The hottest policy is conducive to the smart grid

2022-09-22
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Policies are conducive to the smart power transformation and distribution solutions usher in the spring

we should make full use of the good market environment for increasing investment in the smart power industry

the 12th Five Year special plan for smart power issued by the Ministry of science and technology points out that the key tasks during the 12th Five Year Plan period are to develop large-scale intermittent new energy and technology, to break through large-scale intermittent new energy power supply and energy storage, intelligent power distribution, intelligent scheduling and control of large power Intelligent equipment and other key technologies of intelligent electricity. According to the plan, during the 12th Five Year Plan period, China will build 20-30 special demonstration projects of smart electricity technology and 3-5 comprehensive demonstration projects of smart electricity, and build 5-10 smart electricity demonstration cities and 50 smart electricity demonstration parks

according to the opinions on accelerating the construction of strong smart electricity issued by the State Grid Corporation of China, the period from 2011 to 2015 is the comprehensive construction stage of smart electricity, in which the electricity investment is about 2trillion yuan; From 2016 to 2020, smart electricity will be basically completed, with an investment of 1.7 trillion yuan

in terms of policy support and investment in power enterprises, the construction of smart electricity will enter a comprehensive acceleration stage during the 12th Five Year Plan period, and as a crucial link in power construction, power transformation and distribution will also usher in comprehensive development. From the perspective of the actual investment planning of national power, in the comprehensive construction stage from 2011 to 2015, the total investment that can be implemented in intellectualization is about 286billion yuan, mainly distributed in backbone construction, electricity information collection, distribution automation and regulation

policy support and huge investment have laid the cornerstone of the rapid development of the smart power industry during the 12th Five Year Plan period, which will also drive the whole power industry to achieve a new take-off. The power transformation and distribution industry will bear the brunt and usher in a new stage of development. As a new business model in the power transformation and distribution industry, power transformation and distribution solutions will also benefit from the benefits brought by the development of intelligent power industry and achieve rapid development

smart electricity brings development opportunities to the power transformation and distribution solutions market

from the perspective of business affiliation, the power transformation and distribution solutions market belongs to the subdivision market of power transformation and distribution, and the power transformation and distribution market is only a part of the entire power market

this subordination relationship, to some extent, has created a situation in which the three are both prosperous and harmful. In the next five to ten years, there is no doubt that the rapid development of the smart electricity industry will effectively drive the development of the transformation and distribution solution market and bring new development opportunities to it

specifically, the development opportunities brought by smart electricity to the power transformation and distribution solutions market are reflected in the following aspects: first, the huge investment brought by smart electricity will stimulate the further development of the power transformation and distribution solutions market. From the relationship diagram of intelligent power transformation and distribution solutions in the power market, it can be seen that there is a large intersection between the transformation and distribution solutions market and intelligent power, which also means that the large-scale investment of state power in the intelligent power industry will effectively stimulate the development of the downstream transformation, distribution and electrolysis solutions market

second, the development of intelligent power industry will effectively improve the overall level of power transformation and distribution solution enterprises. During the 12th Five Year Plan period, the State Grid invested nearly 300billion yuan in intelligence, a large part of which involved high and low voltage switches, transformers, circuit breakers and other transformation and distribution technologies, power automation monitoring technology, power relay protection and control technology, and will effectively promote the integration of these technologies with computer software and hardware, communications, networks and other IT technologies, which is the problem that transformation and distribution solution providers are committed to solving. With the continuous improvement of smart electricity technology, power transformation and distribution solution providers can promote the integration of technology more reasonably and effectively, and the design of comprehensive solutions is more reasonable

third, the rapid development of smart electricity will further accelerate the transformation from a single device based business model to a power transformation and distribution solution business model. At present, the popular definition of smart electricity in China is a strong electricity with UHV as the backbone and the coordinated development of electricity at all levels, and to realize the informatization, digitization, automation and interaction of electricity, so as to further achieve the goal of cleaning, efficiency and interaction on the basis of safe, reliable and high-quality power supply. Smart electricity covers all links of power generation, dispatching, power transmission and transformation, power distribution and power consumption. It is a closed-loop system. In fact, from the definition of smart electricity, we can find that smart electricity is a huge project integrating various technologies, and systematization and integration are its important characteristics. This coincides with the development of power transformation and distribution solutions. Power transformation and distribution solutions are emerging in response to the current decentralized and modular characteristics of the power market. The transformation and distribution business is only a part of the intelligent power industry, but the consistency of the development trend between the two determines that the great development of intelligent power will drive the great development of the transformation and distribution solution market

constraints on the development of power transformation and distribution solutions industry

