1. Equipment manufacturing companies respond to the financial crisis: After the outbreak of the financial crisis, overseas market demand has shrunk dramatically, and the demand in the domestic market has also been affected to some extent.
In the financial crisis, equipment manufacturing companies face three major risks: capital and production sites are tight, orders are substantially reduced, and raw material prices fluctuate widely. These factors have caused a greater impact on the production of enterprises.
Related reports January 15, 2009, “Elevation of export tax rebate rate to ease corporate export pressureâ€, February 5 “2008 Economic Performance Analysis of Electrician Industry and 2009 Forecastâ€, June 18 “Development Opportunities for Financial Crisis Breeding Industryâ€.
Comments: In order to ease the export pressure of enterprises, the Ministry of Finance and the State Administration of Taxation have increased the export tax rebate rate for some electromechanical products with high technological content and high added value. The state has also issued a plan for the adjustment and revitalization of the equipment manufacturing industry, and has promoted the transformation and upgrading of equipment manufacturing companies by focusing on supporting independent innovation products.
The adjustment of export tax rebate policy has stimulated the export of related products and can stabilize the economic growth rate of China to some extent. However, the export tax rebate is, after all, a government's provisional subsidy policy, and it may produce various drawbacks. Therefore, for enterprises, the most important task is still to speed up the research and development of products with independent intellectual property rights, through product upgrades, to avoid market risks.
2. The event that power equipment companies go out of the country: The external environment of power equipment companies “going out†is increasingly complex. The good news is that on July 9, China Guangcai Business International Investment Group Co., Ltd. signed a memorandum of cooperation in economic and trade cooperation with Russia Power Grid Corporation, planning to invite domestic power equipment manufacturers to participate in transforming the Russian power grid. The Russian side estimates that the renovation project will bring a profit of 20 billion U.S. dollars to domestic companies within 10 years. The bad news is that at the end of November, the Indian government considered the adoption of relevant legal means to restrict the power equipment from China. At present, the Indian government has started collecting relevant data.
Related reports on August 6, 2009 "The power grid transformation: numerous power equipment manufacturers "registration" Russia project", December 10th "How to treat India's restrictions on China's power equipment imports."
Comments: The thinking of companies going abroad should be more flexible. For the reform of Russian power grid equipment, many domestic companies are not prepared. It is not that the technical strength of Chinese equipment manufacturing companies is not enough, but many companies do not realize the great potential of Russia. At present, only a handful of companies have conducted direct business in Russia, and most of them have focused on India, Southeast Asia and other countries and regions.
Businesses have all gone to India. As a result, the Indian government has had to consider restrictions. There is a saying that "international competition is domestic and domestic competition is international". Domestic companies cannot control foreign companies to compete in China, but they can avoid fierce competition with domestic companies abroad.
3. Building a smart grid to trigger new demand events: In April 2009, the State Grid Corporation of China proposed the goal of fully building a strong smart grid, and the development of the domestic smart grid will further accelerate. On September 17, 2009, at the press conference held by the Information Office of the State Council, Li Xueyong, secretary of the Party Group and Deputy Minister of the Ministry of Science and Technology, said that in the area of ​​new energy development, it is necessary to develop a smart grid and solve corresponding supporting problems. Smart grid strategy has become an integral part of the national strategy. This ambitious goal requires the support of many domestic power equipment manufacturing companies. In order to meet the requirements of smart grid development, equipment manufacturers have begun a new round of product development.
Related reports February 19, 2009 "Smart Grid into the public view", June 25 "electrical instrumentation industry is expected to catch the smart grid express train", September 24 "grid intelligent equipment manufacturers to share investment lunch."
Comments: According to estimates of relevant research institutions, smart grid construction will bring huge investment opportunities. Taking the United States as an example, in order to transform the existing power grid into a smart grid, the transformation of the power grid infrastructure will cost hundreds of billions of U.S. dollars, while the output value of related products of the global smart grid can reach 20 billion U.S. dollars per year.
To build a smart grid, the most important thing is to put forward new requirements for the equipment. If it is still a traditional equipment, it cannot achieve a smart grid. Therefore, how traditional transmission and transformation equipment can meet the requirements of users in building smart grids involves how to optimize the upgrading of power transmission and transformation equipment and how to achieve technological innovation. This will give us unpredictable space for independent innovation.
