The golden age of the motor energy-saving industry in the next decade
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.
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 current research, there are many major sub-sectors and listed companies in motor energy conservation, including power plant air cooling technology, power plant secondary equipment, carbon capture and storage, frequency converters, energy-saving transformers, high-efficiency motors, electronic power and components. Sub-industry.
The market prospect of the inverter is worthy of attention. According to relevant research, 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 Kyushu Electric and Power Sources, which have high, medium and low voltage full range of frequency converters. In addition, Kelu Electronics also has a share in this field, with high and medium Low-voltage inverters, but the proportion of inverter revenue to operating income is small.
"We are more optimistic about Kyushu Electric and Hekang inverter. 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 to reporters.
High-efficiency motors enjoy unlimited possibilities due to the special nature of their policy preferences. According to Guoxin Securities' research, since the cost of high-efficiency motors is higher than that of traditional motors, the financial subsidies will reduce the gap between the two, which will greatly increase 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 and Topang.
“This industry has to pay attention to leading companies with outstanding technical advantages. For example, Wolong Electric is the leader in the 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 High-end technology such as winding technology. Among them, its high-power high-voltage inverter has achieved mass production.” The above-mentioned electrical industry analyst pointed out that “but 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. "Rongxin shares should expand the future business development of SVC, mainly looking at the needs of other industries other than power grids and metallurgy." The industry analysts pointed out.
From the above, China's motor energy-saving market is highly competitive, and the market prospects are worthy of attention.