Abstract: through the years of the beat, the New Year quietly. If the said in the past year, water and electricity, fire distributed photovoltaic hot, so looking forward to 2015, which areas will be carrying high power?
01, "area" lead internationalization of electrical equipment
Last November 8, the APEC economic leaders meeting, President xi jinping, published "unicom lead development partners focus on cooperation" important speech, and announced that China will spend $40 billion fund of "silk road", for the strategy of "area" all the way along the national infrastructure, resources development and industry cooperation and financial cooperation projects related to the connectivity to provide financing support platform. In December 12, in the central economic work conference, once again put forward to optimize the spatial pattern of economic development, focus on implementation of the "region" strategy. According to understand, "all the way along the" planning now to the level of the state council, is expected in the near future.
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It is understood that "all the way along the" focus on regional and international win-win pattern will be formed with the association of south-east Asian nations (asean), southeast Asia, South Asia, Africa and other emerging market countries is the main part of the future strategy, the "area" all the way to promote the interests of the community to form.
Infrastructure construction is an important part of the "area", and the power grid construction and infrastructure pilot. Under the silk road fund support, "area all the way along the" national power grid construction is accelerated, opened a new broad market for our country electric power equipment export, domestic related power grid construction and power equipment enterprises will benefit significantly. At present, China's power equipment industry has in the global competitive strength, regardless of the power devices, power grid has a whole a complete industrial chain of leading technology advantage.
As the specifications of the highest economic conference, the central economic work conference, is the current economic situation and set the tone of the vane in the second year of macroeconomic policy is the most authoritative, the meeting pointed out that "area" will focus on implementation, thus it can be seen, "area" in 2015 will be from layout to implement, and exciting.
02, distributed photovoltaic power target is no longer "full moon in water"
Between November and December last year, the national energy administration issued three files related to construction of photovoltaic (pv), announced the first batch of infrastructure and other 30 countries encourage social investment in the field of distributed photovoltaic application demonstration area, to further push and coordinate related parties to do a good job of joint network and photovoltaic generation (dg) in power system, before the end of may this year "much starker choices-and graver consequences-in planning" the first draft of the national solar energy development. Three specific files, respectively is the national energy administration informed about promoting the construction of distributed photovoltaic application demonstration zone ", the national energy administration of regarding solar "much starker choices-and graver consequences-in planning work notice", the national energy administration of the about to do a good job of photovoltaic power generation project after 2014 net notice.
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In the past year, good policy is a barrage of distributed photovoltaic (pv), but the data show that 2014 years ago in the new distributed photovoltaic (pv) grid capacity of 1.34 million kilowatts, and the target number of 8 gw gap is very big, the footsteps of distributed photovoltaic power station there is no speed.
But it seems to reporters, in 2015, the development prospect of distributed photovoltaic (pv) clear. On the one hand, the overall installed below the plan at the beginning of 2014, part of the project due to reasons such as policy will be delayed to the construction of this year, overlay again this year project quota, installed capacity growth; Photovoltaic (pv), on the other hand, the rapid advance of poverty reduction policy, also will bring some increment. Is expected in 2015, analysts have said the domestic photovoltaic new power is expected to reach 16 gw, distributed photovoltaic will account for more than half.
In addition, last year December 25, 2015 national conference on energy specifically, to develop and implement scale of photovoltaic power generation in 2015 annual plan, completes the photovoltaic linked to form a complete set of power grid construction projects, to simplify and improve the procedures of applying for and issuing of distributed photovoltaic subsidies to solving financing difficulties, photovoltaic generation (dg), lag of subsidies, such as problems. In the premise of not reduce the amount of subsidy, renewable energy generation subsidy scheme, demonstrated further promote coordinated development of the centralized and distributed generation.
Thus it is not hard to see, in the case of the country vigorously encourage the development of distributed photovoltaic, 2015 will be distributed photovoltaic boost.
03, rail transit thermal electrical application market
Last year on December 18, prime minister li keqiang attended - central and eastern Europe leaders' meeting of China published five Suggestions, including, the advantage of China in the field of high speed rail is combined with the huge demand for central and eastern Europe project construction. "China's best salesman" to the world once again announced that China's high iron "go out".
