In 2012, structural investment opportunities will continue in 2011, and the degree of distribution network is significantly higher than other segments of the electrical equipment industry. In 2012, the electrical equipment industry is still showing a diversified trend, and structural investment opportunities will continue: 1) The smart substation went out of the pilot period and entered a large-scale rollout period; 2) the intensity of the rural power grid transformation and upgrading continued to increase, and the economic development of the distribution network industry continued to increase; 3) UHV tendering was expected to accelerate and the boom was significantly enhanced.
The investment in smart substation will exceed 300 billion yuan. The smart substation will sound the offensive horn. The national grid has completed two tenders for a total of 74 smart substation pilot projects. The non-pilot project has also begun tendering, and the smart substation is beginning to enter a large scale. During the "Twelfth Five-Year Plan" period, the scale of investment in smart substation will exceed 300 billion yuan, and about 5,100 smart substations with voltage levels of 110 kV and above and about 1,000 substations will be intelligently reconstructed. The demand for smart substation protection equipment and monitoring systems With more than RMB 12 billion, the demand for on-line monitoring system products exceeded RMB 6 billion. The demand was strong and the industry entered a boom cycle.
In the next three years, the compound growth rate of rural power grids will exceed 15%, driving the growth in the demand for distribution equipment. The upgrading and upgrading of rural power grids has already risen to the national strategic level. From the middle of 2011, rural power grids have entered a large-scale investment period, and it is expected that agricultural The compound growth rate of network investment exceeds 15%, and at the same time, the transformation of rural power grids will accelerate the acceleration of urban network transformation and upgrading, and the demand for distribution network equipment products will continue to grow.
With an average annual investment of over 150 billion yuan in intelligent power distribution, power automation is the next investment priority. During the “12th Five-Year Plan†period, the two companies’ annual investment in smart distribution links exceeds 150 billion yuan; total distribution automation system The investment will exceed 42.1 billion yuan, and the total investment in electricity automation systems will exceed 97.8 billion yuan. The automation products for distribution and use of electricity will usher in rapid development opportunities.
UHV, 530 billion yuan, no longer distant During the "12th Five-Year Plan" period, the two networks will invest about 530 billion yuan to build UHV transmission projects, of which UHV DC investment quota is about 231.1 billion yuan, and UHV AC investment quota is about 2989. Billion; In the earlier period, under the influence of UHV disputes, the pace of UHV has slowed down. With the approval of the second UHV line in Huainan-Shanghai and the completion of the expansion of the Jindongnan UHV line, State Grid has accelerated the pace of UHV propulsion. It is expected that after the expansion project is operated through the load test, the UHV tendering will be accelerated and the demand for related equipment will bring practical benefits.
The investment in smart substation will exceed 300 billion yuan. The smart substation will sound the offensive horn. The national grid has completed two tenders for a total of 74 smart substation pilot projects. The non-pilot project has also begun tendering, and the smart substation is beginning to enter a large scale. During the "Twelfth Five-Year Plan" period, the scale of investment in smart substation will exceed 300 billion yuan, and about 5,100 smart substations with voltage levels of 110 kV and above and about 1,000 substations will be intelligently reconstructed. The demand for smart substation protection equipment and monitoring systems With more than RMB 12 billion, the demand for on-line monitoring system products exceeded RMB 6 billion. The demand was strong and the industry entered a boom cycle.
In the next three years, the compound growth rate of rural power grids will exceed 15%, driving the growth in the demand for distribution equipment. The upgrading and upgrading of rural power grids has already risen to the national strategic level. From the middle of 2011, rural power grids have entered a large-scale investment period, and it is expected that agricultural The compound growth rate of network investment exceeds 15%, and at the same time, the transformation of rural power grids will accelerate the acceleration of urban network transformation and upgrading, and the demand for distribution network equipment products will continue to grow.
With an average annual investment of over 150 billion yuan in intelligent power distribution, power automation is the next investment priority. During the “12th Five-Year Plan†period, the two companies’ annual investment in smart distribution links exceeds 150 billion yuan; total distribution automation system The investment will exceed 42.1 billion yuan, and the total investment in electricity automation systems will exceed 97.8 billion yuan. The automation products for distribution and use of electricity will usher in rapid development opportunities.
UHV, 530 billion yuan, no longer distant During the "12th Five-Year Plan" period, the two networks will invest about 530 billion yuan to build UHV transmission projects, of which UHV DC investment quota is about 231.1 billion yuan, and UHV AC investment quota is about 2989. Billion; In the earlier period, under the influence of UHV disputes, the pace of UHV has slowed down. With the approval of the second UHV line in Huainan-Shanghai and the completion of the expansion of the Jindongnan UHV line, State Grid has accelerated the pace of UHV propulsion. It is expected that after the expansion project is operated through the load test, the UHV tendering will be accelerated and the demand for related equipment will bring practical benefits.
Digital Display Repeater Co., Ltd. , http://www.nsselectronic.com