Shanghai Electric Group Co., Ltd. is one of China's comprehensive equipment manufacturing groups. Its leading industries focus on high-efficiency clean energy equipment, new energy and environmental protection equipment, industrial equipment and modern service industries. The products include thermal power generating units, nuclear power units, and gas turbines. , Wind power equipment, power transmission and distribution equipment, environmental protection equipment, automation equipment, elevators, rail transportation and machine tools, etc. Since the reform and opening up, Shanghai Electric has created a large number of world-leading innovative products, such as the first set of million kilowatts of ultra-supercritical fuel Coal-fired generating units, third-generation fourth-generation nuclear islands and conventional island main equipment, large-scale offshore wind power equipment, high-frequency electric motors for West-East gas transmission, etc. The operating revenue in 2016 was approximately RMB 80 billion.
As the leading brand of Chinese industry, Shanghai Electric's history can be traced back to 1902, creating China and the world's largest, China's first 6000 kilowatt thermal power generating unit, and the world's first 'double water internal cooling' generator. China's first 10,000-ton hydraulic press, China's first nuclear power unit, etc. all come from Shanghai Electric. It ranks among the top in international and domestic brands: In 2016, ENR ranked the world's top 250 international contractors 114th in the world, 2017 in Asia Top 500 brand TOP100, brand value of 20.287 billion yuan in 2017, ranking the top three in the industry.
On the morning of April 4th, the Fourth National Storage Energy Industry Tour Study Group organized by the Energy Storage Applications Branch of the China Chemical and Physical Power Supply Association entered Shanghai Electric, the Strategy and Marketing Department of the Power Station Group, the Ministry of Technology, and the newly established Shanghai Electric. The main person in charge of the energy storage and fuel cell division of the power station group, the subordinate engineering company, and the deputy general manager of the auxiliary energy storage business of the power plant group received the research team, the two parties' development history, equipment manufacturing, comprehensive energy service, technological advantages and energy storage. Industrial development trends and other aspects of a detailed exchange.
The changes in the living environment of human beings have forced us to gradually reduce or even abandon the use of fossil energy. The Shanghai Electric Power Group's industrial development strategy states: The most important long-term factors affecting the future development of the energy industry are environmental protection and climate change. At the same time, the rapid development of new energy and renewable energy also poses a serious challenge to the traditional energy industry. Shanghai Electric, as an influential energy high-end equipment manufacturing company at home and abroad, can only make up for informatization as soon as possible through continuous technological progress and equipment innovation. Intelligent short board, traditional energy equipment manufacturing can obtain continuous development momentum.
As the core industry sector of Shanghai Electric, Cao Min, the president of the power plant group, emphasized many times: 'The equipment manufacturing industry is a strategic industry of a country's national economy. The level of equipment represents the technical level of a country. The equipment is strong and the country is strong.'
According to reports, Shanghai Electric is a nuclear power equipment manufacturing enterprise with full and complete sets of capabilities for R&D and manufacturing. It has two generations of Canadian and third generation nuclear power production technologies, and has a complete nuclear power equipment industry chain. Shanghai Electric Co., Ltd. cooperates and independently develops with Siemens, respectively. The market introduced 1.26 MW, 2 MW, 3.6 MW and 5 MW wind power generation equipment.
In terms of large-capacity ultra-supercritical thermal power units, Shanghai Electric has the highest total number of equipment put into operation in the world and maintains the world's lowest coal consumption record. In terms of gas unit manufacturing, Shanghai Electric has high-end manufacturing capabilities for gas turbines, fuel turbines and IGCC main equipment. .
Shanghai Electric is one of the first modern service industry demonstration enterprises in China's machinery industry. It has made remarkable progress in power station engineering and services. Currently, the value of modern service industry accounts for nearly one-quarter of the Group's revenue, and will continue to expand its share.
In the area of distributed generation and energy storage, Shanghai Electric has focused on the research of multidisciplinary systems in the new energy industry chain through the integration of strong research teams and technical resources, including smart microgrid systems, comprehensive utilization systems for solar thermal energy storage, and energy storage applications. Lithium titanate soft pack battery, basic module of energy storage system, flow battery, solar energy dual-axis tracking system, gas triple supply system, solar photovoltaic power generation system, etc.
