China Energy News reported that 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 transformation capacity and a total investment of 380 billion yuan. This year, the State Grid plans to start 13 UHV lines of “10 AC and 3 DC”. According to the interviewed insiders, under the background of carbon peak and carbon neutralization, strengthening grid construction, especially UHV construction, can effectively solve the problems of China’s high proportion of renewable energy grid connection and large-scale allocation across provinces and regions. As an important measure to build a new power system, AC / DC UHV transmission project will become the key investment direction of power grid in the 14th five year plan.
UHV refers to the transmission technology with voltage level of AC 1000 kV and above and DC ± 800 kV and above. It has the technical advantages of large transmission capacity, long distance, high efficiency and low loss. The organization believes that driven by factors such as the construction of distribution network and the rapid development of smart grid, the production capacity of UHV appliances in China will continue to expand, and enterprises with leading market share will continue to reduce the cost of unit products by expanding production capacity, It is estimated that the market scale (in terms of sales) of China’s UHV electrical appliance industry will maintain a compound annual growth rate of 8.3% in the next five years, and the market scale of China’s UHV electrical appliance industry will reach 2008.5 billion yuan by 2024.
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, and 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.
Changgao Electric Group Co.Ltd(002452) (002452) the company is mainly engaged in power transmission and transformation equipment manufacturing, power engineering design and construction. 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.
Henan Pinggao Electric Co.Ltd(600312) (600312) the company’s business scope covers R & D, design, manufacturing, sales, testing, complete sets of relevant equipment, services and engineering contracting of power transmission and distribution equipment. Its core business is high-voltage switchgear business, distribution network switchgear business, power engineering general contracting business and switching product operation and maintenance business.
The converter valve of zarut Qingzhou UHV line zarut station supplied by Xj Electric Co.Ltd(000400) (000400) company 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.
