Who will enjoy the 270 billion yuan feast brought by UHV

Who will enjoy the 270 billion yuan feast brought by UHV Xinjiang Power Grid and Northwest Power Grid, Tibet Power Grid and Qinghai Power Grid are connected to the grid. The 1,000 kV Jin South East-Nanyang-Jingmen UHV AC pilot demonstration project passed the national acceptance in early August and China became the world’s first UHV AC and DC project. Countries that achieve commercial operations.

According to the national grid plan, investment in the UHV in the next five years will reach 270 billion yuan, which is undoubtedly a very exciting news for related companies in power equipment. Who will eventually have the opportunity to enjoy this feast? As the technical requirements of UHV equipment are more stringent, the entry threshold is higher. According to the relevant electric equipment enterprises that were developed and supplied with the UHV equipment in the previous period, the following companies may win the following 100 electrician equipment enterprises.

line:
The greatest beneficiary of the AC line may be Pinggao Electric, and the biggest beneficiary of the DC line may be XJ Electric.

transformer:
China West Power, TBEA, and Tianwei change three worlds. Transformers account for 50% of substation investment, showing that the future is promising.

Reactor:
Xi'an Transformer Co., Ltd. and Hengyang Transformer Co., Ltd.
Pinggao Electric, New Northeast Electric, Xi'an High Voltage Electrical Protection Control System:
Nan Rui Ji Bao, Xu Ji Group, Sifang Insurance, but the above is merely a speculation, and ultimately who has to go through tenders, tenders and a series of issues, so it is still not completely sure. If there is a certain strength in the relevant subordinate industry, during this period it will not be prepared, and chances are that it will have a chance to win a share in the UHV investment feast. Even if this is unsuccessful, it does not matter, and it will be the next opportunity: According to relevant sources, by 2020, China’s investment in UHV construction will reach around 600 billion yuan.

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