March 29, 2024

Electrical Equipment Investment Strategy Report 2013

Electrical Equipment Investment Strategy Report 2013 Investment Highlights

The rapid and heavy industrialization process in China has basically been completed. The “12th Five-Year” structural transformation and industrial upgrading will become the core drivers of economic growth, and the growth in electricity demand will show a declining trend. We expect the overall power investment will be flat with 2011 or With a slight increase, the high growth period of the industry has passed and structural differentiation will become the norm in the industry.

It is expected that China's power construction will continue to increase its total installed capacity during the “12th Five-Year Plan” period, but the growth rate will continue to decline. Structural optimization is the biggest attraction for power supply, and nuclear power is still the best choice for energy structure transformation.

The advantages of strong power generation capacity, zero carbon emissions, low operating costs, and the construction of nearby demand make nuclear power stations the first choice for power companies.

Recently, the "Nuclear Power Safety Plan (2011-2020)" and "Nuclear Power Medium and Long-Term Development Plan (2011-2020)" have been approved by the State Council. The environmental impact reports of the Tianwan and Qinshan Nuclear Power Plant projects have been approved by the Ministry of Environmental Protection, and 20 China’s nuclear power projects have entered a period of substantial restart acceleration. We expect the approval of new nuclear power projects will be reopened in 2013.

We have seen that the nuclear power equipment supplier is at the same time the top three major domestic thermal power plants. Under the influence of the huge thermal power performance base and long lead time of nuclear power equipment, the restart of nuclear power has little impact on the performance of the main equipment company.

Energy conservation and environmental protection have become the development direction of power equipment. The three major equipment suppliers focus on the manufacture of high-efficiency supercritical units and ultra-supercritical units. Small and medium-sized power plant equipment manufacturers actively incinerator waste, biomass power generation equipment, engineering general contracting, and engineering. Business areas such as operations are expanding.

The total electricity consumption in China will continue to rise until 2030, and the huge amount of new electricity will inevitably bring about continuous expansion of the power grid scale. At the same time, customers’ attention to energy saving, environmental protection and power quality will inevitably require more intelligence, efficiency and reliability. Transportation and distribution network.

From the perspective of the construction process of the smart grid, the current smart distribution network construction is in the peak of prosperity, and the smart substation construction has shown signs of acceleration.

With the completion of the pilot project and the improvement of technical standards, we expect 2013 smart grid distribution, smart substations, and distribution network energy-saving transformers to continue to maintain high economic conditions.

UHV transmission is a key construction project of the State Grid Corporation of the "Twelfth Five-Year Plan" and the amount of investment is huge. Among them, UHVDC transmission has progressed smoothly, adding about 3 new transmission lines each year; UHV AC transmission has been slow to progress due to factors such as the stability of power grid operation and the controversy over transmission economy, so far only one has been put into operation. Build one. As the biggest uncertain factor in grid construction, we will maintain our focus on UHV AC transmission projects, and its large-scale promotion will create a new round of brilliantness for a mainstream supplier of equipment.

Industrial control automation is the core driver of manufacturing upgrades and transformation. Under the policy support of energy conservation, emission reduction and industrial upgrading, we expect industrial automation will usher in a decade of rapid development. Due to the cyclical nature of the industrial control industry and rapid technological upgrading, macroeconomic changes and technological progress have become the core factors that determine the business development of equipment suppliers.

Based on the above analysis, we believe that in 2013 the power automation, high-end switch manufacturing, energy-saving power distribution equipment, industrial control equipment, waste disposal, etc. are the most development opportunities in the power equipment industry, combined with the judgment of the growth of the company, it is recommended to focus on the national power Nanrui , Siyuan Electric, Pinggao Electric, Conviction Electric, West China Energy.

Brake Disc

The brake disc is composed of steel plate, adhesive heat insulation layer and friction block. The steel plate is applied to resist rust. In the painting process, smt-4 furnace temperature tracker is used to detect the temperature distribution in the coating process to guarantee the quality. The heat insulation layer is composed of non-heat transfer materials for the purpose of heat insulation. The friction block is composed of friction materials and adhesives. When braking, it is squeezed on the brake disc or brake drum to generate friction, so as to achieve the purpose of decelerating the brake. As a result of friction, the friction block will be worn gradually, generally speaking, the lower the cost of brake block wear faster.

Tower Crane Brake Disc is used for tower crane motors. To divide in function , there are hoisting brake disc, trolleying disc brake pad and slewing motor brake disc. Tower Crane Brake Disc is the easy wearing spare parts, therefore the quality of the Brake Disc is very important. BQ provides good quality Brake Disc, which is composed of steel plate, adhesive heat insulation layer and friction block. The steel plate is applied to resist rust.

Crane Brake Pad,Crane Brake Disc,Disc Brake Pad,Tower Crane Brake Disc,Motor Brake Disc,Hoisting Brake Disc

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