although the smart electricity industry 1 The development of one portal host has brought many development opportunities to the power transformation and distribution solution market, but there are still some factors that restrict the development of the industry. These constraints include the following points: first, the transformation and distribution solution involves a wide range of technical fields, which requires not only familiarity with transformation and distribution technology, automation technology, network technology, power relay protection and control technology, but also mastering the integration technology of various power equipment, as well as the ability of overall scheme design and project management. The characteristics of power transformation and distribution solutions industry determine that this industry needs more compound talents with both technology and management

however, at present, such talents are in short supply, and the talent reserve of existing power transformation and distribution solution providers is difficult to meet the needs of the rapid development of the market. The talent bottleneck formed by this may restrict the development of the industry

second, the business model of power transformation and distribution solutions is still in the period of rapid market growth in China. Affected by the traditional bidding habits of the industry and the degree of customer acceptance, it takes a process for solution bidding to replace equipment bidding. The promotion and expansion of this business model of power transformation and distribution solutions still requires enterprises to make greater efforts, and the market potential of power transformation and distribution solutions is huge

third, power transformation and distribution solution providers will not only face direct competition from similar solution providers, but also face indirect competition from primary and secondary equipment manufacturers

although the transformation and distribution solution providers and primary and secondary equipment manufacturers have different target market positioning and their own technical level, the price, quality and technical maneuverability of the equipment provided by the primary and secondary equipment manufacturers will inevitably have some impact on the scheme designed by the solution providers. In addition, manufacturers of primary and secondary equipment gradually strengthen the provision of solutions, after-sales services and other links when selling equipment. The transformation of these methods will have a certain impact on power transformation and distribution solution providers

how should power transformation and distribution solution providers grasp opportunities

for power transformation and distribution solution providers, opportunities and challenges coexist at present. How to grasp opportunities and meet challenges is a test for relevant enterprises, and also a key to whether they can quickly occupy the market and expand their share. Based on the characteristics of the power transformation and distribution industry, under the background of the rapid development of the intelligent power industry, power transformation and distribution solution providers should make greater efforts in the following aspects to seize market opportunities

the first is to make full use of the good policy environment of the government to encourage enterprise innovation and the good market environment of increasing investment in the smart electricity industry, so as to speed up and seize market share

this part of the market share comes largely from the improvement of the external environment. It is an industry development opportunity brought by smart electricity. The opportunity is fleeting, and transformation and distribution solution providers need to maintain a high sense of market smell

the second is to make full use of the impact of the development of the smart electricity industry on the original business model with a total investment of 600million yuan based on single equipment, actively give full play to their own advantages, and provide enterprises with one-stop services from scheme consultation, scheme planning and design, to adaptive software research and development, primary and secondary equipment procurement, project implementation and subsequent maintenance training, so as to gradually reverse the bidding concept of enterprises in the industry, So as to promote the healthy development of power transformation and distribution market

the third is to increase talent reserves and lay a good talent foundation for the further development of the enterprise through internal training and external cooperation. The most important assets of traditional power equipment manufacturers are equipment and plants, while the most important assets of power transformation and distribution solution providers are talents. Only by increasing talent reserves can we have core competitiveness and maintain advantages in the fierce market competition. For example, the market competitiveness of power transformation and distribution solution suppliers, which have developed rapidly in recent years, has been further improved. Shenzhen hollett company has made good achievements in talent team construction. The company has not only established a technical support team composed of experienced R & D personnel to maintain the company's continuous core competitiveness, but also for Shenzhen Bao'an International Airport, Shenzhen Metro Zhejiang Shaoxing Electric Power Bureau and many other high-end customers have set up special project teams. Sufficient talent reserves will inevitably bring a higher level of service guarantee to customers. At the same time, the company also introduced a large number of professionals who are familiar with international business, law, finance, engineering technology and standards through cooperation and exchange with multinational companies such as abb and Siemens, which laid a good foundation for the company to undertake major foreign power transformation and distribution projects

fourth, actively explore overseas markets, especially in Africa, the Middle East and South Asia. The industrialization process of most countries in these regions is slow, the development of power industry is seriously lagging behind, and they do not have the production capacity of power equipment. Their power production and transmission capacity is generally low, and the cost is very high. They mainly rely on foreign enterprises in power system scheme design, equipment selection and procurement, engineering construction, repair and maintenance, operation management and other aspects, and the construction and maintenance of power systems mostly rely on Europe, America and China. Chinese power transformation and distribution solution providers should make full use of their technological and cost advantages, seize the opportunity and vigorously implement the "going out" strategy. For example, XJ electric obtained a total investment of 85million yuan in Laizhou, Vietnam, in 2010 for the general contracting project of hydropower station and the ASI River heavy oil power station project in Kenya. In the first half of the year, there was still a lot of space for the technical improvement of the offshore company of the group, and the budget order rate in the external market reached 120%, achieving 47% of the annual target; The market focus of Huigang technology, a well-known domestic enterprise, has also expanded abroad, mainly concentrated in Sudan, Central Asia, Southeast Asia and the Middle East

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