With the rapid development of the industry, low industrial concentration, and unreasonable product structure, the “Wind Power Cable Technology Symposium†was held shortly. Participants indicated that wind power cables are one of the key equipment in the wind power generation and transmission process, and their technological development and products The improvement of quality and performance has an important impact on the healthy, sustainable and transformative development of China's wind power industry. Relevant companies should conduct in-depth analysis and summarization on the transformation and upgrading of wind power cables, supporting facilities, new application areas, and production standards, and increase investment in research, development, use, and integration of wind power cables.
The rapidly developing wind power market is considered to be a major driving force for the rapid growth of the cable industry in China in the next few years. At the same time, the problems faced by wind power cables also reflect the plight of China's cable industry.
Industry consolidation is imperative The latest data shows that at present, there are as many as 7,000 wire and cable companies in China, including small and medium-sized enterprises, and the largest companies occupy only 1% to 2.5% of the market share. According to the National Bureau of Statistics, the market share of China’s 19 largest cable companies accounted for only 11.7% of the industry at the end of 2009. The market share of the top 3 US companies in the country reached 54%, and the top 7 companies in Japan Shares account for 86% of the industry, and the UK’s top 12 cable companies have a 95% concentration. The direct consequence of numerous companies and low industrial concentration is the decline in industry profitability and overcapacity, and the adjustment and integration of wire and cable industries is imperative.
According to the relevant personage of the Electric Wire and Cable Branch of China National Electrical Equipment Industry Association, China is a major country in wire and cable production, but it is not a strong country in wire and cable production. At present, although China's cable industry has a high production capacity, there is a problem of irrational product structure. Companies mainly produce low-value-added medium- and low-voltage cables, and their production capacity has become oversupply. Market competition is fierce, and profitability is also high. There is a decline, while some high-end cable products rely on imports.
According to the data of the General Administration of Customs, during the "Eleventh Five-Year Plan" period, the average unit price (unit weight price ratio) of China's imported cable products is about twice that of the export products. China's high-voltage, ultra-high voltage power grid construction investment is increasing, but most of China's cable companies are difficult to produce the products required by the market, which has become a major challenge for the cable industry.
Some industry analysts believe that at present, China's only 30% of the cable varieties can meet the level of the international market can accept and can participate in competition, 70% of the cable varieties urgently need to improve product quality and grades. China's wire and cable industry has shown a rapid development, over-dispersed industrial structure, product structure to the low-end development pattern.
In the face of fierce competition from foreign brands, in June of this year, cable giant Nexans and Shandong Yanggu Cable Group signed a contract to acquire most of their shares in the power cable business. In fact, since the 1980s, foreign well-known wire and cable companies have been optimistic about China's wire and cable market and have successively established joint ventures in China. For example, Nexen, Pirelli and Sumitomo have established camps in China. According to statistics, the world’s top 60 manufacturers have invested in China, and 30 of them have at least one cable factory. Undoubtedly, they all want to share a share in the cable equipment market in China.
From the perspective of market share, internationally renowned brands have certain advantages in the high-end field. For example, Nexans has a share of about 80% of China's nuclear power cables and 50% of China's marine cables, and it will continue to rise.
A market person from Dongguan Huaxin Cable stated that these joint ventures or wholly-owned companies have played a catalytic role in the improvement of China's wire and cable manufacturing level and output, and the gap between China's wire and cable manufacturing level and foreign advanced level is gradually narrowing, but it should also be clear It is recognized that the entire domestic companies still have the disadvantages of high manufacturing costs (especially current raw material price increases), low technological development investment, and weak development capabilities, and the product competitiveness and profitability are still weak.
