State Grid Corporation of China (hereinafter referred to as "State Grid") announced the list of bid winning candidates recommended for the fifth batch of procurement of UHV projects in 2022 on the evening of April 25. At the same time, this is also the first equipment bidding procurement of UHV projects such as Fuzhou Xiamen China Xd Electric Co.Ltd(601179) , Baoding Tianwei Baobian Electric Co.Ltd(600550) , Henan Pinggao Electric Co.Ltd(600312) , Tbea Co.Ltd(600089) and more than 30 enterprises shared nearly 1.5 billion yuan of large orders.
China Xd Electric Co.Ltd(601179) subsidiaries account for the majority
This time, 37 packages of 17 types of materials were recruited for UHV equipment of the State Grid, with a total of 1.49 billion yuan, which were provided by 37 enterprises. Among them, 1000kV combined electrical appliances account for the majority, and the price of related products reaches 729 million yuan. The price of 1000kV transformer products exceeds 300 million yuan. The product price of 1000kV reactor exceeds 210 million yuan. Other bidding materials also include combined apparatus, reactor, amplitude and phase corrector, communication equipment, lightning arrester, transformer, capacitor, substation structure support, secondary equipment, AC transformer, AC circuit breaker, post insulator, disconnector and grounding switch, switch cabinet, etc. The complete range of varieties is clearly fully prepared for the accelerated promotion of key projects.
Among the 37 bid winning enterprises, Xi'an Xidian switch electric Co., Ltd., the first subordinate of China Xd Electric Co.Ltd(601179) company, is far ahead with the bid winning amount of 508 million yuan. The bid winning materials include 1000kV combined electrical appliances and combined electrical appliances, with corresponding amounts of 501 million yuan and 6.99 million yuan respectively Baoding Tianwei Baobian Electric Co.Ltd(600550) won the bid for a package of 1000kV transformer, with an amount of 311 million yuan Henan Pinggao Electric Co.Ltd(600312) won the bid for a package of 1000kV combined electrical appliances, with an amount of 227 million yuan Tbea Co.Ltd(600089) , Sieyuan Electric Co.Ltd(002028) , Jinguan Electric Co.Ltd(688517) related companies also won the bid for reactor, amplitude and phase corrector, lightning arrester and other products, with the bid winning amount of 99 million yuan, 19.4 million yuan and 16.61 million yuan respectively.
UHV industry has a high prosperity
The bidding materials will be used for Fuzhou Xiamen 1000 kV high voltage AC project, which has been announced to start on March 24 this year. On the same day, Zhumadian Wuhan 1000 kV high voltage AC project also started. The total investment of the two projects is 10.9 billion yuan. After completion, both projects will transmit clean electricity and promote the consumption of new energy.
In addition, on April 15, with the last traction conductor successfully crossing the 500kV mountain Changdou Changzhou line in Suzhou, the pouring, tower assembly and setting out of the tower of Baihetan Jiangsu ± 800kV HVDC transmission line project (Jiangsu section) were completed, and the whole Jiangsu section was connected.
According to the latest statistics of the national energy administration, from January to March, the national power grid project completed an investment of 62.1 billion yuan, a year-on-year increase of 15.1%.
Sinolink Securities Co.Ltd(600109) according to the latest research report of power equipment and industrial control industry, the investment planning growth rate of State Grid and China Southern Power Grid in 2022 is significantly faster than that in the 13th Five Year Plan period and 2021. The investment growth rate in the first few months of this year exceeded expectations and the prosperity of the sector is high. Under the goal of rapid development of new energy, the upgrading of new technologies and equipment is accelerated, and we are optimistic about sector leaders, amorphous transformation, distribution network upgrading and other high growth core tracks.
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