Looking back on 2011, when the top ten
in the electrical industry is coming to an end, the impact of adverse factors such as the European debt crisis is still obvious
as the first year of the 12th Five Year Plan, various plans of the electrical industry have been issued one after another, and the ice breaking of UHV projects indicates that the construction of UHV transmission in China has been in full swing; The nuclear leakage of Fukushima nuclear power plant once again triggered the world's careful consideration of energy security issues, and slowed down the construction of nuclear power plants one after another.
the Ministry selected the major events that occurred in the electrical industry in 2011. To know the situation of the whole year, let's see the top ten in 2011
I
wind power frequency off
on February 24, cable head failure occurred in Qiaoxi No.1 wind farm of China Power Jiuquan wind power company, and a large-scale off accident occurred, resulting in 598 wind turbine units of 16 wind farms off, with a loss of output of 840.43 MW, and the lowest northwest main frequency of 49.854 Hz. This accident is the largest wind power accident in China in recent years, with the largest loss of fan output and the widest impact
on April 17, 702 units in 15 wind farms were disconnected due to cable head breakdown at ganhekou West No. 2 wind farm of Xiehe wind power company in Guazhou, Gansu Province. On the same day, in Zhangjiakou, Hebei Province, Guohua Jiaxin wind farm also had an accident, and 644 typhoon generator units were disconnected
on April 25, another accident occurred in Jiuquan wind power base, and thousands of fans fell off
viewpoint: at the beginning of 2011, wind power was a favorite, and major giants competed to enclosure. For example, in Shandong, a major energy province, 20 construction projects were approved by the national development and Reform Commission at the beginning of the year, 16 were new energy construction projects, of which 12 were wind power projects
with the frequent occurrence of wind power accidents and the rapid expansion of the industry, the National Energy Administration issued the Interim Measures for the management of wind power development and construction on August 25, withdrawing the approval authority of local governments for wind power projects with an installed capacity of less than 50000 kW
from horse racing enclosure to re examination, 2011 is a turning year for the wind power industry. Under the so-called good prospect, high-speed capacity expansion, but high-speed can not cover up the low wind turbine, so the state of point B 'is exactly the same as that of point B. pressure penetration technology is not fully mastered, overcapacity and many other problems in the future campaign, Truly mastering wind power and core technology may be more conducive to the development of China's wind power industry than blindly launching wind power projects
II
Fukushima nuclear leak in Japan
on March 11, a massive earthquake with a magnitude of 9.0 on the Richter scale occurred in the Pacific Ocean (601099) east of Miyagi Prefecture, northeastern Japan, and triggered a tsunami. The earthquake brought unprecedented damage to Japan. In addition to casualties, what is more serious is that the earthquake tsunami led to the leakage of Fukushima nuclear power plant and caused a large range of nuclear radiation pollution
on April 12, 2011, the Japanese government announced that the nuclear leakage rating of Fukushima Daiichi nuclear power plant was increased from the original level 5 to level 7. This means that it has reached the same level as the Chernobyl nuclear accident, which is the highest level nuclear accident
viewpoint: with the gradual escalation of the Fukushima nuclear accident, energy security has once again become a major problem that needs to be faced by the world. Before the Fukushima nuclear accident, there were nearly 400 new nuclear power plants under construction around the world, but now these hopes have been dashed. The world has been impacted by the Fukushima nuclear power plant nuclear leakage accident in Japan. While waiting for the release of the routine investigation report, most new nuclear power plant projects have been put on hold
On March 16, the State Council issued four decisions to comprehensively inspect nuclear facilities and suspend the approval of nuclear power projects, which means that the nuclear power units that have received the approval of the national development and Reform Commission and started construction can continue to be constructed, and at least 25 projects waiting for the approval of the national development and Reform Commission will be temporarily strandedthe nuclear panic caused by the nuclear leakage accident in Japan will affect the development of China's nuclear power industry to a certain extent, but on the other hand, a cautious attitude towards nuclear power safety may be more beneficial to the healthy development of China's nuclear power
On March 28, the Ministry of environmental protection, the national development and Reform Commission, the Ministry of industry and information technology and other nine ministries and commissions held a special meeting on environmental protection, which has proposed to comprehensively and thoroughly investigate the environmental violations of lead-acid battery enterprises, take the rectification of lead-acid battery enterprises as the primary task of the 2011 environmental protection special action, and thoroughly investigate the whole industryat the same time, it was proposed at the meeting that those who did not undergo environmental impact assessment or failed to meet the requirements of environmental impact assessment, those who did not have pollution control facilities, those who did not operate normally or exceed the standard discharge of pollution control facilities, those who did not have the qualification of hazardous waste to engage in the recycling of waste lead-acid batteries, and those who could not meet the requirements of health protection distance in accordance with the law should be shut down for remediation
from the 2012 national environmental protection work conference held recently, more than 80% of the lead-acid battery enterprises in the country have been closed or are in the state of shutdown
viewpoint: from the blood lead incident in Huaining County, Anhui Province at the beginning of the year to the blood lead incident in Deqing County, Zhejiang Province, which broke out in March, the lead-acid battery industry, which accounts for 80% of the lead consumption, has become the target of public concern. Then the lead-acid battery industry ushered in an unprecedented rectification action to replace sensors
since June this year, the lead-acid battery branch of China Electrical Appliance Industry Association has begun to draft the "lead-acid battery industry access conditions". This "access standard" puts forward clear requirements for new projects in terms of total amount control, industrial layout, technical equipment, environmental protection, safety and occupational health, in order to limit the construction of low-level and low-tech projects and improve the overall process level and access threshold of the industry
