Power Generation Equipment Manufacturing Facing “Driving Test”

2009 was an extremely difficult year for China's power generation equipment manufacturing industry. In response to the international financial crisis, the power generation equipment manufacturing industry actively implemented a series of policies and measures such as the national energy conservation and emission reduction. To adapt to market demand and adjust product mix, the production rhythm of the industry gradually slowed down. According to the latest statistics from the China Federation of Machinery Industry Power Generation Equipment Center, in 2009 China produced a total of 117 million kilowatts of power generation equipment, and the results of product structural adjustment began to show.

At present, although China's economic situation has gradually recovered, but in terms of internal and external environment, the power generation equipment manufacturing industry will still face a complicated situation in 2010. All kinds of signs indicate that from the previous high-speed growth to slower growth of the industry and increasing pressure on industrial restructuring, the power generation equipment manufacturing industry will face an “exam exam” in 2010. The questions are: How will China's power equipment manufacturing industry be laid out in the next 2~3 years? How to achieve a healthy development of the industry?

In 2009, the product structure adjustment performed well

According to the latest statistics, the production of power generation equipment in the country increased by -11.6% year-on-year in 2009. This performance is the return of the two-year high-speed growth of power generation equipment and the impact of the dual factors of the international financial crisis. It is a sign that the product structure is in urgent need of adjustment.

The structure of energy products began to change after adjustments. Among them, the production of thermal power units (by power generators) was 83.95 million kilowatts, which accounted for 71.3% of the total power generation equipment, which was a 6.9% reduction compared to 2008; the production of clean energy hydropower units was 21.22 million kilowatts, accounting for 18.1% of the total power generation equipment. In 2008, the proportion increased by 0.8%; the production of wind turbines was 10.75 million kilowatts, which accounted for 9.2% of the total amount of power generation equipment, a 4.7% increase over the proportion in 2008, and a year-on-year growth of 97%; the production of nuclear power units was 1.65 million kilowatts, accounting for 1.4 of the total amount of power generation equipment. %.

In power generation equipment, the proportion of large-scale units has gradually increased. In 2009, among the large thermal power generator sets, 1 million, 6 million and 300,000 kilowatt-class turbine generators completed 141 sets of 65.7 million kilowatts, accounting for 78.6% of the thermal power generators, and the proportion of large generators increased by 20.6% from 2002.

According to statistics of power station turbines, high-efficiency energy generating units have been able to produce in batches, and supercritical and ultra-supercritical units have already accounted for 41% of the total. In 2009, 12 sets of 12 million kilowatts of 1 million kilowatts were produced; 40 sets of 60,200 kilowatts of 600,000 kilowatts were produced, including 19 sets of ultra-supercritical units and 15 sets of supercritical units; 24 sets of 300,000 kilowatts were produced, a total of 768 Millions of kilowatts, of which 2 sets of supercritical units, and 38 sets of air-cooled units, totaled 14.87 million kilowatts.

According to statistics of power station boilers, supercritical and ultra-supercritical boilers have accounted for 54% of the total. In 2009, 18 sets of 18 million kilowatts were produced at the level of 1 million kilowatts; 34 sets of 221.2 million kilowatts were produced at the level of 600,000 kilowatts, including 13 ultra-supercritical units and 21 supercritical units; and 23 sets of 300,000 kilowatt-class units, a total of 736 Million kilowatts, including 13 supercritical units and 2 circulating fluidized bed boilers.

Clean energy hydropower 700,000, 600,000 kilowatts units have been independently mass-produced. In 2009, 5 sets of 700,000 kilowatt hydropower generating units were produced, including the Three Gorges Dam underground unit and the Xiaowan unit; in addition, three sets of 600,000 kilowatt hydropower units, namely Pubougou, Goupitan, and Jin'an Bridge were produced.

Wind turbine production has entered a period of high growth. In 2009, the production of wind turbines continued to grow at a high speed, and domestic wind power generators and joint ventures had already dominated the production of wind turbines. Among them, Dalian Huarui, Xinjiang Goldwind, and Dongfang Steam Turbine produced 8.374 million kilowatts, accounting for more than 78% of wind turbine output. Dalian Huarui 3 MW offshore units with independent intellectual property rights have been put into production, and Xiangtan Electric direct-drive 2 MW generating units have been mass produced. 1.5 MW wind turbines are currently the main models.

