From the perspective of the leading enterprises in the low-voltage electrical industry, look at the future development opportunities of electrical equipment?
time：2018-09-28
In recent years, with the expansion of industry scale and the decline in gross profit margin, traditional electrical equipment companies are facing more intense competition and severe tests. With the new opportunities brought about by “Industry 4.0”, how to accelerate technological progress, achieve cost reduction and efficiency, and move towards automation, digitization and intelligence have become the key to achieving new breakthroughs.
Why can Delixi Electric become the leader in the low-voltage electrical industry? How to lay out the future development trend? With the opportunity of the Industrial Expo, Polaris Power Network can face the "Deputy President of Delixi Electric Research and Development" Mr. Tao Tao, in-depth discussion of "intelligence Manufacturing" and the future development of the industry.
Tightly grasp the transformation and upgrading opportunities of the distribution network
In July 2015, the National Energy Administration issued the Action Plan for the Reform and Implementation of Distribution Network (2015-2020). The investment in the construction and transformation of distribution network is not less than 2 trillion yuan, of which the investment in 2015 is not less than 300 billion yuan. During the three-five period, the accumulated investment shall not be less than 1.7 trillion yuan. In the next five years, the distribution network investment will account for more than 65% of the total investment of the power grid. By 2020, the distribution network investment and power investment will only differ by about 25 billion yuan. It will become the absolute protagonist of grid investment in the next few years. However, experts also said that the distribution network and UHV will be the focus of future grid investment, and the two complement each other to build a stronger and smarter grid. February 2016 The Opinions of the National Development and Reform Commission on Implementing a New Round of Rural Power Grid Reconstruction and Upgrade Project during the 13th Five-Year Plan Period proposes a new round of rural power grid reconstruction projects during the 13th Five-Year Plan period. By 2020, the rural areas of the country will be basically realized. The stable and reliable power supply service covers the whole, and the reliability rate of rural power supply reaches 99.8%.
China's power supply and grid investment structure follows the needs of economic development and the adjustment of power system architecture has basically gone through three stages: 1. Power supply priority stage: Most investment tends to develop power side to meet load demand; 2. Power transmission priority stage: power grid The investment ratio has increased and the transmission line project has developed rapidly. 3. Balanced development and inclined distribution network stage: Power supply and grid investment are relatively matched, and investment gradually tends to invest in distribution network, energy Internet and smart grid. The transformation and upgrading of the distribution network is a good opportunity for electrical equipment companies. The upgrading of the distribution network will bring a lot of incrementals, releasing the demand for components in the power market.
Mr. Tao Tao said that in the process of rural network transformation, the demand for some smart products by State Grid and South Grid has also been reflected. For Delixi Electric, the distribution grid market brings not only opportunities for incremental market, but also the need for product upgrades. To grasp this opportunity, we must make great strides in improving the intelligence level of the enterprise.
Delixi Electric firmly grasps the demand opportunities of incremental market and product upgrading, and deeply researches and innovates the pain points of the distribution network industry, and has formulated the plan of “Leading 2020 R&D New Intelligence”. The speed of intelligence has two driving forces. On the one hand, the introduction of national standards and corresponding policies is accelerating the promotion of intelligent upgrades. This intelligent acceleration can be said to be a breakthrough of 0 to 1. On the other hand, due to the development of smart home and security, Chuanglian controller. The transformation of traditional power distribution into the intelligent power distribution industry has made end users pay more and more attention to intelligence. Due to the emphasis on the end-user value under the proposition of intelligent manufacturing, Delixi Electric can meet the wave of power distribution reform and develop into a leading company in electrical distribution.
Promote manufacturing transformation and upgrade, deep cultivation and intelligent manufacturing
The development of the energy industry will pay more attention to energy conservation and efficiency, so energy companies must also pay attention to energy management and utilization. In general, it is the synergistic competition. Automation and intelligence are the key means, and electrical equipment companies must adapt and guide this trend.
