the nuclear power market in china forecasts and opportunities...
TRANSCRIPT
The Nuclear Power Market in China Forecasts and opportunities
2009
2
Agenda
l The Chinese industry
l Regulation
l The Forging industry
l Additional information
l Our Services
The Chinese Industry
3
11 16
41
63
100
0 0 4
20
45
0
20
40
60
80
100
120
2008 2012 2016 2020 2030
Nom
bre
Year
Centrales Nucleaires AP1000 All Nuclear Power Plants
4
Forecast of NPP construction
Half of Nuclear Power Plants will use AP1000 technology
between 2020 and 2030
Source: DPS 2009
Production of Electricity per Region
5
0
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
Electricity generated by NPP in 2030
海南
黑龙江
吉林
辽宁
河北
山东
福建
江西
安徽 湖北
湖南
广东 广西
上海
河南
山西
内蒙古
陕西
宁夏
甘肃
青海
四川
贵州
云南
西藏
新疆
江苏
浙江
北京
重庆
operating 2 in construction 3 forecast 6
forecast 2
forecast 1
in construction 2 forecast 2
forecast 1
forecast 1 forecast 1
operating 3 in construction 3
operating 1 forecast 1
é 1
forecast 1 forecast 4
forecast 2
in construction 1 forecast 2
in construction 1 forecast 2
operating 6
9100 MW
in construction 10
25400 MW
forecast 27
105900 MW
6
Locations in China
7
Nuclear Industry Organizations
Nuclear Organizations
CN
NC
C
GN
PE
C
CP
I
Datang
Huaneng
Huadian
Guodian
Operators
Operators applicants
Third Generation
Technology Importer
SN
PTC
Nuclear Research Institutes and Universities
CN
PE
(CN
NC
) C
IRP (C
NN
C)
CIA
E (C
NN
C)
CN
PR
I (CG
NP
C)
CN
PD
C (C
GN
PC
) C
NP
EC
(CG
NP
C)
Tsinghua Universite
Shanghai Jiaotong
Universite
SN
ER
DI (S
NP
TC)
CA
MS
T
···············
CN
EA
CN
S
CG
NP
C
8
The process for an NPP site
NEA NNSA
CNNC CGNPC
CPI
Huaneng Datang
Planification & Developpement
Nuclear Safety
Regulation
Site For NPP
The choice for the site depends on the planification and regulations
App
licat
ion
App
rova
l
SASAC NDRC MEP
State Council
Operators Safety Control Planification
Regulations
9
Regulations
l The regulation of the supervision and management of imported safety related nuclear equipment (HAF604) from the Ministry of Environmental Protection in China (MEPC) was announced on January 1st, 2008.
l Published on January 1st, 2008, it requires foreign corporations to register at the NNSA.
l Foreign companies which do not get the HAF604 certification cannot participate in any bidding in China.
10
Application for the Forging Industry
l Suppliers of large forging parts have to get a certificate to provide their parts(i.e. forging for steam generator, reactor vessel, reactor internals) to NPPs in China. The HAF604 certificate is required for foreign suppliers and HAF601 for local suppliers.
So far, the following companies have got HAF604 certificate. l France: Creusot Forge, Manoir Industries Custines
l Japan: JSW Corp.
l Austria: Bohler Welding Company
l Italy: Forge Monghieri Spa, SDF, SAFAS Spa, Fomas Spa
l USA: Westinghouse Electric Corporation
11
Domestic Companies with HAF 601
l Anhui Yingliu Group, Huoshan Forging Co., Ltd.
l CFHI( China First Heavy Industries)
l China National Erzhong Group Co.
l Dalian DV Valve Co., Ltd.
l Guizhou Aerospace Xinli Castings and Forgings Co., Ltd.
l Shanghai Heavy Machine Co., Ltd.
l Shanghai Xinmin Heavy Duty Forging Co., Ltd.
l Shanghai Zhongxing Jiqi Chang Co., Ltd.
l Shenyang Kejin Special Material Co,.,Ltd.
l Sichuan Sanzhou SCMP Nuclear Equipment Manufacture Incorporation
l Wuxi Flang Forging Co., Ltd.
l Yingliu Group, Huoshan Casting Co., Ltd.
l CITIC Heavy Industries Co., Ltd.
l Neway Valve (Suzhou) Co.,Ltd.
