The tender for the fourth batch of smart grids of the State Grid is about to start. Recently, the State Grid announced the results of the second and third batch of tenders for the smart grid in 2010. During the year, three batches of tenders were for primary equipment, involving eight categories of transformers, transformers, and combination appliances.

Among them, Qixing Tower in the National Grid of Golmud in Qinghai to Tibet Lhasa DC networking project tower bidding, the winning angle steel tower totaled 12,600 tons, the successful bid price of 93,340,600 yuan, accounting for 21.80% of the company's operating income last year. In addition, TBEA's company has also won four bidder transformer packages, including 330kV Yongjing Power Transmission Project and 220kV Changfeng Business Power Transmission Project. Analysts believe that the number of the second and third batch of bidding transformers and combination appliances has increased significantly, but the overall scale is relatively small, and their contribution to the performance of listed companies is limited.

According to relevant sources from the National Energy Administration, compared with the construction of UHV lines, most of the tendering projects for smart grid construction are smaller and more dispersed, and the amount of funds undertaken by the project itself will not be too large, but the related equipment companies will be relatively stable. The good influence.

As the bidding for the fourth batch of smart meters of the State Grid is about to start, the industry predicts that meter companies such as Keyou Electronics, which have been successful bidders in the past, are expected to continue to gain opportunities. In addition, China's smart grid will enter the construction peak, and the overall investment is expected to reach 2 trillion. The listed companies involved in the concept of smart monitoring, control protection, and reactive power compensation in primary equipment leading companies and secondary equipment are expected to continue to benefit.

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