Looking back at the electrical equipment industry market in 2016, it can be found that the overall performance of the industry is relatively good. Specifically, the performance of automation and charging piles is outstanding, the performance of voltage grids and medium-voltage distribution networks is considerable, and the profit growth rate of power grid line materials has declined. . Looking forward to 2017, overseas markets will usher in a wave of investment.

Electrical equipment is a general term for generators, transformers, power lines, circuit breakers and other equipment in the power system.

Analysis of investment opportunities in the electrical equipment industry in 2017:

1. The growth rate of domestic power investment slows down, and overseas markets provide incremental

"2016-2021 China's Electrical Equipment Industry Market Demand and Investment Consulting Report" shows that from January to November 2016, the national power grid project completed investment of 476.8 billion yuan, a year-on-year increase of 23.8%. 580 billion yuan, a year-on-year increase of about 25%. In addition, according to the "Thirteenth Five-Year Plan" for electric power, during the "Thirteenth Five-Year Plan" period, the investment in my country's power grid will not be less than 3.34 trillion yuan. Under the assumption that the plan is completed, the domestic power grid investment will be maintained for several years starting from 2017. "The amount is high and growth is low". Under this circumstance, the increment that the overseas market can provide every year cannot be underestimated. At present, the main markets for my country's power equipment exports are countries in South Asia and Central Asia with relatively weak power infrastructure, power shortages or outdated equipment. At present, the main markets for my country's power equipment exports are countries in South Asia and Central Asia with relatively weak power infrastructure, power shortages or outdated equipment. Taking a typical country as an example, Pakistan's current annual electricity consumption is 70-80 billion kWh, with an average line loss rate of 18%, and 30% in some areas, with a very high line loss rate. The Pakistani government has previously stated that it will invest about 340 billion rupees (about 20 billion yuan) in power construction each year. India's electricity consumption is about 1.3 trillion kWh, and there are also problems of power shortage and high loss rate of transmission and distribution lines. It is estimated that the annual investment in the power grid is about 100-150 billion yuan. At the same time, considering the political and economic conditions of Tajikistan, Kazakhstan, Afghanistan, Indonesia and other countries in the same region, it is estimated that the total annual investment in power equipment in Central Asia and Southeast Asia is about 300 billion yuan.

2. The domestic leading enterprises are mature and it is time to go overseas

After the establishment of State Grid Corporation of China and China Southern Power Grid Corporation in 2002, the construction of UHV and UHV power grids has been promoted nationwide. Up to now, my country's UHV and EHV power transmission networks have reached the world's leading level in terms of robustness and intelligence. . In the process of research, application and promotion of UHV projects, thanks to the cooperation model of "State Grid takes the lead + core enterprise technology research", a situation has been formed in which a few leading enterprises with technical and financial barriers have segmented the market. In addition, my country's leading manufacturers of new energy power generation equipment such as wind power and photovoltaics have also ranked first in the world. These leading companies will become the pioneers in the export of power equipment to the sea.

Electrical equipment is a key project in my country's industry.