Wushan Township, Mile City, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, Three Gorges Energy Yunnan Mile West Wind Farm.
Photo by Zhang Hongke (Photo China)
Hailin City, Heilongjiang Province, the underground main building of State Grid Xinyuan Heilongjiang Huanggou Pumped Storage Power Station.
Photo by Zhang Chunxiang (Photo China)
In Huizhou City, Guangdong Province, the dome hoisting of Unit 2 of CGN's Taipingling Nuclear Power Project was completed.
Photo by Ou Yongjie (Photo China)
core reading
Under the guidance of the "Double Carbon" goal, the favorable factors for the electrical appliance industry have increased. Since the beginning of this year, a batch of major power equipment has been successfully rolled off the assembly line, key energy projects have been approved one after another, orders from related manufacturing companies have continued, and the electrical appliance industry has ushered in a comprehensive recovery growth.
The world's largest! On February 28, the first wind turbine with an impeller diameter of 230 meters on the 8.5-11 MW land platform of Sany Heavy Energy was successfully rolled off the production line. This is the onshore wind turbine with the largest power and the largest diameter of the impeller that has been offline in the world.
The first in China! On March 8, my country's first nationally produced F-class 50 MW heavy-duty gas turbine commercial demonstration unit was officially put into commercial operation, filling the gap in my country's independent gas turbine application field. Heavy-duty gas turbines reflect the level of a country's equipment manufacturing industry.
In 2022, the electrical appliance industry will operate generally smoothly, with the main business income of the industry approaching 6 trillion yuan, a year-on-year increase of about 10%; the total profit will exceed 350 billion yuan, a year-on-year increase of about 10%. According to the latest data from the National Bureau of Statistics, from January to February, the added value of the industry increased by 13.9% year-on-year, 3.1 percentage points faster than that in December last year; profits increased by 41.5% year-on-year, continuing to maintain a rapid growth trend.
"In 2023, the electrical appliance industry will fully achieve restorative growth." The relevant person in charge of the China Electrical Equipment Industry Association said that it is expected that the main business income of the electrical appliance industry will increase by more than 10% year-on-year, the total profit will increase by more than 10% year-on-year, and the total import and export volume will increase by more than 10%. , imports, and exports will all have a relatively large increase.
Under the guidance of the "double carbon" goal, the electrical industry welcomes new opportunities
On February 22, the Liaoning Daya River Pumped Storage Power Station project was officially approved by the Liaoning Provincial Development and Reform Commission. The installed capacity of the power station is 1,600 megawatts. It is planned to install 4 single-machine water pump hydro-generator sets, and construction will start in the second half of this year.
On February 27, the 100MW wind power project in Nagchu Seni District was approved by the Tibet Autonomous Region Development and Reform Commission. The project is the world's largest wind power project installed in areas above 4,500 meters above sea level, and it can provide about 200 million kWh of clean electricity per year after it is put into operation.
Inner Mongolia proposed to speed up the completion of the first batch of 20.2 million kilowatts and the second batch of 11.88 million kilowatts large-scale wind power photovoltaic base projects to be connected to the grid, and promote the construction of the third batch of 11.7 million kilowatts large-scale wind power photovoltaic base projects; Guangxi announced that it will coordinate in 2023 Promoted 95 major wind power projects, with a total project scale of 9991.8 MW...
Under the guidance of the "dual carbon" goal, since the beginning of this year, clean energy power generation projects such as wind power, photovoltaics, and nuclear power have been accelerated; the coal power market has been adjusted, key projects have been approved one after another, and intensive construction has started, and related manufacturing companies have obviously benefited.
Among them, the M701J gas turbine of China Dongfang Electric Group Co., Ltd. (hereinafter referred to as "Dongfang Electric") continues to lead the market, and has received 7 new orders this year. In January alone, Dongfang Electric won new orders of more than 10 billion yuan in the field of coal power and gas turbines. The group's new bids and new effective contracts both increased by more than 50% year-on-year, successfully achieving a "good start".
According to reports, the localization rate of the M701J gas turbine unit has reached 65%. based on the annual operation of 4,000 hours, compared with thermal power units of the same capacity, it can reduce carbon dioxide emissions by 1.6 million tons a year.
In addition, in January this year, a total of 20 wind power projects won the bidding results of wind turbines, with a cumulative capacity of 3184.5 MW. Among them, there are 19 onshore wind power projects and 1 offshore wind power project. Goldwind, Envision Energy, CRRC Shandong Wind Power, Dongfang Wind Power, Harbin Electric Wind Power and other industry companies have reaped a lot.