Building a strong smart grid, equipment manufacturing is the key. According to the State Grid Corporation's three-phase plan for the realization of smart grids, there is not much time left for equipment manufacturers. Equipment companies need to work harder.
4. Development of UHV-driven equipment technology: In January 2009, the 1,000 kV UHV AC pilot demonstration project was put into commercial operation; at the end of 2009, the Xiangjiaba-Shanghai ±800 kv UHV DC transmission project was under intense construction and completed. The first phase of construction goals. In the UHV power grid construction, the State Grid Corporation has a clear attitude, that is, to increase the localization rate. The Chinese power transmission and transformation manufacturing enterprises in the “second group†position on the global market are challenging the world’s top power transmission and transformation manufacturing companies.
At present, Chinese companies have independently developed the world's first 1000-kV, 3-million-kVA phase-separated UHV single-phase transformers and 1000 kV and 96-thousand kilometer shunt reactors with the highest voltage level and largest capacity. The key equipment has achieved a complete upgrade of the manufacturing technology for power transmission and transformation equipment in China.
Since the outbreak of the international financial crisis, the slowdown of economic growth has led to a significant reduction in social power consumption, and the market demand for traditional power equipment has been shrinking. As a result, China's power equipment manufacturing industry has been greatly affected.
Faced with the severe market situation, the income of some leading power equipment manufacturing enterprises in China has risen instead of falling. The domestic power manufacturing industry relied on UHV projects to carry out independent innovations in technology. In a very short period of time, it narrowed the gap with the world’s electric giants such as ABB and Siemens, and even surpassed certain areas.
Related reports "Ultra high-voltage incentives for us to set higher goals" on March 26, 2009, "Transmission and transformation manufacturing" "The rise of the second group" on June 4th, "Ultra high-voltage projects to stimulate China's power equipment manufacturing industry on October 22nd" upgrade".
Comments: 2009 was a year of rapid development of UHV projects, and it was also a year of rapid improvement in the technological level of power equipment manufacturers. The UHV project has improved the localization rate of equipment and greatly improved the independent innovation capability of the power equipment manufacturing enterprises. For example, in the UHV AC demonstration project construction, except for a 1000 kV transformer bushing, the rest of the equipment is the first domestically-developed equipment; in the construction of UHV DC projects, domestically-manufactured equipment is also widely used. The use of inch thyristors is the case.
There are more than 100 electric equipment enterprises in the country participating in UHV projects. With the supply capability and operating performance of UHV equipment, it means that the company has mastered cutting-edge technologies and gained technical advantages, leading to competitive advantages.
The emergence of the global financial crisis has brought another opportunity to reshuffle the world's power transmission equipment manufacturing industry. After the global financial crisis, in addition to China's emerging markets, due to the reduction of new large-scale electric power infrastructure projects and the reduction of new capacity investment, orders for power transmission and transformation equipment have shrunk dramatically. Whether or not the Chinese market has become global The key to the rise and fall of transformer manufacturing enterprises. This gave an unprecedented opportunity for the domestic power transmission and transformation manufacturing industry.
5. Strengthen the protection of equipment intellectual property rights: On April 15, 2009, Zhengtai Group Co., Ltd. had disputed for nearly three years, v. Schneider Electric Low Voltage (Tianjin) Co., Ltd. and its parent company, Schneider Electric, had a patent infringement dispute. After the settlement, Schneider and Zhengtai reached a global settlement agreement, Zhengtai Company received compensation of 157.5 million yuan.
Whether or not intellectual property rights can be used as an effective means of competition tests the company’s business operations and survivability, and also relates to the long-term development of transmission and distribution equipment manufacturers. This is a classic case of a Chinese domestic market competition.
Related reports May 14, 2009 "Zhongtai PK Schneider: Ten years of intellectual property disputes", May 28 "Low-voltage electrical industry: product development trends are facing choice", July 2 "export pressure to increase domestic low-voltage electrical appliances How to "break out".
Comments: Chint and Schneider's more than a decade of grievances, for China's power equipment manufacturing companies, especially low-voltage electrical manufacturing companies have enlightenment.
At this stage, many of China's equipment manufacturing companies lack R&D and design capabilities and lack the capability for independent innovation. There are not many companies with independent intellectual property rights, and many companies are behind in technology and production equipment.
Chint's case shows that for power equipment companies, especially those that produce low-voltage appliances, it is important to keep in mind a very important principle: independent innovation and mastering standards. Re-innovation through digestion and absorption, and mastering standards and raising standards through innovation, this is what China's power equipment manufacturers should do quickly.
