The next decade is the golden age of technological energy conservation. Technical energy conservation covers a wide range, including waste heat utilization, energy-saving lighting, energy-saving transportation and advanced and technological transformation of key traditional industries such as iron and steel, nonferrous metals, petroleum and petrochemicals, chemicals and building materials. It is divided into three key areas: industrial, architectural and electromechanical. Motor energy saving is a key part of industrial power saving.
The three rounds of consultation procedures for the “Energy Conservation and Environmental Protection Industry Development Plan” have all been completed and are expected to be introduced during the year. It is estimated that China's environmental protection investment will reach 3.1 trillion during the 12th Five-Year Plan period, an increase of 121% compared with the investment of 1.54 trillion yuan during the 11th Five-Year Plan period.
China's various types of motor power consumption accounts for 60% to 70% of China's total industrial power consumption, so the prospect of motor energy conservation is huge. However, competition in the field of motor energy conservation has been the most intense and cruel in many technology energy-saving industries.
According to the show, the current major sub-sectors of motor energy conservation and listed companies, including power plant air cooling technology, power plant secondary equipment, carbon capture and storage, inverters, energy-saving transformers, high-efficiency motors, electronic power and components and other sub-sectors.
The market prospect of the inverter is worthy of attention. It is pointed out that the potential market for high-voltage inverters is as high as 60 billion yuan.
In terms of frequency converters, there are a number of listed companies, first of all in the high-voltage inverter market with huge demand, with Hekang inverter, Rongxin shares, Zhiguang Electric and Jinzi Tianzheng.
Some companies appear in the form of industrial chain passers, including Jiuzhou Electric and power sources, all of which have high, medium and low voltage inverters. In addition, Kelu Electronics also has a share in this field. Medium and low voltage inverters, but the proportion of inverter revenue to operating income is small.
We are more optimistic about Jiuzhou Electric and Hekang frequency conversion. The former has high, medium and low voltage full-range inverters. In 2009, the inverter revenue was 183 million, accounting for 48.59% of the main business income. The latter is the industry leader and standard setter. , with 6kV and 10kV universal high-voltage inverter, vector control high-voltage inverter, synchronous machine high-voltage inverter. A brokerage electrical industry analyst pointed out.
High-efficiency motors enjoy unlimited possibilities due to the special nature of their policy preferences. It shows that since the cost of high-efficiency motors is higher than that of traditional motors, the financial subsidy will reduce the gap between the two, thus greatly increasing the market share of high-efficiency motors.
In terms of high-efficiency motors, it has gathered several leading faucets such as Wolong Electric, Dunan Environment, Tuobang, and Lapu Le Automation.
This industry has to pay attention to leading companies with outstanding technical advantages. For example, Wolong Electric is the leader in differential motor industry. It has servo control and variable frequency drive technology, synchronous permanent magnet motor technology, high voltage grade traction transformer manufacturing technology, linear motor long stator and its winding. High-end technology such as technology. Among them, its high-power high-voltage inverter has achieved mass production. The above-mentioned electrical industry analyst pointed out that Wolong Electric is planning to develop a large-capacity lithium-ion battery project, which may bring risks.
However, competition in the field of motor energy conservation has been the most intense and cruel in many technology energy-saving industries.
Take Rongxin Co., Ltd. as an example, it is a leading enterprise in high-power power electronic energy-saving and consumption-reducing products. Among them, high-voltage inverter and power electronic direction high-voltage dynamic reactive power compensation device (SVC) design and manufacture is the main source of revenue. From the proportion of orders in the first half of 2010, SVC accounted for about 47%, but its market competition has begun to be intense.
At present, many companies are developing SVC, in which the grid requires the largest amount of SVC, and Rongxin's SVC competitor in the grid market is the Institute of Electric Power; the main rivals in the circuit industry are CSR Zhuzhou Times and Siyuan Electric. At present, the saturation of SVC in the metallurgical industry is about 70%, and the enterprises competing for competition are within ten; the SVC capacity required in the wind power market is small, the compensation methods are various, and the competition is fierce.