⊙ Reporter road Qing Ruan Qi ye Yong 0 edit scale superconducting industry "10 times of the Decade" growth prospects, attract Baili electrical, yongding shares, hanhe cable shares (002498, unit) ahead of several listed companies, such as layout, want to seize market "opportunities". Funds and other institutional investors also showed a strong interest in this area. According to the latest annual report of the Fund, hanhe cable shares be guangfa Fund, Huaxia Fund and other funds of all ages. Recommended reading · Xia stage fengji investment policy
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In addition, the Department of Chinese, including the Chinese market in presence of three quarters of last year, the 6 funds yongding shares. Superconducting power technology is of important strategic significance as a 21st century high-tech, various countries have attached great importance to. United States and Japan are superconducting current limiter as one of the strategic significance of the 21st century with the economic high-tech products. United States in 2030 and superconductivity of high temperature superconducting materials connecting the national backbone network, as well as several large load centres. After the United States national grid, and United States power companies in 2006, respectively, in Albany, New York and Columbus, Ohio, installed in a commercial power grid voltage distribution-superconducting cable system.
First transmission voltage-superconducting cable systems in the world is in long island, New York put into operation in April 2008. Development of superconducting technology in China, in February 2011, the first superconducting transformer substation--CAs silver superconducting transformer substation, built in Baiyin, Gansu province, will soon achieve parallel operation. Including high temperature superconducting current limiter in the substation, high-temperature superconducting magnetic energy storage system, high-temperature superconducting transformer and variety of superconducting power devices such as high temperature superconducting cable.
It consists of Silver City SASAC, the Chinese Academy of Sciences Institute of electrical engineering and construction of Gansu province wantong cable group common. With the acceleration of the industrialization process, Baili electrical shares, Wing Ding, hanhe cable shares many of the listed companies also in the field of superconducting active layout.
Brokerages and other agencies on application prospect of superconducting technology to demonstrate a strong interest. CICC in the study reports that, superconductive current limiter can be installed in places such as power plants, transmission and substation, projected domestic first substation for 220KV and above, in accordance with 220KV of 40 million Yuan/Taiwan, 20 million RMB/set calculation of 35KV, superconducting limited domestic market size of about 170 billion-$ 280 billion.
Hongyuan securities (000562, unit) estimates that domestic market space of about 170 billion superconducting current limiter-$ 230 billion. Due to the higher superconducting technology barriers to entry, so the first entrants are expected to become the market leader in the future. Judging from the listed companies, Baili electric manufacturing 35KV mesh of superconducting current limiter in Phuket, Yunnan power station run 2 years, 3 human failure to achieve the desired results. And marketing company involved in Tianjin 220KV higher superconducting current limiter project is expected.
According to the reporter learned that the project is about hanging nets run. Baili electrical notice last July on the issue raised is not more than $ 1 billion in funding, $ 300 million for the superconducting current limiter project. Company says will be the most advanced superconducting fault current limiter technology and industrialization, for it in the lead for the field of smart grid development, the project will make it the first superconducting current limiter of the initial commercial production enterprises, industry is expected to get high returns. The additional items including 35KV-220KV all current levels of superconducting current limiter, participants throughout the project, including Tianjin Branch of Beijing clouds and State grid, but Baili Electric's interests are not less than 50%.
In the three-party cooperation, Beijing clouds is responsible for the provision of technical, Baili electrical equipment design and manufacturing, and network are responsible for running mesh of superconducting fault current limiter. Baili electric believes that superconducting current limiter is key to construction of smart grid devices, smart grid stability is the most important construction of the smart grid, superconductive current limiter can effectively improve smart grid transient stability.
Improvement of transient stability need to control the power network short-circuit current, existing methods of cost is very high, and easily lead to instability in power system operation and superconducting current limiter as limit the short circuit current of new technology and equipment that had developed in recent years, has a clear advantage. In addition, yongding shares on December 22 last year, announcements of listed companies, invested $ 72 million to set up Suzhou tripod new material limited company, engaged in research and development of superconducting wire rod, and superconducting device.
According to people familiar with the, yongding shares are likely to enter the second generation of high temperature superconducting wire, its technical team is likely to come from the United States at Oak Ridge National Laboratory (ORNL), the laboratory is a United States main force engaged in the second generation of research and development of high temperature superconducting materials. Another involved in superconductivity is hanhe cable shares of listed companies. Hanhe cable shares holding stakes in British Nano superconducting 51%. British Nano superconducting was established in September 2000, is the first implementation of the first generation of the industrialization of high temperature superconducting wire company, its production of high-temperature superconducting wire rods have been equipped in China's first superconducting motor on high temperature superconducting fault current limiter and the first 35kv. In 2008, provided by the company 35kV/90MVA of superconducting wire saturated core superconducting fault current limiter in Kunming 220kv substation Phuket mesh running successfully.
