Today, A-share index went tepid, but stocks such as West China Energy, Zhengguang Co., Ltd., Ganneng Co., Ltd. , Changbao Co., Ltd. , Tianwo Technology and other stocks all hit the daily limit.
Among them, West China Energy today was the fourth consecutive daily limit; Zhengguang shares rose 20%.
They have one common feature, which is that they both involve a technology repeatedly mentioned by Minister of Science and Technology Wang Zhigang recently - ultra-supercritical high-efficiency power generation technology.
What kind of technology is ultra-supercritical and efficient power generation? Why does
have such great power to make these stocks crazy?
What other companies are involved in it?
The Minister of Science and Technology mentioned "ultra-supercritical and efficient power generation technology" many times
On June 6, the Propaganda Department of the Central Committee of the Communist Party of China held a series of theme press conferences on "This Decade of China". Minister of Science and Technology Wang Zhigang introduced the relevant situation of "implementing the innovation-driven development strategy to build a strong country in science and technology", and mentioned "super-supercritical and efficient power generation technology" several times.
Wang Zhigang said that we must base ourselves on our energy endowment of "coal-based" and accelerate the research and development of efficient and clean utilization of coal.
Wang Zhigang gave a detailed explanation on the clean and efficient use of coal. He said: "my country has been developing the million-kilowatt-level ultra-supercritical and efficient power generation technology for 15 consecutive years. Currently, the coal consumption of can reach a minimum of 264 grams per kilowatt-hour, which is much lower than the national average and is also at the global advanced level."
"(We want) to make new breakthroughs in ultra-supercritical and efficient power generation technology ." In response to "the next step of the work arrangement for 'technology for the people'", Wang Zhigang said, "Our country's energy consumption is mainly coal. To achieve the 'dual carbon' goal, it is necessary to make energy security more secure, more environmentally friendly and more energy-saving through technology."
Wang Zhigang also revealed that this technology and demonstration project have been promoted nationwide, accounting for 26% of the total installed capacity of coal-fired power. What is the ultra-supercritical and efficient power generation technology for
?
The so-called ultra-supercritical and high-efficiency power generation technology is essentially a coal power generation technology.
The principle of coal power generation is to release heat by burning coal in the boiler, heat water into steam with a certain pressure and temperature, and then the steam enters , steam turbine along the pipeline to continuously expand and perform work, impacting the turbine rotor rotates at high speed, and the turbine drives the generator to generate electricity.
Theoretically, the higher the energy efficiency of steam to do work, the lower the coal consumption. To make the steam have a high enough functional effect, it is necessary to give the steam a higher pressure and temperature.
When the pressure and temperature of water vapor reach 22.129MPa and 374.15℃, it is in a critical state. At this time, the density of water vapor will increase to the same as that of liquid water.
When the steam exceeds the pressure and temperature of the critical state, it is called supercritical .
When the steam pressure is not less than 31MPa and the temperature is not less than 593℃, it is called super-supercritical. The power generation technology that uses such steam to drive the steam turbine unit to do work is ultra-supercritical coal-fired power generation technology .
data shows that the thermal efficiency of a supercritical single unit can reach up to 50%, and the minimum coal consumption per kWh is only 255g. ultra-supercritical unit is further improved by 1.2%-4% compared to supercritical units, saving 6,000 tons of high-quality coal in one year.
At present, my country has the most design and operation experience of 600 ℃ ultra-supercritical units in the world. These experiences have laid a good foundation for the development of my country's 700 ℃ ultra-supercritical coal-fired power generation technology.
Since the second half of 2020, the world has launched a vigorous clean energy revolution. However, due to the stability and absorption of clean energy power generation, there are still many problems.
Therefore, in the journey towards the "dual carbon" goal, traditional fossil energy, which accounts for half of my country's annual power generation, will still play an important role. The development of more advanced fossil energy power generation technologies such as "super-supercritical" is still very important to my country today.
