阿姨爱理财
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Major breakthrough! The supercritical carbon dioxide power generation has successfully been put into operation!
On December 20, the world's first commercial supercritical carbon dioxide power generation unit "Super Carbon No. 1" was successfully put into operation in Liupanshui, Guizhou, marking the transition of this technology from the laboratory to commercial deployment. Its power generation efficiency is more than 85% higher than traditional technologies, with an annual increase in power generation exceeding 70 million kilowatt-hours. The related industrial chain covers core equipment manufacturing, high-temperature material supply, key component research and development, and system supporting services. The companies depicted in the image have formed technical or product advantages in sub-sectors such as turbine components, heat-resistant materials, heat exchangers, and valves, serving as the core supporting force for the commercialization of supercritical carbon dioxide power generation.
List of stocks related to supercritical carbon dioxide power generation
1. Dongfang Electric: A leader in power generation equipment manufacturing, involved in the supply of equipment and technology research and development for supercritical carbon dioxide power generation projects, providing core components such as turbine blades for the unit. It has strong technical strength and is a core participant on the equipment side in this field.
2. Lanzhou Heavy Industry: The microchannel heat exchanger developed by its subsidiary for supercritical carbon dioxide power generation has passed national-level technical identification. This key equipment supports technology application and has a leading advantage in the field of heat exchangers.
3. Zhongzhou Special Materials: Supplies high-temperature alloy blade materials required for supercritical units, supporting companies like Harbin Electric and Shanghai Electric. Its high-temperature resistant alloy materials are widely used in power generation equipment, making it a core supplier on the materials side.
4. China National Heavy Machinery Corporation: Achieved the localization of the rotor for supercritical units at 620℃, with leading technology in high-temperature resistant steel, providing key hardware support for the large-scale and high-performance of supercritical carbon dioxide power generation equipment.
5. China National Nuclear Corporation: Provides high-temperature and high-pressure key valves for supercritical thermal power projects, with technology reaching a leading level in the country. Its valve products ensure the safe operation of supercritical carbon dioxide power generation systems, with significant advantages in the valve field.
6. Rongfa Nuclear Power: Mastered the manufacturing technology of supercritical turbine rotor materials, filling a domestic gap. It has also made progress in the research and development of heat exchangers for supercritical carbon dioxide power generation, with dual layouts in materials and equipment development.
7. Zhengguang Co., Ltd.: Ion exchange resin products are applied in the water treatment systems of thermal power supercritical units, providing guarantees for water quality purification and stable operation in supercritical carbon dioxide power generation, making it a supporting enterprise in water treatment.
8. Shanghai Electric: Leading technology in the field of supercritical power generation, some unit technologies can be extended to supercritical carbon dioxide power generation scenarios, possessing advantages across the entire industrial chain, and can provide multidimensional equipment and technical support.
9. Dalian Heavy Industry: Produces key components such as large cylinders for supercritical units. Relevant technologies can be applied to supercritical carbon dioxide power generation equipment, providing hardware support for the deployment of this technology in heavy component manufacturing.
10. Tongyu Heavy Industry: Provides forged seamless steel pipes for supercritical power generation units, offering core material support for the manufacturing of supercritical carbon dioxide power generation equipment, with steel pipe products meeting the high-temperature and high-pressure operation requirements of the equipment.
11. Jintongling: Collaborates with the Chinese Academy of Sciences to conduct research on carbon dioxide Brayton cycle power generation technology, possessing related product technology, and holds a first-mover research advantage in the technology development of supercritical carbon dioxide power generation.
12. Hangzhou Boiler Group: Deeply involved in the manufacturing of waste heat power generation equipment, capable of developing waste heat utilization devices that adapt to supercritical carbon dioxide power generation, with its thermal energy equipment technology capable of synergizing with supercritical power generation systems, showing strong compatibility.
13. Steel Research High-tech: Focuses on high-temperature alloy materials, with nickel-based high-temperature alloys developed that can be used in core components of supercritical carbon dioxide units, with high-temperature resistance performance meeting equipment operational requirements and high material technology barriers.
14. Yingliu Co., Ltd.: Focuses on high-end casting manufacturing. The high-temperature castings produced for supercritical units can be used in critical parts of carbon dioxide power generation equipment, with the corrosion resistance and strength of the castings meeting equipment operational standards.
