Over the years, the state has increased its support for the localization of the entire equipment industry. Especially in the field of energy construction, a number of independent demonstration projects and supporting projects have been established, and advanced foreign technologies have been introduced through bundling and bidding, centralized market resources, etc., and key enterprises have been supported to strengthen technological transformation. Equipment technology. These policies and measures have greatly promoted the process of energy equipment autonomy. Driven by the strong market demand, the power equipment manufacturing industry has ushered in an unprecedented high-speed development trend. The technical level of the industry has been significantly improved, and some fields have entered the world's advanced ranks. . However, with the continuous expansion of the scale of the power equipment manufacturing industry, some hidden problems in the industry have also emerged.
While the wind power equipment manufacturing industry has not yet achieved greater economic benefits, overcapacity has already shown signs. my country's wind power industry is developing rapidly, but there are currently problems of lack of core technology and low product quality. In the future, large-scale development must rely on technological progress and innovation to reduce costs; in addition, the integration of wind power generation into the grid needs to be promoted as soon as possible, otherwise the domestic market will not be able to start.
Break the existing pattern and take the road of international merger and reorganization
Electric power equipment manufacturing industry is an industry with better economic benefits due to its own technology and product characteristics. Internationally, large-scale power equipment manufacturing companies are mostly giant multinational corporations with diversified operations (especially in recent years of international acquisitions and reorganizations). The huge scale and the diversification of products provide sufficient support for technological development and risk resistance. Due to the dispersion of funds in my country's power equipment manufacturing enterprises, the products are relatively single. Most of the enterprises have backward equipment, low technology level and small scale of operation. The result is necessarily a weak ability to resist risks. The capital, production capacity and sales income of domestic enterprises are far from foreign countries. This is the main reason why my country's power equipment manufacturing industry, especially small and medium-sized power equipment manufacturing enterprises, is greatly affected by market fluctuations; even some large enterprises are often squeezed by foreign businessmen in joint bidding and cooperative subcontracting of engineering projects. Operating performance has been greatly affected, and even caused losses to the company.
Therefore, in the current fierce competition in the internationalization of the domestic market, in order to win the market and achieve the development of the power equipment manufacturing industry, my country must break the existing pattern, change the domestic power equipment manufacturing industry's own combination or merger situation, and deepen the reform. , take the road of international mergers and acquisitions. The main direction of merger and reorganization is to improve the independent development, design and manufacturing capabilities of my country's electric power equipment, and to continuously enhance the competitiveness of electric power equipment in the domestic and foreign markets. It is necessary to strengthen the close integration of scientific research and production, technology and economy, accelerate the digestion and absorption of imported technologies, enhance technical reserves, and accelerate the commercialization and industrialization of scientific and technological achievements, so that the technical level of electric power equipment can reach or approach the international advanced level in the same period. It is necessary to master large-scale nuclear power, ultra-supercritical thermal power units, heavy-duty gas turbines, and large-scale complete sets of AC and DC power transmission and transformation equipment and other major technical equipment and engineering system design and manufacturing technologies, and develop power equipment with independent intellectual property rights. It is necessary to start with the key equipment (components) in power equipment, solve the key technologies in the design, manufacture and materials of key components, comprehensively improve their quality and reliability, and develop a batch of new high-tech, high-performance, high-reliability equipment . Breakthroughs have been made in the application of new technologies and new energy power generation technologies. Establish a complete research system and research platform for the basic technology, application technology, and system of the power equipment manufacturing industry.
The direction of structural adjustment is initially determined, and the high-end development path appears
Facing the important strategic opportunities of the rapid development of the national economy and the power industry, it is important to further enhance the capability of independent innovation, achieve leapfrog development, strive to catch up with the international advanced level, and effectively guarantee the country's energy security and economic security. an important issue ahead.
Construction of UHV power grid into a power source for leapfrog development
Under the policy of focusing on strengthening power grid construction, my country's UHV power grid will speed up the construction process, which is to solve the problem of long-distance, large-scale, large-capacity power transmission between energy bases and load centers, and promote the adjustment of energy layout and structure and the optimal allocation of energy resources. , an inevitable choice to ensure national energy security. my country's power equipment manufacturing industry should seize the rare opportunity of UHV power grid development, operate and manage UHV test demonstration projects, ensure safe and stable operation of the project, and organize acceptance in a timely manner.
The construction of UHV power grid will promote the adjustment and optimization of the organizational structure of the power equipment manufacturing industry, and greatly improve the technical level of the entire industry. The technology obtained in the research and development of UHV equipment, as well as the in-depth understanding of equipment performance through tests, calculations and analysis, and feedback on equipment operation will definitely promote domestic enterprises to optimize the design of products with voltage levels of 750 kV and 500 kV and below Improve and improve the reliability of equipment, thereby enhancing the competitiveness of domestic enterprises in the market of 500 kV and below voltage levels. In the future, my country will further get rid of its dependence on foreign major equipment and technology in the construction of the entire power system from high voltage, ultra-high voltage to ultra-high voltage, and achieve a dominant position.
