Smart grid drives trillions of output value
Due to the long industrial chain of radiation, the economic and social benefits driven by the huge, coupled with the official 12th Five-Year Plan, the smart grid has become a giant cake that Chinese and foreign companies are vying for. From the home life to the industrial structure, the “smart grid†has transformed from an abstract concept to a specific thing around people. A revolution triggered by the smart grid is beginning. Enterprise Choice: Entering the Smart Grid Industry "The stronger the stronger" is a foregone conclusion Home revolution: the prospect of intelligent consumer economy is amazing Smart home changes electricity consumption mode Market Opportunity: The formation of the entire industry chain Forming a clustering trend of emerging industries Clamped Pneumatic Angle Seat Valve WENZHOU FOREVER CLASSIC TECHNOLOGY CO.,LTD , https://www.fballvalve.com
The smart grid “big cake†has attracted many companies to invest in the layout, and even pharmaceutical companies have turned to participate in “dividing foodâ€. The competitive situation of enterprises has begun to appear, and the elimination and integration are inevitable. The situation of “the stronger the stronger†has been finalized. Small businesses can only get rid of the fate of being merged or closed down by seizing the opportunity and constantly developing new technologies and new products around intelligence.
Fight for huge market cakes
Since US President Barack Obama raised the concept of "smart grid" into a national strategy in early 2009, the term has become a global hot word. In May 2009, the State Grid Corporation announced the “Smart Grid Plan†for the first time. Subsequently, the development of the smart grid was reported to the local government by many places in China. Some securities companies expect that smart grids will drive the development of related upstream and downstream industries. By 2020, the benefits brought by smart grids will increase by about 189 billion yuan compared with traditional grids.
Faced with such a large market, companies are ecstatic, investing in layouts and rushing to eat smart grid cakes.
China's Xidian, Xuji Electric, Ningbo Samsung, Guodian Nanzi and other domestic power equipment companies are investing and seizing the smart grid market. In addition, many foreign companies are also eager to try. IBM, Hewlett-Packard, Cisco, ABB and Siemens have formed public utilities since the second half of 2010. Cisco has partnered with 25 vendors to build a smart grid ecosystem, and IBM has launched its Energy and Utilities Industry Solutions Lab in Beijing. What surprised the industry is that pharmaceutical companies that have nothing to do with the power industry have turned around. In March 2010, Huali Pharmaceutical decided to sell its pharmaceutical companies and concentrate resources on the instrument and meter industry of the smart grid.
For some enterprises, it is inevitable that the giant grid cake of the smart grid will be eliminated and integrated. This trend is most evident in the smart meter industry.
The reporter learned that there are 600 large and small meter companies in the country, and the meter companies are small and scattered. Small enterprises that do not meet the standards are difficult to survive in the market competition. The outcomes facing in the future are not to change, to close down, or to be acquired.
Wang Haining, executive deputy director of the Smart Grid Office of China Electric Power Research Institute, said in an exclusive interview with the reporter of "Bao Bao": "If small enterprises want to survive this competition, they need to develop new technologies and products to adapt to the smart grid. Demand." He believes that challenges and opportunities coexist, and there are also some small companies that will develop, such as companies that produce power electronics, online monitoring and other products.
On August 11, 2009, two private high-end electric meter manufacturers - Shenzhen Tairuijie Electronics Co., Ltd. and Xi'an Liangli Instrument Co., Ltd. were acquired by China Aerospace Science and Industry Group. The incident caused widespread media coverage and speculation: private enterprises embraced state-owned enterprises and started a huge battle for smart grid orders.
The two companies that were acquired were not strong. Tairuijie's annual profit of 20 million can be said to be quite good, and Xi'an Liangli is the strongest metering enterprise in the northwest region of China. "Strong alliance" is probably the most direct reason for the acquisition.
“Teruijie is a private enterprise. It has several times value added in the past ten years. However, if you get a high-required unified platform, the overall strength is small, it is better to find a good partner to complement each other and achieve leap-forward development. "Tai Ruijie chairman Zhao Hanchang said.
