Energy-saving power equipment is not applauding

Hao Weiping, deputy director of the National Energy Administration's Department of Power, recently said at a press conference about the work in the peak summer season that the power supply and demand situation in the winter and next spring is not optimistic. Certain regions in the country will still face a tight supply situation with varying degrees of power supply. It is a region with a large proportion of hydropower in the south and China, and some coal-producing provinces with low on-grid electricity prices may experience persistent power shortages.

Experts believe that with the continuous spread of electricity shortages and the gradual implementation of the national energy-saving emission reduction policy, during the “Twelfth Five-Year Plan” period, the promotion and application of energy-saving power equipment will surely have substantial progress.

Energy-saving power equipment benefits "electricity shortage"

According to the statistics of the Energy Bureau, as of the end of August, the national electricity consumption reached 3.12 trillion kWh, an increase of 11.9% year-on-year. Among them, the total electricity consumption in the peak months of June, July and August of summer reached 1.27 trillion kWh, an increase of 11.2% over the same period of last year. According to forecast, the growth rate of electricity consumption in the fourth quarter of this year may be slightly lower than that in the first half of the year, but it will still maintain a high level. Especially after mid-October, as the weather turns cold, coal users will purchase coal ahead of schedule to prepare for the winter season, and coal demand will increase.

Regarding the reasons for the tight supply of electricity, Hao Weiping said that a large-scale continuous drought occurred in most areas in the south, resulting in an increase in the degree of difficulty in areas with a higher proportion of hydropower. At the same time, many thermal power companies suffered from deeper losses and difficulties in capital turnover, affecting to a certain degree. The normal power generation operation, due to the relative lack of power generation capacity and grid constraints, also affected the power supply in a few areas.

It is precisely based on the seriousness of the electricity shortage that the advantages of energy-saving power equipment have gradually emerged. Taking the motor as an example, the electricity consumption of the motor accounts for about 66% of the industrial electricity consumption, and accounts for about 50% of the total electricity consumption in the country. However, due to the adoption of new design concepts, new processes, and new materials, energy-saving motors can reduce the loss of electromagnetic energy, thermal energy, and mechanical energy. Compared with standard motors, the efficiency can be increased by 4%, and the energy consumption can be reduced by about 20%.

“High-efficiency motor energy-saving advantages are very obvious, which can greatly save the company's production costs.” A person in charge of the production company made a calculation for the reporter. If the efficiency of a 45-kilowatt motor is increased by 1%, it can save nearly 4,000 kilowatt-hours per year. , And energy-saving motor than the average motor efficiency to be increased by about 4%, generally within 1 to 3 years to recover all the updated motor investment. In the next two years, the proportion of energy-saving motors in domestic newly-added small and medium-sized motors will reach over 60%, and the market size of energy-saving motors will reach 48-56 billion yuan.

According to public information, the National Standardization Management Committee issued the mandatory standard “Energy Efficiency Limitation and Energy Efficiency Evaluation for Small and Medium-sized Three-phase Asynchronous Motors” in 2006, which stipulates that it is prohibited to sell Class 3 energy-efficient motors from July 1, 2011. This mandatory standard indicates that energy-efficient motors will fully replace traditional low-efficiency motors in the future.

The recently released power equipment industry weekly report also shows that current energy-saving and environmental protection, power generation equipment and nuclear power sub-sectors have strengthened, with one-off equipment continuing to fall, and secondary equipment oscillating and retracement; it is expected that there will be more policies favorable to distributed energy and energy conservation and environmental protection in the fourth quarter. In the industry, securities companies also give the power equipment industry an "overweight" rating.

The report stated that it is optimistic about the power station equipment, especially hydropower and distributed energy equipment, and bears witness to power transmission and transformation equipment; in the short-term, it is still optimistic about the demand for upgrades and transformations on the demand side of the power grid, especially secondary equipment for substations, power distribution, and power consumption; In the molecular category, it is optimistic about the use of power-side information collection, substation status detection and other links. This year's sub-leading orders and performance are expected to exceed expectations.

There is no investment advantage in the short term Although the continuous power shortage has made energy-saving power equipment highly popular, some market participants believe that energy-saving and new energy power equipment do not have investment advantages in the short term.

“Nuclear power was once highly favored by the industry, but due to the nuclear leakage caused by the earthquake in Japan, the development plan for nuclear power was generally suspended in various countries.” An expert from the Asia-Pacific Electric Power Research Institute, who declined to be named, disclosed that the National Nuclear Safety Administration was hosting The requirements of the "Nuclear Safety Plan" are the most extensive. Since there are still many disputes at present, the possibility of this year's introduction is very small. The restart of new nuclear power project construction is still pending next year. At the same time, as the AP1000 and EPR projects of the third-generation nuclear power technology have been operating for a long time and are still immature, it is expected that the installed capacity of nuclear power in 2020 will be lower than planned capacity.

"The development of wind power is also in a state of surplus. Blindly investing will cause a waste of funds." A securities company power sector researcher said that according to China's wind power installation target of 150 million kilowatts by 2020, the proportion of wind power development will reach 75%. According to this plan, the average annual new installed capacity is only 10 million kilowatts, which is far below the installed capacity of 16 million kilowatts added in 2010. At present, the production capacity of wind turbines is 40 million to 50 million kilowatts, which is a serious surplus. “With the strengthening of wind power development and construction management by the National Energy Administration and the inability of overseas markets to effectively expand, competition in the wind power industry will tend to become more intense.”

Not only wind turbine equipment but photovoltaic power generation equipment is also facing such symptoms. It is understood that due to European countries such as Germany, Italy, and other subsidies to reduce photovoltaic, and the deterioration of the debt crisis in Europe, photovoltaic equipment manufacturers export blocked; At the same time, the domestic battery, components and polysilicon and other sectors in 2009 and 2010 significantly increased production capacity, supply has been a serious surplus.

"Although the advantages of energy-saving motors have been highlighted, they are difficult to popularize in the short term due to the fact that they are more expensive than standard motors, and the awareness of energy conservation and environmental protection of some manufacturers is not strong." Say.

To this end, the above-mentioned researcher suggested that the short-term investment environment for energy-saving power equipment is still immature and still needs to be planned. It is advisable to pay attention to the relatively high certainty of rural power grids, DC UHV, and smart grid industries in the current situation where prices have dropped significantly and valuations have been restored.