From a strategic perspective, Shanghai Electric pointed out that the solar thermal power station should be a solar power generation business that does not emphasize energy storage in the context of the high valuation of energy storage business. The prospects are bright. Shanghai Electric has proactively deployed the solar thermal power generation industry and actively explores and develops high efficiency. Clean power generation technology has related technologies in the field of tower-type CSP, which lays a solid foundation for entering the CSP industry. It is relying on the advanced layout of the solar thermal industry, and the advantages of its own platform and talent team, Shanghai Electric successfully collaborated with ACWA Power to build the largest 700MW solar thermal power project in Dubai so far. It has obtained the qualification of the project's engineering general contractor and entered the world's top new energy equipment field. The successful development of this project marks the development of CSP. Technology has entered a new stage of development. This is yet another milestone in the field of clean energy. It is also Shanghai Electric, which represents China's equipment manufacturing industry, innovating and driving the industry to upgrade, transforming into overseas high-end markets, building Chinese brands, and practicing the 'Belt and Road Initiative'. The successful case has been made.
As an influential high-end energy equipment manufacturing industry in the world, Shanghai Electric Group has combined three long-term development experiences and industrial trends with three important viewpoints:
One of the viewpoints: Shanghai Electric focuses its efforts on green high-end equipment manufacturing industry
At present, the weaknesses of domestic equipment manufacturing industry are mainly reflected in weak self-innovation capabilities, backwardness in basic manufacturing, low-level redundant construction, and difficulties in product promotion and application. Among them, key equipment components and core technologies are often subject to foreign-funded enterprises. The development of the entire industry has always been in a passive situation. It should also be noted that equipment manufacturing industry is an important guarantee for industry upgrading, technical progress, and national comprehensive strength in various industries. It has the characteristics of high industrial correlation and intensive technology.
Statistics show that in the short term, the downward pressure on China's equipment manufacturing industry is still very large and exports are still in a contraction period. In the medium term, during the “Thirteenth Five-Year Plan” period, it shows a trend of high growth before low and long-term; in the long-term, by 2025, The scale of China's equipment manufacturing industry will now account for more than 35% of the world's 30%, high-end equipment manufacturing industry will account for more than 35% of the equipment manufacturing industry from the current 20%, and the export volume will account for more than 20% of global trade.
In the future, China's equipment manufacturing industry will have more opportunities for innovation and strategic markets in terms of smart manufacturing, service-oriented manufacturing, core basic components, and green equipment.
In order to be able to maintain its leading position in the new round of global energy competition, it is particularly important to increase support for the domestic high-end green energy equipment manufacturing industry. Relevant government departments should give sufficient attention and support. In fact, the current domestic equipment manufacturing companies R & D The input intensity has always been at a relatively low level. Compared with the level of 4%-5% of developed countries in the world, the gap is very large. At the same time, the ability of independent innovation of enterprises also needs to be further improved.
View 2: The transformation and development of traditional energy services to integrated energy services put forward higher requirements for the future development of Shanghai Electric
With the rapid development and widespread application of energy internet technologies, distributed generation technologies, energy system monitoring, control and management technologies, and new energy trading methods, new demands for energy services have been spawned, and traditional energy services have been promoted. Rapid transformation and development of integrated energy services.
Integrated energy services include distributed generation, combined heat and power supply, intelligent power distribution, energy storage, and user-side services. It is technology-intensive, capital-intensive, and resource-intensive. Compared to traditional energy supply models, integrated energy The services have an important supporting role in enhancing energy efficiency and realizing the scaled development of renewable energy. At the same time, the comprehensive energy service system construction puts forward higher requirements for solution providers and system construction operators.
Point Three: Technology Innovation is the Key to the Transformation of the Energy Structure in the World
With the continuous advancement of science and technology, China ranks first in the world in terms of installed capacity of new and renewable resources. China has become a powerful country in the world for the large-scale application of new energy and renewable resources. China’s traditional energy in the future, especially fossil energy Consumption will also accelerate reduction. Rapid advances in renewable energy technology have led to further reductions in costs. Photovoltaic and wind power costs have come close to the evaluation of the Internet. Things that have been very difficult in the past have happened today.
The state has taken various measures to vigorously adjust the energy structure and promote the development of clean energy such as hydropower, nuclear power, wind power, and natural gas. To develop clean energy, it is necessary to overcome difficulties, increase investment in technology research and development and application, and nurture independent knowledge. The core technology of property rights, the realization of industrial transformation and layout of new energy sources, and the realization of efficient solutions for clean-side replacement and energy substitution at the supply side, driving a win-win model for demand-side transformation.
Whether it is in the field of traditional energy or renewable resources, for energy equipment manufacturers, technological innovation and technical services will be particularly important.
