The electrical industry is experiencing comprehensive recovery growth


Under the "dual carbon" goal, there are more favorable factors in the electrical industry. Since the beginning of this year, a batch of major power equipment has been successfully taken offline, energy engineering has been approved one after another, and related manufacturing enterprises have received continuous orders, leading to a recovery in the electrical industry.

On February 28th, Sany Heavy Energy successfully took off the production line of its first wind turbine with a 230 meter impeller diameter on an 8.5-11 megawatt onshore platform. This is a global offline onshore wind turbine with high power and large impeller diameter.

First in China! On March 8th, China's first domestically produced F-class 50 MW heavy-duty gas turbine commercial demonstration unit was officially put into commercial operation, filling the gap in China's independent gas turbine application field. The heavy-duty gas turbine reflects the level of equipment manufacturing industry in a country.

In 2022, the overall operation of the electrical industry was stable, with the industry's main business revenue approaching 6 trillion yuan, a year-on-year increase of about 10%; The total profit exceeded 350 billion yuan, a year-on-year increase of about 10%. According to new data from the National Bureau of Statistics, the added value of the industry increased by 13.9% year-on-year from January to February, an increase of 3.1 percentage points compared to December of the previous year; Profit increased by 41.5% year-on-year, continuing to maintain a rapid growth trend.

The electrical industry will achieve restorative growth in 2023, "said the relevant person in charge of the China Electrical Industry Association. It is expected that the main business revenue of the electrical industry will grow by more than 10% year-on-year this year, and the total profit will grow by more than 10% year-on-year. The total import and export volume, import volume, and export volume will all have significant growth.

Under the "dual carbon" goal, the electrical industry ushers in new opportunities

On February 22nd, the Daya River Pumped Storage Power Station project in Liaoning Province was officially approved by the Liaoning Provincial Development and Reform Commission. The installed capacity of the power station is 1600 megawatts, and it is planned to install four single unit water pump turbine generator units. Construction will start in the second half of this year.

On February 27th, the 100 MW wind power project in Nagqu Seni District was approved by the Development and Reform Commission of the Tibet Autonomous Region. This project is a wind power project with a large installed capacity in high-altitude areas above 4500 meters worldwide, and after production, it can provide approximately 200 million kilowatt hours of clean electricity annually.

Inner Mongolia has proposed to accelerate the construction and grid connection of the first batch of 20.2 million kilowatt and the second batch of 11.88 million kilowatt large-scale wind and photovoltaic base projects, and to promote the construction of the third batch of 11.7 million kilowatt large-scale wind and photovoltaic base projects; Guangxi announced that it will coordinate and promote 95 major wind power projects in 2023, with a total project scale of 9991.8 megawatts

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