The spring of smart grid still waits

July 7, the State Grid announced the first batch of smart grid projects named after the name of the central bidding, marking the planned 2011 years of Smart grid construction started completely.　　But the market did not make a high-profile response on schedule, but the smart grid sector has been weak recently. Equipment manufacturers enter the real benefit of the next year, Dongguan Securities analyst Yuchunyan, "may be because the plate valuation is higher, the current performance is difficult to support, while the market systemic risk release." "The State Grid company's smart grid director Wang Yimin has said that this year, the National network equipment investment of about 250 billion yuan, compared to the previous years, about 300 billion yuan investment amount has been shrinking."　　As the smart grid work is still in the pilot phase, this investment ratio is low, less than 10%, counted down is 25 billion. In fact, with the fall in power grid investment in the 2010, the smart grid is still in the test period, the power equipment industry is facing a low ebb period. At the same time, the power grid to carry out the lowest price bidding, also makes the price war is very fierce, which makes this year's business performance has a greater impact. With the power grid investment weakened and the second half of last year, the main equipment bidding unsatisfactory, the first half of the power equipment companies are difficult to have better performance.　　From the current announcement of the six-year performance of the company to look at, ping Gao Electric, Siyuan Electric, Hao Ning Tatsu due to the first half of the poor sales of low growth or even negative situation. The purchase of equipment is mainly used in several pilot intelligent substation, and needs to be delivered in the first half of next year. Huangshouhong Securities analyst said that if other pilot projects are progressing well, before September 2011, the national network will be based on the results of the pilot development of Intelligent Substation Promotion Program and construction standards, then the intelligent substation will be in the scope of the national network to promote large areas.　　Industry insiders also generally believe that the smart grid this year is only a pilot, starting from next year will turn to comprehensive construction, 2011~2015 two major grids (National Network + South Network) Intelligent annual investment of 55 billion yuan, the smart grid's real investment opportunities may begin to appear next year. Second-time equipment in the smart grid, in fact, is the implementation of an intelligent equipment, two times equipment networking, equipment manufacturing is the key. But all along, in the power grid equipment investment, electricity one-time equipment investment is relatively large, and finally implemented to two times the proportion of equipment business is small. In general, two devices account for about 5% of grid investment. However, due to the increase in costs, competition and other factors, the one-time equipment manufacturers face the plight of continued decline in profitability. On the contrary, with the advancement of Intelligent transformation, two of times the equipment has been different.　　A number of two equipment suppliers believe that the increase in smart grid investment will bring about two times the huge expansion of the equipment market, and engaged in a scramble for the smart grid equipment market. The so-called two times equipment, refers to the equipment for monitoring, measurement, control and protection of ancillary equipment, smart grid upgrade to achieve information, automation, intelligence, will mainly rely on two times equipment updates. Therefore, in the early stage of smart grid construction, the main two of power grid dispatching system and digital substationDemand for secondary equipment will increase dramatically.　　GF Securities that the next 3 years the power of two equipment industry is expected to maintain 25%~30% growth, some leading enterprises are expected to maintain the growth rate of around 50%, so the future of power two equipment class enterprise development remain optimistic. The digital substation will become the new blue Sea intelligent power grid construction two times equipment network is in the initial stage, the prospect is promising.　　In this case, the typical two-time equipment application is digital substation. Digital substation is the focus of the short-term construction of China's smart grid, technologically relatively mature, and demand is urgent, is expected to be the first to start. At present, the digital substation in the country has established more than 70 pilot stations.　　In conjunction with the existing planning of the National network company, the next 2-3 years, that is, 2012 ago, UHV, digital substation will be the peak of construction, is expected to 2020 national network of new digital substation 15,000. In two times equipment field, Guo Electric Nari, Xu Relay electric, national electricity South since, Beijing Sifang, Shenzhen South Rui All is in the leading position. Most analysts generally believe that the most beneficial will be the country's southern Swiss, because the company in China's power grid dispatching, substation automation and other fields have a high market position.　　And the national electricity South is a digital substation, the company's construction of the southern grid ultra-high voltage 500KV Guilin substation Technology in the industry is the absolute leading position, the future will occupy a digital substation in this field of the commanding heights. In the future, the new digital substation will adopt electronic transformer and intelligent switch, so at the same time with secondary equipment production advantages of enterprises will have a greater competitive advantage. Siyuan Electric developed the international technical level of more advanced 110KV and 220KV solutions, with its electronic transformer and the leading position of GIS, the competitive advantage is obvious; Guo Nari has cooperated with Ping-Gao to develop intelligent switch; Guo electricity South since also do part of a device intelligent, successful development of photoelectric Transformers, Will probably occupy a bigger market share.