Sun Xiaotong, the general manager of Xi'an Liangli, has the same idea as Zhao Hanchang: “Adapting to market changes, wanting rapid development, and not achieving strong alliances with other companies, it is difficult to occupy a certain share in the future market.â€
The closer integration of primary equipment and secondary equipment is a major change brought by the smart grid to the power equipment manufacturing industry. Specific to the enterprise, the cooperation between the primary equipment and the secondary equipment enterprise is more frequent.
The combination of the two is inseparable from the upgrading and transformation of technology. Who can take the lead in occupying the commanding heights of smart grid technology, who can take the lead in occupying the market.
Zhou Fengquan, chief engineer of Xuji Electric Co., Ltd. said frankly: “Xu Ji’s investment in intelligent construction is very high every year. The continuous investment of large-scale enterprises is very difficult for small companies. The future fate of small companies is not closed by mergers or acquisitions. In the coming, the market share will continue to tilt toward large enterprises, and the power equipment manufacturing industry will have a situation of 'stronger stronger'."
In the same way as foreign development trends, it is not difficult to see the cooperation and investment of several leading power equipment companies in China in recent years. In the future, CLP equipment, Xidian Group, Tianwei Baobian, and TBEA will become stronger and stronger. The situation of several major equipment groups will gradually take shape.
The most striking thing in the industry is the cooperation between China Xidian Group and Guodian NARI.
In June 2010, Guodian NARI and China Xidian jointly established Jiangsu Xidian Nanzi Intelligent Power Equipment Co., Ltd. In the form of capital cooperation, China West Power invested 33 million yuan and held 55% of the shares; Guodian South contributed 27 million yuan and its shareholding ratio was 45%. The two sides have high hopes for cooperation and hope that the two companies will make up for the shortcomings of the two sides and strengthen cooperation to impact the market structure of the existing equipment manufacturing of the smart grid.
"For power equipment, once and twice have been merged together. The future trend is that equipment is not clearly divided once or twice, and intelligence has become an essential function of power equipment." Zhou Fengquan told reporters.
Similarly, the State Grid Corporation will incorporate Xu Ji and Pinggao into the CLP Equipment Company. It is also considered that the primary equipment and the secondary equipment can better cooperate and better serve the construction of the smart grid.
In the future, under the trend of fully integrating with secondary equipment, the situation of “stronger and stronger†will be gradually shaped. Zhou Fengquan believes: "This is conducive to domestic enterprises becoming bigger and stronger, impacting the international market and forming China's own ABB, Siemens and GE."
The smart grid has spawned the revolution of smart appliances, and home appliance companies have cooperated frequently with the units directly under the State Grid. In the next three to five years, smart home appliances will cover all areas of home appliances, and the demand for smart home appliances will increase by five or six times. The smart grid also puts forward new connotations for smart homes, which will greatly change the residential electricity consumption pattern.
→ Smart home appliance industry is expected to grow 5 times
The smart grid has brought new opportunities to the home appliance industry. The home appliance industry is no longer satisfied with the single sales model and is transitioning to the provider of smart home integration. According to market research firm, due to the traction and promotion of smart grid technology in the overall economy, the global smart home appliance market will grow from $3.006 billion in 2011 to $15.512 billion in 2015.
This five-fold growth is inseparable from the support of the smart grid.
“Without smart grid access, smart home appliances have no use.†Zhou Fengquan told reporters.
At present, the wireless network connected to smart home appliances has a transmission speed of only about 250K, and the network speed is too low, resulting in frequent jamming. “Once the fiber optic access of the smart grid, this speed will increase to 60~90M, then the effect of smart appliances will be very good.†Zhao Jian, director of the software department of Hisense Electric Digital Home Development Department, said.