The production of nuclear power units began to accelerate. Following the completion of the nuclear power generators and steam turbines in the second phase of the expansion of Qinshan, No. 3 aircraft, and Lingao No. 2 No. 3 half speed machine in 2008, No. 4 expansion of Qinshan Phase II in 2009 and No. 4 of Ling'ao Phase II in 2009. The machine has been completed. The main components of the nuclear island of the above-mentioned units have been successively completed, such as reactor pressure vessels, steam generators, voltage regulators, internal components, control rod drive mechanisms, electrical penetrations, and circular cranes. It is expected that Lingao Phase II nuclear power unit and Qinshan Phase II expansion unit will be put into operation in December 2010.

It is worth mentioning that, despite the adverse impact of the international financial crisis, China's power generation equipment exports still performed well in 2009. According to statistics, in 2009 China exported 287 sets of hydropower, thermal power and wind turbines, totaling 16.48 million kilowatts, accounting for 14% of the output of power generation equipment. Among them, there are 10 sets of 600,000 KW subcritical units and 16 sets of 300,000 KW level units. The top four export companies in total value are the Group, Harbin Power Plant Group, Power Plant Group, and Beizhong. They exported 23 sets of 5.87 million kilowatts, 22 sets of 3.5 million kilowatts, five sets of 2.4 million kilowatts, and five sets of 1.43 million kilowatts (steam turbines). generator).

However, statistical data also show that the production concentration of power generation equipment products in 2009 decreased compared with 2008. Harbin, Dongqi, and Shanghai Gas Group produced 81.84 million kilowatts of power generation equipment in 2009, which accounted for 82.4% of the country's total output of power generation equipment, and the proportion decreased by 5%.

Should pay great attention to the challenges faced by China's power generation equipment manufacturing industry

Although the Chinese economy has taken the lead out of the shadow of the international financial crisis with a series of measures, under the influence of the pre-financial crisis, the declining electricity demand in the country, and the high-speed growth in the output of power generation equipment for many years, the challenges that China's power generation equipment manufacturing industry will face should still cause industry highly valued. At the "2010 Power Generation Equipment Production Preparation Conference" held recently, related companies' reports reflected the major difficulties existing in China's power generation equipment manufacturing industry.

First, the company's orders dropped significantly. Currently, thermal power construction is not a national key investment field. The domestic new thermal power projects are being greatly slowed down, and the relationship between supply and demand for thermal power has shifted to excess demand, and the follow-up market situation is very severe. In the past few years, due to the rapid development of the domestic electricity market, the production capacity of power generation equipment manufacturing companies has been rapidly increased. In particular, orders will be reduced significantly after 2010, which will cause the power generation equipment manufacturing enterprises to face greater imbalances in production capacity.

Second, scheduling difficulties. The growth rate of power construction in the country has slowed down, and there are large uncertainties in the contracted projects that have been signed. The company's production scheduling needs to be continuously adjusted. For example, if the power plant commissioning information is not true, all power plants require enterprises to schedule their production as early as possible, but the funds, approvals, and on-site progress are not matched with it, resulting in a dilemma in the planning and arrangement of the company. It is difficult to accurately arrange technical preparations and production preparation. Plans and material plans are difficult to balance, which makes it difficult to schedule projects.

Third, raw material procurement is difficult. Large castings and forgings such as low pressure rotors for 600,000 kilowatts and 1 million kilowatt turbines, and 1 million kilowatt generator shaft forgings lack resources. Although the domestic heavy machine factory has developed millions of kilowatts of large-scale forgings, the owners of the power plants generally require imports during the bidding process, resulting in the supply of key raw materials being restricted by foreign manufacturers and becoming a bottleneck in the production of power generation equipment.

Fourth, risk control is difficult. Some projects under construction due to various issues, such as project approval, funds in place, infrastructure progress and other reasons lead to delayed implementation of the project, the project implementation process is facing greater risks, equipment manufacturing companies difficult to control.

