The Sichuan provincial government recently officially issued the "14th five year plan" for energy development in Sichuan Province. In terms of UHV construction, the "14th five year plan" will build ± 800 kV HVDC projects from the middle reaches of Yalong River to Jiangxi, Baihetan to Jiangsu and Baihetan to Zhejiang, and start the construction of multi energy complementary export UHV DC projects from the upper reaches of Jinsha River to Hubei. Study and plan the second channel connecting with the northwest power grid, and study and layout the continuous transmission of hydropower into Sichuan in Southeast Tibet and the lower reaches of Yarlung Zangbo River. Provide strong support for the construction of high-voltage power grid and Chengdu Chongqing special economic circle.
Yingda Securities believes that under the background of the construction of new power system with new energy as the main body, as China's planned scenic bases are mainly distributed in deserts, Gobi and desert areas in Western and Northern China, the consumption and transmission of new energy rely on UHV lines, which will create huge investment demand. During the 14th Five Year Plan period, the State Grid planned to build the "24 AC and 14 DC" UHV project, involving more than 30000 kilometers of lines, 340 million KVA of transformation and current conversion capacity, with a total investment of 380 billion yuan, a significant increase of 35.7% compared with 280 billion yuan of UHV investment in the 13th five year plan. The UHV field will usher in an acceleration period.
Dongguan Securities pointed out that the eastern coastal area is a key area of power consumption. The local power generation is lower than the power consumption, while the power generation in the central and western regions is more than the local power consumption. The contradiction between power supply and demand is prominent. With the rapid increase of power consumption in the eastern coastal area and the increase of grid connection demand for clean energy power generation in the west, the new demand of UHV power grid continues to increase. Concerned about the intensive introduction of policies related to UHV power grid construction and the continuous implementation of investment and construction, the orders of UHV appliances are expected to increase and the market scale is expected to expand.
Changshu Fengfan Power Equipment Co.Ltd(601700) ( Changshu Fengfan Power Equipment Co.Ltd(601700) ) company is one of the few professional companies in China that can produce all kinds of ultra-high voltage transmission line angle steel towers, steel pipe composite towers, all kinds of pipelines, substation structural supports, steel pipe poles and all kinds of steel structural parts with the highest voltage level of 1000 kV and below, It is also one of the few enterprises in China that have independent intellectual property rights to produce composite insulated poles and towers.
Changgao Electric Group Co.Ltd(002452) ( Changgao Electric Group Co.Ltd(002452) ) the company is mainly engaged in power transmission and transformation equipment manufacturing and power engineering design and construction business. The manufacturing of power transmission and transformation equipment of the company has always adhered to the road of "specialty, innovation, specialty and refinement" (specialty, innovation, characteristics and high-quality products). With product quality as the guarantee, technological innovation as the means, combined with market operation and the improvement of internal organizational structure of the enterprise, the company has developed high-voltage disconnectors (including grounding switches), combined electrical appliances (GIS), circuit breakers High and low voltage complete sets of equipment and other power transmission and transformation equipment manufacturing business.
Xj Electric Co.Ltd(000400) ( Xj Electric Co.Ltd(000400) ) the converter valve of zarut Qingzhou UHV line zarut station supplied by the company, and the converter station is located in Gobi; The converter valve of Pakistan Mera DC project is located in the desert. The company has successful implementation experience in providing converter valves and other products for projects in desert, Gobi, desert and other regions. The subsequent company will actively participate in the construction of relevant projects in desert, Gobi, desert and other regions.
