The coming decade will be a golden period of skillful energy saving. The scope of technical energy saving is wide, including waste heat utilization, energy-saving lighting, energy-saving transportation and the transformation of leading applicable skills in key traditional industries such as electric power, iron and steel, non-ferrous metals, petroleum and petrochemicals, chemical industry and building materials. GF Securities' research categorizes them into three major areas: industrial, construction and electromechanical. Motor energy saving is a key part of the industrial power saving.
Energy conservation and environmental protection industry development plan" three rounds of consultation procedures have been completed, the year is expected to be introduced. It is estimated that China's environmental protection investment will reach 3.1 trillion during the 12th Five-Year Plan period, up 121% from the investment of 1.54 trillion during the 11th Five-Year Plan period.
China's various types of micro-motor electricity consumption accounts for 60% to 70% of China's total industrial electricity consumption, so the prospect of motor energy saving is huge. However, the competition in the field of motor energy saving is the most intense and harsh in many energy saving professions.
According to a study by Great Wall Securities, the primary sub-professions and listed companies of motor energy saving are complicated, including power station air-cooling skills, secondary equipment for power plants, carbon capture and storage, inverters, energy-saving transformers, high-efficiency motors, electronic power and components, and other sub-professions.
Among them, the prospect of inverters is worthy of attention. The study of Shanxi Securities points out that the potential market of high-voltage inverter is as high as 60 billion yuan.
And inverter, there are a number of listed companies, first of all, in the need for huge high-voltage inverter shopping mall, there are Hekang inverter, Rongxin shares, Zhiguang Electric and Jinzitianzheng.
And some companies are presented in the way of industrial chain all-eaters, including Jiuzhou Electric, power source have high, medium and low voltage full range of inverters; in addition, KELU Electronics also in this category a share of the pie, with high, medium and low voltage inverters, but inverter revenue accounted for a small proportion of operating income.
We are optimistic about Jiuzhou Electric and Hekang inverter, the former has a full range of high, medium and low voltage inverter, inverter revenue in 2009 183 million, accounting for 48.59% of the main business income, the latter is a professional leader and standard setter, with 6kV and 10kV general high voltage inverter, vector control high voltage inverter, synchronous machine high voltage inverter. A brokerage electrical career analyst pointed out to reporters.
The high-efficiency motor enjoys unlimited possibilities because of its special policy preference. The study of Guoxin Securities shows that because the cost of high-efficiency motors is higher than traditional motors, so the financial subsidies will cut the distance between the two, and therefore will greatly increase the share of high-efficiency motors in the market.
In terms of high-efficiency motors, there are several leaders such as Wolong Electric, Dunan Environment, Topband, and Lepre Automation.
This occupation has to pay attention to the leading companies with outstanding technical advantages, such as Wolong Electric is the leading micro motor industry, with servo control and frequency drive skills, synchronous permanent magnet motor skills, high voltage traction transformer production skills, linear motor long stator and its winding skills and other high-end skills. Among them, it has completed the batch production of high-power high-voltage inverter. The above-mentioned electrical industry analysts pointed out that Wolong Electric is planning to develop a large-capacity lithium-ion battery project, which may pose a danger.
However, the competition in the field of motor energy saving is the most intense and harsh in many skills energy saving professions.
Rongxin, for example, is a leading company in high-power power electronics energy-saving and consumption-reducing products. Among them, high-voltage inverter, power electronics direction of high-voltage dynamic reactive power compensation device (SVC) design and production is the company's primary source of revenue. From the first half of 2010 orders accounted for about 47% of the situation, SVC, but the market competition has begun to be intense.
At present, many companies have been developing SVC, including the largest amount of SVC required for power grids, and Rongxin's SVC in the grid market competition is the Electric Power Research Institute; the primary rival of the circuit industry is CSR Zhuzhou Era and Siyuan Electric; the current saturation of metallurgical industry SVC is about 70% or more, and the companies participating in the competition are within ten; the wind power market SVC required for small capacity, offset Various ways, the competition is relatively intense. Rongxin shares to broaden the future development of SVC services, the primary look at the needs of other occupations outside the power grid and metallurgy. The above-mentioned professional analysts pointed out.