Investment Strategy Report of China Electric Power Equipment Industry,2007
Simultaneously with the rapid growth of power generation capacity and installed capacity, the power generation structure and the installed structure are further deteriorated: thermal power output shares a proportion of 83.35%, hitting a new record; thermal power installed capacity also set a new record, mounting to 77.82%. Along with the speedy rise of thermal power output, the coal demand is also continuously escalated, which pricks up the transportation pressure and environment pollution.
China plans to expand the hydro power installed capacity to 165 million kilowatts by 2010, in that case, hydro power generator sets will account for 23.9% of the gross power generation installed capacity. Meanwhile, China will make every effort to increase the non-hydraulic renewable energy installed capacity to 10 million kilowatts, accounting for 1.5% of the total installed capacity.
During the 11th Five-Year Plan period, the total power investment is expected to reach RMB 3 trillion, and the gross investment scale for power supply construction should be above RMB 1.5 trillion. In addition, the estimated newly-increased power supply installed capacity will amount to 250 million kilowatts. Hydro power, nuclear power and wind power construction will become the focus of power construction, of which hydro power construction will attract most attention and will need an predicted investment of over RMB 400 billion.
China plans to expand the hydro power installed capacity to 165 million kilowatts by 2010, in that case, hydro power generator sets will account for 23.9% of the gross power generation installed capacity. Meanwhile, China will make every effort to increase the non-hydraulic renewable energy installed capacity to 10 million kilowatts, accounting for 1.5% of the total installed capacity.
During the 11th Five-Year Plan period, the total power investment is expected to reach RMB 3 trillion, and the gross investment scale for power supply construction should be above RMB 1.5 trillion. In addition, the estimated newly-increased power supply installed capacity will amount to 250 million kilowatts. Hydro power, nuclear power and wind power construction will become the focus of power construction, of which hydro power construction will attract most attention and will need an predicted investment of over RMB 400 billion.
1. Status quo of power and power equipment industry
1.1 Power operation
1.2 Main power equipments
2. Analysis on power operation
2.1 Power supply structural adjustment and energy-saving & environmental protection to become the focus
2.2 Enterprise assets injection and overall listing status
3. Development of power equipment industry
3.1 Demand for main products remain vigorous due to the economy growth and power grid investment
3.2 Cost pressure not to be alleviated
3.3 Competition inside the industry remain fierce
3.4 Energy-saving policies boost the industry re-arrangement
3. Major enterprises
3.1 Yangtze Power
3.2 Guiguan Electric Power
3.3 Guodian Nanjing Automation Co., Ltd.
3.4 Pinggao Electric
3.5 Jinshan Thermoelectricity Co., Ltd.
Tables/Figures
Power generation capacity, 1997-2006
Gross investment in power electricity, 2000-2006
Status quo of power grid construction, 2000-2006
Power consumption, 1997-2006
Installed capacity, 1997-2006
Power generation and installed structure, 2006
Income, profit growth and gross profit margin of steam turbine and auxiliary turbine
Income, profit growth and gross profit margin of boiler and auxiliary equipments
Income, profit growth and gross profit margin of transformer, rectifier and mutual inductor
Income, profit growth and gross profit margin of feed switch and controlling devices
Income, profit growth and gross profit margin of power electronic components and devices
Income, profit growth and gross profit margin of wire and cable
Gross profit margin of transformer, rectifier and mutual inductor
Trend of international copper price in recent two years
Main power generation products, 2006-Feb 2007
Main power transmission & transformation and controlling equipments, 2006- Feb 2007
Main products of the generator manufacturing industry, 2006- Feb 2007
Main products like wire, cable and other electrician equipments, 2006- Feb 2007
1.1 Power operation
1.2 Main power equipments
2. Analysis on power operation
2.1 Power supply structural adjustment and energy-saving & environmental protection to become the focus
2.2 Enterprise assets injection and overall listing status
3. Development of power equipment industry
3.1 Demand for main products remain vigorous due to the economy growth and power grid investment
3.2 Cost pressure not to be alleviated
3.3 Competition inside the industry remain fierce
3.4 Energy-saving policies boost the industry re-arrangement
3. Major enterprises
3.1 Yangtze Power
3.2 Guiguan Electric Power
3.3 Guodian Nanjing Automation Co., Ltd.
3.4 Pinggao Electric
3.5 Jinshan Thermoelectricity Co., Ltd.
Tables/Figures
Power generation capacity, 1997-2006
Gross investment in power electricity, 2000-2006
Status quo of power grid construction, 2000-2006
Power consumption, 1997-2006
Installed capacity, 1997-2006
Power generation and installed structure, 2006
Income, profit growth and gross profit margin of steam turbine and auxiliary turbine
Income, profit growth and gross profit margin of boiler and auxiliary equipments
Income, profit growth and gross profit margin of transformer, rectifier and mutual inductor
Income, profit growth and gross profit margin of feed switch and controlling devices
Income, profit growth and gross profit margin of power electronic components and devices
Income, profit growth and gross profit margin of wire and cable
Gross profit margin of transformer, rectifier and mutual inductor
Trend of international copper price in recent two years
Main power generation products, 2006-Feb 2007
Main power transmission & transformation and controlling equipments, 2006- Feb 2007
Main products of the generator manufacturing industry, 2006- Feb 2007
Main products like wire, cable and other electrician equipments, 2006- Feb 2007
