Transformers welcome profit peaks, break the chaos and enhance core competitiveness

Transformer is one of the key equipment in the power system, and its performance directly affects the safety and reliability of the grid operation. After years of development, China's transformer design and manufacturing technology has been very mature. Recently, the National Development and Reform Commission and the Energy Bureau launched the implementation of this year's new rural power grid transformation and upgrading nearly 100 billion investment projects, which will bring profit peaks to China's transformer market. However, the author has learned that there are still chaotic phenomena such as low-price competition and vicious competition in the transformer market, and the market order is chaotic, and there are still hidden concerns in development.

 Transformers welcome profit peaks Experts: Breaking chaos and enhancing core competitiveness

 China's transformers will usher in a profitable peak

 Since the beginning of this year, with the increase and upgrading of rural power grids, many transformer companies have benefited from this. “Increased rural power grid transformation will directly increase investment in power grid construction, which will drive the rapid development of distribution transformers. In particular, the total demand for transformers and the number of bidding will increase significantly. The application of cutting-edge products is expected to achieve better results in China. "Yu Chunni, the company of Hengchang, said.

 A few days ago, the National Development and Reform Commission and the Energy Bureau launched the implementation of this year's new rural power grid transformation and upgrading nearly 100 billion investment projects. On August 13, the Ministry of Industry and Information Technology and the General Administration of Quality Supervision and Inspection and the National Development and Reform Commission issued the "Distribution Transformer Energy Efficiency Improvement Plan" (referred to as the "Plan"), and proposed that by the end of 2017, the upgrade and transformation of high-energy-consuming distribution transformers should be completed. The operating ratio of electric transformers in the network has increased by 14%; it is estimated that by 2017, the cumulative distribution of high-efficiency distribution transformers will be 600 million kVA, equivalent to 8.1 million tons of carbon dioxide emissions.

 It is understood that China's transmission and distribution losses account for about 6.6% of the national power generation, of which distribution transformer losses account for about half. At present, among the distribution transformers operating in the country, the proportion of high-efficiency distribution transformers is less than 8.5%, and the industrial development is relatively lagging behind.

 With the increase of investment in rural power grid transformation, new types of amorphous alloy distribution transformers, S13 three-dimensional winding core distribution transformers, automatic volume regulating distribution transformers, S11 oil-immersed transformers and high overload capacity distribution transformers The market capacity of energy-efficient distribution transformers will expand rapidly.

 The author was informed that on August 11, the transformer "Big Mac" settled in the country's largest UHV substation. On the same day, a 1000KV main transformer weighing 388 tons was transported to the 1000 kV Suzhou UHV substation after more than two hours of transportation, marking the entry of this major project into the electrical installation phase. Suzhou Station is the largest 1000 kV UHV AC substation currently under construction in China. It will build 7 sets of 6 sets of 3000MVA main transformer units, which will supply power to Jiangsu and Shanghai respectively. Its completion will play an important role in effectively ensuring the electricity demand in Jiangsu and Shanghai and the safe operation of electricity, and creating a green energy-saving model for clean energy transportation.

 Price chaos, the transformer market is in a serious excess

 The data shows that the annual demand for transformers in China is around 1.5 billion kVA. At the same time, China's transformer industry is large, small and medium-sized enterprises, and low industrial concentration. The annual production capacity is about 3 billion kVA, which is in a state of serious excess market.

 After years of development, China's transformer design and manufacturing technology is very mature, not only the total output of transformers is in the forefront of the world, but also a large number of power transmission and transformation from 750 kV to 1000 kV UHV AC, ±800 kV UHV DC. The core technology of key equipment development has continuously enhanced its international competitiveness. However, behind the rapid development of the transformer industry, there are still many problems and hidden concerns. It is reported that since 2009, the national power construction speed has slowed down, and the demand for domestic transformers has decreased. In particular, equipment demand enterprises have adopted centralized bidding to purchase transformers. Due to the low price bid, the market competition is unprecedentedly fierce, which also led to equipment. Production price reduction competition. At present, the final price of some transformer products is only 80% of the cost of raw materials.

 At present, the most prominent problem is low-price competition and disorderly competition, which seriously disrupts the market order. Recently, several transformer manufacturers have reflected that the current low-price competition and vicious competition in the industry are becoming more and more serious, and this price war has spread from low-voltage small and medium-capacity products to high-voltage and large-capacity products, and has already been applied to transformer manufacturers and even entire The industry has caused tremendous damage.

 What is especially worrying is that if you let it develop, it will be sooner or later to hurt the user. Because the result of this low-price competition is bound to be no winner, "no one can afford to hurt."

 Experts' tricks to crack the price chaos in the transformer industry

 In order to completely change the chaos of the current price war in the transformer industry, the opinions of comprehensive industry experts and a number of corporate executives are now proposing relevant constructive opinions:

 First, we should fully see the good opportunities facing the transformer industry and boost confidence in the future development of the industry. At the national macroeconomic level, the implementation of the “One Belt, One Road” strategy has already played a crucial role in resolving and releasing domestic excess capacity. At the same time, the state has vigorously promoted structural adjustment and promoted industrial transformation and upgrading, which has also brought good opportunities for enterprises. Recently, the Ministry of Industry and Information Technology, the General Administration of Quality Supervision, Inspection and Quarantine jointly issued the "Power Distribution Improvement Program for Distribution Transformers (2015~2017)", which provides specific guidance directions and implementation measures for the transformation and upgrading of enterprises. Enterprises should actively follow and implement the country. The spirit of policy, vigorously promote scientific and technological innovation, improve product quality, in order to obtain the initiative of competition.

 Second, we should give full play to the role of industry associations, and the association will lead a wide range of market research. On the basis of fully grasping the industry's "big data", we will establish reasonable product guidance prices, guide manufacturers to make reasonable quotations, and improve market competitiveness by providing quality products and services, instead of seeking survival through vicious competitive price wars. At the same time, users are urged to use product quality as an important criterion for bid evaluation in accordance with international general rules, and impose necessary restrictions on vicious price competition that is significantly lower than material cost.

 Third, we should give full play to the role of users and eliminate low-price bids from the source of procurement. User companies should fully realize that low-price winning bids and low-quality products are necessarily inextricably linked. At present, the winning bid price of many products is close to or lower than the raw material price, and the cost of raw materials in transformer manufacturing costs accounts for up to 70%. In this situation, in order to survive, manufacturing companies will inevitably prefer low-cost materials, and even take advantage of low-quality raw materials, which will definitely pose hidden dangers for the safe operation of the power grid, directly related to the country's power security.

 Fourth, we should give full play to the role of manufacturing enterprises and base on the long-term development of enterprises. Manufacturers should be fully aware that there is no winner in the price war, which is also the short-term behavior of the company. Only by holding the group to warm up, relying on strengthening lean management, accelerating product technology innovation, accelerating the pace of product upgrading, providing users with more intimate services and creating more value can truly enhance the core competitiveness of the company. Otherwise, the company will not be able to achieve sustained and healthy development.