“Electric Power Super Express” has nearly 100 billion yuan in gift industry chain
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Original title: “Electric Power Super Express”: Nearly 100 billion yuan gift package industry chain companies have reinstated labor tide Liu Li ○ Editor Quan Zeyuan stabilized the economy and stabilized employment, the State Grid quickly knocked out nearly 100 billion yuan in project investment opportunities, and the UHV industryDoes the chain company smell the wind?
How is the return to work?
The Shanghai Stock Exchange quickly interviewed the latest situation of many listed companies.
”We are returning to work in an orderly manner. We are confident of overcoming difficulties and confident of future development prospects.
“Yu Tao, chairman of Changlan Technology, said.
Nearly 100 billion yuan of investment project construction resumed Recently, the State Grid announced twelve progresses in response to the impact of the epidemic to resume construction and promote the resumption of production and restart production of enterprises. Three of them involved UHV projects known as “electricity super express”.The investment is nearly 100 billion yuan.
Since its introduction, the upstream and downstream equipment manufacturers have set off a wave of resumption of work and production in recent days.
It is understood that in these twelve steps, the construction of Qinghai-Henan, Yazhong-Jiangxi ± 800 kV UHVDC and other major projects with a total construction scale of 71.3 billion yuan has been completely resumed, and new construction in northern Shaanxi-Wuhan has also startedProjects with a total investment of 26.5 billion, including the KV UHV DC project.
The total investment mentioned above is 97.8 billion yuan.
Zheng Dandan, chief analyst of Dongxing Securities’ power equipment and new energy industry, believes that UHV projects can also improve power transmission efficiency, and help to promote the consumption of clean energy such as wind and solar power, and optimize the allocation of power resources across the country.
Of the twelve transitions, three are closely related to UHV, reflecting the current core leaders of the State Grid’s understanding of UHV and other key national projects.
On the night when the twelve measures were announced, State Grid Materials Corporation announced the release of three projects including the first transformer substation equipment in 2020, Qinghai-Henan UHV project online monitoring equipment, and the bidding and procurement of spare parts for UHV converter stations.The procurement scale is about US $ 3.3 billion, and actual actions are taken to help large equipment suppliers resume work and resume production.
The feast of orders helps enterprises to resume work and resume production of UHV equipment, which can be divided into key equipment and auxiliary equipment.
Among them, converter valves, converter transformers, combined appliances, etc. are key equipment, with a high cost share, and at the same time, the technical door cloud is also high.
Each main equipment is generally provided by 3 to 5 equipment manufacturers, and the market share is relatively stable.
Listed companies such as Guodian Nari, Xu Ji Electric, and China West Power are leading enterprises.
Relevant person in charge of GD Nanrui said that the company implements an order sales model, and the current order is interrupted, including Qinghai-Henan ± 800 kV UHV DC project, Yazhong-Jiangxi ± 800 kV UHV DC project, Alibaba Network and a large number of projectsRelated equipment supply items for key projects.
Since the beginning of this year, the company’s product market share has been stable, and the company’s production and operation conditions are good.
”The latest progress of the State Grid will actively drive the resumption of production and production in the upstream and downstream industries of the power grid, which will benefit the development of the UHV industry.
As a leading company in the electrical equipment industry, we have a complete electrical equipment industry system and will benefit significantly from future UHV and other construction investments.
“The person in charge believes.
On February 17, all employees of Xu Ji Electric resumed work.
Xu Ji Electric has mastered the core technology of DC transmission converter valves with a voltage level of ± 1100 kV and below, and has formed a complete set of DC transmission equipment that integrates current conversion, control and protection and DC field.
The Shanghai Securities News learned from relevant channels that at present, Xu Ji Electric has ample orders in hand.
In February 2019, Qinghai-Henan ± 800 kV and Northern Shaanxi-Hubei ± 800 kV two UHV DC lines were tendered, and the company won the bid for the converter valve 7.
3.4 billion, DC control and protection system1.
9.3 billion yuan, winning bid shares of 24% and 49% respectively.
Including Kunliulong, Zhangbei and Lahore, the company has nearly 4 billion UHV orders on hand.
Judging from the pace of construction of the tendered lines, the company’s DC transmission system business is expected to contribute significantly in 2020.
”Converter valves and DC control and protection equipment have higher profits, with gross margins of 30% and 60%, respectively. Xu Ji Electric will directly benefit from the full advancement of the UHV project and is expected to be reflected in the company’s annual reports in 2020 and 2021.
“Related sources said.
Changgao Group in Hunan is also an outstanding leader in the power equipment industry chain.
Relevant person in charge of Changgao Group told Shanghai Securities News that the company had resumed work on February 13th, and the rate of return to work was close to 90%.
It is understood that in 2019, Changgao Group’s new orders for transmission and transformation equipment reached a record high of 17.
400 million U.S. dollars, which 杭州桑拿网 has made up for the 2020 performance growth.
At present, the company’s reserve contract is nearly 2 billion U.S. dollars, and its advantages in the high-voltage isolating switch market have gradually been further consolidated; the combined electrical product orders have achieved explosive growth, becoming another company’s flagship product.
The company participated in the construction of the state-of-the-art smart substation Hengyang Shizishan project, which created favorable conditions for continued participation in the smart substation reconstruction. Changgao Group said that the company currently participates in the supply of equipment for key national projects such as the UHV Zhangbei flexible HVDC project, Qinghai-Henan, Yazhong-Jiangxi, Yan’an-Wuhan ± 800 kV UHV.
The company will seize the benefits of the start of key projects and the transformation of existing substations, make full use of the company’s technological precipitation in products such as disconnectors, combined electrical appliances, accelerate product research and development, improve service standards, and further expand its market share.
The comprehensive resumption of UHV construction and the advancement of new projects have also accelerated the pace of resumption of production of UHV auxiliary equipment manufacturers such as cables.
”We are returning to work in batches. At present, more than 400 people have returned to work. The return workers are mainly responsible for meeting the demand for orders.
The relevant person in charge of long cable technology said that the cable is a place in the UHV industrial chain. After the UHV project enters the eastern power-using cities, the power transmission lines of different voltage levels will be used to deliver power to the power-using department, which will increaseThe company’s market share.
The company’s new orders in 2019 are saturated, laying a minimum foundation for this year’s performance growth.
The on-load tap-changer produced by Huaming Equipment is the key equipment in the transformer, with a market share of about 90%.
“As long as we produce transformers, we are basically our customers.
A person in charge of Huaming Equipment told Shanghai Securities News that the triggering of the twelve State Grid Articles will greatly benefit the UHV industry chain.
At present, the company’s orders are in a saturated state, and there are plans to continue to expand production capacity.
What’s even more gratifying is that the State Grid also stated that the next step will further review the resumption arrangements at the end of February and mid-March, and refine the epidemic prevention and control plans, emergency plans and construction plans one by one to ensure that the key projects are scientifically and comprehensively resumed construction.