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This time, prime minister li keqiang, "introduction" for China's rail transport is a great publicity. High-speed rail industry "going out" at the same time will drive electrical equipment industry "going out". It is understood that rail transit power supply system in a large number of application of the electrical equipment, including lighting, ventilation, air conditioning, water drainage, communication, signal and disaster prevention alarm, escalators and other electrical equipment.
The current development of rail transportation mainly divided into two parts, the international and domestic. On the one hand, China's high-speed rail operating experience, high-speed rail can design according to the requirements of the natural environment in different countries, and high cost performance, unique advantages in the fierce competition in the overseas market. At present China has signed railway cooperation with countries such as Russia, Thailand, memos, and countries such as Brazil, India, high-speed rail is a feasibility study. Some professionals say, 2015 is likely to be China's high-speed rail overseas orders in the first year of the ground. On the other hand, develop large-scale domestic urban rail transit are presented. According to reporter understanding, at present the 18 cities across the country had been built operating line, and have more than one city or planning and construction projects have started construction, according to the plan, the next few years will be the peak period of development and construction of urban rail transit.
The comprehensive factors, rail transport market in 2015, or in the outside, has huge development potential.
04, onshore wind power electricity price cut in half for wind power manufacturing
On January 7th, the national development and reform commission issued "on the national development and reform commission adjust electric wind power feed-in tariff benchmarking lu notice, clear zone will be the first, second, three kinds of resources wind power feed-in tariff benchmarking per KWH reduce 2 cents, after adjusting the benchmark price per KWH respectively 0.49 yuan, 0.52 yuan and 0.56 yuan, the fourth class resources area wind power feed-in tariff benchmarking to maintain the current 0.61 yuan per KWH. And these provisions shall apply to January 1, 2015 after the approval of onshore wind power project, and approved before January 1, 2015 but after January 1, 2016 of onshore wind project.
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Held in October of 2014 Beijing international wind energy conference and exhibition, many developers to present prices are opposed, they worry that prices will appear after the wind "cold winter". There are two reasons, one is to abandon the wind power rationing problem was not solved, abandon the wind rate in 2014 will rebound to 12%; Second is the enterprise can't get incentives on time, in this case if cut wind power electricity price developers will face a dilemma.
Compared to last year in September on the "price of onshore wind symposium" published by the wind power electricity price standard, the price has halved, some developers say, such a price reduction to developers is not significantly affected. In September last year, in addition, according to reporter understanding, news of the wind power electricity price is going to cut out, many developers began to encircle the ground to rob. Relevant personage, said rob tide will trigger a wind power equipment supply, thus to some extent, lead to the development of wind power.
Guotai junan expects the new power wind power this year 20 ~ 22 gw, optimistic expectations for more than 22 gigawatts. And goldwind science and technology, hunan electric co, MingYang wind power and other machine enterprises and China's high-speed transmission, sinoma science and technology, JiXin technology such as market share relatively concentrated parts enterprise is affected by rob loading tide performance will be improved.
05, energy, the Internet will become the trend of The Times
In July last year, the national power grid company chairman, party secretary him to participate in the institute of electrical and electronic engineers (ieee) held in Washington, dc power and energy association 2014 annual meeting, first published titled "the Internet, to build up the global service human society sustainable development" the signed article. As a result, the energy Internet concept in domestic energy industry "a stone up.
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˙ actually since 2012, Jeremy rifkin's "third industrial revolution" was introduced into China, the energy concept has gradually become the domestic Internet knows. But so far, the parties have different understanding of energy on the Internet, how to develop the energy Internet no consensus.
˙ in Jeremy rifkin's view, "the Internet is the Internet technology and renewable energy, the combination of the collection, distribution and utilization in the energy from the traditional centralized into intelligent decentralized, which turns the power grid of global energy sharing network."
Energy, therefore, the Internet's entry is the promotion and popularization of distributed energy. What should be how to walk into the energy Internet? Haiyang in energy group chairman li-ming xue think: first of all should vigorously promote intelligent distributed energy, constantly improve the distributed energy proportion in the whole energy system; Second should be step by step, energy shard to realize regional Internet; Again, regional energy after reaching a certain penetration, the Internet connectivity between each other is naturally formed a national or even global huge energy to the Internet.
