江苏安靠智电股份有限公司

Core Viewpoint - The company, Ankao Zhidian, focuses on innovative research and development in the power industry, particularly in cable connection systems, GIL systems, and smart modular substations, aiming to support the development of a new power system and contribute to carbon neutrality goals. Company Overview - Ankao Zhidian is dedicated to providing comprehensive services across the entire power industry chain, including generation, transmission, transformation, distribution, storage, and usage [6][11]. - The company holds various engineering qualifications and has developed core technologies in ultra-high voltage cable transmission and GIL transmission [6][7]. Main Products and Applications - Cable Connectors: The company produces a full range of cable connectors from 1kV to 750kV, significantly reducing prices in the domestic market and breaking foreign monopolies [8][12]. - GIL (Gas Insulated Line): Ankao Zhidian has developed GIL products with a capacity range of 10kV to 1100kV, which are used in various power generation and transmission applications [9][13]. - Smart Modular Substations: The company’s innovative substations reduce costs by 30%, save 70% in land use, and shorten construction time by 80% compared to traditional substations [10][13]. Market Position and Competition - Ankao Zhidian is a key player in the cable connector market, having participated in the formulation of national standards and significantly impacting pricing and market dynamics [12][13]. - In the GIL sector, the company has established a leading position with its unique products and has a competitive edge over both domestic and international firms [13]. - The smart modular substation market is also competitive, with Ankao Zhidian offering differentiated services to capture market share [13]. Performance Drivers - The acceleration of ultra-high voltage construction is expected to create significant market opportunities for the company’s products, with projected investments in GIL projects ranging from 10 to 20 billion yuan [14][15]. - The "14th Five-Year Plan" emphasizes urban infrastructure development, including resilient and smart grid construction, which aligns with the company’s product offerings [15]. - The rapid growth of electric vehicle ownership is driving demand for enhanced distribution networks, presenting further opportunities for the company’s GIL and smart substation products [15][16]. Recent Developments - The company has successfully developed new products that have received international recognition for their performance, which will support the transition to a low-carbon energy system [20]. - Ankao Zhidian is investing in a new project to produce high-end fluorinated materials, which will enhance its product offerings in environmentally friendly power equipment [21].