With the deceleration of power demand growth, thermal power control policies that are the most stringent in history have been introduced successively, thermal power construction has been fully cooled down, the industrial chain has lost market demand for rapid growth, and production capacity will quickly become surplus. The entire industry is facing enormous challenges. How Shanghai Electric seeks new The growth point is the immediate need.
Clean energy is replacing conventional energy at an unprecedented rate. Clean and efficient use of fossil energy, large-scale development of new energy, safe use of nuclear energy, and energy technology revolutions such as distributed energy and energy storage are and will continue to change the world energy system and landscape. Long-term layout , To seize the high ground of energy technology will become the key to decide whether energy equipment manufacturers can continue to lead the industry in the future competition.
Shanghai Electric is taking the initiative to actively respond to the impact of disruptive technologies on the formation of the group's traditional industries.
Shanghai Electric is one of the largest enterprise groups in China's equipment manufacturing industry. It has the advantages of complete sets of equipment, general contracting of projects and comprehensive service of modern equipment.
Facing the forefront of energy science and technology, Shanghai Electric will deploy a number of key projects to expand energy resource utilization patterns to foster emerging strategic hatchery industries. Entering first-class domestic energy in the new energy power generation and energy management sector, from high-carbon industries to low-carbon industries, from the traditional Equipment manufacturing to the supply of smart products and services, from the general contracting of the project to the provision of global industrial chain solutions, from global sales to the four major global business transformation.
In the field of energy storage, with the official introduction of the National Guidance Opinions on the Promotion of Energy Storage Technology and Industrial Development, the relevant government authorities will focus on building a policy environment conducive to the development of energy storage, and the energy storage industry will thus evolve from technological innovation to industry. Upgrades, application areas, market mechanisms, standards systems, policy support, etc. usher in opportunities for comprehensive development.
Fuel cells are the best way to clean and use hydrogen energy efficiently. Fuel cell vehicles are also highly favored and supported by developed countries because of their high energy density, long mileage, zero pollution emissions and hydrogenation that can be as convenient as adding gasoline. .
In March of this year, Shanghai Electric established the Energy Storage and Fuel Cell Business Unit, fully relying on the Group’s technological innovation advantages, talent advantages, and market resource integration advantages to prepare for the establishment of a systematic integrated energy management and control system. Core Technology, All-vanadium flow energy storage battery, Lead-acid battery, Battery management technology for lithium battery energy storage system, Production of megawatt-class energy storage system unit module, and construction capability of layered architecture energy storage power station, Integrated loss reduction of distribution network In addition, Shanghai Electric has established a complete R&D, engineering and operations team and actively carried out research on various business models to provide customers with integrated energy service solutions and system design and construction. Operation and maintenance, upgrades and other all-round quality services. Shanghai Electric also expects to strengthen exchanges with customers and design institutes, and to work together.
In recent years, the state has intensively issued a number of industrial policies and plans to strongly support hydrogen and fuel cell technologies, especially the development of hydrogen fuel cell vehicles. Despite this, the domestic hydrogen and fuel cell industries are still in their infancy, with industrial concentration. Not high, basic R&D and core technology inputs are insufficient, and application areas are not adequately supported. It is not only necessary for high-quality enterprises such as Shanghai Electric to be able to lay out in a forward-looking manner, but also to require coordinated efforts from upstream and downstream of the entire industry chain and strong support from government departments.
The expert group stated that the greenization of the equipment manufacturing industry should be based on the entire life cycle of equipment manufacturing products, that is, it should start from the stages of design, manufacturing, operation, in-service remanufacturing, and remanufacturing to upgrade the level of technology, operation, and intelligence. It is necessary to consider the harmonious adaptation to the production process, ensure the safety of the equipment manufacturing products themselves and the production process, save energy, save materials and environmental protection, and realize the green life of the equipment manufacturing products throughout their life cycle.
The expert group believes that China's photovoltaic, wind power and other new energy manufacturing technologies have always been at the forefront of the world, but at the same time, they must clearly understand that the industry's innovation and development are weak, overcapacity, and the enterprise's living environment is more severe. Domestic enterprises participate in the international market. When bidding, they pressed each other's prices and did not form a synergy with each other.
