IC693MDL241D DS3800HELA1C1B 现货
IC693MDL241D DS3800HELA1C1B 现货
Six months, the domestic energy equipment industry in the field of new energy is the most talked about nuclear power, wind power, photovoltaic equipment, independent innovation and localization issues. At present, the country has put new energy as an emerging industry, its prospects is not small. There are people in the industry to the China Energy News reporter revealed that 25 this month, much attention to the industry's new energy industry revitalization plan will be discussed again. Although the national level policy has not been introduced, but around the new energy industry revitalization plan carried out in full swing.
Nuclear power equipment: the main force to adjust the energy structure
Nuclear power equipment to promote the autonomy of the process will bring the great development of nuclear power equipment industry, which has become a common understanding of the industry. Nuclear power development must rely on the construction of large projects. The first half of this year, nuclear power independent innovation highlights.
In May, Shandong nuclear power equipment manufacturing Co. Ltd. Zhejiang three nuclear power station steel containment equipment smooth delivery, which is the company following the Shandong Haiyang nuclear power plant to provide steel safety shell (CV), CA after the second batch of product module. Shandong nuclear power equipment manufacturing Co., Ltd. became the world's first AP1000 specialized equipment manufacturing plant.
By June 4th, the State Nuclear Power Technology Co., Ltd. Shanghai nuclear engineering research and Design Institute of Jiangsu Hongbao Group Co., Ltd. cooperation "nuclear power plant control rod drive mechanism development" with chromium martensitic stainless steel seamless pipe project through scientific evaluation, research and development marks China's nuclear power plant control rod drive mechanism made of key materials independent innovation achievements.
In June 15th, a million kilowatt nuclear reactor pressure vessel of our country first made in Chinese, Dongfang Electric Corporation sea base - Guangzhou Nansha Dongfang Electric (Guangzhou) Limited production of heavy machinery manufacturing success and victory of shipment.
The total investment of nearly one hundred billion yuan in Fuqing nuclear power plant planning 6 kilowatt class power generation units, has now completed the construction of unit 1, Unit No. 2 has been successfully started construction in June 17th, ahead of schedule in 3 months. It is reported that these 6 million kilowatt class is expected to pull the local GDP growth of nearly 400 billion yuan.
Accelerate the pace of construction of nuclear power to stimulate the obvious tension in the local economy, the data show that the nuclear power equipment industry, especially the third generation of nuclear power technology and equipment production has entered a period of rapid development.
Therefore, investment analysts believe that by 2020, China's nuclear power equipment market will reach 400 billion yuan, of which, the nuclear island equipment market capacity is about 180 billion yuan, conventional island equipment market capacity is about 120 billion yuan, and other auxiliary equipment market capacity is about 100 billion yuan.
At present, the overall localization of nuclear power equipment overall progress rapidly, with "three power" (Harbin, Shanghai, East three power manufacturing group) and "three heavy machine" (a heavy heavy heavy) as the representative of the equipment manufacturing enterprises, to carry out a large-scale technical transformation hitherto unknown, invested a total of three billion yuan, the formation of nuclear power equipment manufacturing conditions of the world's most advanced.
In this regard, Qilu Securities analyst Feng Chao said: in this nuclear power manufacturing, it now appears that the Eastern Electric to go faster, Shanghai electric development mainly around the big parts to do articles." In the third generation of nuclear power AP1000 boost, China's nuclear power equipment industry to a new path of development.
Wind power equipment: excess capacity into a hot spot
20 with independent intellectual property rights of 1.5 MW wind turbine in June 20th to achieve the grid in the Inner Mongolia Autonomous Region Xilinguole Meng Khan tower wind farm. At present, China's wind power equipment, 3 MW class just started trial operation, the level of 5 MW has entered the critical stage.
The National Energy Bureau in Inner Mongolia, Gansu, Xinjiang, Hebei and Jiangsu and other regions with abundant wind energy resources, the layout of the building 6 million kilowatt wind power base, the construction of Hexi Corridor in Gansu Province, the wind power ", the goal of reconstruction of the Three Gorges" on land in the West began, Jiuquan's first million kilowatt wind power base have to start building. It is understood that Inner Mongolia for the development of wind power reached 101 million kwh, accounting for almost half of the country. The development of wind power has become the focus of attention.
Industry insiders believe that wind power installed capacity overcapacity. It is understood that the wind power equipment manufacturing enterprises in China in recent years to grow with each passing day, the present wind machine manufacturing enterprises have more than 70, it is undeniable that the wind power equipment manufacturers will have some quick investors. Wind energy experts have even said that China's wind power equipment manufacturing industry overheating.
In this regard, Feng Chao is not so pessimistic, he believes that at least two years, the domestic wind power installed capacity does not exist the problem of excess capacity, is mainly the relationship between supply and demand of wind power equipment, is now in a state of oversupply.
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