Emission Reduction Target Announces Instrumentation Industry Regains Spring

A few days ago, the Ministry of Environmental Protection announced the pollution reduction target for 2010. According to the new target plan, in 2010, sulfur dioxide emissions will be reduced by 400,000 tons more than in 2009 when the emission reduction task is completed one year ahead of time; Oxygen on the basis of the "Eleventh Five-Year Plan" goal, and strive to reduce more than 200,000 tons and above. At the same time, to ensure that the new urban sewage treatment capacity of 10 million cubic meters, the new coal-fired power plant desulfurization installed capacity of 50 million kilowatts.

The new emission reduction targets are within the expectation of the industry, and the scale of compression or structural transformation that industries such as thermal power and iron and steel industries have begun will also continue. The direction of development of the instrumentation industry has also been framed - the traditional market demand will be Weakening, wind power, smart grid and other emerging industries will accelerate demand.

New industry demand will accelerate

Dong Jingchen, deputy secretary-general of the China Instrument and Meter Industry Association, stated that in 2010 and beyond, the situation of China's instrumentation market will be greatly changed compared with previous years. The main performance is that with energy saving, emission reduction, and The continuous promotion of national policies such as low-carbon economy will reduce the demand in the traditional market, while wind power, nuclear power, smart grid, rail transportation and other industries will generate new and large demand for instrument and meter products.

In order to promote energy-saving and emission-reduction targets, in recent years China has actively promoted the development of thermal power units with “large pressure and small pressure.” Especially after the financial crisis, China’s investment in the field of thermal power continued to decrease. In 2009, thermal power investment decreased by 15% year-on-year. The output of thermal power generators has fallen by more than 28%. It is understood that China will continue to implement the policy of “big pressure and small pressure” and the scope of pressure will be expanded to 125,000 kilowatts and 200,000 kilowatts. This means that traditional applications Instrumentation requirements for thermal power units will be significantly reduced.

The demand for instrumentation in the steel and cement industries will also continue to decrease. Currently, the overcapacity of steel and cement is evident. According to the relevant data released by the country, the steel industry output exceeds the market demand by 200 million tons, while in 2009 exports decreased by 65 compared to the same period of last year. %; Cement has over 100 production lines in the current situation of overcapacity. China has already put in place restraint policies for overcapacity in the above industries, and mandatory restrictions on emission reduction targets are expected to make the instrumentation industry traditional. Market demand further reduced.

Intelligent instrumentation is an important R&D direction and new industries have new requirements. So, what should be the new R&D direction of the instrumentation industry?

Gu Jiacheng, an expert in the instrumentation industry, believes that in order to achieve the goal of energy conservation and emission reduction, it is necessary to accurately collect energy, measure and monitor, analyze, and control the load. This requires instrumentation, especially for energy metering. Electric automation management system products have the characteristics of high intelligence, networking, and strong reliability. Generator special measuring instrument, power quality analyzer

“The instrument industry is still in a relatively weak overall stage, and it is necessary to pay attention to the enhancement of product strength. Among them, an important direction is the product's intelligence.” Said Jia Jiacheng. The intelligent industry is not only a low-carbon economy, but also has advanced technology. The current overall economic development direction. However, China's intelligence is the weakest, and it is precisely the basic industries such as instruments, meters, and sensors that need to be developed. Therefore, the instrumentation industry should seize the current opportunities and strive to develop new types of instruments needed by new industries. Instrumentation products.

The traditional market has shrunk, but the new market is worth the wait.

Saving energy, reducing emissions and developing a low-carbon economy have become a long-term development trend. The above trends have also led to a number of rapidly developing new industries. For example, wind power, nuclear power, smart grids, high-speed trains and rail transit, etc. These industries are proposed for instruments and meters. New requirements.

In the field of wind power, the country will form several tens of millions of kilowatts of wind power bases in accordance with the requirements of “incorporating large power grids and building large bases”. The target of total installed capacity of wind power has been raised to 100 million kilowatts. In the field of nuclear power, national planning By 2020, China’s nuclear power will account for 4% of the country’s total installed capacity of electric power from 4% to 5%, nuclear installed capacity will reach 100 million kW, total construction cost will reach 150 billion US dollars, and the domestic market scale of nuclear power equipment industry is expected to reach 500 billion yuan. In the field, the State Grid Corporation of China has issued smart grid construction plans, and the requirements for the intelligentization and digitization of grid equipment have also provided opportunities for instrumentation. In the field of rail transportation, the State Council has approved and will approve a total of 23 cities for urban rail transit planning. At present, 36 urban rail transit lines are currently under construction in 12 cities across the country. The scale of rail transit investment will exceed 1 trillion yuan by 2020.

Related links: Instrumentation industry over-reliance on investment

According to the data released by the China Instrument and Meter Association, sales of the instrumentation industry in 2009 were greatly affected by the financial crisis. At the beginning of 2009, the instrument and meter industry sales grew only 2.6% and 2.9% year-on-year, which is the lowest point since the reform and opening up. The increase in November 2009, compared with January, also rose by only 4 percentage points.

Another feature of the instrumentation industry in 2009 was that profit growth was better than sales growth. Profits in February 2009 were negative growth of 13.7% year-on-year, reaching the lowest point in history, but they started from negative to positive in May, and the growth rate in November reached 13.1%. The rapid growth of profits is related to the tightening of payment recovery, raw material and device prices.

It is worth noting that the trend of increase in the total output value of instrumentation industry and the continuous decrease in sales growth has occurred since 2007. Among them, the growth rate of total industrial output value was 28.5% in 2007 and 18.7% in 2008, and by 2009, The year has dropped to less than 10%. The reason is mainly due to the high degree of investment dependence, especially the high dependence on traditional new construction projects. At present, the industry demand has emerged a new trend, instrumentation industry should grasp Take advantage of opportunities to avoid the financial crisis and the risks associated with relying on investment.