Domestic power automation market is growing strongly

The “Smart Grid Development Plan” stipulates that a strong grid with coordinated development of UHV power grids as backbone grids and power grids at all levels will be fully established, with independent innovation and internationally leading strong intelligence characterized by informatization, digitization, automation, and interaction. Grid. By 2015, the total power grid investment is expected to be 1.5 trillion yuan, intelligent investment is 175 billion yuan, and the average annual power grid investment is 35 billion yuan. With the gradual implementation of policies, China's power automation market will continue to benefit, maintaining a strong growth trend.

I. Smart grid investment status ◆ Increasing research on intelligent investment shows that the proportion of China’s power grids in smart investment is relatively low. The total power grid investment in 2009-2010 is 551 billion yuan, and the smart investment is 34.1 billion yuan. The investment is 17 billion yuan, accounting for 6.2% of the total investment in the grid. According to the "Smart Grid Development Plan," the total investment in the power grid in 2011-2015 is estimated to be 1.5 trillion yuan, the intelligent investment is 175 billion yuan, and the average annual power grid investment is 35 billion yuan, accounting for 11.7% of the total investment.

â—† The proportion of investment in each link is different. Electricity includes the five links of power generation, transmission, substation, power distribution, and power consumption. From the perspective of smart grid development planning, electricity consumption accounts for the highest proportion of intelligent investment, reaching 30.8%, mainly The construction of electric information collection and other projects is large in scale; followed by distribution links, accounting for 23.2%; and the proportion of substations is 19.5%, which is mainly due to the large-scale construction of the projects such as intelligent distribution, new substations and reconstruction of smart substations. The investment in power generation and transmission is relatively small.

Second, the rapid development of power automation equipment market In recent years, China's power automation equipment market is in a good state of development, production capacity, production and sales scale has shown an upward trend, and profits have remained high.

In power plant automation, China introduced DCS technology in the mid- and late 1980s and applied it to the unit control of thermal power plants. Today, China's thermal power plants basically all use DCS and programmable logic controllers. And other computer control systems. With the changes in user needs and the advancement of its own technologies, wireless networks, field buses, new types of detection and control instruments, advanced management and control software have also been gradually introduced, and they have been effective in improving efficiency and safety performance. Automation systems have become an integral part of power plant construction. According to the incomplete statistics of the Prospect Industry Research Institute, as of the end of 2012, the scale of domestic power plant automation market was approximately RMB 1.8-2 billion.

In terms of power grid dispatch automation, in recent years, the grid dispatch automation market scale has steadily increased. In 2007, the power grid dispatch automation market scale was approximately 850 million yuan. In 2011, the market scale was approximately 1.26 billion yuan, which was 48% more than in 2007, and by 2012 The market size exceeds 1.3 billion yuan. Among them, the county-level power dispatching center has the largest market size, followed by the power dispatching center market in each province or region, and the provincial-level power dispatching communication centers and above.

In terms of electricity consumption information collection, in 2012, the State Grid used electricity information collection system to cover 88.5 million users, the coverage rate was only about 30%, and the overall collection coverage was still very low. Among them, three-phase general industrial and commercial users, single-phase general industrial and commercial users, and resident users accounted for more than 99% of the total number of grid users, and special-purpose users accounted for nearly 1%, while China Southern Power Grid's electricity consumption information collection system had about 80 million.