Smart Grid
Summary
| Currently, the concept of ＂smart grid industry＂ has not been clearly defined. However, in terms of the development goals and features of smart grid, it mainly exhibits the following features: First, there are a wide range of participants. In addition to traditional grid and power equipment manufacturers and technical service providers, a large number of IC, communication, software, electric appliance manufactures and distributed power supply development enterprises have also joined in it. Second, smart grid enterprises show high levels of R&D and development intensity. Technology R&D makes up a |
Development Status
| The smart grid industry is mainly divided into the following segments: smart grid equipment R&D and manufacturing, automatic power equipment R&D and manufacturing, power IT R&D, power communication technology R&D, smart grid operation and value-added services development, smart electric appliances and terminals manufacturing... |
Development Impetus
| In his Government Work Report delivered in March 2010, Premier Wen Jiabao specifically called upon localities to greatly develop low carbon technologies, promote high efficiency, energy-saving technologies, actively develop new energy and renewable energies and strengthen smart grid building. This is the first time that the smart grid building issue appeared in the government work report. This shows that the smart grid building plan advocated and implemented by Chinese power enterprises has attracted high attention from the CPC Central Committee and the State... |
Development Trend
| 1. Leading enterprises will lead the growth of the whole industry 2. There will be more M&As and project cooperation between enterprises 3. Small- and medium-sized enterprises will concentrate more on the low & medium voltage user side application markets 4. More enterprises will seek room for growth from the capital market |
Investment Opportunities
| 1. Power equipment renewal and reconstruction: Include the smart construction of primary power equipment and the networking construction of secondary power equipment 2. Power information system building: Include data center building, application systems and information security 3. Power communication technology R&D: Include communication networks, PLC, power fiber to the home and three-network convergence... |