15. Jiuli Special Materials: The stainless steel pipes developed for ultra-supercritical power plants can be adapted to the fluid transport segment of supercritical carbon dioxide power generation equipment, with the high-temperature and high-pressure performance of the pipes meeting equipment operational requirements.
16. Huaguang Environmental Energy: Layouts environmental supporting equipment for supercritical power generation systems, providing flue gas treatment and thermal energy recovery devices for supercritical carbon dioxide power generation projects, improving the environmental supporting aspects of the power generation system.
17. Hailu Heavy Industry: Produces boiler components for supercritical power plants, with boiler pressure-bearing component technology that can be migrated to the manufacture of supercritical carbon dioxide power generation equipment, possessing technical adaptability in the boiler supporting field.
18. Shan Gu Power: Provides turbine machinery for supercritical power generation systems, with centrifugal compressors developed that can be applied in the compression segment of carbon dioxide in the supercritical state, being a core supporting supplier on the system power side.
19. Huaxi Energy: Focuses on the research and development of supercritical power plant boilers, capable of designing special boilers that adapt to supercritical carbon dioxide power generation, with the thermal efficiency and pressure resistance of the boilers aligning with the power generation requirements of this technology.
20. Jiangsu Shentong: Produces special valves for supercritical power generation systems, with high-temperature and high-pressure valves developed that can be applied to the transport and control of carbon dioxide in the supercritical state, ensuring the safety of fluid control in the system.
Summary
The supercritical carbon dioxide power generation technology achieves the world's first commercial deployment, significantly improving power generation efficiency while opening up a new track for new energy power generation. The industrial chain covers multiple links, including equipment manufacturing, high-temperature materials, core components, and system support. These stocks provide equipment, materials, and technical support in their respective sub-sectors, including leading companies across the entire industrial chain such as Dongfang Electric and Shanghai Electric, as well as specialized material companies like Zhongzhou Special Materials and Steel Research High-tech, and supporting component suppliers like China National Nuclear Corporation and Jiangsu Shentong. With the acceleration of technology commercialization, enterprises with core technologies and product compatibility will continue to benefit from industry expansion, and the supercritical carbon dioxide power generation industrial chain will gradually form a complete ecosystem from technology research and development to equipment mass production.
This article contains information, data, and other content from public sources online for reference only and does not constitute investment advice!
On December 20, the world's first commercial supercritical carbon dioxide power generation unit "Super Carbon No. 1" was successfully put into operation in Liupanshui, Guizhou, marking the transition of this technology from the laboratory to commercial deployment. Its power generation efficiency is more than 85% higher than traditional technologies, with an annual increase in power generation exceeding 70 million kilowatt-hours. The related industrial chain covers core equipment manufacturing, high-temperature material supply, key component research and development, and system supporting services. The companies depicted in the image have formed technical or product advantages in sub-sectors such as turbine components, heat-resistant materials, heat exchangers, and valves, serving as the core supporting force for the commercialization of supercritical carbon dioxide power generation.
List of stocks related to supercritical carbon dioxide power generation
1. Dongfang Electric: A leader in power generation equipment manufacturing, involved in the supply of equipment and technology research and development for supercritical carbon dioxide power generation projects, providing core components such as turbine blades for the unit. It has strong technical strength and is a core participant on the equipment side in this field.
2. Lanzhou Heavy Industry: The microchannel heat exchanger developed by its subsidiary for supercritical carbon dioxide power generation has passed national-level technical identification. This key equipment supports technology application and has a leading advantage in the field of heat exchangers.
3. Zhongzhou Special Materials: Supplies high-temperature alloy blade materials required for supercritical units, supporting companies like Harbin Electric and Shanghai Electric. Its high-temperature resistant alloy materials are widely used in power generation equipment, making it a core supplier on the materials side.
4. China National Heavy Machinery Corporation: Achieved the localization of the rotor for supercritical units at 620℃, with leading technology in high-temperature resistant steel, providing key hardware support for the large-scale and high-performance of supercritical carbon dioxide power generation equipment.
5. China National Nuclear Corporation: Provides high-temperature and high-pressure key valves for supercritical thermal power projects, with technology reaching a leading level in the country. Its valve products ensure the safe operation of supercritical carbon dioxide power generation systems, with significant advantages in the valve field.
6. Rongfa Nuclear Power: Mastered the manufacturing technology of supercritical turbine rotor materials, filling a domestic gap. It has also made progress in the research and development of heat exchangers for supercritical carbon dioxide power generation, with dual layouts in materials and equipment development.