Fifth, the difficulty of capital flow increases. As the efficiency of power companies has declined, it has made it difficult for equipment manufacturers to recover funds. Uncertainty in production scheduling led to the purchase of raw materials in the early stage, and the reserve occupied a large amount of funds, which affected the flow of funds.

6. The production capacity of several major heavy machinery factories in China is limited. Although some of the first parts of nuclear power large castings and forgings can already be manufactured, there is still a gap between the technology and the developed countries, and the product design and manufacturing are separated, and the standard requirements are greatly different. Batch production is difficult.

To run out of "acceleration" in the challenge

For the predicament in the power generation equipment industry, enterprises should pay close attention to the changes in the country's macroeconomic environment, in-depth understanding of national industrial policies, timely adjust the product structure of enterprises, and constantly improve the company's resilience, adaptability and core competitiveness. Regarding the power generation equipment market in 2010, relevant government departments, industry associations, and manufacturing companies should also pay attention to and implement the five measures.

First, companies must improve the project risk management system, including analysis of various factors to determine the project scheduling plan and control the production pace of the unit. Planned production scheduling should be changed from the single meeting of the contractual delivery date to the satisfaction of improving the economic operation quality of the enterprise, preventing risks, and achieving the balance of delivery, collection, and profit. The projects that have not been approved by the country will not be scheduled. At the same time, it will control the speed of expansion of production capacity, adjust the product structure, gradually shrink thermal power production capacity, and invest in accordance with national energy policies and energy-saving emission reduction requirements to expand the production capacity of nuclear power generating units and wind turbine generators.

Second, we should vigorously develop the construction of renewable energy such as hydropower, wind power, solar energy, and tidal power, speed up the approval of government- encouraged projects such as nuclear power, hydropower, major pressure reduction, and expansion and expansion of hydropower, and actively develop new energy-saving and emission-reduction requirements. product. Especially in the field of conventional thermal power, in addition to the development of supercritical and ultra-supercritical units, attention should also be directed to cogeneration, air-cooled generator sets, circulating fluidized bed boilers, and pressure station equipment required for gas pipelines. Pumping storage system design, auxiliary equipment and other market prospects for the project to speed up the development.

The third is to promote the localization of raw materials for power generation equipment. The state should continue to support the localization of large-scale castings and forgings and key raw materials, accelerate the technological advancement of heavy machinery companies, and increase the production capacity of large-scale castings and forgings as soon as possible to meet the demand for power generation equipment manufacturing. At the same time, coordinate and persuade the owners to support the localization of castings and forgings, and encourage the enterprises to develop and use the special pipes used by the super (ultra) supercritical units as soon as possible.

Fourth, while encouraging the expansion of exports, the state should further regulate the export market of power generation equipment and avoid vicious competition. At present, the proportion of export products of power generation equipment manufacturing enterprises is increasing. In 2010, exports are expected to reach 12 million kilowatts. Therefore, the export market should be standardized, enterprises should be encouraged to participate in market competition according to international practice, and enterprises with good reputation and good rules should be encouraged. Give policy support and rewards.

Fifth, enterprises should review their production and business strategies, regard the current as a mechanism for recuperating and living, and make up for the inadequacies in the absorption and absorption of imported technology, the ability to localize, and the development of development capabilities. Enterprises must seize the opportunities, change the development model, and increase autonomy. Innovation ability, change the status of "hollowing out" of technology, form independent intellectual property rights and core technologies, meet market demand, increase the competitiveness of new technologies, and occupy the commanding heights of the future.

In short, power generation equipment manufacturers must shift from a leap-forward development from 2003 to 2008 to a scientific and sustainable development; from a traditional power generation equipment manufacturing enterprise to a global power generation equipment manufacturing enterprise with powerful talents, powerful enterprises, and new technologies. In close connection with China's energy policy, we are committed to providing clean energy equipment for energy conservation and emission reduction. We will seize the “opportunity” in the “crisis” and lay a solid foundation for further development in the future.

It is estimated that the State Grid will allocate 12 billion yuan this year to invest in transforming rural power grids. Calculated on the basis of 20% of the capital, the annual investment for rural power grid reconstruction will be close to 60 billion yuan.