In recent days, we have been "distribution network construction re-election Action Plan (2015~2020)" reprint and various interpretations of the screen. In fact, there are a lot of industry can bean powder private letter sent their views. Traditional distribution network equipment manufacturers should seize the current opportunity
The current opportunity: a market where traditional distribution network equipment manufacturers have a big advantage and can rush in with their existing products or services.
1. Equipment investment in the transformation of distribution network
Primary and secondary equipment investment, especially transformers, switches, wires and cables, automation equipment, brought by the transformation of the distribution network and the improvement of the cabling rate. Long-term "heavy distribution and light transmission does not work", distribution network, rural network does need to be reformed, and compared with other highlights and gimmicks, solid money used to effectively improve the power supply capacity, to make their own asset base larger, is the best choice for power grid companies. This is the largest market and is expected to account for around 70% of total investment.
2. Power supply project of residential community
This is closely related to the people, only from the source of construction, to ensure the reliability of long-term operation. The article mentioned "integrated into the distribution network unified planning, standardized construction, special funds", then, how to unified planning and management, how to special funds? The grid company's control will increase, benefiting some manufacturing and installation services companies that have the foundation of Grid's customer relationships.
3. Energy saving and consumption reducing technology
Reactive power compensation, power replacement, demand side management and other energy saving and consumption reduction. The energy consumption per unit of GDP is far higher than that of other developed countries, while the per capita electricity consumption lags behind. Energy saving and consumption reduction is a long-term market, and the overall optimization of the distribution network led by the power grid company is undoubtedly the most effective. The key to seize this business opportunity is to incorporate their own products and services into the overall solution of energy saving and consumption reduction of the power grid, and to carry out necessary cooperation with the power grid and its energy saving companies. In terms of specific projects, economy is fundamental. For example, when the price of oil and coal falls, it is difficult to form a market behavior for electricity substitution without the promotion of greater forces such as environmental protection by the state.
New ways to eat cake in incremental markets
The new direction, namely the new incremental market, is the field that the new entrants in the technology and capital intensive distribution network market need to focus on, and is also the main driving factor to promote the development of energy Internet at present.
4. Access of new energy and distributed power
Distributed PV is the next focus of new energy development, and close interaction with the distribution network will inevitably require better access systems, energy management and dispatch systems, as well as further promote the development of distributed and micro-grids (including energy storage).
5. Electric vehicle charging
Charging facilities, especially urban charging facilities, have been explicitly opened to social capital, and the plan clearly aims at "realizing the interconnection of urban and intercity charging facilities". It can be judged that the power grid company, especially the State Grid Company, will increase the construction and management of charging facilities and networks. At least in the field of electric pile networking, the State Grid will not sit idly by, but should take action. At present, enterprises have invested in the construction of charging facilities and networks, how to maintain independent and rapid development at the same time, the effective competition and cooperation with power grid companies will become the key. The power grid company's own management and operation mechanism is also key, otherwise even if the idea is very good, it will inevitably be as flashy as the last round of pile construction.
6. "Internet Plus" public service platform with energy flow as the core
Although it is very difficult (administrative management, technical economy, operation and maintenance, etc.), it is the general trend to build a multi-energy complementary energy supply system and realize the two-way flow of energy and information. It depends on who can seize the opportunity in 3 to 5 years.
7. Investment opportunities of social capital
Electricity reform is not a day's work, and power grid enterprises already have a variety of natural advantages, leaving little room for social capital, to find quality customers, find the weak points of power grid, targeted investment is likely to get returns.
Seize the commanding heights and become the new industry leader
The commanding heights to be seized in the direction of technology and market, such as distribution network construction, new energy application, rechargeable vehicles and electricity reform, are all long-term market opportunities before 2030 or even longer. If the following three breakthroughs are made, it will bring long-term competitive advantages to the company.
8. System analysis and overall planning of distribution network
The optimization of the grid structure and network structure of the distribution network has lagged behind that of the transmission network, which is an urgent need to strengthen the field. In particular, the optimization design of distribution network involving multi-energy complementarity, distributed energy and micro grid, DC distribution network, electric vehicle charging and other new elements provides opportunities for many new entrants who want to overtake cars in curves, which is a place where core competitiveness can be developed.
9. Construction of distribution network technical standard system
Around the action plan involved in a number of standard construction and typical design will become the key field of competition for manufacturers, the standard wins the world.
10. Actively participate in the construction of demonstration zones
The main body of the demonstration area construction is the power grid company, but other enterprises actively participate in the demonstration will be a good strategic performance in the market. It includes urban high-reliability demonstration zone, urbanization distribution network demonstration zone, multi-energy complementarity, electricity and water communication pipeline comprehensive optimization, etc.