The national electricity smart meter bidding focuses on high-tech
recently, smart meters have become the electrical equipment in smart electricity vigorously promoted by the country. In the future, when encountering the current power shortage problem, the pressure of some peak power consumption can be alleviated by using stepped electricity prices with smart meters
up to now, the second centralized bidding for smart meters in the year has ended, including several listed companies such as Kelu electronics. Wen Jing, a representative of Kelu electronics securities, told investor news on May 26 that as the bid winner of national smart meters, the company is producing relevant smart meters in accordance with national technical standards
with the medium-term acceleration of enterprises that purchase and then do not take back, compared with single-phase smart meters, the fluorochemical industry that produces three-phase smart meters with higher gross profit and more prominent high-tech content has two characteristics: 1. In the past, when making traditional products, enterprises used electricity and innovation to drive their automotive industry advantage is more obvious
listed companies are favored
recently, the announcement of winning the bid for the second project of centralized procurement of electricity meters by Chinese companies in 2011 showed that a total of 16.59 million electricity meters were purchased in this bidding, an increase of more than 30% compared with the first project bidding in 2011
the first bidding in 2011 was about 9.15 million single-phase smart meters, accounting for 22% of the bidding volume in 2010, with a large scale. A total of 44 manufacturers won the bid this time. The top three manufacturers are Kelu electronics, Jiangsu Linyang and Weisheng group, accounting for 6.54%, 5.96% and 5.85% respectively
the results of the second bidding for electricity meters in 2011 showed that there were 14.25 million smart meters in this bidding. From the perspective of product bidding, there were 12.65 million 2S single-phase smart meters, 1.47 million 1s three-phase smart meters, 129000 0.5s three-phase smart meters and 969 0.2S three-phase smart meters. In addition, there are 2.2 million single-phase ordinary electronic energy meters and 141000 2S single-phase influenza responsive long-life energy meters
for the second time in 2011, 42 manufacturers of 2S grade single-phase smart meters won the bid. The top four were Weisheng group (7.32%), Jiangsu Linyang (7.2%), Great Wall Development (6.26%), and Kelu Electronics (6.09%), and the first group status of manufacturers has been basically established
compared with 2010, the situation has changed. Judging from the bidding results in 2010, the industry is highly competitive and has no obvious advantages. The top three enterprises are not listed, accounting for about 22% in total, constituting the first tier of the market. Among listed companies, haoningda and Kelu electronics ranked fifth and seventh respectively
in the second bidding process of haoningda in 2011, the scalar quantity of 2S single intelligent meter was 373700, which was far lower than the 770400 of Kelu electronics, but the scalar quantity of 1s three-phase intelligent meter with higher gross profit margin was 112400, which was slightly higher than the 98300 of Kelu electronics
at the beginning of 2010, China adopted the lowest bid price, and the overall gross profit margin of Companies in the industry fell significantly. Taking haoningda as an example, the gross profit margin in the third quarter was 26.86%, down 18.64% from 40.50% in 2009. In 2010, on the premise of low entry threshold for smart meters, enterprises that focused on subdividing high-end products at that time achieved greater success in 2011
a domestic person told the investor on May 25 that in order to avoid the situation of poor meter quality and late delivery caused by winning the bid at a low price in 2010, China's centralized bidding for meters in 2011 will no longer be awarded to the low price, but will be considered according to the manufacturer's production capacity, quality, punctuality of delivery, product price and other comprehensive factors in the procurement process in 2010
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