According to Niu Xiaohui, industry analyst of Champ Consulting, from the perspective of the development level of the entire industry, the domestic cable industry has a low degree of concentration, decentralized technology, and low technology content. On the contrary, developed countries such as Europe, the United States, Japan, and other developed countries have already achieved high levels of industrialization, well-developed infrastructure, high degree of urbanization, and relatively slow economic growth, and the cable industry has gone through more than a hundred years of development history. The development of the market, the market competition is very fierce, in the industry polarization is obvious, the market concentration is relatively high. In this context, the domestic cable market can be imagined with fierce competition.
The breakthrough of new materials cables and special cables Before that, the “12th Five-Year Development Guidance Opinions for Wire and Cable Industry†of the Wire and Cable Branch of China Electrical Appliance Industry Association proposed the goals of the industry development during the “12th Five-Year Plan†period. Among them, it is clearly stated that we must do a bigger and stronger enterprise and optimize the industrial organization structure.
The "Guiding Opinions" pointed out that through acquisitions, mergers and mergers, and other industrial reorganization activities, it is necessary to win the end of the "Twelfth Five-Year Plan" period and form 3-5 sales in the industry to reach tens of billions of yuan and have certain international competitiveness. Large-scale enterprise groups; forming 6-12 specialized specialized enterprises with sales revenue of 10 billion yuan and strong international competitiveness in professional products; forming a batch of products with distinctive features, strong professional manufacturing capabilities, complete supporting facilities, and differences The development of regional cable industry clusters; the formation of a group of SMEs with professional production characteristics and regional competitive advantage.
At present, there are already a large number of ultra-large-scale enterprises with sales exceeding RMB 10 billion in the Far East and Baosheng, which are raising the banner of the industry and leading the development of the entire industry. Some experts believe that the realization of the catch-up and rise of the domestic cable industry, the development of new materials cables and special cables is an important breakthrough.
In terms of new material cables, the development and application of carbon fiber composite core conductors are in the ascendant. In terms of special cables, the State Grid Corporation of China once stated that the promotion and application of special conductors is an important technical measure for realizing energy conservation and consumption reduction of the power grid and promoting environmental protection, and is a concrete practice for the implementation of the life cycle management of power grid assets. Special wire transmission is a key technology of the HVDC transmission line project, especially the UHV power grid, which can effectively reduce the line loss and the surface field strength of the wire, improve the energy transmission efficiency, and have a higher comprehensive price compared with the ordinary wire transmission. The benefits are significant and the market has a broad application prospect.
The rapidly developing wind power market is considered to be a major driving force for the rapid growth of the cable industry in China in the next few years. At the same time, the problems faced by wind power cables also reflect the plight of China's cable industry.
Industry consolidation is imperative The latest data shows that at present, there are as many as 7,000 wire and cable companies in China, including small and medium-sized enterprises, and the largest companies occupy only 1% to 2.5% of the market share. According to the National Bureau of Statistics, the market share of China’s 19 largest cable companies accounted for only 11.7% of the industry at the end of 2009. The market share of the top 3 US companies in the country reached 54%, and the top 7 companies in Japan Shares account for 86% of the industry, and the UK’s top 12 cable companies have a 95% concentration. The direct consequence of numerous companies and low industrial concentration is the decline in industry profitability and overcapacity, and the adjustment and integration of wire and cable industries is imperative.
According to the relevant personage of the Electric Wire and Cable Branch of China National Electrical Equipment Industry Association, China is a major country in wire and cable production, but it is not a strong country in wire and cable production. At present, although China's cable industry has a high production capacity, there is a problem of irrational product structure. Companies mainly produce low-value-added medium- and low-voltage cables, and their production capacity has become oversupply. Market competition is fierce, and profitability is also high. There is a decline, while some high-end cable products rely on imports.
According to the data of the General Administration of Customs, during the "Eleventh Five-Year Plan" period, the average unit price (unit weight price ratio) of China's imported cable products is about twice that of the export products. China's high-voltage, ultra-high voltage power grid construction investment is increasing, but most of China's cable companies are difficult to produce the products required by the market, which has become a major challenge for the cable industry.