further industry rectification will intensify industry integration, help eliminate backward technology and production capacity, raise the industry threshold, realize industrial technology upgrading and transformation, make excellent enterprises stronger and bigger, and ensure the orderly development of the industry
IV
frequent marriage of Chinese and foreign enterprises
Schneider Electric announced on June 9, French local time that it had signed a purchase agreement to acquire Lide Huafu Electric Technology Holdings Co., Ltd., a Chinese clean technology enterprise controlled by a private equity company, for us $650million
On November 22, Guodian Nanjing Automation Co., Ltd. and ABB jointly announced the establishment of a joint venture Nanjing sac Automation Co., Ltd. It will be committed to the R & D, engineering, manufacturing, sales and after-sales service of the whole substation and distribution automation product portfolio (Electrical Automation), so as to meet the rapidly developing market demand including the application fields of electric power, industry and intelligent electricityat present, the joint venture has been approved by the Ministry of Commerce of China and will be put into operation in December 2011. Guodian Nanzi (600268) and ABB own 51% and 49% of its shares respectively
viewpoint: similar to Schneider Electric and abb, more and more multinational companies such as GE and Siemens choose to cooperate with local enterprises, largely because of the great impact of the global financial crisis, but more importantly, multinational companies realize that the Chinese market is no longer a simple profit-making market, but the main battlefield that determines their future destiny
choosing to cooperate with local enterprises is better than rebuilding factories in China in terms of technology and market, because only Chinese local designers know more about the product needs of Chinese people, and only Chinese marketing personnel know more about the consumption demands of Chinese consumers
multinational companies' Mergers and acquisitions of Chinese enterprises show that the scale of mergers and acquisitions continues to expand, and from the previous focus on high-end products to enter the ranks of the whole medium and high-end products, from single and scattered mergers and acquisitions to series mergers and acquisitions, and even mergers and acquisitions of the whole industry. The emergence of this trend may have many hidden worries for Chinese enterprises
On September 28, Shu Yinbiao, deputy general manager of the State Power Corporation, said that the planned Huainan Shanghai UHV AC transmission line has been approved by the national development and Reform Commission, which means that the UHV AC approval work that has been stagnant for nearly two years has been thawedthe 1000 kV Huainan Shanghai UHV transmission and transformation project is the first commercial UHV project constructed after the successful commissioning of the Nanyang Jingmen UHV AC test demonstration project in Southeast Shanxi. It is also the transmission network with the highest voltage, the largest transmission capacity and the highest level of international transmission and transformation technology in the world
the state-owned company issued a centralized bidding announcement to invite bids for the civil works of the substation of Huainan Shanghai UHV AC project. The bidding requirements specify that the civil works of the substation will be commenced on October 1, 2011 and completed on October 30, 2012, striving to be completed and put into operation in June 2013 and December 2013
viewpoint: since 2008, the national development and Reform Commission has approved the preliminary work of Huainan Shanghai project. By May 2010, the preliminary work of the project has been completed. According to the national power plan at the beginning of the year, the project was originally expected to be approved in the first half of the year
the slow speed of national approval of projects largely reflects the country's further verification of transmission capacity, operation efficiency, investment benefits and other factors of UHV projects
the final approval of Huainan Shanghai UHV power transmission and transformation project by the national development and Reform Commission may have a certain impact on the layout of the five major powers. At the same time, the thawing of the approval work also means that the bidding for large-scale equipment is about to begin, which will directly benefit the manufacturers of transformers, converter valves, high-voltage switches, series compensation and other electrical equipment
VI
the qualified rate of transformers is less than 70%
in the third quarter of 2011 (the fourth batch), the national supervision and random inspection of power transformer product quality, a total of 34 enterprises in the production field of 16 provinces (municipalities directly under the central government) including Beijing, Tianjin, Shanghai, Jiangsu, Shandong, Anhui, Henan, Hebei, Hunan, Guangdong, Zhejiang, Shanxi, Jiangxi, Sichuan, Chongqing and Hubei were spot checked, except that 4 enterprises had no finished products One company was still in the stage of review and rectification due to the unqualified spot check last year, and a total of 29 products from 29 enterprises were spot checked
in this supervision and random inspection, 20 products are qualified and 9 products are unqualified. The product sampling qualification rate is 69.0%. There is little difference in the product qualification rate of large, medium and small enterprises. The product sampling qualification rate of large enterprises is 75.0%, while the product sampling qualification rate of small and medium enterprises is 63.6% and 71.4% respectively
compared with the three random inspections from 2009 to 2010, the qualified rate is between 70% and 80%, and this year's qualified rate has also decreased
viewpoint: with the rapid expansion of power construction, the demand for transformers has increased significantly, and the competition in the industry is intense. According to statistics, when the penetration rate of the global electric vehicle market of 20 kV transformer reaches 10%, the competition intensity of the voltage regulator market reaches 30:1
at the same time, the problem of overcapacity also appeared immediately. The relevant person in charge of the transformer branch of China Electrical Appliance Industry Association solemnly reminded that the total capacity of China's transformer industry is about 3 billion KVA, and the annual market demand will not exceed 1.3 billion KVA at present
in bidding procurement, suppliers adopt malicious competition to seize the market and lower the bidding price. In order to reduce production costs, manufacturers who win the bid at a low price do not use high-quality raw materials, resulting in the decline of the overall equipment quality and the reduction of the safety factor. Affected by this reason, the equipment quality of domestic first-line manufacturers has declined, the product material has declined, and the processing technology is rough, even if the equipment can pass the test, There are still some dangers in long-term operation
VII
under the profit of the electrical industry
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