6. Nuclear power technology and equipment development events: The supply of traditional energy sources such as oil, natural gas, and coal has become increasingly severe. After 20 years of silence, in 2009, the world's nuclear power industry entered a period of recovery. It is reported that in the next 10 years, the United States intends to increase the installed capacity of 60 million kilowatts of nuclear power; France plans to update 58 nuclear power generating units currently in operation; India plans to increase the installed nuclear power capacity by nearly 18 million kilowatts; and China’s installed nuclear power capacity may reach 70 million kilowatts. the above. According to conservative estimates, domestic demand alone will bring about 400 billion yuan in total investment in construction, 200 billion yuan in equipment investment, and tens of billions of yuan in investment in nuclear power transmission and transformation equipment. Many domestic power transmission and transformation equipment manufacturers have also begun to enter the field of nuclear power equipment.
Related reports “The independence of nuclear power technology and equipment will usher in the second peak of development†on March 5, 2009. On April 16th, the “cooling manufacturing enterprises in the thermal power equipment market is facing a transitionâ€, May 21st, “Power Transmission and Transformation Manufacturing†Industry Share Nuclear Feast."
Comments: Transmission and distribution companies to enter nuclear power, brought two questions. One is whether the nuclear power market will occupy the supply space for the transmission and distribution market. Second, can the quality of power transmission and distribution equipment be further improved?
The development of nuclear power is inseparable from designing localization and establishing its own nuclear power technology standards. For these manufacturers of transmission and distribution equipment entering the nuclear power industry, this means that they must not only provide products, but also further promote the development and market system of conventional power transmission and transformation products based on the safety, reliability, and advancement of nuclear power products. Improve the technical management level and ultimately improve the quality of conventional power transmission and transformation equipment.
The saturation of equipment manufacturers' production capacity is an important factor affecting the progress of grid construction. In the short term, orders for nuclear power products are likely to lead to an even more arduous manufacturing task. Although manufacturers will try their best to make reasonable arrangements according to the schedule, they may be caught off guard if there is an emergency. In the long run, some manufacturers will further expand their production capacity, which will be beneficial to ease the tension in the production of power transmission and transformation equipment in the future.
In the financial crisis, equipment manufacturing companies face three major risks: capital and production sites are tight, orders are substantially reduced, and raw material prices fluctuate widely. These factors have caused a greater impact on the production of enterprises.
Related reports January 15, 2009, “Elevation of export tax rebate rate to ease corporate export pressureâ€, February 5 “2008 Economic Performance Analysis of Electrician Industry and 2009 Forecastâ€, June 18 “Development Opportunities for Financial Crisis Breeding Industryâ€.
Comments: In order to ease the export pressure of enterprises, the Ministry of Finance and the State Administration of Taxation have increased the export tax rebate rate for some electromechanical products with high technological content and high added value. The state has also issued a plan for the adjustment and revitalization of the equipment manufacturing industry, and has promoted the transformation and upgrading of equipment manufacturing companies by focusing on supporting independent innovation products.
The adjustment of export tax rebate policy has stimulated the export of related products and can stabilize the economic growth rate of China to some extent. However, the export tax rebate is, after all, a government's provisional subsidy policy, and it may produce various drawbacks. Therefore, for enterprises, the most important task is still to speed up the research and development of products with independent intellectual property rights, through product upgrades, to avoid market risks.
2. The event that power equipment companies go out of the country: The external environment of power equipment companies “going out†is increasingly complex. The good news is that on July 9, China Guangcai Business International Investment Group Co., Ltd. signed a memorandum of cooperation in economic and trade cooperation with Russia Power Grid Corporation, planning to invite domestic power equipment manufacturers to participate in transforming the Russian power grid. The Russian side estimates that the renovation project will bring a profit of 20 billion U.S. dollars to domestic companies within 10 years. The bad news is that at the end of November, the Indian government considered the adoption of relevant legal means to restrict the power equipment from China. At present, the Indian government has started collecting relevant data.
Related reports on August 6, 2009 "The power grid transformation: numerous power equipment manufacturers "registration" Russia project", December 10th "How to treat India's restrictions on China's power equipment imports."
