Top ten news in the electrical industry in 2012

2012 top ten electrical industry

in 2012, China's electrical industry developed rapidly, with many wind and cloud events. Through in-depth exchanges with industry associations and experts, this paper comprehensively combs the development context of the electrical industry in 2012, selects ten representative events, and tries to explore the future development path of the electrical industry while trying to restore the development process of the electrical industry in 2012

1The overall economic situation of the industry is grim, and the prospect can still be expected.

typical events: in January 2013, the China Electrical Appliance Industry Association released a news on the overall development trend of the electrical industry in 2012, saying that due to the dual impact of the continued downturn of the international economy and the slowdown of domestic economic growth, 2012 completely bid farewell to the previous high-speed growth trend of about 30% for nearly a decade with the production and sales indicators of the electrical industry, More rarely, total profits have shown negative growth. It shows that the growth of production and sales slows down, and the growth rate shows a downward trend; The output growth of main products was weak, and the power generation equipment achieved negative growth; The growth rate of import and export continued to decline, with a big gap compared with 2011. However, in the long run, the economic trend of the industry is still optimistic

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after nearly a decade of high growth, the electrical industry entered a dilemma in 2012. There are many reasons, such as the rise in raw material prices, the increase in labor costs and the intensification of market triangle debt, but the main reason should be the overcapacity caused by blind expansion in recent years and the resulting vicious market competition. The 12th Five Year Plan is regarded as a critical period for China's economic restructuring and an opportunity for the transformation and upgrading of the electrical industry. The upgrading of products from low-end to high-end and the shift of the market from domestic to international may be the key to the healthy development of the electrical industry

2 acceleration of UHV construction UHV equipment enterprises benefited widely

typical event: on May 13, 2012, the 800 kV HVDC transmission project in Zhengzhou, South Hami was started, marking a key step in the implementation of Xinjiang's power transmission strategy. On July 28, the 800 kV HVDC transmission project in Jinhua, Zhejiang Province, on the left bank of Xiluodu started. On December 12, 2012, Jinping Sunan 800 kV HVDC transmission project was officially put into commercial operation. In this year, the Anhui east power transmission UHV AC project was also smoothly promoted. By the end of 2012, three, three and five UHV projects have been completed and put into operation by the State Power Corporation of China, are under construction, and the state has approved the preliminary work. It can be said that domestic UHV equipment manufacturing enterprises are facing better development opportunities

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according to the plan of the State Power Corporation, it is estimated that 78000 kilometers of UHV lines, 320 million KVA of substation capacity and 330 million kw of commutation capacity will be put into operation by 2020. The construction of UHV in full swing has given birth to significant benefits for relevant domestic equipment enterprises. The UHV exchange project, which won the grand prize of the national science and Technology Progress Award in early 2013, fully proves the innovation ability and strong industrial driving force of UHV. We have noticed that UHV equipment has many problems, such as many varieties, large demand, high reliability requirements and difficult transportation of large pieces, which need to be paid great attention by equipment manufacturing enterprises. On the one hand, relevant enterprises should strive to improve production capacity, especially UHV transformers with large demand; On the other hand, ensuring quality is also the top priority

3 distribution and transformation equipment ushered in a good opportunity for industrial upgrading, and the market chaos may break the typical events of

: on November 6, 2012, the Ministry of finance, the national development and Reform Commission and the Ministry of industry and information technology jointly issued the notice on printing and distributing the implementation rules for the promotion of high-efficiency and energy-saving distribution transformers of energy-saving products benefiting the people project, which clearly stipulates the scope and conditions of products to be promoted and the standards of promotion subsidies. The promoted products are oil immersed three-phase 10KV voltage grade, non excitation voltage regulation, energy efficiency grade 2 and above, and dry-type distribution transformers with rated capacity of 30 KVA ~ 1600 KVA and rated capacity of 30 KVA ~ 2500 kVA. This range covers silicon steel transformers and SH15 amorphous transformers with energy efficiency standards of S13 and above

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public data show that transformer losses account for 30% to 40% of power losses, and transformer losses in China account for more than 3% of national power generation. After the State Council put forward the goal of reducing the loss of power transformers in the 12th Five Year Plan for energy conservation and emission reduction in August 2012, the three national ministries and commissions issued the detailed rules for the promotion of high-efficiency and energy-saving distribution transformers, and clearly introduced the policies of subsidies for high-efficiency and energy-saving people and punishment for fraudsters, which is not only of great significance to further promote the deepening of energy conservation and emission reduction in the power industry, but also to change the long-term overcapacity The mixed situation is also a great advantage

4 wind power enterprises enter the winter transition or exit into the choice to get out of trouble

typical events: in December 2012, various multimedia focused on the implementation of some employees' work stoppages and holidays by the domestic wind power industry giant Sinovel. It was reported that 350 employees of Sinovel had stopped work and holidays since November 15, 2012. As of December 10, 2012, this number had climbed to 469. In addition, data show that in the first three quarters of 2012, Sinovel's operating revenue was only 3.634 billion yuan, with a loss of 255 million yuan, and its performance fell by 128% year-on-year, which is also the first loss of Sinovel wind power in four years. Some people in the industry believe that the former wind power giants fell into business difficulties due to blind expansion, internal management imbalance and external overcapacity

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China is not only the world's largest wind power producer, but also the world's largest wind power manufacturer. In a sense, the dilemma of Sinovel wind power in 2012 reflects the common embarrassment faced by the wind power manufacturing industry in China and even the world, with excessive expansion and overcapacity. But all this should not affect the status and direction of wind power as the most mature renewable energy industry. In this regard, WISCO, the chairman of Goldwind technology, which ranked first in the country in market competition in 2012, said well: in the face of severe market competition, whoever plays the quality card will have a future

