Market opportunities brought by State Grid No. 74 UHV and po

Recently, the State Grid issued the 2020 key operation task document, which touched on 10 categories, 31 categories and 117 specific operations, during which the emotional direction of a series of hot spots such as UHV, power Internet of things, incremental power distribution was clear. We will make every effort to promote the high-quality development of the power grid and the construction of key projects. On February 28, the mobilization meeting for the commencement of ± 800kV high-voltage DC project between Northern Shaanxi and Hubei of state grid was held in Beijing, and Mao Weiming, chairman of State Grid Co., Ltd., announced the commencement of the project.

It is reported that the Northern Shaanxi Hubei project starts in Yulin City, Shaanxi Province and ends in Wuhan City, Hubei Province. The total length of the line is 1137 kilometers, with a total investment of 18.5 billion yuan. The project will be completed and put into operation in 2021. Relying on the North Shaanxi Hubei project, State Grid will promote the standardization of ± 800kV “double 800” UHV DC technology, equipment and planning, promote the independent development, production and use of DC casing and other links, drive the development of UHV DC industrial chain, and build a model project for UHV technology upgrading.

A number of ultra-high voltage projects are involved, with a related investment of nearly 100 billion yuan

In recent years, from the State Grid’s measures to deal with the impact of the epidemic and boost the enterprises to return to work and resume production to the key operation organization of 2020 reform and then to the key operation tasks of 2020 of State Grid Co., Ltd., in the key task organization of 2020 of State Grid, the annual core is clear, namely, Nanyang Jingmen Changsha, Nanchang Changsha, Jingmen Wuhan, Zhumadian Wuhan, Wuhan Nanchang special High voltage communication, 5 AC and 2 DC extra high voltage projects from Baihetan to Jiangsu, Baihetan to Zhejiang, etc.; accelerate the early stage operation of grid projects such as Fujian Guangdong networking, Beijing East, Jinbei, Jinzhong, Wuhu extra high voltage substation expansion, Sichuan Tibet Railway supporting, etc.

Construction of UHVDC from Baihetan to Jiangsu and UHV communication ring network in Central China has started. Qinghai Henan UHV DC project, Zhangbei flexible DC grid project, Mengxi Jinzhong, Zhumadian Nanyang, Zhangbei xiong’an, Changzhi station supporting power plant transmission and other UHV communication projects have been completed with high quality and efficiency. Yazhong Jiangxi and Shanbei Wuhan UHV DC projects have completed the scheduled milestone plan, and the State Grid has made key planning and layout for UHV construction.

Affected by the resumption of several UHV transmission line projects and 7 UHV projects in 2020, the upstream and downstream industries of power grid equipment will resume production and facilitate the development of UHV occupation. UHV transmission project can be divided into UHV communication transmission and UHV DC transmission.

UHV equipment can be divided into key equipment and auxiliary equipment. Meanwhile, converter valve, converter transformer and combined electrical equipment are key equipment with high cost and high skill threshold. The central equipment of UHVDC project is converter valve and converter, and the main suppliers are Nari, XJ, XD and TBEA. In terms of DC control and protection system, Xuji Electric and Guodian Nari occupy the first market share. “The profits of converter valve and DC control protection equipment are relatively high, with gross profit rate of 30% and 60%, respectively. XJ Electric will directly benefit from the overall promotion of UHV project.

The central equipment of UHV communication project is GIS and communication transformer, and the main suppliers are Pinggao electric, China West Electric, new northeast electric and China West Electric, TBEA and baobian electric. Changgao group, located in Hunan Province, is also a leader in the industrial chain of ultra-high voltage power equipment. Thanks to the technical precipitation of barrier switches, combined electrical appliances and other products, it has benefited from the promotion of State Grid ultra-high voltage project. Now the company’s reserve contract is nearly 2 billion yuan, and its advantage position in the high voltage barrier switch market has been further consolidated; The combination of electrical products orders to achieve explosive addition, become the company’s another major product.

Without “ubiquitous power Internet of things”, power Internet of things is still the leading role

In the key task organization of State Grid in 2020, it is required to fully promote the high-quality development of power Internet of things: iteratively improve the top-level planning. We will deepen research on theories, skills, norms and benefit systems, and conduct pilot demonstrations in line with local conditions. We will establish a verification and evaluation mechanism for pilot projects, summarize, refine and promote the use of advanced achievements and practices, resolutely stop projects with insignificant input-output benefits, and strictly prevent inefficient investment and new “chimneys”.

However, many statements in the document indicate that the Internet of things is still one of the next key tasks of State Grid. The work content includes the professional use of physical ID, State Grid cloud, data middle platform, data sharing, non metering function of smart meter, marketing 2.0 pilot, power Internet industrial chain, source network load storage collaborative interaction, online state grid, online power grid, line loss in the same period and other comprehensive use, which highly coincides with the content of the general power Internet of things construction outline of State Grid Corporation of China in 2020.

Start to build a power grid resource and customer service center, and build a unified IOT processing channel. In 2020, the key point is grid resources and customer service affairs, which is also one of the original planning and construction contents of the power Internet of things.

Gathering power Internet industrial chain: the relevant work content is also fundamentally consistent with what is mentioned in the planning of power Internet of things, what services the center provides and what business model it has.

Promotion and use of new power cloud: in combination with new power consumption, purchase and sale of new power, operation and maintenance of new power equipment, etc., this is also one of the important support and use of the external affairs that were widely used in the construction of power Internet of things.

Strengthen the linkage between government and enterprise, and expand new affairs in combination with the construction of new smart city