Energy-saving and emission-reducing heat-driven inverter market demand tends to be high-end

With the increase of energy conservation and emission reduction as a national strategy, frequency converters have a wide range of applications, cost-effectiveness, and significant energy-saving and emission-reduction effects. Therefore, they benefit significantly and have a promising market. But at the same time, due to the rapid economic development, the high-end trend of the inverter market has become increasingly apparent.

Guodian South has transferred 40% of its equity from New Energy Technology Corporation to Hekang's inverter for RMB 60 million. The relevant personage pointed out that this move is Guodian Nanzi's equity cooperation with Hekang, and it will enlarge and strengthen the frequency conversion business.

It is understood that since the establishment of State Energy South New Energy since May 2010, operating income of 138 million, a profit of 3.04 million, net profit margin of only 2.2%. After the cooperation between Hekang and Nanzou, Nanzi New Energy can purchase modules from Hekang and purchase control units from south to achieve the purpose of cost reduction, and has strong complementarity in terms of cost, technology and market. There is a huge synergy. In 2010, the number of new orders and orders for Hekang's frequency conversion exceeded Siemens and ranked second.

Another domestic inverter giant Invensys released an announcement, plans to invest 72 million yuan, the implementation of "an annual increase of 500 sets of high-voltage inverter expansion project", of which an increase of 52 million yuan in construction investment, initial liquidity of 20 million yuan. The new construction investment will invest 29 million yuan in the first year and 23 million yuan in the second year.

The new project will begin in March 2011 and end in December 2011 for a period of 10 months with a short project cycle. It will be put into production in the second year and reach 50% of design capacity, and will reach design capacity in the third year. The implementation of this project will increase the investment value of Inventronics, with significant economic benefits. The new project is equivalent to 5 times the current production capacity, and it is estimated that the total new profit will increase by 39.18 million yuan in the coming years.

The high-voltage frequency converter is the main mode of energy conservation of the motor, which is in line with the development direction of energy-saving emission reduction in China. With the development of the industry itself, the increasing popularity of products, and the gradual acceleration of import substitution process, it is conservatively estimated that the compound annual growth rate of high-voltage inverters will not be lower than 30% in the next 3 to 5 years, and will maintain an annual growth rate of 40%. . Although the growth of low-voltage frequency conversion products is lower than that of high pressure, the import substitution ratio of low-voltage is gradually increasing, which increases the growth elasticity of domestic low-voltage enterprises.

In recent years, general-purpose high-voltage inverters have attracted a number of new entrants, competition is fierce, and import substitution has been implemented on a large scale. The subfields with the most potential for growth in the future are high-performance high-voltage inverters and ultra-high-power high-voltage inverters. Because the general-purpose high-voltage frequency converter is mainly to meet the energy-saving requirements, and the high-speed frequency converter speed demand is greater than the energy-saving needs, need to bring vector control and energy feedback function to achieve more sophisticated precision motor speed control and process control.

It is reported that the main suppliers of high-voltage inverters abroad mainly include Siemens, Robinson, Rockwell (AB), and ABB, which occupy the high-end market in China and can provide over 20,000 KW of special-power inverters.

There are about 20 manufacturers of high-voltage and high-power inverters in China, such as Leader Huafu, Oriental Cage (current Hitachi Hitachi), Chengdu Jialing, Zhongshan Mingyang, Guangzhou Zhiguang, Shanghai Keda, Shandong Scenery, and Hekang Yisheng. , Jiuzhou Electric, etc., occupy about 20% of the market share of high-voltage inverter, the product is mainly concentrated in the low-end areas, the current power can only reach 8000KW, and there is a gap between international brands. At present, high-performance inverters on the market are still using a lot of international top brands such as ABB and Siemens. The unit price of products is high and profitability is good. In order to enter the high-end market, some domestic powerful inverter manufacturers are actively developing their own high-performance inverters.

Chicken Wire

Hengqu Metal Products Co., Ltd. , http://www.gzwiremesh.com