Market: Analysis of Investment Hotspots in Smart Grid Industry

The latest release of CMIC (China Market Intelligence Center): According to the construction plan proposed by the State Grid Corporation of China, from 2009 to 2010, it will be the pilot phase of planning. It will focus on the development of strong smart grid planning, formulate technical and management standards, and carry out key technology research and development and equipment. Development and pilot work in all aspects. In this phase, all localities will make preparations for the construction of smart grids. From 2011 to 2015, it will be a comprehensive construction phase and will accelerate the construction of UHV power grids and supporting urban and rural power grids, initially form a smart grid operation control and interactive service system, and achieve major breakthroughs and widespread application of key technologies and equipment. At this stage, due to the construction of the smart grid, a large amount of power equipment is needed. The third stage of smart grid construction is the “lead-up stage” from 2016 to 2020. It will fully build a unified, strong smart grid, and the technology and equipment will fully reach the international advanced level.

In three phases, the total investment of the national grid is about 3,500 billion yuan. In addition, with the investment of China Southern Power Grid, the entire industry will be about 4,000 billion yuan. This trillion-dollar investment will drive an important leap in the grid infrastructure equipment, user terminal equipment, and communications information industries. According to the analysis of the construction situation in the past five years, the major investment hotspots of the smart grid industry will focus on the following aspects:

The field of UHV equipment is still the industry's leading arena. In the field of smart grid infrastructure equipment, primary power equipment will tend to be smaller, higher pressure, and more intelligent. Enterprises need to integrate more automatic control units on the basis of traditional power primary equipment technology, and research and development will be applied to ultra-high voltage and ultra high voltage. The environmental equipment improves the appearance of the equipment from the perspective of energy saving and material saving. At the same time, in the field of primary electric power equipment, especially in the UHV power transmission and transformation areas, barriers to entry are very high. In addition to mastering core technologies, it also requires abundant channel resources and a profound industrial background. Companies that are new to the electric power industry are generally not recommended. consider.

Equipped with electricity automation has a better investment prospects. In the field of power automation equipment and smart grid construction, the first and second power equipments will tend to be more integrated. At the same time, the automation of power transmission and transformation in China is relatively early, while the power distribution automation is lagging behind. According to the development characteristics and development prospects of the smart grid, the market demand for power automation equipment will increase significantly, and the application areas and market segments will also be more abundant. In particular, there will be more opportunities in the power distribution side.

In the field of power telecommunications and information technology, growth companies must seek opportunities in professional market segments. The field of power communication and informatization is an important part of the smart grid industry. In the process of building a smart grid, facing the transformation of the private network and the coverage of the electrical side communication facilities, there will be demand for communication equipment. In the field of power informatization, the market competition is fierce. Foreign software companies have more obvious market advantages in group management software. For domestic growth companies, the main market opportunity is the specialized subdivision applications outside the group management software. Domain and system integration services.

Intelligent power terminal products and value-added services are hot spots in the future market. The field of smart electricity will be accompanied by the construction of smart grids, and a category of industries that will gradually grow and develop will also be an important emerging market in the future. For industries with high barriers to industry such as power transmission and distribution, the market on the consumer side will be more easily accessible, such as smart home energy management terminals, smart home appliances, energy-saving appliances for industrial power consumers, and charging and discharging facilities for electric vehicles. In addition, the smart grid industry will also involve extended industries such as digital power plants, which will bring new market opportunities to more original power generation equipment and application solution providers.

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