Globally, the developed countries have already one step ahead in the field of "energy Internet". The United States, the European Union, Germany, Britain have successively put forward the relevant plans for the development of the "energy Internet". Although the current domestic energy Internet discussion just begun, but relevant personage points out, China as a big country in energy production and consumption, is expected to be a breakthrough in the field of energy on the Internet. Journalists believe that in 2015 about the energy of the Internet, discusses the heat will last 2014 years, and in distributed energy and intelligent scheduling leapfrogging development of the situation.
06, production licence of electric vehicles for development by leaps and bounds
Last November 26, the national development and reform commission issued on the new electric passenger car production enterprise investment projects and production of access management interim provisions (draft) "public notification for advice. The draft according to the technical and commercial characteristics of new energy vehicles, for the production of new energy vehicles separate open space, intended to introduce more than auto makers to enter the electric car industry.
In the draft issued by the near December 19, le networks announced officially into electric cars. Networks CEO Jia Yueting said, mobile Internet era, the auto industry will face a huge revolution, le networks will pass completely independent research and development, to create the best Internet intelligent electric cars, car Internet ecosystem is established.
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Since 2014, China's new energy automotive industry ushered in the explosive growth, November 1, 2014, China's new energy vehicle sales reach to 53000 vehicles, including pure electric vehicle sales of 29000 units, plug-in hybrid electric vehicle sales of 24000 units. Sales ranking byd tops, accounted for 36%, followed by chery, zhongtai, guangzhou Toyota, Beijing auto, accounted for 19%, 14%, 13%, 9%, and jianghuai, saic roewe, faw Toyota accounted for 3%.
Data indicated that the new energy vehicles in China production and sales is given priority to with traditional car companies, however, tesla's global rise, let people realize that leader is not necessarily of new energy vehicles from the traditional car companies. Policymakers have said the traditional enterprise limited by policy and its existing resources, often on development and innovation of new energy cars more conservative, could lead to new energy vehicles development narrow. While the national policy, the Chinese version of tesla be vividly portrayed, at the same time also let both intelligence and innovative Internet companies to enter the electric car manufacturing is possible.
07, change "electricity" will drive electric power sector
Last November, the national development and reform commission issued a "about shenzhen to carry out the distribution of electricity price reform pilot notice; On December 24, the state council premier li keqiang chaired a 39th executive meeting this year, officials said, the meeting to discuss the scheme of new electric change - the several opinions on further deepening the reform of electric power system has been approved by a standing conference of principle, satellite will publish to the society.
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It is understood that the electricity change tone is "four open, an independent and conditions", i.e., according to the distribution outside the operating electricity price open, new distribution activities let go let go, sell electricity release, power generation plan, relatively independent trading platform, to strengthen the planning. But the direction is first pilot summarize experience again.
According to the arrangement of the national development and reform commission (NDRC), shenzhen has the first pilot, to investigate transmission and distribution costs, change the grid buy low sell high, obtain the profit pattern of purchasing and selling price difference, into total supervision, implement market-based pricing. Energy, however, a lot of the personage inside course of study thinks, shenzhen power grid structure is given priority to with water and electricity, less FuYe, industrial and residential electricity cross subsidy is not obvious, shenzhen pilot model with less typicality, the state grid covered area and the area under the jurisdiction of besides shenzhen southern power grid, will be able to successfully copied "mode of shenzhen" remains to be proven.
However, any reform cannot be achieved overnight, need to push forward step by step. The personage inside course of study, according to the current reform marks the grid company function transformation to transmission and distribution enterprises, the possibility of electricity price determined by supply and demand both sides independent open, is the most close to ten years power commodity attribute of the new starting point.
In addition, the latest news that Inner Mongolia electric change solutions have the approval of the national development and reform commission (NDRC), after shenzhen is expected to become the second batch of pilot cities.
The euro, new materials such as graphene move industry transformation
On 13 December last year, when President xi jinping in east China's jiangsu province visited the industrial technology research institute of jiangsu province, and understand the development situation of graphene. On December 26, changzhou national graphene new material high-tech industrialization base officially settled in changzhou west lake science and technology industrial park. It is reported, this is the first "state" graphene industrialization base. More news that the national ministries and commissions such as the ministry plans to write "much starker choices-and graver consequences-in planning new material graphene. Moves are now indicates that the development of graphene has received the attention of the national level.
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2014 this year, all kinds of reports of graphene, the ever appeared in the laboratory of materials, has become the industry's "darling" overnight. Currently one of the most popular samsung mobile phones, apple's wearable devices, tesla electric vehicle batteries, have already appeared the figure of graphene.