7. Zhengguang Co., Ltd.: Ion exchange resin products are applied in the water treatment systems of thermal power supercritical units, providing guarantees for water quality purification and stable operation in supercritical carbon dioxide power generation, making it a supporting enterprise in water treatment.
8. Shanghai Electric: Leading technology in the field of supercritical power generation, some unit technologies can be extended to supercritical carbon dioxide power generation scenarios, possessing advantages across the entire industrial chain, and can provide multidimensional equipment and technical support.
9. Dalian Heavy Industry: Produces key components such as large cylinders for supercritical units. Relevant technologies can be applied to supercritical carbon dioxide power generation equipment, providing hardware support for the deployment of this technology in heavy component manufacturing.
10. Tongyu Heavy Industry: Provides forged seamless steel pipes for supercritical power generation units, offering core material support for the manufacturing of supercritical carbon dioxide power generation equipment, with steel pipe products meeting the high-temperature and high-pressure operation requirements of the equipment.
11. Jintongling: Collaborates with the Chinese Academy of Sciences to conduct research on carbon dioxide Brayton cycle power generation technology, possessing related product technology, and holds a first-mover research advantage in the technology development of supercritical carbon dioxide power generation.
12. Hangzhou Boiler Group: Deeply involved in the manufacturing of waste heat power generation equipment, capable of developing waste heat utilization devices that adapt to supercritical carbon dioxide power generation, with its thermal energy equipment technology capable of synergizing with supercritical power generation systems, showing strong compatibility.
13. Steel Research High-tech: Focuses on high-temperature alloy materials, with nickel-based high-temperature alloys developed that can be used in core components of supercritical carbon dioxide units, with high-temperature resistance performance meeting equipment operational requirements and high material technology barriers.
14. Yingliu Co., Ltd.: Focuses on high-end casting manufacturing. The high-temperature castings produced for supercritical units can be used in critical parts of carbon dioxide power generation equipment, with the corrosion resistance and strength of the castings meeting equipment operational standards.
15. Jiuli Special Materials: The stainless steel pipes developed for ultra-supercritical power plants can be adapted to the fluid transport segment of supercritical carbon dioxide power generation equipment, with the high-temperature and high-pressure performance of the pipes meeting equipment operational requirements.
16. Huaguang Environmental Energy: Layouts environmental supporting equipment for supercritical power generation systems, providing flue gas treatment and thermal energy recovery devices for supercritical carbon dioxide power generation projects, improving the environmental supporting aspects of the power generation system.
17. Hailu Heavy Industry: Produces boiler components for supercritical power plants, with boiler pressure-bearing component technology that can be migrated to the manufacture of supercritical carbon dioxide power generation equipment, possessing technical adaptability in the boiler supporting field.
18. Shan Gu Power: Provides turbine machinery for supercritical power generation systems, with centrifugal compressors developed that can be applied in the compression segment of carbon dioxide in the supercritical state, being a core supporting supplier on the system power side.
19. Huaxi Energy: Focuses on the research and development of supercritical power plant boilers, capable of designing special boilers that adapt to supercritical carbon dioxide power generation, with the thermal efficiency and pressure resistance of the boilers aligning with the power generation requirements of this technology.
20. Jiangsu Shentong: Produces special valves for supercritical power generation systems, with high-temperature and high-pressure valves developed that can be applied to the transport and control of carbon dioxide in the supercritical state, ensuring the safety of fluid control in the system.
Summary
The supercritical carbon dioxide power generation technology achieves the world's first commercial deployment, significantly improving power generation efficiency while opening up a new track for new energy power generation. The industrial chain covers multiple links, including equipment manufacturing, high-temperature materials, core components, and system support. These stocks provide equipment, materials, and technical support in their respective sub-sectors, including leading companies across the entire industrial chain such as Dongfang Electric and Shanghai Electric, as well as specialized material companies like Zhongzhou Special Materials and Steel Research High-tech, and supporting component suppliers like China National Nuclear Corporation and Jiangsu Shentong. With the acceleration of technology commercialization, enterprises with core technologies and product compatibility will continue to benefit from industry expansion, and the supercritical carbon dioxide power generation industrial chain will gradually form a complete ecosystem from technology research and development to equipment mass production.
This article contains information, data, and other content from public sources online for reference only and does not constitute investment advice!
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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