New trend of motor energy saving competition

The next decade will be a golden age of technological conservation.Technological energy conservation covers a wide range, including advanced and applicable technological transformation of key traditional industries such as waste heat utilization, energy-saving lighting, energy-saving transportation and electric power, iron and steel, non-ferrous metals, petroleum and petrochemical, chemical industry and building materials.The research of GF Securities classifies it into three key fields: industrial field, construction field and electromechanical field.Motor energy saving is the key to industrial power saving.

The three rounds of consultation procedures for the Development Plan for energy conservation and environmental protection industries have all been completed, and are expected to be released within this year.China's environmental investment during the 12th Five-Year Plan period is expected to reach 3.1 trillion yuan, up 121% from 1.54 trillion yuan during the 11th five-year Plan period.

The electric consumption of all kinds of electric motors accounts for 60%~70% of the total industrial power consumption in China.However, the competition in the field of motor energy saving is the most fierce and cruel in many technology energy saving industries.

According to the research of Great Wall Securities, the main sub-industries and listed companies of motor energy conservation are numerous, including the air cooling technology of power station, secondary equipment of power station, carbon capture and storage, frequency converter, energy-saving transformer, efficient motor, electronic power and components, etc.

The market prospect of inverter is worth paying attention to.Shanxi Securities research pointed out that the potential market of high voltage inverter up to 60 billion yuan.

In terms of frequency converters, there are many listed companies. First of all, there are hekang Frequency conversion, Rongxin Shares, Zhiguang Electric and Jin Zitianzheng in the high-voltage frequency converters market with huge demand.Some companies are in the form of industrial chain eaters, including Kyushu Electric, power sources have high, medium and low voltage full series inverter;In addition, Kelu Electronics also has a piece of the pie in this field, with high, medium and low voltage frequency converters, but frequency converters account for a small percentage of the revenue.We will prefer kyushu electric hehekang company frequency conversion, the former has high, medium and low pressure complete series inverter, inverter income 183 million, 2009, accounts for the proportion of main business income of 48.59%, which is the industry leading and standard setters, with 6 kv and 10 kv general high voltage inverter, high voltage inverter vector control converter, synchronous machine.A brokerage electrical industry analyst pointed out to reporters.But the high efficiency motor enjoys the infinite possibility because of its preferential policy particularity.The research of Guosen Securities shows that since the cost of efficient motor is higher than that of traditional motor, the gap between them will be reduced after the financial subsidy, so the market share of efficient motor will be greatly increased.

In terms of efficient motors, wolong Electric, Dun 'an Environment, Tuobang, Lepraer Automation and other leading companies are gathered together.This industry should focus on leading companies with outstanding technical advantages. For example, Wolong Electric is the leading company in the differential motor industry, with servo control and frequency conversion drive technology, synchronous permanent magnet motor technology, high-voltage level traction transformer manufacturing technology, linear electromotor stator and its winding technology and other high-end technologies.Among them, its high - voltage converter has been realized mass production.But Wolong is planning to develop high-capacity lithium-ion batteries, which could pose risks, the industry analyst said.However, the competition in the field of motor energy saving is the most fierce and cruel in many technology energy saving industries.

Take Rongxin Group as an example, it is the leading enterprise of energy saving and consumption reducing products of high-power power and electronics.The design and manufacture of high voltage inverter and high voltage dynamic reactive compensation device (SVC) in the direction of power electronics are the main source of the company's income.SVC accounted for about 47% of orders in the first half of 2010, but its market competition has begun to intensify.

At present, many enterprises are developing SVC, among which the amount of SVC needed by power grid is the largest, and the SVC of Rongxin Group is the rival of Power Grid Research Institute.The main competitors in the circuit industry a

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