UHV construction will start the power equipment plate market

This year, China's ultra-high pressure construction has ushered in the policy warmth, and rose to the national strategic level, the construction process significantly accelerated. At the same time, the pace of UHV technology to go abroad is also accelerating, and is expected to become another major high-end after the high-tech high-end equipment export areas. As the UHP will be the future of China's power grid construction in the growth of the most clear subdivision areas, with the steady progress of the line and planning, the relevant income companies are expected to us today, the next two years ushered in the performance of sustained and sustained release, and will start the entire power Equipment plate market.

Policy warm wind blowing

This year the state of the special high-pressure adjustment of energy structure, to solve the haze, to promote alternative energy and other strategies to promote efforts to continue to increase, UHV construction has risen to the national strategic level, construction speed significantly accelerated.

January 24, 2014, the Energy Bureau officially issued the "2014 energy work guidance", asked to increase the "West to East" construction efforts to accelerate the Ordos [0.00% Fund], Shanxi, Xilin Gol League energy base To the construction of the transmission channel in the north, central and eastern China. The construction of the transmission channel in the east, the construction and construction of Mengxi - Tianjin South, Ximeng - Shandong, Ximeng - Jiangsu, Ningdong - Zhejiang, Zhundong - East China District power transmission capacity. April 18, the new session of the National Energy Commission at the first meeting to study and discuss the energy development of the relevant strategic issues and major projects, which referred to the development of long-distance large-capacity transmission technology, this year according to the planned construction of a number of special High pressure and conventional technology, "West to East" transmission channel, optimize the allocation of resources to promote efficiency. This ultra-high-voltage long-distance transmission was set to maintain growth, adjust the energy structure, change the effective way of development. Followed by the May 16, Development and Reform Commission, Energy Bureau, Ministry of Environmental Protection and jointly issued the "energy industry to strengthen air pollution prevention and control work program", officially clear 12 power transmission channel content and clear completion time, including "4 to 5 straight "Special high pressure.

In addition to the first half of the year has introduced a series of policies to promote the construction of UHV, is expected to follow-up policy documents and plans are expected to "speed up the construction of the implementation of air pollution control action plan implementation plan", "power grid construction plan", Inner Mongolia and Xinjiang and other places of the export channel construction planning, the national grid in 2015, "5 to 5 straight" UHV program planning.

It is noteworthy that in the 12 power transmission channel contains the national grid "4 to 4 straight" UHV line, which means that the national grid for the construction of UHV efforts to promote a major victory next year, it will continue to promote the " 5 pay 5 straight "special high voltage line planning approval. And the construction of the 12 power channel will also be "strong" and the construction of UHV power grid to open up the precedent for the follow-up to other special high-voltage lines to play a benchmark and guide the role of approval. Is expected in the 12 power channel "4 pay 5 straight", this year at least approved "2 pay 2 straight", and these lines will support the approval of the relevant benefits of the enterprise this year, the performance of the two consecutive years of sustained and substantial release.

Go out of the country to accelerate the pace

In the domestic special high-voltage construction significantly speed at the same time, UHV technology is also expected to become another major high-tech high-end technology after the export of high-end equipment and go abroad.

June 28, in India Gujarat Bangalda City, by the Chinese large-scale energy equipment enterprises TBEA [-1.76% Fund Research] investment in the construction of high-end power transmission equipment industrial park - TBEA Energy (India) limited Company exchange 1200 kV, DC positive and negative 1000 kV high voltage transformer development base was officially completed.

July 3, led by the State Grid Corporation, in the IEEE-sponsored P1862 "1000 kV and above UHV AC transmission system over-voltage and insulation with the standard", P1861 "1000 kV and above UHV AC equipment field test standards and System commissioning procedures "and P1860" 1000 kV and above UHV AC voltage regulation and reactive power compensation technology guidelines "three UHV AC international standards were adopted, into the official publishing stage.

DC special high pressure through the Brazilian beautiful landscape project to obtain export orders that show the strength of UHV technology export gate. The publication of the UHV AC technical standard led by the China Electric Power Science Research Institute means that the UHV technology already has the possibility of technical output from a standard point of view. In addition, the construction of the UHV plant in India's 1200KV AC UHF plant shows the presence of UHV AC technology and equipment output from the perspective of actual production and customer demand. The future with the UHV line large-scale construction safety, further verification of the economy and the relevant standards to further improve the standard, the international intercontinental power grid will further become possible, and will become China's UHV technology and equipment output "fertile soil" 

As the UHV will be the future of China's power grid construction in the growth of the most clear subdivision areas, the growth rate will be far more than other voltage level market, with the steady progress of the line and planning, the entire power equipment sector market will be driven, investors The market outlook can be along the power transmission equipment sector, fan industry and upstream supporting power plant industry, the three main lines for the procurement of the subject of screening.