The expert group stated that as of now, global energy storage projects are growing at the time of the outbreak. In particular, chemical energy storage projects of more than one hundred megawatt level are being vigorously promoted, gradually forming a relatively complete industrial system. Shanghai Electric’s powerful R&D With its manufacturing capabilities, it will have the key energy storage technology and core equipment that will lead the world in the development of independent intellectual property rights. At the same time, a variety of energy storage business models based on the power and energy markets will flourish and Shanghai Electric will become internationally competitive. Energy storage market main body.
During the meeting with representatives of the Shanghai Electric Group and the expert group, they expressed the following suggestions for the current status of energy storage and fuel cell development:
The first is to fully integrate energy storage, hydrogen energy and fuel cells into the national energy system, formulate national-level energy storage, hydrogen energy and fuel cell development strategy and implementation roadmap.
The second is to increase investment in scientific and technological innovation, set up an independent national major special plan for energy storage and fuel cells, establish and improve the professional standards system and supply chain system for energy storage and fuel cell industry, and break through the safety constraints of energy storage and fuel cell industry promotion. , Economic issues and service life, and other key issues, increase the encouragement and research and development of technology and products with China's independent intellectual property rights.
Third, vigorously promote cross-domain applications of energy storage and fuel cell technologies in new energy incorporation, auxiliary services, user-side energy storage, microgrid, smart energy, military-civil integration, new energy vehicles, and distributed energy, and promote energy storage. , hydrogen energy and fuel cell equipment manufacturing industry to develop steadily.
Fourth, improve the government support and investment and financing mechanism, attract social capital investment, accelerate the large-scale application of China's energy storage technology pilot, and strengthen the hydrogen production, storage and transportation and hydrogenation infrastructure network planning and construction.
Fifth, encourage enterprises to actively introduce various investors in the process of nurturing new industries to achieve equity diversification, make full use of incentives such as employee stock ownership and equity incentives, stimulate innovation dynamism, and enhance corporate innovation and market competitiveness.
The report of the 19th CPC National Congress proposed: 'Accelerate the construction of a manufacturing powerhouse, accelerate the development of advanced manufacturing industries, promote the deep integration of the Internet, big data, artificial intelligence and the real economy, foster new growth points, and create new momentum.' This accelerates the development of Shanghai Electric. The high-end equipment manufacturing business pointed out the direction and also strengthened Shanghai Electric's confidence and determination in accelerating the development of high-end equipment business.
Shanghai Electric has undergone tremendous changes in recent years in terms of structural adjustment, transformation and upgrading, reform and innovation, scientific and technological progress, corporate appearance, comprehensive strength and industry status.
Shanghai Electric's personnel agreed that: 'At present, Shanghai Electric is in a critical stage of transformation and upgrading and the development of kinetic energy conversion. In the future, Shanghai Electric will be dedicated to energy storage and fuel cells, smart energy, advanced intelligent manufacturing and other fields. R&D, design, and consulting services are One, to provide customers with advanced equipment and application solutions. '.
Participate in the list of researchers:
Secretary of the Chinese Society of Chemical and Physical Power Industry Association of Energy Storage Application Secretary Liu Yong;
Deputy Secretary General of Energy Storage Applications Branch of China Chemical and Physical Power Industry Association, Chen Yongfu, Head of Energy Storage Research Group, Institute of Electrical Engineering, Chinese Academy of Sciences;
Lu Gang, Director, Institute of Energy Strategy and Planning, State Grid Energy Research Institute;
Xu Zhicheng, Senior Researcher, Institute of Energy Strategy and Planning, State Grid Energy Research Institute;
China Electric Power Research Institute, Xu Yihu;
Mr. Li Jiayi, Director of Intelligence Department of Southwest Electric Power Design Institute Co., Ltd., China Power Engineering Consulting Group;
Secretary of the Development Department of Nanjing Nanrui Jibao Electric Co., Ltd. Zhang Liyang;
State Grid Yubei Electric Power Company Planning and Evaluation Center of the Institute responsible for Zhou Jie;
Senior engineer of distribution network operation of State Grid Qinhuangdao Power Supply Co., Ltd.
Hua Xia Happy Production Group Industrial Service Manager Liu Yi;
Guangzhou Zhiguang Energy Storage Technology Co., Ltd. Vice Chairman Jiang Xinyu;
China can build the design engineer of Guangdong Electric Power Design Institute Chu Pan;
Tian Chen New Energy Corporation Niu Wentao;
Shenzhen Yongquan Energy Storage Technology Co., Ltd. Yu Xiaolong;
China can build Jiangsu Power Design Institute distribution network network letter engineering company Cai Boxi;
Energy storage application branch secretariat Li Xiang.