Investment summary:
Because the power station is empty cold equipment replaces partial water-cooling facility, market of reason air cold equipment wave motion of relatively smooth, boom is relatively lesser, the case will be good equipment of Yu Huo phone 3 old lead plane.
Empty cold market rises the power station nearly two years rate is rapid, but unit price glides the trend is very clear. Our estimation, battalion received amount increase rate to be 25-30% about 2007. As a result of our country stand-alone proportion of aircrew of 600 thousand kilowatt increases considerably, plus homebred change rise, manufacturer amount increases, competition of invite public bidding is intense, the price compared reason generally 2007 2004, cheap 2005 30-40% .
Size of market of cold equipment of air of power station of predicting whole nation was added 2008 fast it is about 20% the left and right sides; Have apparent growth hard 2009. The main firm on the market has 6, china and foreign countries takes an in part each, before 3 are the first echelon formation (city occupies rate 20-25% , actual strength close, contain haing air conditioning) , hind 3 are the 2nd echelon formation (city is occupied rate 5% the left and right sides, actual strength also close) . Current, the market still has new firm to be in enter.
One, cold equipment summarizes power station sky
Traditional ammunition power plant is the refrigeration that will realize circular water through opening type flood tower, need otherwise to stop ground water supply; And empty cold power station does not need to build water tower, come to what cooling and low-pressure vapour makes condense with air for water, the loss of water is little. At present most firepower power plant uses water refrigeration means. The advantage of empty cold pattern is section water, defect is cost moving cost is tall, high. The cost of empty cold facility of made of baked clay aircrew of myriad of a 2*60 makes an appointment with 170 million yuan, and water-cooling equipment needs 120 million yuan only; Coal consumption is tall, every annual meeting consumes electric power more 60 million degrees, about corresponding 20 million yuan of value. But it also but section water makes an appointment with 1200-1400 10 thousand tons.
The component of empty cold equipment basically includes the power station: Wing piece electric machinery of machine of platform of check, steel structure, empty air cooling, reducer, frequency conversion (transducer and electric machinery) wait, outside dividing steel structure, other component all has larger proportion to come from import at abroad, but haing air conditioning (600202) it is OK already to wait for ethical firm full implementation is homebred change. In cost structure (with 2*60 myriad made of baked clay aircrew is exemple) , wing piece check is occupied 65% the left and right sides, steel structure platform is occupied 15% the left and right sides, machine of empty air cooling, reducer (gear case) , frequency conversion electric machinery (transducer and electric machinery) each are occupied 4% the left and right sides. Main raw material is material of aluminous material, armor plate of seamless steel tube, container, copper.
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