The next decade will be a golden period for skill and energy conservation. Skills for energy conservation cover a wide range, including leading and applicable skills transformation in key traditional industries such as waste heat utilization, energy-saving lighting, energy-saving transportation and electricity, steel, non-ferrous metals, petroleum and petrochemical, chemical, and building materials. Guangfa Securities' discussion categorizes it into three main categories: industrial category, construction category, and electromechanical category. Energy saving of motors is a crucial aspect of industrial energy conservation.
The three rounds of soliciting opinions on the "Energy Conservation and Environmental Protection Industrial Development Plan" have been completed, and it is expected to be released within the year. It is estimated that China's environmental protection investment will reach 3.1 trillion yuan during the 12th Five Year Plan period, an increase of 121% compared to the investment of 1.54 trillion yuan during the 11th Five Year Plan period.
The electricity consumption of various types of micro motors in China accounts for 60% to 70% of the total industrial electricity consumption, so the prospect of energy-saving motors is enormous. However, the competition in the field of motor energy conservation is most intense and rigorous in many skilled energy-saving professions.
According to the research conducted by Great Wall Securities, the primary sub occupations for motor energy conservation are complex and complex compared to listed companies, including power plant air cooling skills, secondary equipment for power plants, carbon capture and storage, frequency converters, energy-saving transformers, high-efficiency motors, electronic power, and components.
The future prospects of frequency converters in the market are worth paying attention to. A study by Shanxi Securities pointed out that the potential market for high-voltage inverters is as high as 60 billion yuan.
In terms of frequency converters, there are multiple listed companies. Firstly, in the market that requires huge high-voltage frequency converters, there are companies such as HeKang Frequency Converter, Rongxin Co., Ltd., Zhiguang Electric, and Jinzi Tianzheng.
Some companies present themselves in the form of industrial chain omnivores, including Jiuzhou Electric and Power Source, which have a full range of high, medium, and low voltage frequency converters; In addition, Kelu Electronics also has a share in this category, with high, medium, and low voltage inverters, but the proportion of inverter revenue to operating revenue is very small.
We are optimistic about Jiuzhou Electric and Hekang Frequency Converter. The former has a full range of high, medium, and low voltage frequency converters, with a revenue of 183 million yuan in 2009, accounting for 48.59% of the main operating income. The latter is a professional leader and standard setter, with 6kV and 10kV universal high-voltage frequency converters, vector controlled high-voltage frequency converters, and synchronous high-voltage frequency converters. An electrical professional analyst from a securities firm pointed out to reporters.
And efficient motors enjoy unlimited possibilities due to their special policy preferences. Guoxin Securities' research shows that due to the higher cost of high-efficiency motors compared to traditional motors, the gap between the two will be reduced after financial subsidies, which will greatly increase the market share of high-efficiency motors.
In terms of efficient motors, several leading companies such as Wolong Electric, Dunan Environment, Tuobang Co., Ltd., and Laipule Automation have gathered here.
This profession should value leading companies with outstanding skill advantages, such as Wolong Electric, which is a leader in the field of differential motors. It has high-end skills such as servo control and variable frequency drive, synchronous permanent magnet motor, high-voltage traction transformer production, and linear motor long stator and winding skills. During this period, its high-power high-voltage frequency converter has completed mass production. The electrical industry analyst mentioned above pointed out that Wolong Electric is planning to develop a high-capacity lithium-ion battery project, which may pose a danger.
However, the competition in the field of motor energy conservation is most intense and rigorous in many skilled energy-saving professions.
Taking Rongxin Co., Ltd. as an example, it is a leading company in high-power power electronics energy-saving and consumption reducing products. The design and production of high-voltage variable frequency drives and high-voltage dynamic reactive power compensation devices (SVC) in the field of power electronics are the primary sources of revenue for the company. From the proportion of orders in the first half of 2010, SVC accounted for about 47%, but its market competition has begun to intensify.
Currently, many companies are developing SVC, among which the SVC required by the power grid is the largest. Rongxin Corporation's SVC competes with the Electric Power Research Institute in the power grid market; The primary opponents of the circuit profession are CSR Zhuzhou Era and Siyuan Electric; The saturation level of SVC in the current metallurgical profession is about 70% or above, with no more than ten companies participating in the competition; The required SVC capacity in the wind power market is small, and there are various compensation methods, making the competition intense. Rongxin Co., Ltd. needs to broaden the future development of SVC's affairs, primarily by considering the needs of professions other than power grid and metallurgy. The above professional analyst pointed out.