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The "road map" of power equipment localization is becoming clearer and clearer Update time:2022-04-02 Clicked：781At the beginning of 2014, the National Energy Administration organized and held a national energy work conference, which pointed out the need to & ldquo; Relying on major projects to promote the localization of key equipment & rdquo;, Blowing the sound of building China's energy equipment & ldquo; Upgraded & rdquo; In the assembly number, the power equipment manufacturing industry, such as the going global of nuclear power equipment, the localization of pumped storage units and the independent research and development of large gas turbines, has been put on the agenda. Under the dual wheel drive of national policies and manufacturing enterprises, a combination of production, learning, research and application of power equipment & ldquo; Roadmap & rdquo; The clearer you see.
Clean and efficient & ldquo; Theme & rdquo;
In recent years, China's power equipment has been narrowing the gap with developed countries in many fields. Both the technical level and business model are being innovated and upgraded. Such as UHV equipment, nuclear power equipment and large hydropower units have even reached the world advanced level.
In 2014, China's nuclear power with independent intellectual property rights & ldquo; Hualong 1 & rdquo; The technical scheme was put into practice, and the large-scale hydropower units of megawatt Baihetan and Wudongde entered the preliminary bidding work. The concentration and product quality of photovoltaic manufacturing industry were further improved, the core technology and quality problems of large-scale fans were significantly improved, and large-scale export was realized. In contrast, the traditional thermal power equipment industry continues to develop towards high-efficiency ultra supercritical and secondary reheating with large capacity and high parameters, and the special R & D institutions and projects of large gas turbines are carried out steadily.
In the past year, China's power equipment manufacturing industry has realized localization in many aspects, such as large capacity & plusmn; The localization of 800 kV high-pressure converter, the localization of the feed pump of the first million KW thermal power unit, the commissioning of 660000 kW domestic high-capacity ultra supercritical double extraction steam turbine, the commissioning of 660000 kW high-efficiency ultra supercritical boiler with high parameters in the world, the substantive breakthrough of million KW high-efficiency ultra supercritical and secondary reheat boiler, and the commissioning of the world's large 350 ton high-speed dynamic balance test-bed & hellip& hellip;& ldquo; Let power equipment in & lsquo; Clean and efficient & rsquo; Continuous upgrading is to build China's power equipment & lsquo; Upgrade & rsquo; An important guarantee for& rdquo; Wang Ji, chairman of Dongfang Electric Group Co., Ltd., said that the upgraded version of power equipment manufacturing industry means that in the future, China's power equipment will gradually develop in the direction of large capacity, high parameters, high efficiency and low emission in the domestic market, continuously improve the intelligent level and expand the application scope of intelligent products. As a manufacturing enterprise, we should pay attention to the transformation from scale expansion to benefit growth, from production capacity improvement to technological progress, and from manufacturing enterprise to manufacturing and service enterprise.
Merger and integration continue to improve industry concentration
The global power equipment capital market has become extremely active. Whether it is the merger and acquisition of foreign brands or the merger and reorganization in the domestic market, whether it is the strong combination of foreign brands and Chinese enterprises, or the acquisition of foreign brands by Chinese enterprises, a new business cycle marked by innovation, cooperation and common development is emerging in the global power equipment market, especially in the Chinese market.
“ 2014 is the first year of M & A in the electrical equipment industry & rdquo; It has become an industry consensus. According to incomplete data statistics, from July 1, 2013 to September 10, 2014, there were 84 M & A applicants (including completed and suspended Implementation) in electrical equipment, of which 62 occurred in 2014. From the perspective of acquiring companies, most of them still belong to the acquisition of peer businesses and inject new assets, while some companies still choose companies with completely different M & A businesses and realize transformation.
In May 2014, Shanghai Electric invested 400 million euros to acquire 40% equity of Ansaldo energy, Italy, including cooperation in the technology, manufacturing, sales and services of heavy gas turbines. In June, Far East cable (now renamed "smart energy") Acquire 51% shares of Beijing shuimuyuanhua Electric Co., Ltd. for about 285 million yuan to further extend to the field of power distribution. In October, the production line of XD General Electric Automation Co., Ltd., a joint venture between XD and Ge, was officially put into operation.
According to statistics, a large number of photovoltaic equipment manufacturing enterprises will have to flee to the broader field of power generation equipment in the first three quarters of 2014.
When overcapacity, price decline and vicious competition become more and more intense, manufacturing enterprises improve industry concentration through merger and integration, promote enterprise structure adjustment, transformation and upgrading through deep reshuffle, promote the development of high-end products guided by the market, and promote the transformation of industry enterprises from pursuing speed and scale to improving core technology and product quality. At the same time, technological innovation and upgrading will help domestic enterprises enhance their competitiveness in the international market and further explore overseas markets.
Entering the international market has become the general trend
In 2013, the output of power generation equipment in China was about 120 million KW, accounting for about 60% of the global total. With the adjustment of domestic power supply structure and construction scale, the domestic market is expected to stabilize at the annual installed capacity level of 50-60 million kW in the coming period, which means that there will be a certain degree of overcapacity, and the contradiction of overcapacity of conventional thermal power units is more prominent.
On the one hand, manufacturing enterprises should stabilize the domestic market through technological innovation and diversified layout, on the other hand, they should constantly explore the international market through innovative business model and financial model.
During the two sessions last year, & ldquo; Encourage the export of large complete sets of equipment such as communications, railways and power stations, so as to make Chinese equipment famous all over the world;, This coincides with the demands of manufacturing enterprises to go abroad.
In 2014, China's fan manufacturing enterprises still maintained & ldquo; Emerging exporters of wind turbines & rdquo; Keep refreshing & ldquo; A total of 748 wind turbines have been exported to 27 countries and regions & rdquo; Record of. The 30 direct drive permanent magnet wind power generation equipment provided by Dongfang Electric Co., Ltd. to Sweden marks the first complete set of wind power generation equipment designed and manufactured by Chinese local companies to be exported to the Nordic market, thus driving the later management, operation and maintenance, etc. & ldquo; China Service & rdquo; Go abroad.
During the 2014 World Cup in Brazil, & ldquo; Made in China & rdquo; With its excellent performance and excellent stability, the power equipment has alleviated the extremely tight power supply in the host city. Dongfang Electric Machinery Co., Ltd. won the bid to implement the tubular hydropower unit with large single unit capacity in the world & mdash& mdash; There are 22 units on the left bank of Brazil Jerry hydropower station with a single unit capacity of 75000 kW. Siyuan Electric's 220 kV GIS, which represents the national brand of China's high-voltage combined electrical appliances, works safely, controllably and efficiently in the World Cup Stadium in Brazil to protect electricity for the world cup.
Of course, this is just power equipment & ldquo; Made in China & rdquo; In miniature. In fact, in recent years, China's power equipment industry has made frequent efforts in the international market, from India and Southeast Asia to Africa and Latin America. Up to now, China's manufacturing enterprises have extended their vision to further Europe, North America and other places, and achieved good results. It is understood that 40% of India's power equipment comes from & ldquo; Made in China;, And more are posted with & ldquo; MADEINCHINA” The labeled power equipment is ready to go.
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