Not only such, graphene is received extensive attention of the power equipment enterprises. At present, jiangsu Chinese super cable co., LTD., has been carried out to research and develop the applications of graphene on power cable, its staff told reporters that by putting a graphene is added to the polymer conductive plastic performance, on the surface of conductor graphene film can improve the electrical conductivity.
And last December 12, chint electric appliance's announcement also said, a wholly owned subsidiary chint electric 10.125 million yuan to buy a 80% stake in the new pool energy. It is understood that the graphene material development and application of the products are mainly focused on the super capacitor, sensor technology, solar technology and other related industries, and has certain correlation with chint electric field, the hope that through this new pool energy share purchase, to strengthen its in the field of new materials and technical reserves of energy storage system.
09, power equipment enterprise mergers are emerging
Last February 25th, in electric announced restructuring, the company intends to for 140 million yuan to buy the guangdong keyuan electric co., LTD. 70% stake, intermediate electrical hope that through this acquisition to further improve the industrial chain of transmission and distribution services.
In the same year on June 3, the far east cable announcement, said the company plans to 280 million yuan to buy Beijing shuimu source electric co., LTD. 51% stake in China. Its board of directors believes that the project successful m&a, will implement the far east cable to the power distribution in the field of further extension, improve the electrical equipment of the whole industry chain layout.
Last year, on June 15, wei sheng group announced that it would spend 100 million yuan to buy a series of intelligent power distribution system assets, through intelligent. With electric industry chain.
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Under the fierce competition situation, mergers and acquisitions in 2014 and has become a norm in the electric power equipment enterprises. Mergers and acquisitions between expert analyzes believed that global energy equipment companies frequently, or is associated with poor power equipment performance.
"Power equipment field now poor performance, on the one hand, is a weak global economic growth, energy demand is difficult to improve, the demand of the power equipment nature also too won't." Michael zhe China (Shanghai) investment management consulting co., LTD., according to the director of energy power Cao Yin "more important factor is that power equipment too fierce competition between enterprises."
This is the case, the data show that some electric power equipment enterprise orders declined obviously in 2014, some companies even has the profit margins and sales slid in situation, coupled with the means of production and rising labor costs, some companies even faced with crisis of bankruptcy. Journalists say, however, power equipment industry development is slowing enterprise merger and reorganization, become bigger and stronger "opportunity". As equipment companies, on the one hand, through the transformation and upgrading, consolidation do bigger and stronger domestic market; On the other hand is to through technology upgrading, product quality, expanding the international market brand management, etc.
10, coastal nuclear power to restart
On December 5th last year, the national development and reform commission, said at a news conference, according to the requirements of the central USES the highest international safety standards, on the premise of ensuring security, China will launch a number of coastal nuclear power engineering. Last year November 19 of the state council issued by the action plan for energy development strategy (2014-2020) "also explicitly pointed out that in 2020 years, nuclear power installed capacity in China will reach 58 million kilowatts, building capacity to reach more than 30 million kilowatts. In addition, the plan also calls for, insist on the introduction of digestion, absorption and innovation, focus on advancing the AP1000, CAP1400, high temperature gas cooled reactor, fast reactor and reprocessing technology research.
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Recently, China's nuclear power restart make substantive progress. It is reported that the national nuclear safety administration decided to issue the qinshan second nuclear power plant unit operation license no, 3 and 4, the restart of nuclear power project construction, will make the nuclear power industry development opportunities.
At present, on a global scale, the development of nuclear power is from the second generation to third generation, China is upgraded by nuclear powers to nuclear power. Nuclear power as a kind of clean energy, nuclear power is beneficial to reduce the pollution of the atmosphere. Experts say, is expected to start construction this year the coastal nuclear power project has shandong rongcheng CAP1400 demonstration projects and xu existed, three phase ii, haiyang nuclear power project phase ii, lufeng issue and fuqing three period, etc.
In respect of the market, with nuclear power to restart is expected to strengthen and a breakthrough in nuclear export, domestic and foreign market is expected to start simultaneously, two nuclear power enterprise growth space open. China securities pointed out that the reactor pressure vessel and steam generator, control rod drive and blasting valve core components are larger space of import substitution, import substitution ability of the company has the core competitiveness and long-term growth.