Comments: The thinking of companies going abroad should be more flexible. For the reform of Russian power grid equipment, many domestic companies are not prepared. It is not that the technical strength of Chinese equipment manufacturing companies is not enough, but many companies do not realize the great potential of Russia. At present, only a handful of companies have conducted direct business in Russia, and most of them have focused on India, Southeast Asia and other countries and regions.
Businesses have all gone to India. As a result, the Indian government has had to consider restrictions. There is a saying that "international competition is domestic and domestic competition is international". Domestic companies cannot control foreign companies to compete in China, but they can avoid fierce competition with domestic companies abroad.
3. Building a smart grid to trigger new demand events: In April 2009, the State Grid Corporation of China proposed the goal of fully building a strong smart grid, and the development of the domestic smart grid will further accelerate. On September 17, 2009, at the press conference held by the Information Office of the State Council, Li Xueyong, secretary of the Party Group and Deputy Minister of the Ministry of Science and Technology, said that in the area of ​​new energy development, it is necessary to develop a smart grid and solve corresponding supporting problems. Smart grid strategy has become an integral part of the national strategy. This ambitious goal requires the support of many domestic power equipment manufacturing companies. In order to meet the requirements of smart grid development, equipment manufacturers have begun a new round of product development.
Related reports February 19, 2009 "Smart Grid into the public view", June 25 "electrical instrumentation industry is expected to catch the smart grid express train", September 24 "grid intelligent equipment manufacturers to share investment lunch."
Comments: According to estimates of relevant research institutions, smart grid construction will bring huge investment opportunities. Taking the United States as an example, in order to transform the existing power grid into a smart grid, the transformation of the power grid infrastructure will cost hundreds of billions of U.S. dollars, while the output value of related products of the global smart grid can reach 20 billion U.S. dollars per year.
To build a smart grid, the most important thing is to put forward new requirements for the equipment. If it is still a traditional equipment, it cannot achieve a smart grid. Therefore, how traditional transmission and transformation equipment can meet the requirements of users in building smart grids involves how to optimize the upgrading of power transmission and transformation equipment and how to achieve technological innovation. This will give us unpredictable space for independent innovation.
Building a strong smart grid, equipment manufacturing is the key. According to the State Grid Corporation's three-phase plan for the realization of smart grids, there is not much time left for equipment manufacturers. Equipment companies need to work harder.
4. Development of UHV-driven equipment technology: In January 2009, the 1,000 kV UHV AC pilot demonstration project was put into commercial operation; at the end of 2009, the Xiangjiaba-Shanghai ±800 kv UHV DC transmission project was under intense construction and completed. The first phase of construction goals. In the UHV power grid construction, the State Grid Corporation has a clear attitude, that is, to increase the localization rate. The Chinese power transmission and transformation manufacturing enterprises in the “second group†position on the global market are challenging the world’s top power transmission and transformation manufacturing companies.
At present, Chinese companies have independently developed the world's first 1000-kV, 3-million-kVA phase-separated UHV single-phase transformers and 1000 kV and 96-thousand kilometer shunt reactors with the highest voltage level and largest capacity. The key equipment has achieved a complete upgrade of the manufacturing technology for power transmission and transformation equipment in China.
Since the outbreak of the international financial crisis, the slowdown of economic growth has led to a significant reduction in social power consumption, and the market demand for traditional power equipment has been shrinking. As a result, China's power equipment manufacturing industry has been greatly affected.
Faced with the severe market situation, the income of some leading power equipment manufacturing enterprises in China has risen instead of falling. The domestic power manufacturing industry relied on UHV projects to carry out independent innovations in technology. In a very short period of time, it narrowed the gap with the world’s electric giants such as ABB and Siemens, and even surpassed certain areas.
Related reports "Ultra high-voltage incentives for us to set higher goals" on March 26, 2009, "Transmission and transformation manufacturing" "The rise of the second group" on June 4th, "Ultra high-voltage projects to stimulate China's power equipment manufacturing industry on October 22nd" upgrade".
Comments: 2009 was a year of rapid development of UHV projects, and it was also a year of rapid improvement in the technological level of power equipment manufacturers. The UHV project has improved the localization rate of equipment and greatly improved the independent innovation capability of the power equipment manufacturing enterprises. For example, in the UHV AC demonstration project construction, except for a 1000 kV transformer bushing, the rest of the equipment is the first domestically-developed equipment; in the construction of UHV DC projects, domestically-manufactured equipment is also widely used. The use of inch thyristors is the case.
