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As the absolute "overlord" in the domestic power grid field, every move of the national grid has affected the nerves of the entire power industry.
Recently, State Grid announced that it plans to invest a total of 403.5 billion yuan in 2014, of which the grid investment, which accounts for 95% of the total investment, will increase by nearly 20%. At the same time, State Grid will actively promote the overall listing of its NARI Group, XJ Group, and Pinggao Group. This caused a big shock in the industry.
Analysts believe that 2014 will be a major year for investment in power grid equipment. If the national grid investment plan can be honored as scheduled, many domestic powerful power equipment companies will share this feast, and their performance will rise accordingly. At the same time, the State Grid may welcome the year of asset restructuring in 2014. If the State Grid Corporation can be listed as a whole, the A share structure in the domestic power transmission and transformation sector will be reshuffled.
The 400 billion feast opened. The State Grid recently held a working conference for 2014. It plans to complete 403.5 billion yuan in investment in fixed assets this year, of which 381.5 billion will be used for power grid investment.
It is reported that in 2013, the State Grid actually completed a grid investment of RMB337.9 billion, an increase of 9% from the plan of RMB309.7 billion at the beginning of 2013, and an increase of 10.6% compared with 2012. In 2014, the State Grid planned to invest a total of 403.5 billion yuan, of which 95% of the total investment in grid investment is even more than 20%. This amount of investment greatly exceeded market expectations.
Ren Haoning, a senior research fellow at China Investment Consulting Group, said that as the absolute "dominant" in the domestic power grid, every move of the national power grid will have a huge and far-reaching impact on the entire power industry. “More than 400 billion investment will generate more industrial highlights, smart grid, charging piles, electrical equipment, electrical instrumentation and other sectors will benefit from it, the relevant concept stocks will gradually start, the tendering of key projects will be gradually rolled out. Power equipment manufacturers will share this feast together."
In terms of UHV, the State Grid Corporation of China strives to approve and start the “6 AC and 4 DC†projects during the year, which is significantly higher than the “4 AC and 3 AC†program in 2013. This year, the “west-longitudinal†“middle-longitudinal†project will speed up the preliminary work, and strive to Xiluodu-Zhexi West DC project put into operation in the first half of the year, and the northern Zhejiang-Fuzhou exchange project will be commissioned by the end of the year.
It is worth noting that in the 381.5 billion yuan of grid investment, the investment in distribution network reconstruction reached 158 billion yuan, which is the largest proportion.
According to the plan, in 2014, the State Grid will complete the reconstruction of the distribution network in the core areas of 30 key cities; solve the 1.6 million rural “low voltage†problem; resolve 5 “orphaned†operations and 38 weak county links with the main network. Grid issues and so on. In addition, the State Grid has also proposed in particular that "from this year onwards, the new design of the distribution network will be fully equipped with typical designs and general equipment materials."
In this regard, Ren Haoning believes that the standardization of power distribution is an important requirement of the smart grid, and it is also the key to ensuring the normal operation of power transmission and distribution. The stringent requirements of the State Grid Corporation of power distribution work are good news for the industry. However, some non-compliance equipment manufacturers and construction companies will face the risk of losing orders, and the entire industry structure is also expected to take this opportunity to readjust.
At present, domestic electric equipment companies, including Guodian Nanrui, Pinggao Electric, XJ Electric, and TBEA, represent different development directions in the field of power equipment. Among them, XJ Electric is the most complete enterprise in the industry chain. Its products include primary equipment represented by transformers, and secondary equipment such as power plant protection and automation, power grid dispatch, substation automation, and distribution network automation.
XJ Electric relevant sources said that the distribution network is now a shortcoming of the power grid, and it must be added. Otherwise, downstream users cannot feel the results of power grid construction. Therefore, this need is always there, no matter how it is reformed.
Huatai Securities Research Report also believes that investment in distribution networks will increase substantially year-on-year, and the distribution automation system will be constructed in an orderly manner.
In addition, the State Grid will start 50 new-generation smart substations this year and complete the intelligent transformation of 100 substations. Annual installation of 60 million new smart meters.
Benefiting from the arrival of the era of major grid investment in 2014, the listed companies of the State Grid Corporation of China will become the main beneficiaries.
2014 is expected to be listed as a whole. While substantially increasing investment in fixed assets, especially grid investment, the 2014 working conference of the State Grid also proposed to actively promote the overall listing of companies such as NARI Group, XJ Group, and Pinggao Group, as well as Shandong Electrical and Electronics. Major property insurance, Chang'an brokerage companies and other qualified companies restructuring listing.
According to preliminary calculations, if the group companies of the State Grid Corporation are listed as a whole, the national electricity Nanrui, XJ Electric, Pinggao Electric's revenue, and market value are expected to achieve substantial growth.
According to the calculation of the company’s revenue in 2012, if it is listed as a whole, the revenue of State Power NARI will surge by approximately 212.38%; Pinggao’s electrical revenue will increase by approximately 68%; XJ Electric’s revenue will also increase by approximately 60%. %.
At present, among the four listed companies in the State Grid Department, Pinggao Electric has an important market position in the field of UHF GIS switch spacing, with a market share of more than 30%, and it is basically in line with China West New Northeast Electric Group; XJ Electric , State Power Nanrui is in the leading position in the field of distribution network construction; Confidence in electrical production of amorphous products in the domestic market share of 30% to 40%, as the leader of the field.
It is worth noting that the current main layout of the State Grid in the A shares is in the switching equipment, distribution transformers, distribution automation, intelligent substations, and other services, and there are no cables, towers and other services. Shandong Electrician Electric has an important market position in the field of ultra-high voltage transformers, reactors, towers, and cables.
According to a senior executive from a company owned by the State Grid Corporation of China, Shandong Electrical and Electronics will take the lead in restructuring and listing, and it is expected to integrate and do business in major countries such as cable and towers, and become an important supplier of cable tower A shares.
Analysts said that if the national network system as a whole listed, restructuring plans to be achieved, the domestic A shares in power transmission and transformation areas will reshuffle.
Among them, if NARI Group is listed as a whole, the annual revenue of State Power NARI will surge to about 20 billion yuan, which is expected to exceed the two giants of TBEA and China West.
In the domestic A-share market for power transmission and transformation, from the perspective of revenue, TBEA ranked first. In 2012, the revenue from power transmission and transformation was about RMB 13.67 billion; followed by China West Power, and the revenue from power transmission in 2012 was About 1.25 billion yuan.
In fact, in 2013, the restructuring of the listed company’s assets has begun quietly. Nanrui Group, XJ Group and Pinggao Group have respectively reorganized some of their assets into their respective listed companies.