5 the reorganization of photovoltaic equipment enterprises may become the main theme after their arduous turnaround

typical events: in August 2012, Wuxi Suntech lost a huge amount of money, and the founder Shi Zhengrong resigned as CEO and was taken over by CFO Jin Wei, but it has not yet escaped the shadow of bankruptcy. On November 5, 2012, pengxiaofeng, the founder of Jiangxi Saiwei, resigned from the CEO. It is understood that the company sold nearly 20% of its equity to state-owned enterprises at the end of October 2012 in exchange for life-saving funds, and sold solar power plants to repay debts. In 2012, the growth of the global solar market stagnated, dragging down the shutdown of China's solar production line as high as 90%. In addition, domestic solar energy enterprises must also face the joint anti-dumping investigation of European and American countries

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China's photovoltaic manufacturing industry, which is characterized by raw materials, key technical equipment and market demand, is doomed to be disaster prone, but no one expected this disaster to erupt on such a large scale in 2012. Under the domination of international trade protectionism, Europe and the United States have undoubtedly brought the most severe test to China's photovoltaic manufacturing industry, as well as the most profound reflection. With the introduction of a series of supporting policies such as expanding domestic demand, independent innovation, mergers and acquisitions, and the implementation of regulatory means, we have reason to expect that China's photovoltaic manufacturing industry, as a strategic emerging industry, will usher in an era of rebirth

6 release of the first patent situation report in the field of equipment manufacturing

typical events: on December 11, 2012, the Department of equipment industry and the Department of science and technology of the Ministry of industry and information technology jointly issued the first patent situation report 2012 in the field of equipment manufacturing. The report selected five major fields, including machine tools, seals, commercial aviation turbofan engine core machines, ships, and offshore drilling platforms, for patent situation early warning analysis. The report shows that, Baumert, who applied for invention patents in key industries, said: "one of the ways to innovate and realize the comprehensive utilization, drying and recycling of renewable resources is to transfer the products that have been mature in a certain field to other fields. It is mainly concentrated in the fields of electrical engineering, instrumentation, petrochemical general equipment, automobiles and machine tools; the patent density of electrical engineering industry (refers to the ratio of patent volume to sales value) At the medium level, to a certain extent (2) for the shell, housing, panel, etc., it shows that the technical content of the industry is relatively weak

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the number and quality of patent applications are positively related to the level of technological development of the industry, and the status of patents has become a microcosm of the development status of the industry. Industry experts pointed out that intellectual property is the strategic resource to promote the development of equipment manufacturing industry and the core element to improve industrial competitiveness. Accelerating the promotion of intellectual property is particularly important to promote the transformation and upgrading of the industry. In recent years, the electrical industry has made great progress in technological innovation, especially the successful development and application of UHV equipment, which has greatly improved the international status of national equipment manufacturing industry. With the development of smart electricity, the overall innovation ability of the electrical industry still has a lot of room to improve

7 low voltage electrical appliances industry performed well

typical events: as the leading enterprise of domestic low voltage electrical appliances, Chint electric appliances achieved remarkable performance in 2012, with an operating revenue of 7.767 billion yuan in the first three quarters, an increase of 7.72% year-on-year; The net profit reached 910 million yuan, with a year-on-year increase of 35.32%. The company said that under the circumstances of the decline of macroeconomic growth and the downturn of industry development, the sharp increase in performance mainly benefited from the gradual emergence of economic benefits of mergers and acquisitions since 2012; In addition, through continuous innovation, improve the gross profit margin of new products, so that the product structure can be adjusted and optimized, so as to offset the rising cost pressure of raw materials

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Chint's performance is only a microcosm of the low-voltage electrical industry in 2012. It is an indisputable fact that in 2012, under a number of adverse situations, such as the continuous rise in raw material prices and the rapid rise in labor costs, the domestic low-voltage electrical appliance industry still continued the good development trend of the previous year and performed well. This is undoubtedly a shot in the arm when the production and sales growth of major products in the electrical industry was weak in 2012. However, due to the influence of overcapacity, vicious competition at low prices and low added value of products, the competition in the low-voltage electrical appliance industry has also further intensified, and the growth rate of the overall profit of the industry has begun to decline. Experts pointed out that intelligent products of low-voltage electrical appliances in line with industrial development may become a sharp weapon for enterprises to win the market

8 the construction of a new generation of intelligent substation starts. It is worth daydreaming about the space for equipment development.

typical events: on December 7, 2012, the State Power Corporation held a kick-off meeting for the construction of a new generation of intelligent substation demonstration project in Beijing. The meeting passed the milestone plan of the demonstration project and the equipment development plan. The new generation of intelligent substation aims at a highly integrated system, reasonable structural layout, economy, energy conservation and environmental protection, and the integration of support and regulation, Promote the innovative development of intelligent substations. This is another revolutionary technological innovation of State Grid Corporation of China after UHV technology, and will become a major turning point in the construction and development of substations

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the new generation of intelligent substation will realize the transformation from intelligent primary equipment to intelligent primary equipment. Through the integrated design of intelligent components, sensors and primary equipment, the effective integration of equipment and high functional integration can be achieved. In the long term, the new generation of intelligent substation technology plan will focus on new equipment, new materials and emerging technologies to build a new generation of primary electricity and secondary light intelligence characterized by power electronics technology