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"One belt, one road" has made great achievements i

source: author: Release time:2021-01-13 10:43:44 Views

 以推动基础设施建设的“一带一路”战略,毫无疑问的将给电缆企业带来一块巨大的“蛋糕”。无论是“一带一路”愿景与行动文件中让电缆企业直接获益的跨境光缆等通信干线网络建设,还

  The strategy of "one belt, one road" to promote infrastructure construction will undoubtedly bring a huge "cake" to cable enterprises. Whether it is the one of the "one belt, one road" vision and action document, the construction of communication backbone network, such as the cross boundary optical cable, which directly benefits the cable companies, or the construction of power and transmission channels, and the indirect stimulation of cable demand such as hydropower, nuclear power, wind power and solar energy, are all historical opportunities for cable enterprises.

  One belt, one road vision and action document was jointly issued by three ministries and commissions in March 28th. It can be seen that the biggest investment opportunities for cable companies in the future may lie in "construction of cross-border optical cable and other communication trunk network", "construction of cross-border power and transmission channel", "cooperation of hydropower, nuclear power, wind power, solar energy and other clean and renewable energy".

  Submarine cable and optical cable are the basis of high-speed information transmission and the carrier of follow-up information service. The domestic ordinary optical cable industry chain is mature, while the submarine cable industry is in its infancy. Jointly promote the construction of cross-border optical cable and other communication trunk network, accelerate the construction of bilateral cross-border optical cable and other projects, and plan to build intercontinental submarine optical cable projects, which will stimulate the demand for optical fiber and optical cable.

  In China, one belt, one road, will be built in Asia to establish a power grid interconnection mode between China, Southeast Asia and South Asia in Asia, Mongolia and Russia. In the Asian countries one of the "one belt, one road" strategy, except for a few countries such as Thailand, the loss of power transmission in most other countries is larger. The demand of new power grid and the upgrading of power grid is a huge cable market.

  Many countries along one belt, one road, are mostly developing countries. Most of them are entering the rapid development stage of industrialization and urbanization. They need a lot of capital and advanced technology to develop China's electric power infrastructure. Conforming to the international situation, "going out" will provide opportunities for cable enterprises.

  One belt, one road, is rich in wind and solar resources, and actively promotes clean, renewable energy cooperation such as hydropower, nuclear power, wind power and solar energy. It is foreseeable that the development of clean energy will also usher in a major development period. With China's vigorous development of clean energy, the pull for the wire and cable industry is huge.

  One belt, one road one belt, one road of win-win cooperation, the key content of the construction of cross boundary cable, cross border power and transmission channels, and actively developing clean energy, and other "one belt and one road" construction are the historical opportunities that cable enterprises can not miss. Cable enterprises should adjust industrial structure, promote transformation and upgrading, and enhance international competitiveness.


  以推动基础设施建设的“一带一路”战略,毫无疑问的将给电缆企业带来一块巨大的“蛋糕”。无论是“一带一路”愿景与行动文件中让电缆企业直接获益的跨境光缆等通信干线网络建设,还是电力与输电通道建设以及水电、核电、风电、太阳能等间接刺激电缆需求的,都是电缆企业不可错过的历史机遇。

  3月28日,我国三部委联合发布“一带一路”愿景与行动文件。从中可以看出,电缆企业可以从中挖掘的未来最大的投资机会或在于“跨境光缆等通信干线网络建设”,“跨境电力与输电通道建设”,“水电、核电、风电、太阳能等清洁、可再生能源合作”等方面。

  海缆、光缆是高速信息传输的基础,也是后续信息服务的载体。国内普通光缆产业链成熟,而海缆则处于起步状态。共同推进跨境光缆等通信干线网络建设,加快推进双边跨境光缆等建设,规划建设洲际海底光缆项目,将刺激光纤光缆需求。

  在电力方面,未来“一带一路”的实施,很可能在亚洲范围内建立起中亚、蒙古、俄罗斯(亚洲部分)经中国向东南亚、南亚输电的电网互联模式。而在“一带一路”战略所涉及的亚洲国家中,除了泰国等少数国家外,其余绝大部分国家的电力传输损耗都较大。新建电网的需求和电网升级改造都是一个巨大的电缆需求市场。

  “一带一路”沿线多国多为发展中国家,大多进入工业化和城镇化的快速发展阶段,亟需大量资本和先进技术来发展电力基础设施。顺应国际形势“走出去”将为电缆企业提供机遇。

  而在清洁能源发电方面,“一带一路”沿线多国都具有丰富的风能和太阳能资源,积极推动水电、核电、风电、太阳能等清洁、可再生能源合作,可以预见,清洁能源的开发也将迎来重大发展期。随着中国大力发展清洁能源,对于电线电缆行业的拉动是巨大的。

  “一带一路”是一条合作共赢之路,跨境光缆建设,跨境电力与输电通道建设,积极发展清洁能源等“一带一路”建设的重点内容是电缆企业不可错过的历史机遇。电缆企业要调整产业结构,推进转型升级,提升国际竞争力。

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