China's largest global electrical equipment production and consumer market

“Since the great development of the 11th Five-Year Plan, the average growth rate of China's electrical industry reached more than 25%, and the output of major products continued to create the best historical results. It was led by clean and efficient power generation equipment and UHV AC/DC power transmission and transformation equipment. The production and technology level has been significantly improved. Among them, the production and sales volume of power generation equipment has exceeded 100 million kilowatts for 4 years in a row. As a result, China has become the world’s largest producer and consumer of electrical electrical equipment.” Held on July 19, 2010 At the fourth member congress of the China Electrical Appliance Industry Association, Zhang Yalin, president of the new standing council of the association and general manager of China Xidian Group, made the above statement.

He pointed out that 2010 is a crucial year for the electrical industry to fight for the "Eleventh Five-Year Plan" and prepare for the "Twelfth Five-Year Plan". “Over the past five years, China’s electrician industry has witnessed many welcome changes and new breakthroughs. It has become a global powerhouse for electrical equipment manufacturing. In the next five years, China will face a strategic opportunity to grasp international industrial transfer and will be in the electrical industry. The major countries have accelerated their transition to a strong country," Zhang Yalin said.

The economics of the electrical industry reversed in 2010

“This year's market demand is further expanded, financial investment is basically maintained at last year's level, and the development environment for growth within the industry has been continuously optimized. The overall situation of stabilizing and improving the macroeconomic environment is more conducive to the development of the electrician industry.” Zhang Yalin further said.

Since the beginning of 2010, the economic development of the electrical industry has started well, showing a "V" reversal and a strong upward trend. The latest statistics show that from January to April, the electrical industry completed a total industrial output value of 10030.56 billion yuan, an increase of 30.43% over the same period last year. The industrial sales value was 971.735 billion yuan, an increase of 32.1% year-on-year, and the total import and export volume reached US$ 34.465 billion, an increase of 31.76% year-on-year.

"It should be said that the national package of financial crisis, expansion of domestic demand and stimulus package and reform measures have achieved remarkable results in the electrician industry." Zhang Yalin predicts that in 2010 the total output value of the electric industry, such as total industrial output value and sales value, will reach 33,000. About 100 million yuan, a year-on-year growth of about 20%; total profits will exceed 180 billion yuan, a year-on-year increase of more than 20%; given the strong growth momentum of China's imports from January to May 2010, imports of electrical products, exports and imports and exports Foreign trade indicators such as total will also achieve more than 20% growth.

In addition, the output of major products in the electrical industry has also remained high. In 2010, the output of power generation equipment will still exceed 100 million kilowatts, and the output growth of basic electrical products such as wire and cable, electric motors, and insulation materials will reach about 25%; only the output of transformers will decrease slightly in the first 5 months to -3.87%. It is expected that the full-year output may be flat or slightly reduced from 2009.

Complete breakthrough in the domesticization of major equipment technologies

In fact, the high-speed development of China's electrical industry for four consecutive years is inseparable from the overall breakthrough in domestic major technological equipment in the field of independent innovation.

On the basis of the introduction, absorption and re-innovation of imported technologies, China has mastered the design and manufacturing technology of the 600MW supercritical thermal power unit in the field of thermal power equipment, and has produced more than 130 units, and its performance has reached the international advanced level, not only freeing itself from import dependence, but also Export to India and other countries. The localization rate of the 1000 megawatt ultra-supercritical unit currently reaches about 70%, and is gradually increasing. Currently, the electricity efficiency of the 10 generating units that have been put into production and operation is basically stable at about 45%, and the standard coal consumption of power supply is about 285 grams per kilowatt hour. . Relying on the Three Gorges Project to promote the implementation of technological upgrading of the hydropower industry, China’s hydropower equipment system has achieved historical leapfrogging in a few short years. Francis waterwheel model test, large thrust bearing test rig, and 800-grade evaporative cooling test rig have reached advanced countries in the world. The same level. In addition, domestic enterprises have the capability to independently develop large-scale pumped-storage generating units through the digestion and absorption of the technology for manufacturing and tying and tendering through cooperation with foreign countries.

Relative to the field of thermal power and hydropower equipment, the localization of nuclear power equipment started late and is technically difficult, but it still forms a nuclear power equipment manufacturing system with considerable scale and a certain level of technology, and can fully rely on its own strength to support the needs of China’s future nuclear power development. . “At present, China has gradually mastered the design and manufacturing technology of most key equipment for the second-generation nuclear power nuclear islands and conventional islands. There are still some equipment, such as main circulating pumps, nuclear-grade pumps, and nuclear-level valves that need to be imported. However, The introduction of the third-generation AP1000 technology and the initiation of the CAP-1400 study indicate that China has entered the advanced world level,” said Zhang Yalin.

