Recently, in the special high-voltage transmission projects included in the "second five" good planning, China's Western Electric (601179.SH), high level of electrical (600312.SH), long high group (002,452, stock it) (002 452 . SH) and other power transmission subject shares took the opportunity to rise to become a hot market.
Investment behavior of the secondary market, you find value in the first. Who will take over the torch of power transmission sector,glue stick the last laugh then? We may try to power, new energy, power transmission and energy storage (and the battery) the relationship between the start to explore the future market trends.
Jointly promote the development of new energy sources.
The so-called ultra-high voltage power transmission project, the technology is upgraded through a series after the network can deliver more power, longer distance they transport.
But as ordinary investors,glue gun to avoid confusion in this first concept should be "special high-pressure" and "smart grid" between the difference. The so-called smart grid refers to the power grid through the use of electronic information, artificial intelligence, in order to achieve a "reasonable with peak power, Valley Electric and thermal power and new energy power generation between the proportion of" other functions, and ultimately intelligent power grid. So in essence, the smart grid and there is no association between UHV.
However, in support of the new energy power generation, smart grid and high voltage but with the same purpose between.
For now, regardless of wind power, photovoltaic, solar thermal and other new energy power generation, power grid is the biggest challenge facing the "power of the unstable" and "transmission loss big", which not only dragged the new energy power generation the pace of industrialization has aggravated the power grid load.
According to the State Grid Corporation of data provided a high voltage DC power circuit can send 600 million kilowatts electricity, equivalent to the existing 500 kV DC power of 5 to 6 times, and the transmission distance is 2 to 3 times the latter. Thus, in theory, if the use of UHV power transmission, new energy power generation "transmission loss big" problem will be alleviated. On this basis, should the smart grid and then to the "new energy" and "traditional energy generation," between the deployment of (the wind, the light is low, the main transmission and distribution network of traditional energy generation, wind, light is sufficient if the contrary), then , the instability of new energy power generation will also be an effective remedy.
That is why, in 2009, the first time the national grid and smart grid of UHV melting in one of the "strong and smart grid" program.
Strong and smart grid.
Grabbing market with storage batteries.
With these ideas, from the perspective of the secondary market, especially high-voltage transmission projects included in the "second Five-Year" plan, good in the power transmission and the new energy sector is of no doubt. However, a halfway blaze of "Cheng Yaojin" or the need to get the attention of investors, that is, energy storage, cum-battery technology.
Strategy from the seven new industries in new energy vehicles, particularly the course of development of pure electric vehicles is not difficult to see that its ability to realize the industrialization of the key tied to a breakthrough in battery technology bottleneck. Only the battery can extend the reserves to improve the mileage of electric cars; only reduce the battery charging process without affecting the life, to be able to make daily use of electric vehicles to meet consumer standards, and cost control in the consumers to accept range, and ultimately the industry. Because of this, seven new energy vehicles are included from the date of the strategic new industry, this market has grown up to become the energy storage source of power plate.
Besides, everyone knows, and future energy storage technology is the same ultra-high voltage power grid, can promote the development of new energy sources, even from a perspective more conducive to the development of new energy sources.