Wen | sand eye
Source | Intelligent relativity (aixdlun)
During this time, new infrastructure fire was a mess, from the news to the stock market, and then to red tape from local projects, a new round of technology-based end infrastructure construction, became an opportunity to bet fortunes.
And the traditional "iron-based" different, new infrastructure in seven areas, mainly in the field of science and technology force, many experts and media that UHV is new infrastructure highlights.
However, there is little it can say so.
First, the "drought" and electricity is the cornerstone of science and technology
What are UHV?
In China, the voltage levels divided into a total security voltage, low voltage, high voltage, EHV, UHV five kinds of UHV refers to ± 800 kV and above DC and AC 1000 kV and above, is the most advanced of the world transmission technology.
The data of the national grid, a loop may be delivered HVDC Patent 6,000,000 kilowatts power, equivalent to about 5 times the existing power grid 500 kV DC, while the transportation distance is two to three times the latter, but also to save 60% of land resource.
We know that China is a big country industry, electricity production and sales have been rising year by year, but early supply of electricity is not healthy.
In 2003, for example, there has been a rare nationwide power shortage, power shortage provinces and cities nationwide outbreak of the crisis, Shanghai, Guangdong, Jiangsu and Zhejiang province electricity, even the rich coal resources in Shanxi Province, are constantly blackouts embarrassment, Hunan provinces and some of the more direct power a month.
Driven by the electricity shortage, prices of raw materials cement and steel also rose, factories complain incessantly, candles out of stock, the entire development process in China have fallen into passive.
Electricity shortage for two reasons: 1, the two major coal monopoly industry for many years of wrangling, the slow development of power facilities, related investment accounted for only 7% of the total investment, power generation resources around imbalance. 2, rapid economic development, the rapid development of coal power-hungry heavy industry, electricity demand soared 14%.
Pain given longing for change, power resources as the cornerstone of national development, which has been elevated to unprecedented heights.
Over the years, the state vigorously promote oil, wind, coal, water conservancy, power generation, but the huge differences between different regions, 76% of coal in the north and north-west, 80% of the water distributed in the southwest, most of the wind, solar located in the northwest, while more than 70% of the electricity demand is concentrated in the east.
Economically developed areas downtown electricity shortage, electricity and waste of the resource-rich place, it is dead drought drought, floods floods death.
We know that electricity is not easy storage, while China's electricity production and sales has increased year by year, while electricity is common upstream new infrastructure, whether 5G, large data center, the Internet industry and new energy vehicle charging pile, these technologies and construction operation are inseparable from the electricity network.
To 5G, for example, it will be 4-5 times the number of base stations 4G, the power consumption of each base station is more than three times 4G base stations, that is to say 5G, the power consumption is 12 to 15 times 4G era above, the consumption of electricity which is unprecedented!
Therefore, China wants to occupy a place in the field of new technologies, development of UHV is the trend, it is the infrastructure of the capital, it is to protect the future of the underlying technology industry.
At the same time, UHV as a critical area, has a long industrial chain, strong impetus to the significant economic and social benefits and other advantages, can underpinning for the national economy, into a strong vitality into the economic development in the coming years.
Second, the scale of the world, there is still a huge gap
In the UHV power transmission and safety, compared to other rolling resistance has the advantage of electricity whenever a big country, want a way to toss out a career.
In other countries, the 1970s began the development of UHV, such as Italy, the Soviet Union, Japan, the United States, Canada, Spain and other countries, but they are either small land area, not a good way to commercialization, either federal, state to state there monopolies boycott, so have been shelved.
In our country, but also what kind of situation?
China since 2006, large-scale investment into research and development and UHV construction, now regarded as the world first, according to corporate look up data on our UHV published patent total of 4366, 2006, 2010 and 2016 is a significant growth period, which is consistent with the macro-adjustment node China in recent years , strategic and investment at the national level, closely related to the development of the industry.
Up to now, a total of 25 in the transport UHV line, seven in the construction of UHV lines and seven pending approval UHV lines.
"Thirteen Five" period, China including UHV power grid, including project planning a total investment of 2.38 trillion yuan, driven by the power invested three trillion yuan, an average annual GDP growth over 0.8%.
2020 is the "Thirteen Five" to wrap, according to the latest Ministry of State Grid Infrastructure caliber, the State Grid Corporation of annual UHV construction project investment scale of 181.1 billion yuan, 360 billion yuan of social investment to spur the overall size of 541.1 billion yuan, providing double-digit growth year on year , into a strong driving force for economic and social development.
For example, February 28 northern Shaanxi - Hubei ± 800 kV HVDC project started, the total investment amount of 18.5 billion yuan, is expected to be directly contributing to production scale equipment of about 120 million, driven by the power supply and other related industries to invest more than 700 billion, up more than 40,000 jobs.
Currently, the project tender time node and past UHV project equipment delivery rhythm of view, 2020, 2021 is also a special high-pressure equipment manufacturers to pay Fu Danian, estimated 2019--2022 delivered in the amount of UHV master device is expected to 8.7 billion yuan 228 billion yuan, 28.3 billion yuan and 34 billion yuan.
So, in this wave wave, which businesses to benefit from it?
In China, the UHV mainly to the national grid led to concrete implementation level, upstream and downstream industry chain has more than 10 large enterprises, such as high level of electrical, NARI, XJ Electric, China's Western Electric, TBEA traditional main equipment suppliers, but also taller Group, Siyuan electric, also will benefit.
From the 2019 third quarter corporate earnings reports point of view, most of the revenue is TBEA, third quarter revenue of 25.4 billion, the second NARI same period revenues of 17.2 billion, is TBEA 68%. Among them, Jiuzhou Electric same period of minimum revenue, a total of 409 million.
In principal device 11, the inductor and the largest number of combinations of appliances.
From the point of view the recent period, the entire UHV sector funds by stir-fried, expectations are very high in 2020, with limited equipment company, UHV relatively high probability of winning.
In the whole industry chain, the most important equipment a total of three categories:
1) converter valve: NARI, XJ Electric Western Electric and China as the leading bid was 42% / 31% / 20%, total 93%;
2) DC control and protection system: NARI, XJ Electric as only two suppliers, bid was 53% / 47%;
3) GIS: high level of electrical, China as the leading Western Electric, bid was 40% + / 20 +%;
In addition to long-Changsha high Group, for example, the company is the development and production of high-voltage electrical backbone enterprises, on circuit breakers and disconnectors are the major equipment providers, but also focus on the scale of the State Grid, China Southern Power Grid Company bidding qualified suppliers, power transmission equipment revenues accounted for 79.3% of the entire company.
Epilogue
With the worldwide growth of science and technology the driving force of the new round, electricity consumption increased year by year will be a big trend.
In China, the energy structure has undergone some changes, in close connection with the gradual development of new energy and UHV, March 22, National Grid announced its withdrawal from the real estate, pledged to continue cultivating the power sector, in fact, it is regarded as a pair of lower of an era Relay species.
In the long run, in the whole of China's industrial upgrading, the UHV intuitive important part, the ability to do "the whole network supply, stable and secure, low price", will become the new international division of labor in infrastructure in six areas the core competitiveness.
The infrastructure has been China's strengths, such as India, Southeast Asia, Africa, Latin America and other regions, power facilities and other infrastructure has always been a sore point, in the major theme of world trade structure and along the way, and UHV will and "Rail-based" , become a business card China exports and trade.
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