In fact, after more than 30 years of development, low-voltage electrical industry standards and thresholds continue to improve. The first thing that many companies need to reconcile is the contradiction between increasing shipments and increasing labor costs and low efficiency of traditional productivity. Therefore, in the view of Mr. Tao Tao, the strategic layout of intelligent manufacturing is very important.
In fact, the rise of next-generation information technologies such as the Internet of Things, cloud computing, and big data is also accelerating the pace of smart manufacturing and smart applications. Industry 4.0 is a fusion system of information physics, which realizes intelligent production of factories through technologies such as big data and Internet of Things. The highly automated, informational integration is a revolutionary subversion of traditional manufacturing. Automation is the replacement of the workforce, making unmanned factories possible. Informatization is the comprehensive application of information systems in enterprise production, and it is the possibility that the information integration platform will bring convenience to large-scale production and operation of enterprises. Networking is a combination of device networking and Internet services. It realizes the interaction between users and enterprises, and the whole process is visible. It also realizes the mutual sharing of manufacturing information and business information of internal information.
Through active investment in smart manufacturing systems, Delixi Electric has completed manufacturing upgrades for product consistency reliability and stability. In addition, through the manufacturing upgrade, the entire production of ACAP system, MES system, including the production system is built into a smart factory, data monitoring and collection of each part of the DPS application production process; optical inspection of finished products; through interconnection The running status of the equipment and the maintenance information are automatically sent to the maintenance personnel's mobile phone to grasp the equipment failure point at the first time. The level of automation of the entire product line has reached more than 50%, and the level of automation like terminal circuit breakers has reached more than 90%. The production line with the highest automation rate has reached 97%, and it is also the most automated production line in the industry. In addition to the manual adjustments that need to be made in subtle areas, the rest can be fully automated. The production efficiency has been improved by 35%, and the stability has also increased by more than 30%. With the improvement of the production speed of the commissioning, the production shortage is also effectively solved.
Force new energy industry to seize market share
With the improvement of the global competitiveness of China's new energy industry, industry experts analyze that the investment in new energy industry and technological innovation will become the key to whether low-voltage electrical companies can achieve cornering overtaking in the next round of competition. Delixi Electric has taken this excellent opportunity to believe that the new energy industry is a fast-growing market, with the new energy industry as a strategic target industry.
Mr. Tao Tao said: "We used to be in the new energy industry, just as a supplier of components, through our partners to enter the industry. On the one hand, from the product line we provided before, customized and specialized The product should be said that it is not yet complete. Now Deli Electric develops and innovates high-quality products that meet the DC and AC charging requirements of the charging pile market, and at the same time, it has created input protection, lightning protection, leakage protection and rectifier side input protection for the charging pile industry. Equal-voltage component solutions, and strive to quickly promote the standardization of charging facilities to ensure the reliability of charging pile equipment. In response to the requirements of photovoltaic systems for low-voltage electrical products, electrical products are required to have strong applicability and safety in extreme environments. And longer life function, etc. Delixi Electric has tailored system solutions for photovoltaic power plants from three dimensions: technological innovation, humanized operation design and safe power protection. Whether it is large-scale photovoltaic power station, building photovoltaic or intelligent Micro-grid, which achieves system loss reduction, cost reduction, and System power generation efficiency. "
Mr. Tao Tao said, “For Delixi Electric, we may not be the earliest in the field of special products for entering new energy, but we are the most differentiated. Power distribution or grid business and new energy business, It is the two areas that Delixi Electric is most concerned about. At present, for the new demand of smart grid and the rapid development of new energy industry, our team research and development and innovation will focus on these two areas. Only open and continuous learning, Constantly rethinking, constantly advancing with the times, constantly considering the pain points of customers, and researching and developing with customers and the market, can be recognized by the market and customers.
As a downstream assembly, electrical equipment companies benefit from the balance sheet expansion cycle of the State Grid. After 2009, the State Grid started the wave of smart grid manufacturing, and the capacity of power transmission and transformation equipment expanded significantly. Electrical equipment usually has a 10-year replacement cycle. Although it has theoretically reached an update period by 2019, the primary equipment can be updated and maintained every year, and the probability of expansion will not occur ten years ago. Secondary equipment may have new opportunities for updates due to certain incompatibilities.
