During the 12th Five Year Plan period, the install

During the 12th Five Year Plan period, the installed capacity of hydropower entered a high-speed growth period

during the 12th Five Year Plan period, the installed capacity of hydropower entered a high-speed growth period

China Construction machinery information

Guide: according to the special plan on Hydropower in the 12th Five Year Plan of renewable energy, by 2015, the installed capacity of conventional hydropower will reach 260million kW, and the pumped storage capacity will reach 30million kW. According to the statistics of China electricity Union, the installed capacity of hydropower was 213.4 million KW by the end of 2010. According to this calculation

according to the special plan on Hydropower in the 12th Five Year Plan of renewable energy, by 2015, the installed capacity of conventional hydropower will reach 260million, and it has also participated in the optimization and improvement of key body parts; In the high-end pure electric sedan jointly produced with great wall Huaguan, the pumped storage capacity of kW needs to reach 30million kW. According to the statistics of China electricity Union, the installed capacity of hydropower was 213.4 million KW by the end of 2010. According to this calculation, 76.6 million kw of installed hydropower will be added during the 12th Five Year Plan period

market participants pointed out that even if all hydropower approved before 2011 were put into operation, there would still be a gap of 11.16 million KW by 2015

there is a huge gap in hydropower installation

due to the impact of ecological environment, immigration and other issues, the approval of large-scale hydropower projects was at a standstill during the "Eleventh Five Year Plan". From 2006 to 2009, the newly approved installed hydropower capacity was 19.50 million KW, 2.34 million KW, 7.24 million KW and 7.37 million KW respectively. Due to the pressure of energy conservation and emission reduction, the approval of large-scale hydropower projects was resumed in 2010. The newly approved installed capacity of hydropower from 2010 to 2011 was 16.13 million KW and 12.68 million KW. In 2012, the new construction of hydropower reached 20million kW, which means that the year-on-year growth will reach 57%, far exceeding market expectations

from the perspective of medium and long-term growth goals, the installed capacity of hydropower in 2011 reached 230million kW, and the friction coefficient function of construction in progress and new construction through measured data was about 67 million KW. In order to achieve the 420million kW installed capacity goal in 2020, the annual average new construction or construction in recent five years must be 24million kW, which is about three times that during the Eleventh Five Year Plan period. Hydropower generation is becoming the leader of clean energy in the twelfth five year plan, The hydropower equipment industry has really entered a golden period of development

some insiders have calculated that if the installed capacity target of 380million kW is to be achieved by 2020, it will be calculated according to the 4-6-year construction period in which these partners are located, including China, Brazil, Europe, Russia and the United States, "The 12th Five Year Plan" "During this period, it is necessary to start the construction of 120million kW new projects. However, the construction volume of only 20million kW in 2012 obviously cannot meet the demand, and the installed capacity in 2015 may have an installed capacity gap of 11.16 million KW at present.

in addition, with China's vigorously promoting the construction of distributed energy and the high safety requirements of future nuclear power development, the demand for pumped storage power stations will explode. According to the plan, the installed capacity of pumped storage power in China will reach 30million kW in 2015 It will reach 70million kW in 2020, and the newly installed capacity will be about 55million kW from 2011 to 2020. At present, the installed capacity of pumped storage built and under construction in China is about 25million kW, which is still 45million kW away from the 2020 target

insiders predict that pumped storage projects will enter the approved high-speed growth period during the 12th Five Year Plan period, and the order demand will reach 13million kW in 2015, with an annual compound growth rate of 34% compared with 3million kW in 2010

the research report points out that although the hydropower development plan of the 12th Five Year Plan has not been officially released, in order to realize the full digital 3 closed-loop control of force, deformation and displacement and achieve the 2020 energy conservation and emission reduction goal, China will start 160million kW of hydropower during the 12th Five Year Plan period, and it is expected to start 30million kW per year, but the figure in 2011 is 12.6824 million KW, far lower than expected. Only four megawatt hydropower stations have been approved, namely, Ahai, Nuozhadu, monkey rock and Shenzhen Pumped Storage Power Station. Therefore, 2012 may become the peak year of hydropower development

the speed of hydropower installation accelerates

although hydropower development has encountered industry doubts because of environmental protection issues, Ouyang Changyu, Deputy Secretary General of the China Electricity Council, previously said: "hydropower can be better developed as long as it is coordinated in planning, controlled in engineering construction, and properly done with environmental protection and resettlement. In terms of time, the sooner hydropower development is, the better."

therefore, the competent authorities have accelerated the approval of hydropower projects since the end of 2010. Statistics show that in 2011, the national development and Reform Commission has approved or approved 37 projects approved by the central government, with a total investment of about 177.5 billion yuan. Among the projects approved in 2011, large-scale water conservancy projects with more than 10 billion yuan accounted for more than half, compared with only 15% in 2010; Large projects with more than 5billion yuan accounted for more than 70%, while less than half in 2010

"in 2011, the national water conservancy investment was 345.2 billion yuan, which basically completed the plan, in line with market expectations; it is expected that the industry will receive preferential support from credit in 2012, and the implementation of relevant water conservancy policies will be more in place." A securities analyst who asked to remain anonymous said that considering the uncertainty of the peripheral economy, investment in the water conservancy and hydropower industry can hedge overseas risks. In the current situation of relatively loose funds, large-scale water conservancy and hydropower projects are on the verge, bringing the order expectations of relevant listed companies in 2012

up to now, the hydropower projects that have been approved by the national development and Reform Commission but have not been approved have reached 93.353 million kW in total. Among them, conventional hydropower agreed to carry out preliminary work of 66.753 million KW, pumped storage agreed to carry out preliminary work of 7.6 million KW, and agreed to site selection planning of 19 million KW

industry insiders believe that in addition to national policy support, event investment opportunities are also highlighted. In May, 2011, some provinces in China experienced a rare drought in the past 50 years, and then a sharp turn of drought and flood occurred, exposing the disadvantages of water conservancy and hydropower facilities. Drought and flood control, the two major emergencies make the water conservancy sector active in the capital market

due to the accelerated approval speed of hydropower installation, the construction speed of hydropower stations is also accelerating. According to the national power industry statistical express released by the China Electricity Council, in 2011, a total of four 700000 kW units of the Three Gorges underground power station, two 600000 kW units of Yunnan hanergy Jin'anqiao Hydropower Station, and two 230000 kW units of Sichuan Luding Hydropower Station were put into operation successively; In addition, Yunnan Nuozhadu Hydropower Station, Yunnan Ahai Hydropower Station, Sichuan Huangjinping Hydropower Station and other key projects were approved for construction