCha embodies the future regional large capacity, high voltage dc transmission will as the main way.