Power equipment manufacturers competing beachhead cutting edge of technology.
Standard system for smart grid and smart grid plan of the release, in contrast, power companies the stakes of the new year will also be baked. More than six months, quietly preparing for smart grid power equipment manufacturers entering breath waiting for a time period.
glue stick A leading provider of domestic equipment within the figures in an interview with the China Securities Journal said the national grid power grid in 2010 will be 270 billion yuan investment,glue gun while the construction of the future intelligent power grid investment expected to total more than 4000 billion yuan, may also there will be additions, but both "cake" to do much, equipment operators parched pending, or intelligent network planning and building standards system specific type of real.
Stimulated by the news, the stock of domestic equipment manufacturers positive response. From 2010 December 21 to December 28, all A shares rose 3.53%, machinery and equipment rose to 5.38%, which rose 4.88% electrical equipment section.
Planning and standard setting by the end of speed.
State Grid Corporation of India deputy general manager of Shu Biao said that National Grid is committed to the development of intelligent network planning and specific building standards system has been developed near the end, for release early next year.
China Electric Power Research Institute, experts say, on the smart grid technology research and standards development are on schedule, the standard system is being aggregated research results reported to the national grid. There are signs that the national grid for the smart grid-related planning, development of standard documentation is speed.
Deputy Chief Engineer of China Hu Xuehao Electric Power Research Institute said the construction of smart grid planning specific ideas as follows: in 2020 in three phases, the first phase 2009-2010 is to study and pilot; the second stage is 2011-2015, will be a large-scale implementation of smart grid; third stage is the 2016-2020 year, to achieve overall improvement and upgrade. He also disclosed that the State Grid Corporation of China is stepping up development of smart grid technology standard, including nearly 200.
Analysts expect the national grid smart grid devices being developed standard system of domestic equipment manufacturers will have a significant impact on market structure.
State Grid Smart Grid Energy Research Institute, said Zhang Yibin, once the introduction of smart grid of uniform standards, for domestic equipment makers, is good news, because the intelligent network devices once rules of the game, its investment and will have a of direction and a strong driving force, help equipment manufacturers identify the product positioning, making production planning.
Currently, the state's power grid has three equipment manufacturers, the market expects the national grid smart grid technology standards developed by these three companies are likely to constitute "bias positive." In this regard, Zhangyi Bin said that the development of smart grid is still in its infancy, new technology research and product development involves a wide number of industries and areas involved, the National Grid to develop standards of thought is open, certainly not the standard formulation deliberately set up obstacles, on the contrary, the industry will stand on high, in line with industry norms, and promote the principles of sustainable development of the industry be developed. Only in this way can the existing power grid based on the inheritance and development, building a transparent and open, friendly, strong and smart grid interactive.
Analysts believe that the National Grid to develop standards for smart grid system as the enterprise standard, expected in the future development of national standards to provide references.
Development reflects sound trial first.
China Securities News, learned multiple interviews, including NARI, the National Power South, XJ Electric and other smart grid device preparing for business on the one hand waiting for smart grid-related standards and planning put the one hand, quietly commenced research and development.
On in the waiting, smart grid pilot project has started pushing around the pilot in 2010 will highlight the work of smart grid. Analysts say the smart grid system of concrete planning and standards promulgated before start experimental work, can reflect the development of the national grid smart grid sound ideas explored in the pilot practice, and continuously adjusted to improve.
It is understood that National Grid has started in Anhui, Shandong and other provinces to carry out a pilot smart grid development, and to consider regional differences in the pilot, according to local conditions. Among them, the smart grid pilot projects involving smart meters was completed before the reunification of the tender.
It is understood that smart grid contains from generation, transmission, substation, distribution, electricity and scheduling all aspects of electricity smart meters are intelligent links, the smart meters could be in the smart grid bidding under the name of the first volume tender , attracted national companies competing to compete in more than 600 meters.
Tender results show that many firms to bid at cost, resulting in meter price is low, the smart grid of the equipment in a unified standard has not yet introduced the case, although the tender bidding for future more devices do not have the representation However, equipment manufacturers have been ahead of the gunpowder smell a price war, fight for the future of the industry market and cost competitiveness will be inevitable.
However, Zhang Yibin, said intelligent network equipment market is broad enough to accommodate a significant number of companies to share, but the market is still nurturing process, equipment manufacturers can seize the opportunities of the doubt after the competition in a better way to go.
Century Equity Research report, intelligent power grid construction equipment production level of electricity demand, smart meters and digital substation face a higher degree of prosperity, with core technologies and market advantages of enterprises will benefit.
