In 2016, China produced 19205 GIS (gas insulated metal enclosed switchgear) bays with voltage levels of 126kV and above, with a compound growth rate of 7.03% from 2009 to 2016. From the perspective of subdivided products, the output of 550kvgis increased rapidly during the 12th Five Year Plan period. According to the preliminary statistics of prospective industry research institute, the annual GIS output of 126kV and above voltage levels exceeded 21000 intervals in 2017, reaching about 21433 intervals.
From the current practice, GIS has the characteristics of safety and reliability, flexible configuration, strong environmental adaptability, long maintenance cycle and convenient installation. It is widely used not only in the field of high voltage and ultra-high voltage, but also in the field of UHV substation. At present, GIS has been widely used in 63-500kv power system in China.
From the perspective of competition pattern, GIS production enterprises in China are increasing, including state-owned enterprises, joint ventures and private enterprises. But generally speaking, Xi'an Xikai High Voltage Electric Co., Ltd., Henan PingGao Electric Co., Ltd. and new Northeast Electric (Shenyang) high voltage switchgear Co., Ltd. occupy the main market share, and these three enterprises have the ability to produce 1100kV voltage level.
With the continuous construction of UHV projects during the 12th Five Year Plan period, the demand for UHV equipment will increase rapidly. China's UHV equipment focuses on the localization process, which is bound to promote the research and development of UHV technology in China. At that time, the field of high-end equipment market will be gradually concentrated in the hands of domestic enterprises, and the number of domestic enterprises mastering high-end technology will continue to increase. The high-end market of high-voltage AC circuit breakers is occupied by foreign brands, and the market concentration of 40.5kV AC metal enclosed switchgear is low. From 2010 to 2016, the output of high-voltage AC circuit breakers in China increased year by year, reaching 9775 sets in 2016; It is predicted that the annual output of 126kV and above high-voltage AC circuit breakers will reach about 9916 in 2017. From the perspective of competition pattern, at present, several Sino foreign joint ventures have obvious advantages in 252kV and above voltage circuit breakers, such as Siemens, Alstom, abb, AREVA and other enterprises; Domestic production enterprises such as Pinggao group, Xi'an Xidian switch electric Co., Ltd., Shandong taikai, Shanghai Huatong, etc. have certain advantages in price and performance compared with imported or Sino foreign joint venture products. However, from the perspective of research, development, appraisal and operation after network investment, it needs to be further improved. Abb and Siemens still occupy a large market share in the circuit breaker Market of 110kV and below; Domestic enterprises such as Pinggao electric and China Xidian can also compete with them, and their market share is not too different. On the whole, there is still a gap in quality and reliability between domestic brands and foreign brands, and foreign brands occupy the high-end market. These high-voltage devices are not used in the leveler, so they have no impact on us.
In 2016, the output of metal enclosed switches in China was 510400, including 78124 for 40.5kV, 9602 for 24kV, 418466 for 12kV and 3247 for 27.5/55kv. It is predicted that in 2017, the output of 40.5kV will exceed 80000, reaching 81130. In China's AC metal enclosed switchgear market, the main manufacturers in the field of 40.5kV high-voltage AC metal enclosed switchgear are Henan Senyuan Electric Co., Ltd., Jiangsu Dongyuan Electric Appliance Group Co., Ltd., Huapeng group Taikai Electric Group Co., Ltd. and Huayi Electric Appliance Group Co., Ltd., five enterprises occupy about 30% of the market. There are many manufacturers of AC metal enclosed switchgear, the market concentration is relatively low, and the equipment technology threshold is not high. The market competition in this equipment field is fierce. With the continuous development of the high-voltage switch manufacturing industry, the number of AC metal enclosed switchgear manufacturers will gradually increase. With the expansion of market capacity, the competition of enterprises will continue to intensify.
From 2009 to 2016, the output of high-voltage AC disconnectors in China increased year by year. In 2009, the output of high-voltage AC disconnectors in China was 290000 groups. By 2016, the output reached 870000 groups, with an average annual growth rate of 12%. According to forward-looking calculation, the annual output in 2017 reached about 980000 groups. From 2009 to 2016, the output of high voltage AC grounding switches in China showed an increasing trend year by year. In 2009, the output of high-voltage AC grounding switches in China was 220000 groups, reaching 540000 groups in 2016, with a relatively fast growth rate. According to forward-looking calculation, the output in 2017 is about 610000 groups. As the higher the voltage level of AC switch is, the higher the technical requirements are, forming a higher industry entry barrier. Therefore, the market concentration of high-voltage AC switch is high, and the industry competition pattern is relatively stable. At present, the production of high-voltage AC switches is mainly concentrated in the following enterprises: Hunan Changgao high voltage switch group Co., Ltd., Henan PingGao Electric Co., Ltd., Xi'an Xidian high voltage switch Co., Ltd., new Northeast Electric (Shenyang) high voltage switch Co., Ltd., Jiangsu Rugao high voltage appliance Co., Ltd., Shandong taikai disconnector Co., Ltd Siemens (Hangzhou) high voltage switchgear Co., Ltd., Suzhou Areva high voltage electrical switchgear Co., Ltd., etc.
In general, domestic enterprises dominate the high-voltage AC disconnector and grounding switch market, and foreign-funded enterprises have occupied a certain market share in the voltage level of 550kV and above by virtue of their technical advantages in recent years. The above data and analysis are from the analysis report on market demand forecast and investment strategic planning of China's high voltage switch manufacturing industry from 2018 to 2023 issued by forward looking Industry Research Institute.
Mark·Xu