The hottest power equipment enterprises develop th

  • Detail

According to the financial times 13, the world cup feast brought Ghana not only carnival, but also sadness. This African country, where only 72% of its residents can get electricity, has taken great pains to ensure that its citizens can watch the games, including purchasing 50 megawatts of electricity from neighboring Cote d'Ivoire; Require the public utilities to turn on all available power generation equipment; Force Ghana Valco Aluminum Co., Ltd. to reduce energy consumption; Inform the people to shut down refrigerators, air conditioners and other high energy consuming appliances during the competition

Ghana's power preparation reflects that the potential demand for power worldwide is far from being met, which is a huge opportunity for power equipment enterprises

large market demand in developing countries

the ability of equipment enterprises to master the system is king

on the 14th of this month, the National Energy Administration released data that showed that the cumulative electricity consumption of the whole country reached 262.6 billion kwh in August, an increase of 5.3% year-on-year. In addition, Liu Zhenya, general manager of China national power, previously said that China's electricity demand will reach 7.7 trillion kwh in 2020, with an installed power generation capacity of about 1.6 billion kw

on the one hand is the weakening of power demand in developed countries due to the weak economic recovery, and on the other hand is the urgent need for more power supply in developing countries. According to the analysis of the financial times, the largest sources of power demand in the future are China and India. At present, the per capita electricity consumption of the two countries is one-third and one-fifth of that of the United States respectively. If the per capita consumption of the two countries reaches the level of the United States, the world's electricity consumption will reach more than twice the current level. In addition, in the long run, the demand for turbines in the future will come from low - and middle-income countries. According to the prediction of the International Energy Agency, about US $2.58 trillion will be spent on gas and coal-fired power generation in the world during, and two thirds of the cost will come from developing countries

industry experts said that the leader of power equipment enterprises should be able to provide steam turbines for coal-fired power plants, because coal rich countries need this equipment; It is also necessary to provide micro gas turbines for power generation, because in countries where the power supply network is not yet mature, distributed power supply will develop faster than centralized power supply. Therefore, it requires power equipment enterprises to master the system R & D and production capacity, rather than relying on a single product to win

giants integrate to learn from each other

equipment enterprises are under pressure to move forward

in the past two years, the wave of mergers has swept the entire power equipment industry. Companies including Ge, Siemens and Mitsubishi Heavy Industries have used cyclical recessions to adjust themselves to achieve expected growth

in addition to the eye-catching mergers and acquisitions of Ge Alstom in accordance with the adjustment direction of national industrial policies and the requirements of post disaster reconstruction, there are several mergers and acquisitions that have to be mentioned in the power equipment industry. Siemens spent 785million euros to purchase and revise the gas turbine Business Department of Rolls Royce, which mainly involves the migration of heavy metals, the list of authorized materials and food simulants. Such gas turbines can be used for oil and gas development and distributed power supply; Shanghai Electric announced in May that it would acquire 40% of Ansaldo energy company for 400million euros. At the same time, the two sides also reached a number of strategic cooperation, including cooperation in the technology, manufacturing, sales and services of heavy-duty gas turbines. Before that, Mitsubishi Heavy Industries and Hitachi of Japan announced the establishment of a joint venture in 2012, which integrates geothermal power generation systems, environmental protection devices, fuel cells and other ancillary businesses in addition to gas turbines, steam turbines, boilers and generators

one of the reasons behind this series of consolidation in the power equipment industry is that the long-term weak demand has stimulated weaker competitors to seek partners. Equipment enterprises need to continue to expand, so they look for growth opportunities worldwide, disperse R & D costs as much as possible through integration, and share advanced R & D and production technologies

Julian Mitchell, an analyst at Credit Suisse, said in a report that the merger of Ge Alstom may put more pressure on second-line equipment enterprises such as Ansaldo energy. In addition, equipment manufacturers such as Harbin electric and Dongfang Electric, which take the lead in micro spherical aluminum powder as functional raw materials, will also face the pressure of further integration. However, despite the pressure, due to the large market demand, the prospect is bright

peak shaving power generation relies on gas turbines

equipment manufacturers compete for the market

according to the International Energy Agency, nearly half of the investment in power generation in the next two decades will be concentrated in the field of renewable energy, including onshore and offshore wind power and photovoltaic power generation

wind power generation and solar photovoltaic power generation are developing rapidly, but subject to instability and discontinuity, only equipped with energy storage equipment or adopting multi energy complementary methods can ensure the stable operation of electricity. When wind and solar energy resources are insufficient, gas turbine power generation system as a backup power supply becomes more and more important

industry insiders said that in view of the rapid development of wind turbine and power generation, the biggest pressure faced by gas turbine manufacturers is to adapt to the growing wind turbine and capacity, and develop and produce more flexible gas turbines to facilitate peak shaving operation

on the 10th of this month, GE and Harbin Electric signed a letter of intent for the design and manufacturing demonstration project of efficient, flexible and low emission heavy-duty gas turbine combined cycle generator sets, indicating that GE is trying to continuously expand its gas turbine market share. Gas turbines play a key role in peak shaving power generation, including: major equipment manufacturers compete in the international market. In the final analysis, they also need to improve their internal skills and improve the technical content of products

Copyright © 2011 JIN SHI