According to the interface news report, it was learned from a person close to the state grid that on January 13, the State Grid held an annual working meeting and planned to invest 501.2 billion yuan in the power grid in 2022. This is the first time that the company's annual power grid investment plan exceeded 500 billion yuan, a record high, with a year-on-year increase of 8.84%. Power grid investment has always been an important way of steady growth. Under the background of the vigorous development of new energy, UHV power grid continues to usher in incremental demand.
Dongguan Securities pointed out that the contradiction between power supply and demand increased the demand for UHV power grid, and the policy promoted power grid enterprises to accelerate the construction of UHV power grid. The contradiction between power supply and demand increases the demand for UHV power grid. On the one hand, the demand for long-distance transmission of new energy power in the West continues to increase, and the demand for UHV DC construction continues to increase. On the other hand, the power supply shortage in some eastern regions is serious. Accelerating the construction of UHV AC network is conducive to alleviating the power supply shortage and promoting the consumption of new energy.
Recently, the National Energy Administration issued the implementation opinions on deepening the reform of "decentralized management and service" in the energy field and optimizing the business environment, which proposed that power grid enterprises should do a good job in accessing power grid and power grid interconnection services for projects such as new energy, distributed energy, new energy storage, microgrid and incremental distribution network. The implementation opinions supported power grid enterprises to speed up power grid construction, Promote power grid enterprises to accelerate the construction of ultra-high voltage power grid to help new energy consumption. Dongguan Securities believes that the planning and construction of the State Grid in the "14th five year plan" is expected to increase the demand for UHV equipment. During the 13th Five Year Plan period, the State Grid has put into operation the "13 AC and 12 DC" UHV project. During the 14th Five Year Plan period, the investment and construction of the State Grid UHV power grid has further increased, and the construction of AC UHV has significantly accelerated, and the demand for UHV equipment is expected to increase.
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.
According to the semi annual report of Shenzhen Sdg Information Co.Ltd(000070) (000070) Company in 2021, in the power market, the company won the bid for multi batch framework procurement of State Grid and China Southern Power Grid. While ensuring the overall market position, the company seized the opportunity of UHV construction and won the bid for the national grid UHV (Baihetan Jiangsu) project, the core hub project of "west to East power transmission".
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.
