"Smart Grid" July issued: two times the first beneficiary of the equipment of the national power system win

Investor newspaper (analyst Xu Xiaoning) Perhaps in a few years, the electricity will change the way: The home price is no longer the same, it will be based on the day of different periods of automatic pricing, such as the night peak electricity, electricity prices automatically rise; Previously, only the power system read the meter dosage, Now you can see the electricity in the whole city, so as to plan for their electricity consumption, and do not worry about the power outage, because the smart grid can be in the shortest possible time to achieve automatic recovery; In addition, the home air-conditioning can not only be able to sense the external temperature changes, but also induction peak electricity price changes,　　Timely calculation and automatic adjustment of the use of time to help control electricity and electricity. This is not fiction, but will actually happen around us.　　According to Wanguo forecast, in late May, the state Grid company will be held in the "Special high-pressure conference", the development of smart grid, and is expected to introduce a smart grid in July specific planning.　　is expected to pull GDP 1% compared with the traditional power grid, the smart grid in addition to improve power supply reliability, improve operational management level, but more importantly, it through smart meters and time-sharing electricity prices, equipment status detection and other means to reduce the power grid fixed assets investment expenditure and power grid operating costs. Because the smart grid represents the latest development in the world's power system, new President Barack Obama has proposed a massive smart-grid makeover in the US economic recovery plan. In January this year, U.S. President Barack Obama released the "Recovery Plan scale Report" announcing the laying or updating of 3000-mile power lines and the installation of smart meters for 40 million American homes. On April 16, 2009, the Obama administration announced another $4 billion trillion-dollar plan to develop new power transmission technologies.　　That is why there is a growing concern about smart grids.　　According to IBM, a smart grid can be likened to the "central nervous system" of the power system, power companies can use sensors, gauges, digital controls and analysis tools to automatically monitor the grid, optimize power grid performance, prevent power outages, and restore power more quickly, and consumer management of power usage can be refined into each networked device. As the distribution system enters the computer age, the modern digital grid will reduce energy consumption by 10%, reduce greenhouse gas emissions by 25%, and save 80 billion of billions of dollars in new power plants, the US Fortune magazine reported.　　According to the U.S. Department of Energy Northwest Pacific National Laboratory research results show that only digital tools to set home temperature and integration of price information, energy consumption can be reduced by 15% per year. For our country, the implementation of smart grid has far-reaching significance in terms of economic value, social value and environmental value. Data show that because of the unpredictable requirements change, lack of management means to achieve power network scheduling is difficult to realize modernization, energy saving and security, resulting in a large number of generating units of coal consumption loss, the current annual transmission, distribution and user end loss of about 9%, the annual line loss of about 300 Billion-kilowatt, equivalent to 150 million tons of0-kilowatt installed capacity, 300 billion yuan power investment and 300 billion yuan power grid investment.　　If the development of superconducting power transmission and smart grid, vigorously improve the impact of demand side power fluctuations, improve power grid dispatching capacity, reduce transmission and distribution link loss, saving coal will be more than 100 million tons, equivalent to 2008 coal consumption of 3.65%. May 18, China Intelligent Interactive power grid Development Strategy Symposium, the Chinese Academy of Sciences, the chief energy expert Wu Jiandong released the "China Intelligent Interactive power grid Development Strategy Report" preliminary estimate, since 2009, China needs to update more than million substation, 30 million pieces of ~5000 million meters to change to smart meters, Push the world's largest unified power grid system phased to achieve the upgrade of the grid technology.　　According to the degree of openness of the policy, the power grid can also open broadband, television box communications and other services, which will be a larger than the 3G business space, more can stimulate domestic demand.　　He also predicted that if the national interactive power grid were to be transformed in 2009 years, it would likely boost GDP by about 1% per year. Second-time equipment benefits for our country, the construction of smart grid will be a long-term planning, the first phase to meet the requirements of transport, security and downstream power supply, is the main input; the second stage is to develop efficiently.　　At present, the world has a smart grid technology is mainly used in the field of electricity and distribution, China has been doing the basic work on the smart grid, mainly the transformation of distribution network, the development of automatic meter reading system, the development of distributed generation and implementation of load management requirements side management technology. Since 2009, the National Grid plans to invest 50 billion or 60 billion yuan in the smart grid construction within 3-5 years, of which the 70%~80% will be cast to control, about 20% to the hardware.　　And after 3 years, realize the prototype of intelligent grid. We believe that in the early stage of smart grid construction, the demand for power grid dispatching system and digital substation mainly two times will be greatly increased.　　In the 2008 East China power Grid launched the smart grid "three steps" strategic planning, the first stage is to build the power grid advanced dispatching center in 2010 years, and the digital substation as the physical foundation of the smart grid, and as the information Collection and command execution unit of the Advanced Dispatch Center, will run through the whole process of the intelligent power grid construction.　　In this field, as the domestic power grid dispatching automation and digital substation leader, Guo-nan Rui is expected to become the biggest beneficiary, at the same time, the country's southern self, Xu Relay is also expected to benefit the smart grid.　　In addition, in addition to two devices, intelligent components are also an important part of the smart grid, such listed companies are mainly flat-high electrical, Siyuan Electric and Dongyuan electrical appliances. With the development of smart grid construction, the demand for superconducting cables and smart meters will gradually increase, in the field of smart meters, the Great Wall development, science and technology are expected to become beneficiaries; in the field of superconducting cable, because of high technological content and new things, currently only a few enterprises in the world can produce, and in the A-share listed companies, in addition to Bao Sheng shares are actively exploring the superconducting cable market, Wing Ding shares are also targeting this area.