State Grid Corporation's power fiber-to-the-home plan shows that from 2011 to 2015, in the low-voltage network, the fiber-optic low-voltage communication access network will be gradually established to achieve 100% fiber coverage for newly added urban residents; in high- and medium-voltage networks, high- and medium-voltage networks will be realized. Chemical.
This good news has made the domestic smart home appliance industry happy. Home appliance companies trying to leverage the smart grid to open up new markets abound, home appliance companies and the State Grid directly affiliated units frequently cooperate.
In September 2010, Midea Group cooperated with State Grid Information and Communication Co., Ltd. to jointly establish the “IGRS Smart Power Working Group†to establish, correct and improve the standards for two-way interaction between smart grid and smart appliances in the smart power link. At the Shanghai World Expo, Midea's full set of smart home appliances was unveiled at the State Grid Pavilion Smart Appliances Show.
In January 2011, Haier Group signed a strategic agreement with China Electric Power Research Institute to jointly develop smart home appliance standards and commit to producing “grid-friendly†home appliances. In 2010, Haier Group's sales of smart appliances were more than 500 million yuan, "a lot higher than in 2009."
Haier Smart Home Appliances Technology Co., Ltd. U-home Headquarters Planning Manager Zhu Xun said: "The Group is to list smart home appliances as a long-term development strategy." Haier U-home headquarters has a team of more than 200 people, investing in research and development, operating funds every year There are more than 300 million yuan.
Not long ago, at the 2011 International Consumer Electronics Show (CES) in Las Vegas, LG Electronics also announced that it will focus on developing smart products this year, including TVs, mobile phones and other home appliances. Dr. Scott, President and Chief Technology Officer of LG Electronics, said: "Only providing static services is no longer sufficient for consumers. Today's consumers need to acquire and enjoy content and applications that are continuously updated."
"Smart appliances will cover all areas of home appliances. In the next three to five years, smart home appliances will grow five or six times," said Chen Gang, deputy secretary general of the China Household Electrical Appliances Association.
Zheng Yuefeng, general manager of Smart Grid ICT Center of State Grid Information and Communication Co., Ltd., is more optimistic: "With the popularity of smart grids, smart home appliances will gradually replace traditional home appliances within 3 to 5 years. It is my own, and I will need it in a few years. When updating home appliances, the first choice is definitely smart home appliances."
He told reporters that smart home appliances only have one built-in smart power module than traditional home appliances. Adding such a module, the cost of home appliances is only about 50 yuan. After mass production, this cost is definitely lower.
According to the report of the National Network of Internet of Things Technology Research, by 2015, the market size of China's smart home will reach 124 billion yuan. The smart grid will bring new changes to household electricity consumption, and the residential electricity consumption model will change from single disorder to planned consumption.
After the power fiber to the home, using smart meters, the price of electricity can be released in real time like oil prices. Residents can understand the proportion of electricity used in different time periods in 24 hours a day, and the proportion of electricity used by each household appliance. Therefore, it is possible to formulate consumption patterns according to the peak and valley electricity prices. For example, when the electricity price is high, the household appliances such as water heaters and washing machines that consume more electricity are cut off. When the electricity price is low, restart the appliance to run automatically.
Google's research shows that if home users can keep abreast of the power consumption details of home appliances, they will reduce their monthly electricity bills by 5% to 15%. Polde, Colorado, is the first city in the world to fully build a smart grid, where residents find that they can reduce their electricity bills to $3 a month without sacrificing any convenience.
"Statistics of 41 power companies in the United States show that consumers can save 20% of electricity bills after implementing time-of-use electricity prices and smart electricity. In Japan, this figure is 15%." Liu Jianming, general manager of State Grid Information and Communication Co., Ltd. revealed.
In addition to economic benefits, the home smart power system will bring many surprises. This year, Beijing launched the first batch of smart electricity community demonstration projects, and Zuo'anmen Apartment in Fengtai District of Beijing has completed the pilot renovation of the intelligent community. Fan Guoping, head of the intelligent community project of Beijing Electric Power Company, said that in the intelligent community, relying on power fiber-to-the-home technology, the three networks of the Internet, telecommunications network and TV network can be realized; remote control of smart appliances such as air conditioners and water heaters can be realized; It uses clean energy to generate electricity in various forms such as solar energy, wind energy and natural gas.