The most prominent performance is in the field of power transmission and transformation equipment. Relying on the Three Gorges Hydropower Project, the Northwest 750 kV AC power transmission demonstration project and the UHV AC/DC transmission and transformation demonstration project have improved the design, manufacture and testing capabilities of domestic power transmission and transformation equipment, and basically have become stronger. The competitiveness of domestic and foreign markets. It is understood that at present, China has mastered a number of core power transmission and transformation technologies with independent intellectual property rights and has reached the world's advanced level. The UHV 1000 kV AC and ±800 kV DC transmission and transformation complete sets of equipment independently developed by domestic enterprises have been put into operation. The operation is in good condition and the main performance indicators meet the design requirements. However, Zhang Yalin pointed out that overall, the proportion of localization still needs to continue to improve and achieve high-quality mass production.

The industry is big but not strong

Although the electrician industry already has a rapid development basis, it still faces many uncertainties. "The current world economic recovery is still very fragile. The future economic situation must not be overly optimistic. Trade protectionism continues to heat up. The competition for seizing future development opportunities and competing for the commanding heights of strategic emerging industries is becoming increasingly fierce." Zhang Yalin believes that the industry is large but not strong. It is the most prominent and pressing issue at present.

It is understood that although China's power generation equipment and power transmission and transformation equipment products rank at the advanced level in the world, but the overall innovation capability of the electrical industry is not strong, the industry's core competitiveness is insufficient, and the ability of industry independent innovation is weak, and it is difficult to effectively support structural upgrading. “At present, the industry has not yet formed a large enterprise group with an annual output value exceeding RMB 100 billion. The enterprise’s R&D capability is insufficient and the core technology mainly depends on the introduction.” Zhang Yalin said.

At present, the concrete manifestations are as follows: First, the development of basic technologies, key basic components, basic technologies, and special high-quality raw materials lags behind and cannot adapt to the development needs of the host computer. They are heavily dependent on imports, resulting in the development of the host being controlled by others. Key auxiliary parts such as large casting and forging parts and pump valves for power generation equipment, key parts and components such as insulation materials and switch operators for UHV power transmission equipment have become the main problems that hinder the improvement of the core competitiveness of major technical equipment products; second, the industrial structure contradicts the constraints of the industry. development of. At present, the most prominent problem is that the expansion of the capacity of the electrical appliance industry is too rapid, and excessive competition in the low-end sector has already led to a further decline in self-accumulation ability, seriously affecting the self-development of the company. Moreover, some sub-sectors have experienced serious problems in their repeated construction. The homogenization of enterprises' positioning has become a serious problem. Product quality problems have become prominent and market competition has been chaotic.

In addition, some new problems have emerged in the electrician industry after the financial crisis. For example, the development of the industry relies excessively on the traditional processing and manufacturing industries. The development of the modern manufacturing service industry is slow; the development of the industry relies mainly on traditional processing and manufacturing; the modern manufacturing service industry contributes little to the development of the industry; and the organizational structure of the manufacturing industry is weak and scattered. Have the bargaining power and conversational power with large users.

In addition to the industry's own problems, Zhang Yalin stressed the need to clearly understand that the growth in market demand has slowed down from a high level. “As China’s industrialization and urbanization process accelerates, the demand for high-speed demand has increased in the previous period when power generation equipment and power transmission equipment were transformed. The growth momentum will gradually slow down, and the trade protection forces in the post-crisis era will rise. More and more countries will continue to increase access to the market for electromechanical products, which will inevitably cause difficulties for China's continued expansion of exports."

With regard to various bottlenecks in the development of the industry, Zhang Yalin proposed the guiding principle of transforming the development approach as the goal, enhancing independent innovation capabilities and enhancing core competitiveness as the top priority. It is recommended that enterprises vigorously promote energy conservation and emission reduction, vigorously expand domestic and foreign markets, and vigorously promote power generation. Optimization and upgrading of key areas such as equipment, power transmission and transformation equipment, and distribution equipment; development and development of strategic emerging industries, focusing on the development of wind power, photovoltaic and power electronics industries; vigorously promote the development of smart grid equipment, and promote the development of electrical equipment to high-end manufacturing development of.