Since 1960, Russia, Japan, USA, Italy, Canada, etc. It has begun to study the technologies involved in other areas of UHV transmission technology, such as overvoltage, audible noise, radio interference and ecological effects, and has built a large number of UHV experimental projects around the world. But so far, due to economic, policy, geographical and other factors, foreign countries have not yet achieved large-scale commercialization. In addition, in some countries, due to operational efficiency problems, operations will be reduced or stopped.
Since 1980s, China has begun to study and explore UHV technology. In 2009, the world's first 1000 kV UHV transmission project was completed. By the end of 20021,28 UHV lines had been built in China, and 100% of the key UHV equipment had been localized.
The investment scale of UHV equipment market has reached 30 billion yuan.
The market space of UHV has reached the scale of 1000 billion. From 20 16 to 20 18, the annual investment of China UHV project construction is 60 ~10 billion yuan. Incorporating UHV into "new infrastructure" will further promote the scale of investment. According to the national grid planning, the initial investment of the grid in 2020 is more than 400 billion yuan, and the investment in UHV projects can be divided into equipment, towers, cables and infrastructure investment.
Specifically, in 20 18, China approved the start of five key UHV projects, with an investment scale of 65.8 billion yuan; In 20 19, two key UHV projects were approved to start, with an investment scale of 55.3 billion yuan; In 2020, seven key UHV projects of "five links and two straight lines" were approved for construction, with an investment scale of 910.90 billion yuan. According to preliminary statistics, in 20021year, the investment and construction scale of China UHV was about 85 1 100 million yuan.
In the investment of UHV projects, equipment investment accounts for about 25~35%, iron towers are related to cable investment and the length of UHV lines, accounting for about 30%, and infrastructure and other investments account for 35%. Among DC equipment, converter transformer, converter valve and GIS (gas insulated metal enclosed switch) have a large investment; In AC equipment, 1000kV GIS, transformers and reactors have a large investment.
Based on the calculation that UHV equipment accounts for 35% of the largest investment, the market scale of UHV equipment will be 32.2 billion yuan in 2020. According to preliminary statistics, the market size of UHV equipment in 20021year is about 29.8 billion yuan.
Competition pattern: TBEA occupies the main market of transformers in China.
-AC UHV equipment market
Judging from the winning bid, the main competitors of AC transformers in China AC UHV equipment market in 2020 are china xd (30%), TBEA (35%) and Baobian Electric (30%). The main competitors of GIS are Gao Ping Electric (45%), china xd (30%) and New Northeast Electric (20%).
Note: As of May 26, 2022, there is no authoritative organization to count the market share data of 202 1, so the analysis is based on the data of 2020, the same below, and the details are not repeated here.
-DC UHV equipment market
In terms of winning the bid, the main competitors of AC transformers in China DC UHV equipment market in 2020 are Guodian Nanrui (50%), Xuji Electric (30%) and china xd (15%). The main competitors of converter transformers are TBEA (30%), china xd (20%), Power Protection Transformer (20%) and Shandong Electric Power Equipment (20%).
—— The above data refer to the Analysis Report on Market Foresight and Investment Strategic Planning of China UHV Equipment Industry by Foresight Industry Research Institute.