As Wang Zhigang said, "Our country's energy consumption is mainly coal. To achieve the 'dual carbon' goal, it is necessary to make energy security more secure, environmentally friendly and energy-saving through technology.”
Which listed companies are involved in ultra-supercritical power generation projects
Although my country's ultra-supercritical high-efficiency power generation technology started later than developed countries, it takes advantage of the huge stage provided by the domestic market. With the support of domestic equipment, many listed companies have been involved in ultra-supercritical projects:
1, West China Energy (002630): The daily limit has hit four consecutive days
West China Energy's main business is to optimize the design, manufacturing and sales of energy-saving boilers, new energy comprehensive utilization boilers and their supporting products, and to provide energy engineering projects with design, procurement, construction, trial operation (completion acceptance) and other engineering general contracting services for the entire process or several stages according to customer needs.
public The company has the ability to independently develop and mass-produce supercritical complete set boilers, and is one of the few domestic companies with supercritical high-tech boiler technology and manufacturing capabilities. The company has signed a new order for the Nanpan 2×330MW supercritical clean energy power plant project in Laos. The company is mainly responsible for the design, procurement, manufacturing and supply of all equipment of the project.
2, Tianwo Technology (002564): Three daily limit increases in 6 days
Tianwo Technology plans to purchase its holdings of Shanghai Electric by issuing shares . Shanghai Boiler Factory is the industry's leading power station boiler equipment provider, in supercritical and super Master the core technology of power generation technology fields such as critical and secondary reheating boilers.
3, Ganneng Co., Ltd. (000899): Today's daily limit
Ganneng Co., Ltd. recently stated that the company's Fengcheng Phase 3 2×1000MW ultra-supercritical unit has been optimized in the turbine, boiler, auxiliary machine, operation control and other unit processes. The unit's full load power supply standard coal consumption is in the industry leading level. At the same time, the industry-leading energy-saving and environmental protection technology is adopted, and the coal burning efficiency and power generation efficiency have been significantly improved. The company's 2×1000MW ultra-supercritical unit design coal consumption index is about 268 grams/kWh. At present, the construction of project is steadily advancing, and it is expected that one unit will be put into production in the first half of 2022.
4, bao New Energy (000883): 13% increase in two days
bao New Energy's Lufeng Jiahuwan Clean Energy Base has planned a super-super critical high-efficiency energy-saving and environmentally friendly unit. The company accepted a survey on April 22 that the company will accelerate the approval and application of the second phase expansion project of Guangdong Lufeng Jiahuwan Power Plant (2×1000 MW). At present, the preparation and application of basic materials have been basically completed and is waiting for approval by relevant government departments.
5, Zhengguang Co., Ltd. (301092): Today, the 20CM daily limit was hit
Zhengguang Co., Ltd. has successively undertaken the mixed bed resin for thermal power supercritical generator set medium voltage system condensate water purification treatment mixed bed resin, ZG NR series nuclear-grade ion exchange resin , ZG The three national torch program projects of FD series food-grade ion exchange resin provide strong impetus for the company's independent innovation. At the same time, with its advanced R&D technology, process level, and large-scale production and manufacturing capabilities, the company has gradually realized the import substitution of some international brands in the domestic market in high-end industrial water treatment, food and drinking water, nuclear industry and other fields: such as ZGC650, ZGC650G, ZGA550, ZGA550G and other products can replace similar products of the US Dow Chemical for large generator sets such as thermal power, nuclear power, supercritical, and supercritical.
6, Changbao Co., Ltd. (002478): Today's daily limit
Changbao Co., Ltd. is mainly engaged in the research, development, production and sales of special pipes such as oil and natural gas pipes, power station boiler pipes and engineering machinery and petrochemical pipes. The main products are oil and gas pipes, power station boiler pipes, construction machinery pipes and other special pipes in the market. The company's small-diameter high-pressure boiler pipes have leading competitive advantages and industry status. The company's current construction projects include Changbao Jingte ultra-supercritical high-pressure boiler pipe related projects.
This article is derived from the value line
