This report is right " 915 " hind the size dimensions of 220kV of 3 years of home and transformer of high end of above voltage grade and market dimensions undertake quantification analyse.
As a result of the addition that electrified wire netting invests, especially company of national electrified wire netting invests increase, "915 " investment of electrified wire netting exceeds 1.4 trillion, be " 15 " 3 times what electrified wire netting invests, "915 " hind change 3 years to be defeated the demand of electric equipment is more exuberant, transformer regards electrified wire netting as one of 3 large facility, the gold that receives a trade (information, prices) period.
Investment of electrified wire netting is in to special electrified wire netting of high pressure, dc, 750kV and 220kV and move of the following electrified wire netting.
"915 " hind install do 220kV and capacity of above transformer put into production exceed 120 million kilovolt 3 years, compound increase rate is 16% ; Amount 86.5 billion yuan, compound increase rate is 25% .
Dc, special the market size of high pressure and 750kV is equivalent to half 500 (330) KV market, as a result of homebred the requirement that change, be changed electrical engineering especially (600089, ) , Tian Wei is protected change (600550, ) and on the west forestall of electric group place, be benefited the biggest.
500 (330) KV transformer demand drops somewhat adjacent keep balance, if 330kV transformer put into production slants this year little, criterion 8 years put into production achieves 500kV transformer height; 220kV transformer demand is compound increase rate 20% , become electrical engineering to be protected with Tian Wei especially change want to make be produced outspreadly can get developing must wanting strive for 220kV market.
The dc of tall wool interest rate, special product of high pressure, 750kV is proportional growth will make become electrical engineering to protect the gross profit that change to lead prep above 7 years with Tian Wei especially.
Become electrical engineering especially (600089) , Tian Wei is protected change (600550) , 3 change science and technology (002112, ) (002112) will be benefited the industry grows. Maintain be defeated change electric industry " banner big city - A " investment grade, industry stress recommends transformer to become electrical engineering especially.