As Cai Guoxiong, deputy chief engineer of the National Electric Power Research Institute, said: "The smart smart grid will realize the 'thing' traceable and realize the interaction between 'thing' and 'human'."
This brings new connotations to smart homes. LG Home Network, Haier U-home, is based on the new family concept proposed by the smart grid. Zheng Yuefeng said in an interview with reporters: "In the future, people will buy home appliances for more convenient applications, energy-saving operations and a better life."
The smart grid is a revolutionary breakthrough in the existing power grid, which will spawn many new industrial fields and directly drive the development of hundreds of industries. An industrial network centered on the smart grid is taking shape.
The next 10 years is the golden period of growth
At the just-concluded National Conference, the smart grid reappeared in the government work report after last year and was mentioned many times in the 12th Five-Year Plan. The smart grid officially entered the "Twelfth Five-Year Plan" - the State Grid Corporation's strong smart grid development strategy has been integrated into the national will.
The planning of the smart grid is still in the pipeline, but local governments have already rushed ahead, and Jiangsu, Shanghai and Yangzhou have established smart grid industry bases. In 2009 and 2010, the State Grid comprehensively promoted the construction of the smart grid pilot project, and launched 21 types of 228 pilot projects in 31 categories across the country.
Wang Yimin, director of the Smart Grid Department of the State Grid Corporation of China, evaluated the results of the pilot project: “The largest scale in the world, the most comprehensive coverage, and the fastest advancement.â€
"Our society has experienced mechanization, electrification, and informationization, and is advancing towards an intelligent era." Wang Haining told reporters that "smart grid is a revolutionary breakthrough in the existing power grid and will spawn many new industrial fields."
It is foreseeable that in the next 10 years, China's smart grid will usher in a golden period of construction.
The smart grid covers the whole process of power grid construction and operation, which will not only greatly promote the upstream and downstream industries such as new materials, power electronic components manufacturing, battery manufacturing, new energy power generation, steel manufacturing, communication equipment, smart home appliances, electric vehicles, smart homes, etc. More new industries will be derived, and at the same time, it will echo the construction and development of smarter cities and smarter life.
The economic and social benefits driven by such a long-term smart grid industry chain will be enormous.
Xiao Liye, director of the Institute of Electrical Engineering of the Chinese Academy of Sciences, said: "After 30 years, the planning and construction of China's smart grid will achieve an output value of 40 trillion yuan."
Wang Haining said: "The smart grid must be viewed from a broader perspective. It is no longer just a matter of the power system, and its extension is gradually expanding."
In the topic of “Study on the Development of Smart Grids and Strategic Emerging Industries†commissioned by the National Development and Reform Commission, the role of smart grids in emerging industries is listed separately. The study said that the smart grid will bring about the long-term development and progress of relevant emerging industry clusters. Due to the industrialization and practical application of large-scale energy storage systems and new energy power generation, emerging industries have emerged.
Shen Jiang, deputy director of the Smart Grid Department of the State Grid Corporation of China, said: "The construction of smart grids is not limited to the traditional industry chain. In addition to the cooperation of the transmission and distribution industry, it also needs the support of many industries in the upstream and downstream, and the smart grid will give birth. The development of many emerging industries."
The increase in the application of wind power converters and photovoltaic inverters is a good example. The smart grid directly drives the development of new energy equipment, and electric vehicle charging and discharging facilities will also face explosive growth. At present, China has become the country with the largest number of charging and charging equipment in the world. The pilot project of electric vehicle charging facilities has completed and put into operation 87 standard charging and replacing stations and 7031 charging piles. It is estimated that the annual new charging piles in the country are expected to exceed 30 in 2015. Ten thousand, the annual investment is about 8 billion yuan.