Inverter 600 billion potential market brand analysis

According to research, there are many sub-industries and listed companies for energy saving of electric motors, including air-cooling technology for power stations, secondary equipment for power plants, carbon capture and storage, frequency converters, energy-saving transformers, high-efficiency motors, electronic power and components, and other sub-industries. . Among them, the market prospects of frequency converters deserve attention. Research shows that the potential market for high-voltage inverters is as high as 60 billion yuan. The market has grown stronger and brand discussions are increasingly being explored.

The trend of the strong rise of the domestic inverter brand Discussion In the large-scale distributed renewable energy power generation, the inverter plays an important role in both the power electronics technology and information and communication technologies. With frequency converters, homeowners and public operators can realize all the benefits of distributed and centralized renewable energy systems. The inverter industry has begun to greet the changing era of technological innovation, which is also a time of chaos.

The total potential market space of China's converter is about 120 billion to 180 billion yuan, of which the atmospheric inverter accounts for about 60% of the market share. The demand for medium and high voltage inverters is relatively small, but due to the power of a single inverter Large, high price, also accounts for about 40% of the market. At present, there are at least 180 million kilowatts of electric motors with variable load and potential for energy conservation in China, which provides a very large market for the application of frequency converters.

In recent years, China's inverter market has maintained a growth rate of 12% to 15%. It is expected that at least in the next five years, the inverter market demand will still maintain a growth rate of more than 10%. After 10 years, the inverter market can gradually become saturated.

Inverter market: The listed company discussed and the inverter, there are a number of listed companies, first of all in the huge demand of the high-voltage inverter market, with a Hekang inverter, Rongxin shares, Zhiguang Electric and gold from Tianzheng.

Some companies are in the form of industrial chain eaters, including Jiuzhou Electric and power sources all have high, medium and low voltage inverters; in addition, Ke Lu Electronics also has a share in this field, with high, Medium and low-voltage inverters, but the inverter's revenue accounted for a small proportion of operating revenue.

We are more optimistic about Jiuzhou Electric and Hekang Inverter. The former has a full range of high, medium and low voltage inverters. In 2009, the frequency converter revenue was 183 million, accounting for 48.59% of the main business revenue. The latter is the industry leader and standard setter. , With 6kV and 10kV universal high-voltage inverter, vector control high-voltage inverter, synchronous high-voltage inverter. A brokerage electrical industry analyst pointed out to the author.

Energy conservation has always been the people's struggle. Electromechanical energy conservation is an indispensable part of future development. Therefore, inverters should seize these opportunities to further expand market share and reach a new height in a good environment!