Power equipment industry: Substation is the bright spot in the future Electric vehicle route is uncertain

The nuclear power project has not yet been thawed. China's newly installed nuclear power capacity will be greatly reduced in 10 years. The occurrence of nuclear accidents in Japan will make high-level attitude toward nuclear power development more cautious. Suspended approval of nuclear power projects has not restarted and will inevitably lead to new installation of nuclear power by 2020. The capacity is greatly reduced, and nuclear power plays an irreplaceable role in reducing the proportion of fossil energy consumption in the country. If nuclear power slows down, according to the current development of non-fossil energy such as hydropower, wind power and solar energy in China, it will not be enough to fill the gap. 2020 Annual carbon emissions per unit of GDP may be difficult to achieve. "12th Five-Year Plan" natural gas power generation will reach 60 million kilowatts of distributed natural gas power generation has become the country's "Twelfth Five-Year Plan" energy planning one of the key. In April 2010, the National Energy Administration issued the “Letter to Solicit Opinions on the Development of Natural Gas Distributed Energy Guidelines.” It is proposed that by the year 2011 China plans to build 1,000 natural gas distributed energy projects; by 2020, Cities above designated size promote the use of distributed energy systems, with an installed capacity of 50 million kilowatts. It is understood that at present, the cost of domestic construction of natural gas power stations is generally around 3,000 yuan / kilowatt. If the goal is calculated at 60 million kilowatts, the domestic investment in natural gas power generation will reach nearly 200 billion yuan in the next five years.

The national power grid will build 5,000 smart substations in the 12th and 5th “12th Five-Year Plan” period is the key period for the smart grid construction. China will build about 5,182 smart substations of 110 kV and above, and will transform about 1,052 substations of 110 kV and above. Make it smart, and then realize self-awareness, discrimination and intelligent decision-making, automatic completion of sequential control, on-line monitoring of primary equipment, intelligent linkage of auxiliary systems, advanced application of substation automation systems, etc. Therefore, this will significantly promote smart transformers and electronics. The development of related industries such as sensors and intelligent electronic control systems.

Electric vehicles recharge and exchange power to fight for the darker Four-way competition for interests Whether it is "recharging" or "recharging," batteries, charging interfaces, and other related technical standards are not uniform and are all bottlenecks in the industry. In this context, the State Grid has expressed its desire to promote the establishment of a national unified standard system for electric vehicle charging facilities. Regarding the dispute over the route, how to coordinate the interests of all parties, test the wisdom of decision-making, and cast a shadow over the future development of electric vehicles.