One of the main applications of electrical complete equipment is the control and protection of power system, so the power industry is the direct consumer industry of electrical complete equipment. The investment and development of the power industry directly affect the market demand of the electrical complete equipment industry. In recent years, our government has increased investment in the technical transformation of power grid, especially smart grid, West to East power transmission, national networking, rural power grid transformation and urban power grid transformation involved in the development of urbanization, which has played a positive role in promoting the electrical complete equipment manufacturing industry. In addition, with the acceleration of China's industrialization process, it will also promote the growth of the demand for complete electrical equipment, especially the pillar industries of the national economy such as petroleum and petrochemical, iron and steel metallurgy.
During the "12th Five Year Plan" period, power investment has increased significantly, and the demand for complete electrical equipment is broad
With the continuous advancement of industrialization and urbanization in China, the demand of power industry will keep growing. According to the data disclosed by China Electric Power Enterprise Federation in the 12th Five Year Plan Research Report of electric power industry, in the next 10 years, China's total investment in electric power industry will reach 11.1 trillion yuan, of which, during the 12th Five Year Plan period, the national investment in electric power industry will reach 5.3 trillion yuan, an increase of 68% over the 11th Five Year Plan period.
The Ministry of industry and information technology has put forward five key directions for the development of power equipment, including thermal power equipment, nuclear power equipment, renewable energy equipment, complete sets of power transmission and transformation equipment, key parts, materials and supporting systems. According to the data of electric tiger, in addition, the Ministry of industry and information technology has put forward the development goal of electric power equipment: by 2020, the technical level of electric power equipment will reach the international advanced level, and the independent rate will reach 90%; Complete sets of power transmission and transformation equipment fully meet the needs of domestic power grid construction, and the independent rate reaches 95%. By 2025, large thermal power, hydropower, nuclear power and other complete sets of equipment will reach the international leading level, and the market share of new and renewable energy equipment and energy storage devices will exceed 80%. The complete set of power transmission and transformation equipment is 100% intelligent, and the independent rate of sensors and other key parts reaches 85%.
As one of the ten key development fields in China, the power equipment industry is in a leading position in the world. The Ministry of industry and information technology has put forward five key directions for the development of electric power equipment.
China's power equipment market with high performance price ratio has a huge space. From the perspective of increment, nuclear power and wind power have driven the industry companies more and contributed to their growth in a long period. The export of the world's leading UHV technology has also opened up, among which the export of nuclear power hualong-1 is of epoch-making significance; Wind power equipment gradually has a place in the world; The leading UHV technology will soon be implemented in Brazil, and the construction of power equipment will enter a new era.
The market prospect of high and low voltage complete sets of electrical equipment driven by favorable policies and demand
With the rapid investment in new energy industry, high-tech industry, advanced equipment manufacturing industry and real estate development, and the increasing demand for industrial distribution automation and civil distribution intelligence, the market prospect of high and low voltage complete sets of electrical equipment is broad. Industry analysts pointed out: in recent years, high and low voltage electrical equipment is widely used in modern industrial enterprises, new energy development, real estate construction and many other fields of power supporting, product production and sales momentum is good. With the continuous growth of power grid construction investment projects, and the increasing demand of railway electrification and urban rail transit construction, the industry will also usher in a broader market.
China's high and low voltage electrical products sales market is mainly in the domestic. At present, the vast majority of products of high and low voltage electrical appliances manufacturers are purchased by low-voltage complete equipment manufacturers, and then assembled into distribution panel, power distribution box, protection panel, control panel and other low-voltage distribution devices, which are sold to users. They are supporting products for power generation equipment, distribution equipment, electric drive automatic control equipment, etc. Private enterprises play a major role in the production of high and low voltage electrical appliances in China. Their annual output value and sales revenue account for more than 60% of the industry, while the annual output value and sales revenue of foreign-funded enterprises account for about 30% of the industry.
Relevant national policies will promote the development of high and low voltage electrical equipment. At present, China is deepening the system reform, strengthening the construction of power grid, vigorously developing hydropower, optimizing the development of coal power, actively developing nuclear power, appropriately developing natural gas power generation, accelerating the development of new energy, paying attention to ecological environment protection, and improving energy efficiency. Therefore, the high-voltage switchgear industry of high-voltage and low-voltage complete sets of equipment should take the comprehensive construction of strong smart grid as an opportunity, rely on UHV AC and DC transmission projects, enhance the ability of independent innovation, vigorously improve the intelligent level of switchgear, and promote environmental protection, energy saving and emission reduction equipment; UHV transmission technology and advanced electrical equipment and integration technology should be the key development areas《 According to the report on market analysis and investment value of China's high and low voltage electrical equipment from 2010 to 2013, in the face of good market prospects, relevant enterprises should actively carry out the research and development of switches for special occasions, special switchgear and renewable energy power generation, such as wind power. Efforts should be made to carry out the research and development of forward-looking and directional technology and equipment, and in-depth study of key technical issues in system research and complete equipment.
Intelligent development trend of complete electrical equipment
In recent years, with the development of computer technology, data processing technology, information sensor technology, communication and data storage technology, power electronics technology and the integration of various disciplines, the intellectualization of complete electrical equipment has gradually become an important trend in the development of the industry. Intelligent complete sets of equipment make the protection, control, monitoring and measurement of the whole transmission and distribution system centralized, realize the automation of distribution network, lay the foundation for wide area monitoring and diagnosis system, and ensure the safe, reliable and economic operation of power system.
The intelligent upgrading of distribution network has greatly increased the intelligent upgrading of electrical equipment. At present, the infrastructure construction of distribution network is the weakest in all levels of domestic power grid. Due to insufficient investment in distribution network, aging equipment and poor technical performance, high energy consumption equipment and high power loss rate, the loss of distribution network in general areas is 15% - 20%, and that in some areas is 30%, resulting in a lot of energy waste and environmental pollution, especially in rural power grid.
The market demand of electrical equipment is broad. One of the main applications of electrical complete equipment is the control and protection of power system. Therefore, the power industry is the direct consumer industry of electrical complete equipment. The investment and development of the power industry directly affect the market demand of electrical complete equipment industry. In recent years, our government has increased investment in the technical transformation of power grid, especially smart grid, West to East power transmission, national networking, rural power grid transformation and urban power grid transformation involved in the development of urbanization, which has played a positive role in promoting the electrical complete equipment manufacturing industry. In addition, with the acceleration of China's industrialization process, it will also promote the growth of the demand for complete electrical equipment, especially the pillar industries of the national economy such as petroleum and petrochemical, iron and steel metallurgy.
Electrical equipment industry will maintain long-term stability
In the long-term forecast of electrical equipment sector, related enterprises are mainly affected by two factors. One is the economic environment. Electrical equipment enterprises are greatly affected by the economic environment. When the economic situation is good, the social demand for power and other energy will grow, and the demand for electrical equipment will also increase accordingly, thus expanding the market of electrical equipment enterprises. On the other hand, electrical equipment manufacturing industry is a policy driven industry. Electric power belongs to social public utilities, which is greatly influenced by national policies. Any change of policies will have a guiding impact on it. At the same time, electrical equipment manufacturing enterprises are also closely related to power grid planning.