The increase in overseas orders for power construction and power equipment companies has confirmed the judgment of market participants to a certain extent. Opening up overseas markets is an important development direction for domestic mainstream power equipment manufacturers. Whether it is a power generation equipment host manufacturing enterprise or a power transmission and power plant auxiliary machine enterprise with technical strength and cost advantages, its export business or overseas capacity expansion in the next few years is worthy of attention.
It is reported that the three major power generation equipment groups in China, Shanghai Electric Group, Dongfang Electric Group, Harbin Power Station Equipment Group and China National Technical Import and Export Corporation have recently signed a memorandum with the Indonesian State Power Corporation, which is within 36 months. Indonesia will build a 10 million kilowatt thermal power project with a total value of 7 billion US dollars. The official contract will be signed in August.
In fact, the recent news about domestic companies obtaining overseas orders is not only this, but the scale of the Indonesian project is so large that it attracts more attention. For example, China National Machinery and Equipment Import and Export Corporation has obtained the general contract for the three thermal power stations of the Malaysian Muka 2×135,000 kilowatt power station, the Sarawak power station and the Sri Lanka Putaram 300,000 kilowatt power station. Other power engineering companies also have A lot of gains. According to the Export-Import Bank of China, which usually provides export credit support to Chinese companies, the total amount of power station projects being tracked recently is more than $2 billion. In these projects, engineering design and equipment procurement are based on domestic enterprises.
From the situation of the Indonesian project, there are several points worthy of attention: First, the technical strength and price advantage of domestic power equipment enterprises are extremely obvious. The production technology of domestic enterprises of 600,000 kilowatts and 300,000 kilowatts of thermal power units is very mature, there is no existence. Technical barriers. Second, for equipment companies, the profitability of foreign orders may be higher than domestic.
At present, the overseas export trend is obviously enhanced by the power generation equipment mainframe manufacturing enterprises, but from a broader perspective, the power transmission and transformation and power plant auxiliary equipment enterprises with technical strength and cost advantages, such as TBEA, Harbin Air Conditioning, Guodian NARI, Several companies, such as Tianwei Baobian, have strengths in this area, and their export business or overseas capacity expansion in the next few years is worthy of attention.