At present, breakthroughs have been made in the development of key equipment such as UHV transformers, reactors, GIS, bushings, arresters, converter valves, and control and protection. The UHV test transformer with a maximum voltage of 1,200 kV and a maximum capacity of 250,000 kVA has been developed; the prototype of the 1,000-kV GIS UHV switch has been completed, and its special production plant is under construction; in terms of control protection and DC converter valves , has completed the research on core technologies such as UHV control and protection basic platform upgrade, UHV control and protection system structure and protection function design, thyristor components and valve tower structure optimization design and other core technologies, and achieved phased results. The gradual mastery of these key technologies and core technologies has laid a good foundation for the success of UHV construction projects in my country.
With the continuous construction and operation of power transmission and transformation projects, my country's power transmission and transformation equipment manufacturing enterprises will continue to be in a boom cycle. Statistics show that in recent years, China Southern Power Grid has invested 90 billion yuan in power grid construction, 30 billion yuan more than the original plan. The State Grid Corporation of China has completed a contract of 7.11 billion yuan in equipment procurement for the expansion of domestic demand projects, and its total investment is far greater than that of China Southern Power Grid.
Power structure adjustment will promote industry optimization
The core of the rational adjustment of my country's power supply structure is to moderately increase the proportion of new energy and renewable energy, and reduce the proportion of thermal power. From 2002 to 2007, the proportion of the national thermal power installed capacity in the total capacity was 74.5%, 74%, 74.5%, 75.7%, 77.6% and 77.4% respectively. According to the principle of resource utilization in my country, the first thing to adjust the power structure is to reduce the proportion of thermal power. The development of new energy has a significant impact on the organizational structure adjustment of my country's power equipment manufacturing industry. In 2007, the National Development and Reform Commission issued the "Medium and Long-Term Development Plan for Renewable Energy", which clearly required that the national renewable energy consumption should account for about 10% of the total energy consumption in 2010, and reach about 15% by 2020. The total investment is about 2 trillion yuan. Promoting the construction of new energy and renewable energy projects will bring many new market demands.
Wind power development has accelerated. At present, the installed capacity of wind power has surpassed that of nuclear power. In the next ten years, several tens of millions of kilowatts of wind power bases will be formed in Gansu, Inner Mongolia, Hebei, Jiangsu and other places, and it is expected to achieve the goal of 100 million kilowatts of wind power installed capacity in 2020. Increased solar power capacity. In 2009, the construction of the largest grid-connected solar power station in China, the Northwest Qaidam Basin Solar Power Station, started with an initial investment of about 1 billion yuan, a construction scale of 30 megawatts, and a planned total installed capacity of 1 million kilowatts.
The scale of nuclear power projects has been expanded. The development of nuclear power is an important direction for my country to adjust its energy structure, and nuclear power will be vigorously developed in the next few years. At present, the state has approved three nuclear power plant projects in Fuqing, Fujian, Fangjiashan, Zhejiang, and Yangjiang, Guangdong. The total investment required for 10 million-kilowatt units is estimated to be 120 billion yuan.
Strengthen energy conservation and emission reduction to promote the transformation of products to high-end
The electric power industry is a key area for strengthening energy conservation and emission reduction in my country. The "Comprehensive Work Plan for Energy Conservation and Emission Reduction" issued by the State Council on June 3, 2007 clearly pointed out that it is necessary to strengthen energy conservation and environmental protection power generation scheduling and power demand side management. Formulate and implement as soon as possible power generation scheduling methods that are conducive to energy conservation and emission reduction, give priority to clean and high-efficiency units and comprehensive utilization of resources for power generation, and limit power generation by low-efficiency units with high energy consumption and heavy pollution. In view of the high proportion of small thermal power units with high energy consumption and heavy pollution in my country's power structure, for many years, the state has adhered to the power structure adjustment policy of "shutting down small thermal power units" and "upgrading the large and suppressing the small", and completed the power industry energy tasks to reduce consumption and reduce pollution.
"On the big and small", the high-speed grinder requires power equipment products to shift from low-end products with high energy consumption, high pollution and low efficiency to high-end products with high efficiency, low consumption and low carbon. In terms of the structure of generator sets, it is necessary to vigorously develop super (super) critical units and large combined cycle units of 600,000 kilowatts and above to replace decommissioned small and medium-sized units, and use high-efficiency clean power generation technology to transform existing thermal power units. At the same time, it is necessary to promote co-generation of heat and power, co-generation of heat, power and cooling, and co-generation of heat, power and gas. In areas with industrial heat load as the mainstay, build heat-based back-pressure units according to local conditions; in areas with concentrated heating loads or large development potential, build 300,000-kilowatt high-efficiency and environmentally friendly cogeneration units; in small and medium-sized cities The circulating fluidized bed technology is mainly used for the triple cogeneration of heat, power and gas, the distributed cogeneration of heat and power and the cogeneration of heat, power and cooling with clean energy as fuel, and the decentralized heating coal-fired small boilers are transformed into central heating. The organizational structure adjustment and optimization of my country's electric power equipment manufacturing industry should actively adapt to and meet the requirements of the development of the electric power industry, and create a new situation that is conducive to strengthening energy conservation and emission reduction, and realizing the coordinated development of electric power, energy, and the economy and society.