UHV will enter a period of rapid development

It is reported that the State Grid has reported the "12th Five-Year Plan" of UHV power grids to the National Energy Administration for reference in the formulation of a national-level "12th Five-Year Plan" of the power grid.

According to the plan of the State Grid, by 2015, the regional power grids of North China, East China and Central China will be connected through UHV AC grids to form a “three vertical and three horizontal” “Sanhua synchronous power grid”, which will be completed by 2020. Horizontal pattern. The passage of the "12th Five-Year Plan" of the UHV will greatly promote the development of China's UHV-related industries, with a market size of more than one trillion yuan. For UHV companies, it is expected to usher in rapid development.

Entering a period of rapid development An expert of the State Electricity Regulatory Commission, who declined to be named, told this reporter that in recent years, the country’s investment in power grid construction has reached more than 300 billion yuan each year. With investments in high-voltage power grids, the market is expected to exceed trillions in the future. He believes that the “12th Five-Year Plan” for UHV power grids may overlap with the special plan for power grids under development. However, he also acknowledged that although seven UHV lines of the State Grid have not been fully approved by the project, the promotion of UHV power grid construction is becoming a decision, and it is accelerating.

A message in early February said that this year, the State Grid will promote the four UHV lines of Ximeng-Nanjing, Huainan-Nanjing-Shanghai, Mengxi-Changsha, Jingmen-Wuhan-Nanchang, and Hami-Zhengzhou, Xiluodu-Zhexi. Hami North-Chongqing three DC UHV lines were approved to begin construction, commonly known as "four cross and three straight." Among them, Ximeng-Nanjing, Jingmen-Wuhan-Nanchang are expected to start construction during the year.

During the "two sessions" held this year, many National People's Congress representatives and members of the National Committee of the Chinese People's Political Consultative Conference proposed to accelerate the construction of UHV power grids.

National People's Congress Deputies and Academician Xue Yuansheng of the Chinese Academy of Engineering stated that China currently has the technical conditions for accelerating the construction of UHV power grids, and it is proposed to speed up the construction of a smart grid that uses UHV power grids as backbone grids and coordinated development of all levels of power grids. Xue Yusheng said that the distribution of China's primary energy resources and the distribution of consumption areas are very uneven. The distance between large-scale energy bases and load centers is as long as 1,000-3,000 kilometers, which results in tight coal-fired transportation capacity and a cyclical increase in coal-fired power prices. To break this predicament, UHV “transmissions” can be used to make up for the inadequacy of “transportation”.

Sun Jiye, member of the National Committee of the Chinese People's Political Consultative Conference and deputy director of the Shandong Provincial Supervision Department, and several members of the CPPCC National Committee in Zhuhai jointly proposed that the acceleration of UHV power grid construction be included in the National Twelfth Five-Year Plan for energy development, power planning, and power grid special planning to strengthen unity. Planning and implementation, accelerate the construction of UHV power grids, and form the backbone grid of UHV power grids in China as soon as possible.

Who will benefit In addition to the layout at the national level, there are plans for provinces and cities across the country such as Jiangsu, Hunan and Gansu to build UHV power grids. And, facts also prove that UHV engineering is safe and efficient. The first ultra-high voltage transmission project in China, which was opened in 2006 and put into operation in January 2009, has been operating safely for 3 years with the "1000-kV Jindongnan-Nanyang-Jingmen UHV AC pilot demonstration project." Through this project, Hubei, where fossil energy is severely deficient, has received a large amount of electricity from Shanxi, the major coal province, greatly alleviating the tight electricity supply in Hubei. According to statistics, during the period from December 2009 to January 2010, when the electrodes used in Hubei were in an intense period, the transmission of electricity from the UHV project to Hubei was 985 million kWh, which was equivalent to the increase of the power generation capacity of a large thermal power plant. Throughout 2010, Hubei passed the UHV project and imported more than 7 billion kWh of electricity from Shanxi, equivalent to transporting 3.5 million tons of coal.

In addition to the benefits that suppliers and recipients can share on the UHV grid, related industries and companies have also tasted the sweetness.

The reporter learned from the relevant departments of the Henan Pinggao Electric Company that, as a beneficiary of the UHV power grid construction, Pinggao Electric recently won the bid for the Dongfeng Power Transmission Demonstration Project from Huai Nan to Shanghai UHV AC transmission project, and the total amount of the winning bid project 1.6 billion yuan.

In addition to Pinggao Electric, many electric manufacturers in China, including Xidian (Quotes, Information), Tianwei Power Conversion (Quotes, Information), TBEA (Quotes, Information), etc., shared collectively the 300 UHV AC transmission demonstration projects in Huainan and Shanghai. Billion of UHV tender cakes. At the same time, the construction of the demonstration project of the UHV AC transmission project from Huai'nan to Shanghai to the east of China means that the construction of the UHV AC transmission project that has been stagnating for nearly two years has been restarted. Zhang Hai, an analyst of the new energy industry of Ping An Securities’ power equipment industry, believes that the construction of the UHV exchange will restart, and the scale will be more than double that of the Jindongnan-Nanyang-Jingmen UHV demonstration line. He predicted that the construction of regional UHV exchanges will gradually accelerate its pace and form favorable conditions for leading enterprises in the related equipment category.

However, careful analysts pointed out that the successful bidder for the UHV AC transmission demonstration project in Huainan-Shanghai is the state-owned holding company except that TBEA is a private enterprise. It can be seen that the country’s selection of large UHV equipment is still Tend to state-owned large companies. For private enterprises, if they want to get trillions of U.S. high-voltage market orders, it would be very difficult to share this big cake unless they have the same technically sound conditions as TBEA.

The above-mentioned inexplicable State Electricity Regulatory Commission experts also told this reporter that the “12th Five-Year Plan” of the UHV power grid may bring some positive benefits to some listed companies and allow the investors who hold information opportunities to earn some “small money”. In the long term, in the process of power grid construction in recent years, relevant partners have formed long-term transactions and formed a general framework for cooperation. The trillion U.S. U.S. high-voltage market seems to be detrimental to the entry of latecomers.