Competition Analysis of Motor Energy Conservation Market

The next decade is the golden age of technological energy saving. The technology covers a wide range of energy conservation, including advanced heath utilization, energy-saving lighting, energy-saving transportation, and advanced and applicable technological transformations in key traditional industries such as electricity, steel, non-ferrous metals, petroleum and petrochemicals, chemicals, and building materials. GF Securities's research has summarized it into three key areas: industrial, construction, and electromechanical. Motor energy saving is a key part of industrial power saving.
The three rounds of solicitation procedures for the “Energy Conservation and Environmental Protection Industry Development Plan” have all been completed and are expected to be introduced within the year. It is expected that China's environmental protection investment will reach 3. trillion during the 2th Five-Year Plan period, which is an increase of 2% from the .54 trillion investment during the th Five-Year Plan period.
The electricity consumption of various types of motors in China accounts for 60%-70% of the total electricity consumption in China's industry, so the prospects for energy-saving motors are huge. However, the competition in the field of motor energy conservation is the most fierce and cruel in many technological energy-saving industries.
According to research by Great Wall Securities, the current major sub-sectors of motor energy conservation and listed companies are numerous, including air-cooling technology for power stations, secondary equipment for power plants, carbon capture and storage, frequency converters, energy-saving transformers, high-efficiency motors, electronic power and components, etc. Multiple sub-sectors.
Among them, the market prospects of frequency converters deserve attention. The study of Shanxi Securities pointed out that the potential market for high-voltage inverters is as high as 60 billion yuan.
In terms of frequency converters, there are a number of listed companies, first of all, in the high-voltage inverter market where there is a huge demand, and there are Hekang frequency inverters, Rongxin shares, Zhiguang Electric and Jinzi Tianzheng.
Some companies are in the form of industrial chain eaters, including Jiuzhou Electric and power sources all have high, medium and low voltage inverters; in addition, Ke Lu Electronics also has a share in this field, with high, Medium- and low-voltage inverters, but the inverter's revenue accounted for a small proportion of operating revenue.
We are more optimistic about Jiuzhou Electric and Hekang Inverter. The former has a full range of high, medium and low voltage inverters. In 2009, the frequency converter revenue was 83 million, accounting for 48.59% of the main business revenue. The latter is the industry leader and standard setter. , With 6kV and 0kV universal high-voltage inverter, vector control high-voltage inverter, synchronous high-voltage inverter. A brokerage electrical industry analyst pointed out to reporters.
High-efficiency motors enjoy unlimited possibilities due to the special nature of their policy preferences. Guoxin Securities' research shows that because the cost of high-efficiency motors is higher than that of traditional motors, the financial subsidies will reduce the gap between the two, thus greatly increasing the market share of high-efficiency motors.
In terms of high-efficiency motors, we have gathered several leading faucets such as Wolong Electric, Dunan Environment, Topband, and Lepuole Automation.
This industry has to pay attention to leading companies with outstanding technical advantages, such as Wolong Electric Co., Ltd. is the leader of differential motor industry, has servo control and variable frequency drive technology, synchronous permanent magnet motor technology, high voltage grade traction transformer manufacturing technology, linear motor long stator and its winding Technology and other high-end technologies. Among them, its high-power high-voltage inverter has achieved mass production. The above electrical industry analyst pointed out that Wolong Electric is planning to develop a large-capacity lithium-ion battery project, which may pose risks.
However, the competition in the field of motor energy conservation is the most fierce and cruel in many technological energy-saving industries.
Taking Rongxin as an example, it is a leading enterprise for high-power electronic energy-saving products. The design and manufacture of high-voltage dynamic reactive power compensation (SVC) devices in the direction of high-voltage inverters and power electronics is the main source of revenue for the company. Judging from the percentage of orders in the first half of 200, SVC accounted for about 47%, but its market competition has begun to fierce.
At present, many companies are researching and developing SVC, among which the SVC required by the power grid is the largest, while the rival of Rongxin's SVC in the power grid market is the Institute of Electrical Engineering; the main rival of the circuit industry is CSR Zhuzhou Times and Siyuan Electric. Currently, the saturation of SVC in the metallurgical industry is about 70% or more, and less than ten companies are involved in the competition. The SVC's capacity required in the wind power market is small, the compensation methods are varied, and the competition is fierce.
Rongxin Co., Ltd. wants to expand the future business development of SVC, mainly looking at the needs of the power grid and other industries outside of metallurgy. The above industry analyst pointed out.