Some industry analysts believe that at present, China's only 30% of the cable varieties can meet the level of the international market can accept and can participate in competition, 70% of the cable varieties urgently need to improve product quality and grades. China's wire and cable industry has shown a rapid development, over-dispersed industrial structure, product structure to the low-end development pattern.
In the face of fierce competition from foreign brands, in June of this year, cable giant Nexans and Shandong Yanggu Cable Group signed a contract to acquire most of their shares in the power cable business. In fact, since the 1980s, foreign well-known wire and cable companies have been optimistic about China's wire and cable market and have successively established joint ventures in China. For example, Nexen, Pirelli and Sumitomo have established camps in China. According to statistics, the world’s top 60 manufacturers have invested in China, and 30 of them have at least one cable factory. Undoubtedly, they all want to share a share in the cable equipment market in China.
From the perspective of market share, internationally renowned brands have certain advantages in the high-end field. For example, Nexans has a share of about 80% of China's nuclear power cables and 50% of China's marine cables, and it will continue to rise.
A market person from Dongguan Huaxin Cable stated that these joint ventures or wholly-owned companies have played a catalytic role in the improvement of China's wire and cable manufacturing level and output, and the gap between China's wire and cable manufacturing level and foreign advanced level is gradually narrowing, but it should also be clear It is recognized that the entire domestic companies still have the disadvantages of high manufacturing costs (especially current raw material price increases), low technological development investment, and weak development capabilities, and the product competitiveness and profitability are still weak.
According to Niu Xiaohui, industry analyst of Champ Consulting, from the perspective of the development level of the entire industry, the domestic cable industry has a low degree of concentration, decentralized technology, and low technology content. On the contrary, developed countries such as Europe, the United States, Japan, and other developed countries have already achieved high levels of industrialization, well-developed infrastructure, high degree of urbanization, and relatively slow economic growth, and the cable industry has gone through more than a hundred years of development history. The development of the market, the market competition is very fierce, in the industry polarization is obvious, the market concentration is relatively high. In this context, the domestic cable market can be imagined with fierce competition.
The breakthrough of new materials cables and special cables Before that, the “12th Five-Year Development Guidance Opinions for Wire and Cable Industry†of the Wire and Cable Branch of China Electrical Appliance Industry Association proposed the goals of the industry development during the “12th Five-Year Plan†period. Among them, it is clearly stated that we must do a bigger and stronger enterprise and optimize the industrial organization structure.
The "Guiding Opinions" pointed out that through acquisitions, mergers and mergers, and other industrial reorganization activities, it is necessary to win the end of the "Twelfth Five-Year Plan" period and form 3-5 sales in the industry to reach tens of billions of yuan and have certain international competitiveness. Large-scale enterprise groups; forming 6-12 specialized specialized enterprises with sales revenue of 10 billion yuan and strong international competitiveness in professional products; forming a batch of products with distinctive features, strong professional manufacturing capabilities, complete supporting facilities, and differences The development of regional cable industry clusters; the formation of a group of SMEs with professional production characteristics and regional competitive advantage.
At present, there are already a large number of ultra-large-scale enterprises with sales exceeding RMB 10 billion in the Far East and Baosheng, which are raising the banner of the industry and leading the development of the entire industry. Some experts believe that the realization of the catch-up and rise of the domestic cable industry, the development of new materials cables and special cables is an important breakthrough.
In terms of new material cables, the development and application of carbon fiber composite core conductors are in the ascendant. In terms of special cables, the State Grid Corporation of China once stated that the promotion and application of special conductors is an important technical measure for realizing energy conservation and consumption reduction of the power grid and promoting environmental protection, and is a concrete practice for the implementation of the life cycle management of power grid assets. Special wire transmission is a key technology of the HVDC transmission line project, especially the UHV power grid, which can effectively reduce the line loss and the surface field strength of the wire, improve the energy transmission efficiency, and have a higher comprehensive price compared with the ordinary wire transmission. The benefits are significant and the market has a broad application prospect.
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