There are more than 100 electric equipment enterprises in the country participating in UHV projects. With the supply capability and operating performance of UHV equipment, it means that the company has mastered cutting-edge technologies and gained technical advantages, leading to competitive advantages.
The emergence of the global financial crisis has brought another opportunity to reshuffle the world's power transmission equipment manufacturing industry. After the global financial crisis, in addition to China's emerging markets, due to the reduction of new large-scale electric power infrastructure projects and the reduction of new capacity investment, orders for power transmission and transformation equipment have shrunk dramatically. Whether or not the Chinese market has become global The key to the rise and fall of transformer manufacturing enterprises. This gave an unprecedented opportunity for the domestic power transmission and transformation manufacturing industry.
5. Strengthen the protection of equipment intellectual property rights: On April 15, 2009, Zhengtai Group Co., Ltd. had disputed for nearly three years, v. Schneider Electric Low Voltage (Tianjin) Co., Ltd. and its parent company, Schneider Electric, had a patent infringement dispute. After the settlement, Schneider and Zhengtai reached a global settlement agreement, Zhengtai Company received compensation of 157.5 million yuan.
Whether or not intellectual property rights can be used as an effective means of competition tests the company’s business operations and survivability, and also relates to the long-term development of transmission and distribution equipment manufacturers. This is a classic case of a Chinese domestic market competition.
Related reports May 14, 2009 "Zhongtai PK Schneider: Ten years of intellectual property disputes", May 28 "Low-voltage electrical industry: product development trends are facing choice", July 2 "export pressure to increase domestic low-voltage electrical appliances How to "break out".
Comments: Chint and Schneider's more than a decade of grievances, for China's power equipment manufacturing companies, especially low-voltage electrical manufacturing companies have enlightenment.
At this stage, many of China's equipment manufacturing companies lack R&D and design capabilities and lack the capability for independent innovation. There are not many companies with independent intellectual property rights, and many companies are behind in technology and production equipment.
Chint's case shows that for power equipment companies, especially those that produce low-voltage appliances, it is important to keep in mind a very important principle: independent innovation and mastering standards. Re-innovation through digestion and absorption, and mastering standards and raising standards through innovation, this is what China's power equipment manufacturers should do quickly.
6. Nuclear power technology and equipment development events: The supply of traditional energy sources such as oil, natural gas, and coal has become increasingly severe. After 20 years of silence, in 2009, the world's nuclear power industry entered a period of recovery. It is reported that in the next 10 years, the United States intends to increase the installed capacity of 60 million kilowatts of nuclear power; France plans to update 58 nuclear power generating units currently in operation; India plans to increase the installed nuclear power capacity by nearly 18 million kilowatts; and China’s installed nuclear power capacity may reach 70 million kilowatts. the above. According to conservative estimates, domestic demand alone will bring about 400 billion yuan in total investment in construction, 200 billion yuan in equipment investment, and tens of billions of yuan in investment in nuclear power transmission and transformation equipment. Many domestic power transmission and transformation equipment manufacturers have also begun to enter the field of nuclear power equipment.
Related reports “The independence of nuclear power technology and equipment will usher in the second peak of development†on March 5, 2009. On April 16th, the “cooling manufacturing enterprises in the thermal power equipment market is facing a transitionâ€, May 21st, “Power Transmission and Transformation Manufacturing†Industry Share Nuclear Feast."
Comments: Transmission and distribution companies to enter nuclear power, brought two questions. One is whether the nuclear power market will occupy the supply space for the transmission and distribution market. Second, can the quality of power transmission and distribution equipment be further improved?
The development of nuclear power is inseparable from designing localization and establishing its own nuclear power technology standards. For these manufacturers of transmission and distribution equipment entering the nuclear power industry, this means that they must not only provide products, but also further promote the development and market system of conventional power transmission and transformation products based on the safety, reliability, and advancement of nuclear power products. Improve the technical management level and ultimately improve the quality of conventional power transmission and transformation equipment.
The saturation of equipment manufacturers' production capacity is an important factor affecting the progress of grid construction. In the short term, orders for nuclear power products are likely to lead to an even more arduous manufacturing task. Although manufacturers will try their best to make reasonable arrangements according to the schedule, they may be caught off guard if there is an emergency. In the long run, some manufacturers will further expand their production capacity, which will be beneficial to ease the tension in the production of power transmission and transformation equipment in the future.
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