Why can Delixi Electric become the leader in the low-voltage electrical industry? How to lay out the future development trend? With the opportunity of the Industrial Expo, Polaris Power Network can face the "Deputy President of Delixi Electric Research and Development" Mr. Tao Tao, in-depth discussion of "intelligence Manufacturing" and the future development of the industry.
Tightly grasp the transformation and upgrading opportunities of the distribution network
In July 2015, the National Energy Administration issued the Action Plan for the Reform and Implementation of Distribution Network (2015-2020). The investment in the construction and transformation of distribution network is not less than 2 trillion yuan, of which the investment in 2015 is not less than 300 billion yuan. During the three-five period, the accumulated investment shall not be less than 1.7 trillion yuan. In the next five years, the distribution network investment will account for more than 65% of the total investment of the power grid. By 2020, the distribution network investment and power investment will only differ by about 25 billion yuan. It will become the absolute protagonist of grid investment in the next few years. However, experts also said that the distribution network and UHV will be the focus of future grid investment, and the two complement each other to build a stronger and smarter grid. February 2016 The Opinions of the National Development and Reform Commission on Implementing a New Round of Rural Power Grid Reconstruction and Upgrade Project during the 13th Five-Year Plan Period proposes a new round of rural power grid reconstruction projects during the 13th Five-Year Plan period. By 2020, the rural areas of the country will be basically realized. The stable and reliable power supply service covers the whole, and the reliability rate of rural power supply reaches 99.8%.
China's power supply and grid investment structure follows the needs of economic development and the adjustment of power system architecture has basically gone through three stages: 1. Power supply priority stage: Most investment tends to develop power side to meet load demand; 2. Power transmission priority stage: power grid The investment ratio has increased and the transmission line project has developed rapidly. 3. Balanced development and inclined distribution network stage: Power supply and grid investment are relatively matched, and investment gradually tends to invest in distribution network, energy Internet and smart grid. The transformation and upgrading of the distribution network is a good opportunity for electrical equipment companies. The upgrading of the distribution network will bring a lot of incrementals, releasing the demand for components in the power market.
Mr. Tao Tao said that in the process of rural network transformation, the demand for some smart products by State Grid and South Grid has also been reflected. For Delixi Electric, the distribution grid market brings not only opportunities for incremental market, but also the need for product upgrades. To grasp this opportunity, we must make great strides in improving the intelligence level of the enterprise.
Delixi Electric firmly grasps the demand opportunities of incremental market and product upgrading, and deeply researches and innovates the pain points of the distribution network industry, and has formulated the plan of “Leading 2020 R&D New Intelligence”. The speed of intelligence has two driving forces. On the one hand, the introduction of national standards and corresponding policies is accelerating the promotion of intelligent upgrades. This intelligent acceleration can be said to be a breakthrough of 0 to 1. On the other hand, due to the development of smart home and security, Chuanglian controller. The transformation of traditional power distribution into the intelligent power distribution industry has made end users pay more and more attention to intelligence. Due to the emphasis on the end-user value under the proposition of intelligent manufacturing, Delixi Electric can meet the wave of power distribution reform and develop into a leading company in electrical distribution.
Promote manufacturing transformation and upgrade, deep cultivation and intelligent manufacturing
The development of the energy industry will pay more attention to energy conservation and efficiency, so energy companies must also pay attention to energy management and utilization. In general, it is the synergistic competition. Automation and intelligence are the key means, and electrical equipment companies must adapt and guide this trend.
In fact, after more than 30 years of development, low-voltage electrical industry standards and thresholds continue to improve. The first thing that many companies need to reconcile is the contradiction between increasing shipments and increasing labor costs and low efficiency of traditional productivity. Therefore, in the view of Mr. Tao Tao, the strategic layout of intelligent manufacturing is very important.
