The smart grid concept had a strong intraday trend on the 15th. As of press time, Shenzhen Hirisun Technology Incorporated(300277) “20cm” limit, Leaguer (Shenzhen) Microelectronics Corp(688589) rose by more than 10%, and San Bian Science & Technology Co.Ltd(002112) , Lanzhou Greatwall Electrical Co.Ltd(600192) , China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) , Dongfang Electronics Co.Ltd(000682) , Changshu Fengfan Power Equipment Co.Ltd(601700) , Henan Pinggao Electric Co.Ltd(600312) , Ningbo Ligong Environment And Energy Technology Co.Ltd(002322) , Xj Electric Co.Ltd(000400) limit, Zhiyang Innovation Technology Co.Ltd(688191) rose by more than 9%.
CICC research report pointed out that the national development and Reform Commission clearly pointed out in 2015 that the smart grid is “a new generation of power system formed by integrating new energy, new materials, new equipment, advanced sensing technology, information technology, control technology, energy storage technology and other new technologies on the basis of the traditional power system”. In May 2009, the State Grid proposed the smart grid plan, It is intended to build a unified strong smart grid with the characteristics of informatization, automation and interaction. The planning is divided into three stages. 2009-2010 is the planning pilot stage, 2011-2015 is the comprehensive construction stage, and 2016-2020 is the leading and upgrading stage.
The State Grid plans to invest 350 billion US dollars (about 2.24 trillion yuan) in the 14th five year plan, and the planned investment of China Southern Power Grid is about 670 billion yuan. Together with other regional power grid companies, the total investment may exceed 300 billion yuan, an increase of 16% compared with the 13th five year plan.
The 14th five year plan of China Southern Power Grid defines the main direction of 670 billion yuan investment, including four parts: intelligent and digital power grid, UHV construction and flexible transmission technology, energy storage and intelligent distribution network, which are all important components of smart grid. In addition, although the State Grid has not announced its “14th five year plan” strategic plan, it has repeatedly mentioned the power grid transformation and upgrading scheme similar to that of the south. CICC believes that the proportion of smart grid investment will increase during the 14th Five Year Plan period, and the smart grid market scale is about 360 billion yuan according to 12%.
The power grid can be divided into six links: power generation, transformation, transmission, distribution, power consumption and dispatching, and the smart grid needs to be built on the advanced communication information platform. In the history of smart grid investment of State Grid, power consumption accounts for the highest proportion of intelligent investment, reaching 30.8%, followed by power distribution, accounting for 23.2%. In the 14th five year plan of China Southern Power Grid, in addition to the 34% increase in total investment in the next five years compared with the 13th five year plan, it is clearly mentioned that the construction of distribution grid in the 14th five year plan should reach 320 billion yuan, accounting for nearly half. Power distribution is the supporting link of renewable energy and close to the load center, becoming the focus of smart grid construction.
(Securities Times)
