Energy-saving goals increase, promising prospects for energy-saving power equipment

Under the pressure of high energy-saving targets, the prospects for energy-saving power equipment market are attracting attention.

In 2012, the industrial energy saving target was set at 5%, which was 1.5 percentage points higher than the 3.5% industrial energy saving target in 2011. The prospect of energy-saving power equipment with high target pressure is broad, and experts have high expectations for the high-voltage frequency conversion energy-saving market.

The prospect of energy-saving power equipment can be expected to be held on December 26, 2011 at the National Conference on Industry and Informatization. Miao Wei, Minister of the Ministry of Industry and Information Technology, stated that the goal of energy-saving and emission reduction in 2012 is to reduce the energy consumption and carbon dioxide emissions per unit of industrial added value. 5% and 5% or more. Compared with the first three quarters of 2011, industrial energy consumption of industrial enterprises above designated size decreased by 2.56% year-on-year, and in 2012, the energy saving target of 5% was set. Industrial energy-saving is facing greater pressure.

Under the pressure of high energy-saving targets, the prospects for energy-saving power equipment market are attracting attention.

“In 2011, under the background of the declining macroeconomic environment, the demand for related electrical products has slowed down.” Liang Yumei, an analyst at Shanxi Securities Co., Ltd. introduced that industrial enterprises, especially small-scale industrial enterprises, have been gradually tightened due to financing difficulties and the tightening of downstream demand. Reduce investment, "thus leading to a shrinking demand for upstream investment products."

“But in light of the recent energy-saving emission reduction policy, I believe that the power equipment market related to energy-saving emission reduction may be less affected by the macro economy in 2012.” Chen Boshi, a well-known professor in the field of electrical automation, told reporters that he has energy-saving power equipment It is expected that "especially the high-voltage frequency control industry will continue to move forward steadily."

High-voltage frequency conversion inventory transformation space beam Yumei analysis, high-voltage frequency conversion, energy-saving motors and a group of related industrial energy-saving equipment manufacturing enterprises will become the main beneficiaries, "The use of frequency converter motor system power saving rate is generally about 30%, we are high-voltage conversion Energy market prospects have higher expectations."

“In 2012, the increasing pressure of industrial energy conservation, coupled with the rise in energy prices, the benefits of high-voltage inverter energy saving are becoming increasingly apparent, and the investment recovery period is only 1 to 2 years. Companies have a stronger incentive to transform inverters.” Chen Boshi said.

"Macroeconomic downturn may affect the incremental market, but the industry involves a lot of stock transformation and can still support the rapid growth of the industry." The experts told reporters that the current transformation of the motor inverter is only about 30%, the market for stock reform is still large, It is expected to maintain a growth rate of 30% to 40% in the next five years.

"In 2011, the National Energy Administration issued energy-saving targets to all levels of government. In 2012, it also required national rigid assessments. With the government's promotion, the development of high-voltage inverters will be faster." Fan Guojun, Beijing Guodian Siwei Clean Energy Technology Co., Ltd. told reporters, He believes that in 2012 the frequency conversion speed regulation energy-saving market will be greatly improved. "It is expected that the speed of improvement should be about 40%, and the market space is mainly concentrated in frequency conversion."

The profit of the inverter manufacturers can be converted into a frequency inverter manufacturer in China. The relevant responsible person thinks that the high voltage frequency conversion market will enter the harvest period. "After the price wars in 2009 and 2010, the high-voltage frequency converters on the market are currently at a price of around 500 yuan per watt. The industry price war is basically over, and the industry's earnings tend to be stable." Frequency conversion is expected to maintain the gross profit margin of high-performance high-voltage frequency converters at more than 60% for the past three years.

The reporter learned that with the rise of domestic high-voltage inverter manufacturers such as Leader Huafu, Dongfang Hitachi, and Hekang Inverter, the pattern of monopoly markets for imported products by foreign manufacturers has been broken. In October 2011, Schneider completed the acquisition of Lead Huafu, which objectively gave Hekang the opportunity to expand its market share. It is expected that after surpassing Siemens, it will become the number one manufacturer in the domestic high voltage inverter industry.