In terms of UHV, DC construction is basically in line with the schedule, and the impact of delayed acceptance of the demonstration line on the demonstration line has been postponed. Currently, there is a trend of acceleration. "Twelfth Five-Year" UHV DC will build 9 lines, and the total investment is expected to reach 217 billion yuan; UHV exchanges will complete the construction of "three horizontal, three vertical and one ring network", and optimistically estimate that the investment will reach 298.9 billion yuan, if the consideration is delayed The impact is forecast to be about 209.2 billion yuan.
UHV DC converter station is expected to invest 101.4 billion yuan, of which converter transformer, converter valve and DC protection system accounted for 65%; UHV AC substation investment 122.5 billion yuan, mainly transformers, reactors and GIS switches, accounting for the proportion It is 18%, 16% and 24%.
Investment logic: "Twelfth Five-Year Plan" grid investment presents the characteristics of "increasing the total volume and adjusting the structure". The growth of the traditional primary equipment will slow down and the UHV concept will become the strongest in the industry. Due to the large initial investment and high technical requirements, UHV is a feast for subdividing industry leaders. Due to the expected slowdown of exchange investment and the relatively large proportion of the traditional businesses of listed companies, the target of the selection is to follow the “leading + growth + valuation advantage†criteria, and at the same time be optimistic about the promotion of mature technologies.
We believe that in the context of the unclear general economic situation, the investment recovery of the electrical equipment industry in the early years of the “Twelfth Five-Year Plan†is a definite event, and the characteristics of anti-cyclicality will give the industry an overall opportunity. The "Ultra High Voltage" construction plan is based on a 10-year plan. It is recommended to grasp the trend, pay attention to the actual beneficiary company and hold it in the medium and long term.
In terms of the company, TBEA (20.07, 0.04, 0.20%) and China Xidian (7.70, 0.03, 0.39%) have outstanding overall strength. The UHV DC and AC power station equipment shares take the lead. The leading advantages help the company to achieve the most after the start of construction. First, the biggest benefit; Rongxin shares (46.51, -0.89, -1.88%) reactive power compensation products are expected to show an explosive growth with the power grid construction, the stability of the main business to provide a solid guarantee for high valuation; Pinggao Electric (15.87, - 0.43, -2.64%) The performance is flexible, and the low short-term performance can not hide the GIS industry leader.
Gigabit Ethernet is built on top of the Ethernet standard technology. Gigabit Ethernet and heavily used Ethernet are fully compatible with Fast Ethernet and take advantage of all the technical specifications specified in the original Ethernet standard, including CSMA / CD protocol, Ethernet frame, full duplex, flow control, and IEEE802 .3 The management object defined in the standard. As an integral part of Ethernet, Gigabit Ethernet also supports traffic management technology, which guarantees quality of service over Ethernet, including IEEE 802.1P Layer 2 priority, Layer 3 priority QoS coding bits, and special Service and Resource Reservation Protocol (RSVP).
Gigabit Ethernet
Gigabit Ethernet
Gigabit Ethernet also uses IEEE 802.1QVLAN support, Layer 4 filtering, and Gigabit Layer 3 switching. Gigabit Ethernet was originally designed as an exchange technology, using fiber as an uplink for building connections. Later, in the server connection and the backbone network, Gigabit Ethernet is widely used, due to IEEE802.3ab standard (using Category 5 and above unshielded twisted pair Gigabit Ethernet standard) introduced, Gigabit Ethernet can Applicable to any small medium and large enterprises and institutions.
Gigabit Ethernet has evolved into mainstream network technology. Large to tens of thousands of large enterprises, small to dozens of small and medium enterprises, in the construction of enterprise LAN will Gigabit Ethernet technology as the preferred high-speed network technology. Gigabit Ethernet technology is even replacing ATM technology, the main force to build metropolitan area network.
Features
1. Gigabit Ethernet provides a seamless migration path that fully protects investments in existing network infrastructures. Gigabit Ethernet will retain IEEE802.3 and Ethernet frame format and 802.3 managed object specifications, enabling enterprises to upgrade to Gigabit performance while maintaining existing cables, operating systems, protocols, desktop applications Procedures and network management strategies and tools;
2. Gigabit Ethernet provides an optimal path over the original Fast Ethernet, FDDI, ATM and other backbone solutions. At least for now, it is a reliable and economical way to improve the connection between the switch and the switch between the switch and the switch and the server. Network designers can build high-speed infrastructure that effectively uses high-speed, mission-critical applications and file backups. Network administrators will provide users with faster access to the Internet, Intranet, metro and WAN.
3. The IEEE 802.3 Working Group established the 802.3z and 802.3ab Gigabit Ethernet workgroups whose mission is to develop Gigabit Ethernet standards that meet different needs. The standard supports full-duplex and half-duplex 1000Mbps, the corresponding operation using IEEE 802.3 Ethernet frame format and CSMA / CD media access control method. Gigabit Ethernet is also backwards compatible with 10BaseT and 100BaseT. In addition, the IEEE standard will support multi-mode fiber with a maximum distance of 550 meters, a single-mode fiber with a maximum distance of 70 km and a copper shaft cable with a maximum distance of 100 meters. Gigabit Ethernet fills the 802.3 Ethernet / Fast Ethernet standard
Network Adapter Cards
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