http://kadhoai.com.cn 2026-04-26 14:14:09 來源:賽迪網
根據國家電網公司提出的建設計劃,2009年至2010nianweiguihuashidianjieduan,jiangzhongdiankaizhanjianqiangzhinengdianwangguihuagongzuo,zhidingjishuheguanlibiaozhun,kaizhanguanjianjishuyanfaheshebeiyanzhijigehuanjieshidiangongzuo。zaizhegejieduanzhong,gedijiangzuoyixiezhinengdianwangjianshedezhunbeigongzuo。2011年至2015nianweiquanmianjianshejieduan,jiangjiakuaitegaoyadianwanghechengxiangpeitaodianwangjianshe,chubuxingchengzhinengdianwangyunxingkongzhihehudongfuwutixi,guanjianjishuhezhuangbeishixianzhongdatupoheguangfanyingyong。zaizhegejieduan,youyuzaiduizhinengdianwangjiansheguochengzhong,xuyaodaliangdedianlishebei。zhinengdianwangjianshededisangejieduanshi2016年至2020年的“引領提升階段”,將全麵建成統一的堅強智能電網,技術和裝備全麵達到國際先進水平。
三個階段,國家電網的總投資大約為35000億元。此外,加上南方電網的投資,整個產業規模將大約為45000億元。這萬億級的投資將帶動電網基礎設備、用戶終端設備以及通信信息等行業的一次重要飛躍。根據近五年的建設情況分析,智能電網產業的主要投資熱點將集中在以下幾個方麵:
特高壓設備領域仍舊是行業龍頭的角鬥場。智能電網基礎設施設備領域,電力一次設備將更加趨向於小型化、高壓化和智能化,企業需要在傳統電力一次設備技術的基礎上,融入更多自動化控製單元,研發應用於超高壓、特高壓環境的設備,從節能、節jie材cai的de角jiao度du,改gai善shan設she備bei外wai觀guan設she計ji。同tong時shi,電dian力li一yi次ci設she備bei領ling域yu,尤you其qi是shi特te高gao壓ya輸shu變bian電dian領ling域yu,進jin入ru壁bi壘lei非fei常chang高gao,除chu掌zhang握wo核he心xin技ji術shu以yi外wai,還hai需xu要yao有you豐feng富fu的de渠qu道dao資zi源yuan和he深shen厚hou的de行xing業ye背bei景jing,一yi般ban新xin進jin入ru電dian力li行xing業ye領ling域yu的de企qi業ye不bu建jian議yi考kao慮lv。
配用電自動化領域具備較好的投資前景。電力自動化設備領域,智能電網建設背景下,電力一、二(er)次(ci)設(she)備(bei)將(jiang)更(geng)加(jia)趨(qu)於(yu)融(rong)合(he),同(tong)時(shi),國(guo)內(nei)輸(shu)變(bian)電(dian)自(zi)動(dong)化(hua)發(fa)展(zhan)比(bi)較(jiao)早(zao),而(er)配(pei)電(dian)自(zi)動(dong)化(hua)則(ze)相(xiang)對(dui)滯(zhi)後(hou)。根(gen)據(ju)智(zhi)能(neng)電(dian)網(wang)的(de)發(fa)展(zhan)特(te)點(dian)和(he)發(fa)展(zhan)前(qian)景(jing),電(dian)力(li)自(zi)動(dong)化(hua)設(she)備(bei)市(shi)場(chang)需(xu)求(qiu)將(jiang)會(hui)大(da)幅(fu)增(zeng)長(chang),應(ying)用(yong)領(ling)域(yu)和(he)細(xi)分(fen)市(shi)場(chang)也(ye)會(hui)更(geng)加(jia)豐(feng)富(fu),尤(you)其(qi)在(zai)配(pei)用(yong)電(dian)側(ce),將(jiang)會(hui)有(you)更(geng)多(duo)的(de)機(ji)會(hui)。
dianlitongxinyuxinxihualingyu,chengchangxingqiyeyaozaizhuanyexifenshichangxunzhaojihui。dianlitongxinyuxinxihualingyu,shizhinengdianwangchanyezhongdezhongyaohuanjie。zhinengdianwangjiansheguochengzhongmianlinzhuanwanggaizaoyijipeiyongdiancetongxinsheshidefugai,jiangchanshengduitongxinshebeidexuqiu。dianlixinxihualingyu,shichangjingzhengbijiaojilie,guowairuanjianqiyezaijituanhuaguanliruanjianfangmianyoubijiaomingxiandeshichangyoushi,duiyuguoneichengchangxingqiyeeryan,zhuyaodeshichangjihuishizaijituanhuaguanliruanjianwaiweidezhuanyexifenyingyonglingyuyijixitongjichengfuwulingyu。
智(zhi)能(neng)用(yong)電(dian)終(zhong)端(duan)產(chan)品(pin)及(ji)增(zeng)值(zhi)服(fu)務(wu)是(shi)未(wei)來(lai)市(shi)場(chang)的(de)熱(re)點(dian)。智(zhi)能(neng)用(yong)電(dian)領(ling)域(yu)將(jiang)伴(ban)隨(sui)智(zhi)能(neng)電(dian)網(wang)建(jian)設(she),而(er)逐(zhu)步(bu)發(fa)展(zhan)壯(zhuang)大(da)的(de)一(yi)類(lei)產(chan)業(ye),也(ye)是(shi)未(wei)來(lai)一(yi)個(ge)重(zhong)要(yao)的(de)新(xin)興(xing)市(shi)場(chang)。相(xiang)對(dui)行(xing)業(ye)壁(bi)壘(lei)很(hen)高(gao)的(de)輸(shu)配(pei)電(dian)領(ling)域(yu)而(er)言(yan),用(yong)電(dian)側(ce)市(shi)場(chang)將(jiang)更(geng)加(jia)容(rong)易(yi)進(jin)入(ru),如(ru)智(zhi)能(neng)家(jia)庭(ting)能(neng)源(yuan)管(guan)理(li)終(zhong)端(duan)、智能家電、工業用電戶節能、電(dian)動(dong)汽(qi)車(che)充(chong)放(fang)電(dian)設(she)施(shi)等(deng)。此(ci)外(wai),智(zhi)能(neng)電(dian)網(wang)產(chan)業(ye)還(hai)將(jiang)涉(she)及(ji)到(dao)數(shu)字(zi)電(dian)廠(chang)等(deng)延(yan)伸(shen)產(chan)業(ye),可(ke)為(wei)原(yuan)來(lai)更(geng)多(duo)發(fa)電(dian)側(ce)設(she)備(bei)及(ji)應(ying)用(yong)解(jie)決(jue)方(fang)案(an)提(ti)供(gong)商(shang)帶(dai)來(lai)新(xin)的(de)市(shi)場(chang)機(ji)會(hui)。