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The Forging Industry
13
Main Forgers for NPP in China
l CFHI(China First Heavy Industry Co.,ltd); Ø Forging parts of reactor vessel, steam generator, pressurizer and pump barrel of the
main pump.
l China Er-zhong; Ø Forging rotator of the electric generator
l Shanghai Electric Heavy Industry Group; Ø Forging parts of reactor vessel, steam generator, pressurizer and reactor internals for
600MW PWR NPPs
No joint venture for the moment, but Westinghouse remains close to CFHI
14
Case Study: SEHIG
l Among the 3 Chinese forgers, Shanghai Electric Heavy Industry Group(SEHIG) is the smallest one. It needs more foreign support and is willing to cooperate with foreign companies. SEHIG is a subsidiary of Shanghai Electric Corporation (SEC). SEC is the supplier of complete equipment and could be a good buyer of forgings manufactured by a joint-venture between SBS and SEHIG.
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16
Market Opportunities
Cooperation with a Chinese partner By cooperating with Chinese and foreign manufacturers (based in China) SBS can share the profits. One approach is to provide some key parts to Chinese companies and have them assembled in China. The other is to set up a joint venture.
Direct sale Though China emphasizes localization, there still a limited space for selling equipment directly. First, for AP1000 projects, they are not qualified to provide key forging parts. For example, CFHI is considered to be the most powerful supplier of forging parts in China, but its products for AP1000 were rejected just a few months ago. Secondly, the manufacturing capacity of Chinese forgers is not enough to support the current demand.
Conclusion
l The Chinese nuclear power market program is the most ambitious in the world at Euros 70 Billion • China does not have the human ressources neither the expertise to achieve all its goals
=>China will continue to seek for strong international support
• Good communication and knowledge adapted to the Chinese, is a key to success
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Additional Information
18
-19-
Status of Main Equipment Manufacturing for the AP 1000
Main Forger for AP1000
l Doosan was chosen by SNPTC to supply steam generators and reactor vessels for unit 1 of Haiyan NPP and Unit 1 of Sanmen NPP, which are both AP1000 based. CFHI is the partner of Doosan and is supposed to supply some forging parts to Doosan for the two projects. In the future, Doosan shall transfer some manufacturing technology to CFHI according to the agreement signed between SNPTC, Doosan, Westinghouse and CFHI. However, according to recent information, the forging parts manufactured by CFHI did not meet ASME standards. Right now, SNTPC is considering giving China Er-zhong and Shanghai Electric more shares in the AP1000 projects.
20
-21-
Reactor Vessel
Upper Shell Course
Upper Head （After Heat Treatment）
-22-
Upper Head Channel Head （Rough Machining）
Upper Shell Course
Lower Shell Course (A) （after pre-fabrication）
Transitional Cone Lower Shell Course (B)
Steam Generator
-23-
Flywheel Test Sample
Test Loop Pump Casting
Rotor
Impeller-sectional view
Impeller-top view Motor
Reactor Coolant Pump
-24-
Containment Vessel (CV)
The CV welding test was completed in the middle of Nov.,2008
Formed CV upper header (testing plate)
CV Pre-assembly Bench
-25-
Reactor Coolant Loop
431 steel ingot
Main Piping (test pieces)
-26-
Modules Fabrication
Part s of Module CA20
Stainless steel for Module
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Sichuan District Dongfang Electric Corporation, China ErZhong
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CHINA ERZHONG
1000MW Steam Generator of Lingao Phase Ⅱ
Nuclear Half-speed Steam Turbine of Lingao Phase Ⅱ
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Main Forge Capacity
160 MN free forging hydraulic press
Northeast District Harbin Electric Corporation (HEC) - China First Heavy
Industries (CFHI)
Steam Generator of AP1000 Researched by CFHI
Moisture separator/reheater of Lingao Phase ⅠⅠ Manufactured by HEC
China First Heavy Industries
300 MW nuclear reactor pressure vessel for Chashma NPP
600 MW nuclear reactor pressure vessel for Qianshan PhaseⅡⅡ
AP1000 reactor pressure vessel Head for Sanmen Phase ⅡⅡ AP1000 steam generator part
for Sanmen Phase ⅡⅡ
China First Heavy Industries
Main Forge Capacity
150 MN free forging hydraulic press
Shanghai District Shanghai Electric- Shanghai Electric
Heavy Industry Group
Shanghai Electric Heavy Industry Group
600MW steam generator of Qinshan phase ⅡⅡ
600MW pressurizer Of Qinshan phase ⅡⅡ
600 MW reactor pressure vessel of Qinshan phase ⅡⅡ
36
600MW reactor internals of Qianshan phase ⅡⅡ
Polar Crane Refueling machine
Shanghai Electric Heavy Industry Group
37
Main Forge Capacity
1.65MN free forging oil press
Our services
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Mission
l Dynabonds’ mission is to create value within the nuclear market in China through the structuring and integrating of international and domestic buyers, manufacturers and administrative bodies.
