Recently, Rockwell Automation acquired the high-voltage inverter business of Jiuzhou Electric (300040, share it) and settled in Harbin. On the same day, Rockwell Automation and Jiuzhou Electric High Voltage Inverter Business held a transaction delivery ceremony, and Rockwell Automation Control Integration (Harbin) Co., Ltd. was established.
Market participants believe that Rockwell Automation's rapid market response capability is the potential of China's high-voltage inverter market.
Energy-saving policies spur high market demand
During the "Twelfth Five-Year" period, China's environmental protection investment will reach 3.1 trillion yuan, and it is expected that by 2015, China's total output value of energy-saving and environmental protection industry will reach 5.3 trillion yuan, equivalent to 8% to 10% of GDP in the same period. As the main force and pioneer of energy saving and emission reduction, high-voltage frequency converters have huge market demand in the future.
The field of high-voltage frequency converters is very broad, including power, metallurgy, coal, petrochemical and other industries, of which the share of power, metallurgy, cement and other industries is increasing year by year. In 2011, the oil and gas, mining, cement and petrochemical industries covered nearly 50% of the entire domestic high-voltage inverter market size, of which the cement industry reached 1.201 billion yuan, which is the largest market among the four industries, accounting for the market. 16%.
“Most of these industries are high-energy-consuming industries, and the task of energy conservation and emission reduction needs to be solved urgently. Since high-voltage frequency converters are less affected by the economic cycle and more affected by the relevant national policies. Under pressure, the high-voltage inverter market has opened up room for appreciation. "A high-frequency transformer manufacturer said.
According to reports, the current high-voltage inverter is used in fans, pumps, compressors, rolling mills and other equipment, it can not only improve the process, extend the service life of the equipment, improve work efficiency, etc. The most important thing is that it can "energy saving ".
Fan Jun, Beijing Guodian Siwei Clean Energy Technology Co., Ltd. believes that the frequency conversion energy-saving market will be greatly improved in 2012. It is expected that the increase speed will be around 40%. The market space is mainly concentrated on frequency conversion.
The president of Rockwell Automation Asia Pacific believes that as China further expands the growth of the consumer economy, investment will continue to increase. As a result, factories and integrated power applications in many industries require energy-saving measures. Second, power control opportunities in Asian OEM, process and heavy industry markets are expected to bring significant growth potential to this acquisition. High-voltage inverter is an indispensable part of many large-scale automation projects. These frequency converters help maximize the use of assets and manage energy consumption.
Recently, the domestic frequency converter manufacturer Times Jinneng has also launched a new ResTIme series high-voltage large-capacity frequency converter, which is based on sine wave direct modulation technology, that is, "AC-AC SDM cascade technology", eliminating the DC link without rectification. The output is not filtered or IGBTIGCT bypassed, but only its own power module can be connected in series to achieve high-voltage output to meet the production of high-energy-consuming electrical equipment and achieve efficient energy-saving purposes.
Foreign investment monopoly has been broken
At present, there are about 200 domestic manufacturers of low-voltage inverters. From the comparison of foreign brands and local brands, suppliers are still dominated by foreign brands, which occupy 80% of the market. Compared with the medium and low frequency converter market, the share of domestic manufacturers in the high-voltage frequency converter market is heavier.
In recent years, domestic brand inverter manufacturers have already had a certain series of products, and the digitalization of control systems has gradually been covered in the industry. The extension of the industrial chain has also made the structure have a balanced development trend. With the rise of domestic high-voltage inverter manufacturers such as Lead Huafu, Dongfang Hitachi, and Hekang Frequency Conversion (300048, stock bar), the monopoly market of imported products from foreign manufacturers has been broken.
Take Schneider's acquisition of Leadhuafu as an example. As a well-known high-voltage high-power inverter company in China, Leadhuafu occupies a very large market share in the industry, and its sales are comparable to international famous brands. Schneider Electric's acquisition of Leadhuafu will not only be very conducive to its rapid occupation of the high-voltage high-power inverter market, but also help its entire line of products quickly occupy the market share of China's most popular energy-saving field.
Experts said that Schneider's completion of the acquisition of Leader Huafu objectively brought the opportunity for Hekang Frequency Conversion to expand its market share. Schneider Electric expects that by 2015, the synergies resulting from this acquisition will increase EBITDA profits by $ 25 million to $ 30 million.
Market participants predict that with the continuous development of local brands, the failure rate of products has gradually decreased, the cost performance of products has shown an advantage, and the import substitution space has expanded. In addition, there is still broad room for appreciation in the global market for inverters for renewable energy. The potential market will remain between 120 billion and 180 billion yuan.
Public data shows that China's high-voltage inverter market is rapidly rising. In 2005, the market scale of high-voltage inverters was approximately 1.09 billion yuan, and in 2008 it had reached 3.4 billion yuan, with a compound growth rate of more than 40%. According to the forecast of the "2009 China High-Voltage Inverter Market Research Report", in 2012, China's high-voltage inverter market size will reach 15 billion yuan, and the market growth rate in the next few years will remain at a relatively high level of more than 40%.
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