This year and next year will enter the new project to reach the peak of production The State Grid Corporation of China recently announced the successful bid for the third batch of smart meter projects this year. It is expected that the amount of tenders for smart meters will continue to grow rapidly this year, and the annual growth rate is expected to exceed 30%. However, with the gradual investment of large-scale investment projects in the smart meter industry, the potential for overcapacity in the entire industry is slowly emerging.

Judging from the timing of the bidding, this year's bidding is more intensive than last year. Therefore, it is expected that there will be 5 centralized biddings for smart meters this year. At the same time, it was found that the price of this bidding has increased significantly year-on-year, and the market concentration of the smart meter industry has further declined. By sorting out the investment projects of several smart meter listed companies, it will be the large-scale commissioning and production of smart meters in 2011 and 2012. Among them, Kelu Electronics, Linyang Electronics, Samsung Electronics, and Hao Ningda will add 4.6 million units, 5.5 million units, 6.5 million units, and 1.88 million units respectively. Analyze the production capacity data of these manufacturers. At present, the total production capacity is 16.68 million units, and the total capacity for future expansion will be 18.48 million units, an increase of more than 100%.