Shen million study that the smart grid of the industrial chain will drive the development of intelligent substations, transmission and intelligent scheduling link flexible development involving listed companies, including NARI, Hidenobu shares, Siyuan Electric.
Leading equipment manufacturers competing beachhead.
Side the national grid smart grid from time to time to disclose specific plans and standards related to the progress made, one side is the domestic equipment manufacturers giant poised to take off in the planning and standards done its homework before the release, waiting for detonation wave of smart building network equipment to achieve the corporate sector or even raise the status of the consolidation.
National Grid proposes to build a strong unified grid, which mainly rely on a device to complete a strong, but smart to rely on secondary devices, unify the technical standards reflected the unity. Reflected in the equipment are involved, the second device will be the main beneficiaries of smart grid. TBEA concerned that, compared with a device, the company's second smart grid construction equipment more positive benefits.
China's new energy focus on weak areas in the western power grid situation in China determines that the current focus should be on the smart grid smart grid areas, Syndicated news to consider water and fire, Shui Feng, Shui-guang Jie He Deng transmission, developed high-capacity, long-distance Ke renewable energy power transmission, while strengthening the research and application of energy storage technology.
In key technologies, according to wind and solar electric Confidence actual market demand, developed for wind and solar power transformer dedicated amorphous alloys; XJ Electric forefront in the field of flexible AC transmission, the technology is access to new energy capacity to maintain grid stability in one of key technologies, companies are still converting valve technology and high-voltage direct current transmission control of protective equipment has advantages.
Since the acquisition of National Grid equipment manufacturers the high level of electrical and XJ Electric, the market would expect the two equipment manufacturers together with the national grid NARI's national electricity grid is expected to rise to power smart devices become the industry leader in the revolution.
NARI relevant sources, the company's technical personnel has been involved in smart grid standards system developed seminars, the company also for the 2010 smart grid pilot project is fully prepared. State Power in the South since it is more than six months for a number of sectors to invest in scientific research and product research and development, construction of Guangxi Guilin station company 500KV digital 500KV substation become the first all-digital substation.
TBEA concerned that after building intelligent power network will also bring business opportunities to the first equipment manufacturers, such as transformers and other equipment for an intelligence transformation technology in this area has reserves.
Despite the consensus in the industry, equipment manufacturers have been the key technology areas in the beginning "to seize territory," but not in standard system before the introduction of all only "as close to" the right technology direction, business investment in equipment is still relatively cautious.
Special variable electrical person said that after the smart grid to invest in construction equipment have brought about Di market outlook is very good, so far, as specific plans and Jishubiaozhun Wei introduced, Yiqie stay Zai own exploration stage, and Zai pilot period, equipment involved is still relatively limited, future market need to wait and see how.
Smart grid Chinese characteristics.
Over the past year, experienced a fanatical pursuit, also questioned the concept of experienced, intelligent network is expected to gradually implemented from enthusiastically participated in the major equipment suppliers to the domestic R & D platform and product line. Proved construction of smart grid line with China's national conditions.
China's power grid, there were some prominent current issues: rapid adjustment of insufficient power supply can not meet the requirements of Access Network; line patrol inspection, assessment diagnosis and decision support tools and models of technology is not perfect; network structure is relatively weak; equipped with network lack of reliable, economic and practical means of communication, a lack of user support to the public ... ...
Solve these problems, need to rely on smart grid development. Smart grid to ensure the power grid in the premise, so that more new energy access; the same time, relying on flexible AC transmission technology to further enhance the safe operation of power levels; demand side management can be optimized to effectively promote energy efficiency. In short, to "information flow" and "Power Flow" effective integration and parallel development: the advanced communications and network technology will be an important part of the electricity system, they will be smart devices and optimizing algorithms help Under the power system function.
For example, network managers can use sensors, meters, digital control and analysis tools, automatic monitoring network, optimizing network performance, prevent power outages, faster restoration of power supply, the management of consumer use of electricity can also be refined to each networked device, thereby enhancing the overall efficiency grid. Another example, compared with the traditional power grid, intelligent grid to more quickly on the man-made or natural disturbances that occurred to make identification and response, to natural disasters, external computer attacks, destruction and under different circumstances to ensure personal, equipment and network security . Additionally, smart grid to optimize resources, improve transmission capacity and equipment utilization, using advanced sensing and automation technology, timely scheduling between different regions to balance the power supply. In addition, the smart grid has a strong compatibility, support for renewable energy access and large-scale applications.
Smart power grid construction in China should not copy the practices of Europe and the United States mature, but according to national conditions, pay attention to priorities.
