With the arrival of UHV, "new infrastructure" and "East number and West calculation", it has brought major opportunities to China's cable industry.

The CCTV exposure is a double-edged sword, for those companies that cut corners is a disaster, but for those high-quality cable companies is a good proof and opportunity, do not let a "rat shit" bad soup.

Uhv release positive signal cable industry forge ahead

From the southwestern mountains to the Jiangnan water town, from the western Gobi to the central plain, from the northeast snow field to the shore of the Bohai Sea, China UHV has grown from nothing, from a string of beads to a network, and gradually formed a new energy Internet pattern of "west power transmission to the east, north power supply to the south, water and fire mutual relief, and wind and wind complementary".

Whether it is the technical level or large-scale application, China's UHV has achieved catch-up and comprehensive surpassing of developed countries, and is still in a booming development trend.

According to the report of China Energy News on January 11, 2022, during the "14th Five-Year Plan" period, the State network planned to construct the UHV project "24 to 14 straight", involving more than 30,000 kilometers of lines, with a total investment of 380 billion yuan.

This year, the State Grid plans to start "10 and 3 direct" a total of 13 UHV lines.

At the same time, the State Grid also pointed out that it will strive to increase the cross-regional and cross-provincial transmission capacity of the national grid from the current 240 million kilowatts to more than 370 million kilowatts by 2030 through the efforts of the "14th Five-Year Plan" and "15th Five-Year Plan" period, increase the construction of UHV and supporting power grids, and vigorously promote the construction of new energy supply and consumption system.

It is not difficult to see that, on the one hand, the scale of UHV investment continues to increase, on the other hand, UHV engineering lines are growing, and the role of UHV engineering in supporting China's clean energy and dual carbon goals is becoming increasingly prominent. There is reason to believe that the construction of UHV projects has entered the fast track of development, effectively stimulating the development of upstream and downstream industries in the industrial chain, and promoting the demand for power cables, power optical cables, line hardware, and guide ground cables to usher in a period of upsurge.

The demand for "new infrastructure" fiber optic cable is released

Recently, the "Government work Report" pointed out that in 2022, "support the follow-up financing of projects under construction, start a number of qualified major projects, new infrastructure, old public facilities renovation and other construction projects", "around the national major strategic deployment and the" 14th Five-Year Plan ", actively expand effective investment, and moderately advance infrastructure investment."

Specifically, China proposed this year that it will strengthen the overall layout of digital China construction: build digital information infrastructure, promote 5G scale application, promote industrial digital transformation, and develop smart cities and digital villages. We will accelerate the development of the industrial Internet and foster the growth of digital industries such as integrated circuits and artificial intelligence.

In the second "ministerial channel" on March 8, Xiao Yaqing, Minister of Industry and Information Technology, said that this year, we will strive to build more than 2 million 5G base stations and lay a good network foundation.

At the same time, in terms of application, it is necessary to further expand and enrich application scenarios on the existing basis.

In addition, while developing 5G, consider the evolution direction and evolution technology route of the next generation communication technology, plan ahead for the development of the next generation communication technology 6G, and deploy in advance, which is also the result of 5G development and the continuation of 5G future development.

At that time, the demand for long-distance optical cables and photoelectric composite cables connecting base stations will be released, which will provide unlimited bright prospects for the optical fiber and cable industry, and is expected to further increase the demand for optical fiber and cable.

In addition, as China accelerates the construction of smart grid and digital grid, the demand for power grid connection functions is increasing day by day. In order to meet the connection needs between power grids, the construction of power energy networks, including UHV projects, will also bring a certain increment to OPGW photoelectric composite cables, OPPC, ADSS and ordinary optical cables. The power grid market segment will be another area of brilliance in the optical fiber and cable industry.

The cable industry will fully benefit from the full start of the "East number and West count" project

On February 17, the National Development and Reform Commission, the Central Cyberspace Administration of China, the Ministry of Industry and Information Technology, and the National Energy Administration jointly issued a notice, agreeing to start the construction of national computing hub nodes in eight places, including the Beijing-Tianjin-Hebei region, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu, and Ningxia, and planning 10 national data center clusters.

At this point, the overall layout design of the national integrated big data center system has been completed, and the "East number and West calculation" project has been officially launched.

"East number and west calculation" is through the construction of data center, cloud computing, data integration of the new computing power network system, the eastern data through the "main artery" to the west for storage and calculation.

With the increasingly tight land, energy and other resources in the eastern developed region, the scale expansion of data centers as a high-energy industry is blocked, and the western region has a wealth of clean energy such as wind power, hydropower, photovoltaic, which can effectively make up for the shortage of eastern resources, while fully revitalizing western resources.

Data centers are the data centers and computing power carriers that promote the development of next-generation digital technologies such as 5G, artificial intelligence and cloud computing, providing new driving forces for China's economic recovery and enhancing economic resilience.

The construction of the national data center cluster will be conducive to pooling policies and resources, focusing on optimizing supporting guarantees such as network and energy, and driving the effective transfer of data center and other related industries from east to west.

At the same time, the construction of large data centers requires the use of a large number of high-speed transmission cables and their connection systems. Because the data center equipment iteration speed is fast, the need for periodic equipment update, so the stock of data centers also need to continue to purchase supporting cables, components, etc.

According to industry experts estimates, the current annual new investment scale of China's data centers is about 180-200 billion yuan, and the driving role of related industries will reach 1:8. This means that the project will greatly exceed the "West-east gas transmission" and "South-north water diversion" projects, and the future market potential of high-speed transmission cables and their connected products can not be predicted.

With the promotion of the national "double carbon" strategy and the rise of new infrastructure investment, the scale of the wire and cable industry will continue to expand, the development prospects of the domestic and international wire and cable market are broad, and the future wire and cable industry has great development potential.

In order to keep up with this pace, the cable industry must create a fair and upright industry environment, provide high-quality products, so that all consumers can feel at ease to consume, satisfied with consumption.

Qingdao Tianxing Cable Co., Ltd. is a technology enterprise specializing in the production of wire and cable in Shandong Province, with more than 150 sets of domestic excellent cable production equipment and testing equipment, excellent production technology, modern testing equipment, to ensure stable product quality and timely supply. The company's main products are power cable, mineral cable, high life wire and cable, radiation crosslinked cable, control cable, computer cable, photovoltaic cable, communication cable, data cable, low smoke halogen free cable, flame retardant series wire and cable.

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