In the first quarter of 2023, the total export of electric passenger vehicles, lithium batteries, and solar cells increased by 66.9%; Accumulated exports reached 5.65 trillion yuan, a year-on-year increase of 8.4%; In an environment where everyone is singing down China's foreign trade exports, it can be said that 60% of China's exports are from the "New Three Kinds", and structural changes are occurring in China's foreign trade exports.
The "new three samples" lead China's foreign trade exports, and the proportion of mechanical and electrical products continues to increase.
The impressive performance of the "New Three Kinds" did not start this year. In the first quarter of 2022, China's exports of solar cells, lithium batteries, and automobiles achieved high growth rates, reaching 100.8%, 53.7%, and 83.4%, respectively.
The "New Three Kinds" led China's foreign trade in exports throughout 2022, with electric vehicle exports increasing by 131.8%, photovoltaic products dominated by solar cells increasing by 67.8%, and lithium batteries increasing by 86.7%.
The "New Three Kinds" have a significant impact on power transmission and distribution products. From the perspective of the "New Three Kinds" (solar cells, lithium batteries, and new energy vehicles) products, what are the driving forces for the power transmission and distribution industry?
1. Solar cells themselves are power transmission and distribution products. In recent years, due to the impact of global carbon peak and carbon neutrality, European and American countries have increased their demand for such new energy construction projects year by year. This product is mainly used in large-scale photovoltaic power stations, distributed generation, household power generation and other scenarios, which will greatly drive box type substations (photovoltaic transformers), prefabricated cabin energy storage systems, low-voltage cables, distribution cabinets, and distribution boxes.
2. Lithium batteries currently have two main application directions: energy storage and new energy vehicles.
Affected by new energy, the development of energy storage is very rapid, with various forms of energy storage such as wind energy storage, solar energy storage, thermal energy storage, water conservancy energy storage, etc. Among them, wind energy storage and solar energy storage have the greatest demand for lithium batteries, indirectly driving a large demand for prefabricated cabins, inverters, step-up transformers, and power cables in the transmission and distribution industry.
3. The increase in the number of new energy electric vehicles has also brought new challenges to the grid load
Electricity is the most basic guarantee for the development of new energy vehicles, and a large number of new energy vehicles will inevitably consume a large amount of electrical energy. However, with the rapid increase in sales of new energy vehicles and the increasing ownership, there may be potential impacts on the power grid. This has led to a large demand for power generation, transmission (power grid), and distribution (charging system) construction, including power generation equipment (wind power, photovoltaic power generation, coal power, nuclear power generation), transmission equipment (transmission towers, high-voltage cables, grid main transformers), distribution equipment (charging piles, box substations, power cables), and other transmission and distribution equipment.
In short, the growth of the "New Three Kinds" will inevitably drive the export of a large number of products in the transmission and distribution industry, involving various electrical equipment in the four major links of power generation, transmission, distribution, and consumption. Hengfengshuai Electric's business covers over 50 countries worldwide, including 3-35kV distribution transformers, 110kV-232kV power transformers, angle steel galvanized transmission towers, wires and cables, box substations, etc. Please contact us hfs@hengfengshuai.com 。