l Structuring involves delivering world class consulting on product qualification to manufacturers.
l Integrating involves bringing together international and domestic manufacturers and buyers creating a 'virtual warehouse' making trade easier, assisting in outsourcing and partner selection for foreign companies looking to enter the Chinese market, as well as helping Chinese clients find suitable investment opportunities.
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Objectives
l Lobby with the procurement departments of the Institute of Research and Design, in particular from the SNERDI, NPIC, CNPE and CGNPC for our foreign clients.
l Technology transfer from foreign companies to assist domestic nuclear improvement and competitiveness through enhanced product quality.
l Establish 'ten year minimum' contracts with Chinese component manufacturers to source our nuclear power clients in China.
l Support the Chinese SME throughout the production of components to nuclear qualification standards.
l Work with Chinese regulators to improve the legislation and create a more attractive business climate for growth and foreign investment.
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Services
Dynabond offers clients a ‘one-stop-shop’ in business development and planning, strategic marketing, assisting Chinese and foreign partnering for localizing production into China:
l Retainer consulting l Project consulting l Market research
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l We act as an 'extension' to the clients business, absorbing the roles of business and market development on a subscription basis. Our approach involves developing an in-depth understanding of our clients value proposition, business objectives, and operation. With this in mind, we research, assess new opportunities, negotiate with potential partners and establish product channels.
Major clients: Eupen Kabelwerk (Belgium), Gesellschaft für Anlagen- und Reaktorsicherheit (Germany), Hamon (France-Belgium), Institut de Radioprotection et Surete Nucleaire (France), International Nuclear Services (United Kingdom), LS (South Korea), Phoenix Armaturen (Germany), TUV Sued (Germany), Industrial Audit (Canada), Haiyan Nuclear Industrial Park (China)…
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Retainer Consulting
We offer Foreign clients access consulting resources to assist in product certification (HAF601/604) and qualification, market entry, expertise on engaging with Chinese businesses. Billing is on a per-project, per-milestone basis.
Major clients: ABB Service (Germany), Baumer (France), Cymi (Spain), Eupen Kabelwerk (Belgium), Groupe ADF (France), Hirata Valve (Japan), LS (South Korea), Man Diesel (Germany and France), Meggitt (USA), Phoenix Armaturen (Germany), Rotork (United Kingdom), SBS (France), Schott (Germany), SPX (Belgium and Netherlands)…
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Project Consulting
l We offer group studies available to selected foreign clients. Examples include studies of developing distribution channels or implications of licensing foreign components in China.
l Major clients: International Nuclear Services (United Kingdom), Industrial Audit (Canada), L3 Mapps (Canada).
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Market Research
Contact
1509 Zhongyu PLaza
A6 Gongti North Road
100027 Beijing
People's Republic of China
Tel: +86-10-64681222 Fax: +86-10–64654957
Arnaud Lefevre-Baril
Mobile (Switzerland): +41(0) 765880966
http://www.dynabondpowertech.com