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A list of leading ultra-supercritical high-efficiency power generation concept stocks, a summary of the latest information in 2022

Since coal-fired power generation emits large amounts of pollution, and coal is the basic element of China’s energy structure, accounting for more than 70% of the national power grid, China is developing 700°C high-efficiency ultra-supercritical coal-fired power generation technology. has strategic significance. In the "China in These Ten Years" press conference organized by the Central Propaganda Department of the Communist Party of China on June 6, 2022, the Ministry of Science and Technology mentioned "ultra-supercritical and efficient power generation technology" many times, and Wang Zhigang, Minister of Science and Technology, also said : "At present, ultra-supercritical high-efficiency power generation technology and demonstration projects have been promoted across the country, accounting for 26% of the total installed capacity of coal power." The following is the relevant content of the leading ultra-supercritical concept stocks. The leading ultra-supercritical concept stock

1. Jin Lingtong (300091) and the Institute of Engineering Thermophysics, Chinese Academy of Sciences signed the "Key Technologies and Development of Supercritical Carbon Dioxide Brayton Cycle Power Generation Technology" System Integration Technology Consulting Service Agreement", after years of research and development, the company already has the product technology of "supercritical carbon dioxide expander".

2. The 10MW unit of supercritical carbon dioxide photothermal power generation technology developed by Shouhang Hi-Tech (002665) will be used in Shouhang Dunhuang 10MW tower photothermal power station.

3. Zhengguang Co., Ltd. (301092) products can replace similar products from Dow Chemical in the United States for use in ultra-supercritical large-scale generating units.

4. West China Energy (002630) Company has the ability to independently develop, design, and mass-produce supercritical complete sets of boilers.

5. Shanghai Electric (601727) is the world’s first 1000MW ultra-supercritical unit using a dual-machine recuperation system.

6. Tianwo Technology (002564) Shangbo Factory is an industry-leading power station boiler installation provider, holding core technologies in the fields of supercritical, ultra-supercritical, double reheat boilers and other power generation technologies. .

7. Dongfang Electric (600875) can develop 1,350-megawatt ultra-supercritical thermal power units in batches.

8. The key temperature and pressure resistance of Jiuli Special Materials (002318) ultra-supercritical power station boiler.

9. Changbao Co., Ltd. (002478) ultra-supercritical high-pressure boiler tubes.

10. Tongyu Heavy Industry (300185) forged seamless steel pipes for ultra-supercritical generator sets.

11. Shengde Xintai (300881) ultra-supercritical power station boiler heater pipe.

12. Huadian Heavy Industry (601226) has mastered core technologies such as copper welding for ultra-supercritical unit pipes

13. Harbin Air Conditioning (600202) Company participated in the research and development of "1000MW ultra-supercritical direct Air-cooling unit development, system integration and engineering application”

This article mainly writes about the relevant knowledge points of ultra-supercritical concept stocks, and the content is for reference only.