In fact, the rise of next-generation information technologies such as the Internet of Things, cloud computing, and big data is also accelerating the pace of smart manufacturing and smart applications. Industry 4.0 is a fusion system of information physics, which realizes intelligent production of factories through technologies such as big data and Internet of Things. The highly automated, informational integration is a revolutionary subversion of traditional manufacturing. Automation is the replacement of the workforce, making unmanned factories possible. Informatization is the comprehensive application of information systems in enterprise production, and it is the possibility that the information integration platform will bring convenience to large-scale production and operation of enterprises. Networking is a combination of device networking and Internet services. It realizes the interaction between users and enterprises, and the whole process is visible. It also realizes the mutual sharing of manufacturing information and business information of internal information.
Through active investment in smart manufacturing systems, Delixi Electric has completed manufacturing upgrades for product consistency reliability and stability. In addition, through the manufacturing upgrade, the entire production of ACAP system, MES system, including the production system is built into a smart factory, data monitoring and collection of each part of the DPS application production process; optical inspection of finished products; through interconnection The running status of the equipment and the maintenance information are automatically sent to the maintenance personnel's mobile phone to grasp the equipment failure point at the first time. The level of automation of the entire product line has reached more than 50%, and the level of automation like terminal circuit breakers has reached more than 90%. The production line with the highest automation rate has reached 97%, and it is also the most automated production line in the industry. In addition to the manual adjustments that need to be made in subtle areas, the rest can be fully automated. The production efficiency has been improved by 35%, and the stability has also increased by more than 30%. With the improvement of the production speed of the commissioning, the production shortage is also effectively solved.
Force new energy industry to seize market share
With the improvement of the global competitiveness of China's new energy industry, industry experts analyze that the investment in new energy industry and technological innovation will become the key to whether low-voltage electrical companies can achieve cornering overtaking in the next round of competition. Delixi Electric has taken this excellent opportunity to believe that the new energy industry is a fast-growing market, with the new energy industry as a strategic target industry.
Mr. Tao Tao said: "We used to be in the new energy industry, just as a supplier of components, through our partners to enter the industry. On the one hand, from the product line we provided before, customized and specialized The product should be said that it is not yet complete. Now Deli Electric develops and innovates high-quality products that meet the DC and AC charging requirements of the charging pile market, and at the same time, it has created input protection, lightning protection, leakage protection and rectifier side input protection for the charging pile industry. Equal-voltage component solutions, and strive to quickly promote the standardization of charging facilities to ensure the reliability of charging pile equipment. In response to the requirements of photovoltaic systems for low-voltage electrical products, electrical products are required to have strong applicability and safety in extreme environments. And longer life function, etc. Delixi Electric has tailored system solutions for photovoltaic power plants from three dimensions: technological innovation, humanized operation design and safe power protection. Whether it is large-scale photovoltaic power station, building photovoltaic or intelligent Micro-grid, which achieves system loss reduction, cost reduction, and System power generation efficiency. "
Mr. Tao Tao said, “For Delixi Electric, we may not be the earliest in the field of special products for entering new energy, but we are the most differentiated. Power distribution or grid business and new energy business, It is the two areas that Delixi Electric is most concerned about. At present, for the new demand of smart grid and the rapid development of new energy industry, our team research and development and innovation will focus on these two areas. Only open and continuous learning, Constantly rethinking, constantly advancing with the times, constantly considering the pain points of customers, and researching and developing with customers and the market, can be recognized by the market and customers.
As a downstream assembly, electrical equipment companies benefit from the balance sheet expansion cycle of the State Grid. After 2009, the State Grid started the wave of smart grid manufacturing, and the capacity of power transmission and transformation equipment expanded significantly. Electrical equipment usually has a 10-year replacement cycle. Although it has theoretically reached an update period by 2019, the primary equipment can be updated and maintained every year, and the probability of expansion will not occur ten years ago. Secondary equipment may have new opportunities for updates due to certain incompatibilities.