On February 17, the outer dome of China National Nuclear Corporation's Zhangzhou Nuclear Power Unit 1, the first unit built in batches for Hualong No. 1, was successfully hoisted. The three nuclear main pumps produced by Shanghai Electric Nuclear Power Group were installed smoothly. At present, the three nuclear main pumps produced by Shanghai Electric Nuclear Power Group for the No. 2 unit have all been manufactured, and the shipment is planned to be completed in the first half of this year.
"Power equipment is an important guarantee and support for achieving the goal of 'double carbon'. Under the background of accelerating the construction of a new power system with new energy as the main body, the intelligent level of power equipment is rapidly improving, and enterprises with profound technology accumulation and strong innovation capabilities are welcome. A period of great development opportunities has come." said Nan Cunhui, president of the China Electrical Equipment Industry Association.
Adhere to the drive of innovation and make breakthroughs in major equipment manufacturing
On December 31 last year, after 13 years of independent research and development, the first domestically produced F-class 50-megawatt heavy-duty gas turbine, known as the "fighting machine", was successfully ignited for the first time at the natural gas distributed energy station of Huadian Qingyuan Overseas Chinese Industrial Park. On March 8 this year, it successfully passed the 72+24 hours trial operation and officially put into commercial operation.
"Heavy-duty gas turbines are key equipment in the field of power generation and drive, and reflect the development level of a country's heavy industry." According to the relevant person in charge of Dongfang Electric, the working temperature of F-class 50-megawatt heavy-duty gas turbines exceeds 1300 degrees Celsius, and the speed of 6000 rpm Spin at high speed. Compared with thermal power generating units of the same power, F-class 50 MW heavy-duty gas turbines can reduce carbon emissions by more than 500,000 tons a year.
The F-class 50 MW heavy-duty gas turbine is just one of the microcosms of my country's continuous breakthroughs in the field of energy equipment.
Look at offshore wind turbines——On November 23, 2022, the 16-megawatt offshore wind turbine with the world's largest single-unit capacity, largest impeller diameter, and lightest weight per megawatt, jointly developed by China Three Gorges Corporation and Xinjiang Goldwind Technology, rolled off the assembly line; This year, it will be applied in batches in the second phase of the Liu'ao offshore wind farm project in Zhangpu, Fujian.
Look at the onshore wind turbines—take Sany Heavy Energy’s 8.5-11 MW onshore platform wind turbines as an example. The diameter of the impeller is 230 meters, and the swept area is equivalent to 6 standard football fields. Not only that, but the wind turbine also adopts a lightweight design, which is about 30 tons lighter than products of the same level.
Looking at the field of nuclear power equipment—Shanghai Electric Nuclear Power Group is providing the key component of the toroidal field coil for the new generation of "artificial sun" (the comprehensive research facility for the key system of the fusion reactor host); at present, it has completed the preliminary technology research and development and product manufacturing review, Enter the full-scale production and manufacturing stage.
The enterprise is confident in its development, and the main indicators are expected to achieve rapid growth
Looking forward to the development of the whole year, the electric appliance industry enterprises are full of confidence.
Riveting enough energy, grasping production. Since the beginning of this year, the workshop of TBEA Hengchang Company has been in full swing, and the workers are working hard to ensure the delivery of overseas project orders. Currently, overseas orders have been scheduled until December.
Facing the world, we will strive to attract talents. On March 2, Dongfang Electric announced the 2023 global spring recruitment plan, introducing the recruitment needs of more than 200 positions and more than 500 people.
Accelerate production expansion and invest heavily. On February 14, the groundbreaking ceremony for the Phase I project of Sany (Dongying) Wind Power Equipment Industry base was held in Shandong Dongying Economic and Technological Development Zone. This is after the Chenzhou Intelligent Manufacturing Industrial Park was officially put into operation and the first batch of 500,000-kilowatt wind power projects officially started. Sany Heavy Energy has invested in the construction of an intelligent manufacturing base again, striving to build a "lighthouse factory" for wind turbines.
According to the relevant person in charge of the China Electrical Equipment Industry Association, according to the survey of 55 units, the average growth rate of the company's main business income is expected to reach 14.1% in 2023, and the highest growth rate can reach 50%; the average growth rate of total profits can reach 16.2%. %, with a maximum growth rate of 60%. Among them, the average growth rate of main business income of power generation equipment enterprises can reach 12%, and the average growth rate of total profit can reach 13.3%; the average growth rate of main business income of power transmission equipment enterprises can reach 9.6%, and the average growth rate of total profit can reach 17.9%.
"In 2023, coal power, nuclear power, hydropower and other industries have more orders in hand, and the new energy industry will continue to grow at a high speed." The relevant person in charge of the China Electrical Equipment Industry Association said.