Different grid pattern to determine the focus of our smart grid development in the field with Europe and the United States should be different. United States, Europe and other countries has been basically stable power structure, load growth is small, smart grid research and application focus on the areas of distribution and consumption; the rapid development of China's power grid pattern will, load up quickly, grid construction is In the rapid development, therefore, in the smart grid research and application, should focus on the safe operation of transmission networks, reliable, economic, sexual and other requirements to carry out intelligent self-healing technology, at this stage should focus on the intelligent grid areas .
Distribution of the different renewable energy sources, but also make the system access differently. European gas pipeline network developed to facilitate wind energy resources, to develop a distributed generation, smart grid as the main form of renewable energy access; China's wind energy, solar energy resources are concentrated, mainly in remote areas of our network, therefore, can not full use of foreign development model, but should develop high-capacity, long-distance transmission of renewable energy, considering the fire, water, wind, Shuiguang integration of the transmission mode, while strengthening the research and application of energy storage technology.
Smart grid construction, the key is to make power with the "brain", the nerve center of both a strong, which is able to interact the most critical information. This requires building a coherent framework for electronic transmission protocols and standards.
Smart grid building a process: first, communication technology, IT, and measurement, sensor technology, which is the prerequisite and basis for smart grid; then is to control the use of equipment and control software. Therefore, the first in the capital markets should benefit associated with the smart grid communications, IT industry, the next will be the benefit of Power Electronics industry.
Associated with the smart grid communications, IT technology including: software development to support smart grid, smart grid information collection system, intelligent application integration systems, and integrated display systems, related software to benefit companies, including East China, the Great Wall Development, Division Land and electronics ; and high-power power electronics-related benefits company with XJ Electric, NARI and Hidenobu stake.
Standards to be "one hundred streams."
Since May this year, the first disclosure of the national grid smart grid planning, construction, electrical equipment manufacturers to identify business opportunities not only different stakeholders, it is an industry revolution, a key technical standards for smart grid system as the biggest suspense, has repeatedly delayed the date issued, tempt the appetite of equipment manufacturers.
Right now, domestic equipment manufacturers the most hope is the standard setting process open, fair and impartial. To do this, the formulation of the standard system can not just "minority game", but should be "one hundred streams."
Currently, under the guidance of the national power grid, smart grid system of concrete planning and equipment standards for the development is in full swing. Part of the power equipment business, said the company has technical staff involved in the discussion of the standard system. However, the system is mainly responsible for the development of technical experts are still concentrated in the National Grid's research institutions.
In fact, just from the concept of understanding, China's smart grid construction will be moving the whole country will take long-term planning of large projects involving power transmission and distribution industry include not only the upstream and downstream, but also across household appliances, IT and other industries. Such a mammoth project by the most powerful power companies - National Grid to take the lead in the preliminary planning, technology research and development though understandable, but because of the general upstream equipment manufacturers the competitive situation and prospects, and other home appliances, with the cross, Therefore, in their smart grid all the required key technologies, key equipment of Biaozhuntixi time, should give full play to collective wisdom, Yindao related industries Shenyu Zhe, Xie Hui and other third-party agencies, researching institutions and even the expert is fully involved.
Earlier, National Grid have acquired high levels of electrical and XJ Electric, a big step involved upstream, while in the lead in developing technical standards related to smart grid system, in other industry participants, the country's power grid would be able to escape, "not only to develop rules of the game also participated in competitions, "the suspect. If you promote the diversification standards, scientific configuration, such as encouraging trade associations or industry regulatory bodies to fully participate in the development process, will help reflect the standard system science fair results.
In addition, intelligent network on a global scale are a relatively new concept, China's Smart Grid Development as in the preparatory period that the building is key to making the initial Er technical standard system should take into account industry and further establish the overall and sustainable development.
The key technical standard is not established from the outset, the threshold is too high, otherwise, will discourage the enthusiasm of industry participants, and even premature to focus on the industry's market leading firms in the hands of individuals, this long-term sustainable development from the industry point of view, not necessarily a good thing.
Any industry needs through the rapid development of full competition, and then to achieve industry survival of the fittest, have experienced intense competition in the industry will be strong baptism together, rather than relying on standard-setting in some degree of "partiality". To encourage the enthusiasm of industry participants, standards need to consider the overall impact on the industry, and guide enterprises to seek a reasonable product positioning, but should avoid eating most businesses start gave "cold shoulder".
No matter what kind of technical standards, are not confined corner of the fixed, but the level of interoperability with the international Internet, according to practice constantly updated. Therefore, the standard system for highly sensitive equipment manufacturers, it should be prioritizing the severity of the standard system in the immediate moment seems to be important, coming at the long term, the company's own strength is the development of the root, after all, the standard only a "threshold", the industry pattern of remodeling always worked hard by enterprises themselves.