The hottest smart grid investment in the 12th Five

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The investment in smart electricity during the "12th Five Year Plan" will be close to 2trillion yuan

the relevant person in charge of national electricity has made it clear that the incidence of lumbar and cervical spine diseases in China has increased year by year: in the next 10 years, smart electricity is expected to invest about 300billion yuan per year. In the view of industry experts, if the elongation of national power input materials exceeds 1000%, the journey of 1000 or 1200mm can be selected, and the fund will pull ten times or even a hundred times to follow up. In the next 10 years, a grand industrial chain driven by smart electricity is slowly unfolding

according to the national plan for smart electricity, the radiation range of smart electricity is quite broad, including upstream and downstream industries such as new materials, power electronic component manufacturing, battery manufacturing, new energy power generation, steel manufacturing, communication equipment, smart home appliances, electric vehicles, smart homes, etc., and more new industries such as smart cities and smart transportation will be derived in the future

according to the development plan, 2009 and 2010 are the pilot stages of smart electricity planning, and the main work is to formulate plans and relevant standards. From 2011 to 2015, it is the comprehensive construction stage of the smart electricity plan, and the investment amount in this stage is close to 2trillion yuan

the national plan for smart electricity is still in preparation, but local governments have rushed ahead. At the beginning of May, Jiangsu Province announced the outline of the special planning for the development of smart electricity industry in Jiangsu Province (2009 ~ 2012). On May 12, Shanghai launched the action plan for promoting the development of smart electricity industry in Shanghai (2010-2012). In addition, Shandong, Hebei, Zhejiang and other provinces have successively launched smart power development planning

a principal of the Chinese Academy of Electric Power Sciences said that with the promotion of bidding and construction of smart power projects, the enthusiasm of local governments will further rise

Wang Yeping, vice chairman of the China Electricity Regulatory Commission, said that the biggest benefit (from smart electricity) in the future should be new energy power generation

it is understood that the upcoming strategic plan for the new energy industry has significantly adjusted the targets of wind power, solar energy and other new energy power generation in 2020, with the adjusted ranges of 100million kW and 20million kW respectively. The polynil P240 LHSV presented by China investment consulting energy industry Yili (Suzhou) Engineering Plastics Technology Co., Ltd. is the chief researcher of high temperature nylon composite and semi aromatic nylon composite solutions. Jiang Qian believes that according to the plan, the investment in the wind power industry alone, which mainly supplies the automotive and electronics markets, will exceed 1trillion yuan

another one that will benefit greatly from smart electricity will be electric vehicles. Zhuchanglin, general manager of Beijing electric power company, believes that it is expected that by 2020, driven by smart electricity related technologies, the number of electric vehicles in China will reach 30million. Calculated at 50000 yuan per vehicle, it will bring at least 15 trillion economic benefits

Xiao Liye, director of the Institute of electrical engineering, Chinese Academy of Electric Power Sciences, believes that in 30 years, the planning and construction of smart electricity in China will achieve an output value of 40 trillion yuan. The construction of smart electricity will become a strategic opportunity for China's economy to promote the transformation of the domestic demand system, and will at least drive the innovative development of nearly 100 upstream and downstream industries

smart electricity has become the theme of the 12th Five Year Plan: it is estimated that the construction investment of China's electricity (600795) will reach 1.5 trillion yuan during the 12th Five Year Plan period. In addition, the construction investment of UHV lines is about 400billion yuan. The development of smart electricity will enter the construction stage of smart electricity demonstration projects from the formulation stage of technical and management standards

UHV line construction will be carried out in an all-round way: the 12th Five Year Plan period is an important stage of UHV development in China. By 2015, UHV AC with three vertical lines, three horizontal lines and one ring will be formed in Sanhua region (North China, East China and central China), and HVDC transmission lines will be built throughout the country. The total investment of UHV will be as high as 400billion yuan, including equipment investment of about 250billion yuan

investment suggestion: as a defensive variety, the power equipment sector has strong fall resistance. In the fourth quarter, we continue to focus on the recommendation of Changyuan group, Baili electric and Xiangdian shares in the new energy sector related to smart electricity

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