Wind power equipment demand to fully warm up

Optimistic industry outlook Qidi Shiming, an analyst at CCID Consulting, believes that wind power is a major form of wind energy utilization. Wind power in China has been developed for many years. With the changes in China's energy environment and the maturation of the wind power industry, wind power generation costs will increase in the coming years. Will be greatly reduced. In the past 20 years, wind power technology has made continuous breakthroughs, and economies of scale have become increasingly prominent.

According to NREL, the National Renewable Energy Laboratory, the cost of wind power dropped by more than 90% from 1980 to 2005, and its decline rate was faster than other renewable energy sources. According to the assessment of wind turbines installed in Denmark by RIS National Research Laboratory in Denmark, the cost of wind power was reduced from 15.8 euro cents/kWh to 4.04 euro cents/kWh between 1981 and 2002. It is estimated that the annual power generation cost will be reduced to 3 in 2010. Euro cents/kWh, the annual power generation cost in 2020 is reduced to 2.34 Euro cents/kWh.

The government's increased support for China is a country with abundant wind resources. According to the national average drawn by the Chinese Academy of Meteorological Sciences. Com environmental wind power density map shows that the total wind energy reserves in China's land 10 meters high is 3.226 billion kW. This reserve is called the “theoretical total amount that can be developed,” and the actually exploitable wind energy resources are 253 million kW, and offshore wind farms. The development of wind energy resources is 3 times that of land. According to this, China can develop about 1 billion kW of wind energy resources.

In 2005, China promulgated the "Renewable Energy Law", focusing on the development of renewable energy. Wind power, as the focus of state support, enjoys a series of benefits in terms of taxation, power generation, and access to the Internet. The enthusiasm of Chinese companies to invest in wind power has been stimulated and the demand for wind turbines has been driven.

In the practice of wind power projects in China, the government has adopted concession rights and has conducted four wind power concession tenders since 2003. During this period, three modifications were made to the principle of bidding for wind power concessions. In general, the proportion of electricity prices in bidding has been reduced, and indicators such as technology and localization rate have been strengthened; wind power policies have shifted from focusing on power generation in the past to focusing on supporting wind power equipment manufacturing in Chinese enterprises.

It is reported that the government will give corresponding policy support to the development of the wind power equipment industry in the coming years. At present, the Ministry of Science and Technology has included the industrialization of wind power equipment in the key support projects of the “Guidelines for Selected Key Projects of the Technology Innovation Fund for Science and Technology SMEs in 2007”. Relevant person in charge of the Ministry of Science and Technology stated that the country will support the industrialization of large and medium-sized wind turbine generators through loans and interest subsidies.

Wind turbine manufacturer competition From the current Chinese wind turbine market, foreign manufacturers occupy an advantageous position. Foreign manufacturers accounted for 55.1% of the newly installed capacity in 2006, accounting for 65.92% of the total domestic installed capacity. Among them, Vestas, Gamesa and GEWind occupy the top three positions, respectively taking up 18.73%, 18.63% and 10.74% of the total installed capacity in the Chinese market.

At present, domestic wind turbine manufacturers mainly include Goldwind, Huarui, Yunda, Dongqi, Harbin, and Huide. Among them, Goldwind Technology has an absolute advantage. Its market share in 2006 was in gesep. Com domestic wind turbine manufacturers accounted for 80.81%; by the end of 2006, Goldwind's cumulative market share accounted for 83.36% of domestic wind turbine manufacturers, accounting for 25.68% of the total installed capacity. Huarui and Dongqi bring the abundant financial strength and good manufacturing foundation of large state-owned enterprises to catch up.

The good market prospect of wind power has enabled equipment manufacturers to maintain a high degree of market enthusiasm. Take GE as an example. In 2007, its global business sales reached 4 billion U.S. dollars, producing a total of 2,500 wind turbines. In 2008, it plans to produce 3,000 wind turbines. Victor · Abat said that as China's current task of energy-saving emission reduction is extremely heavy, the development of renewable energy to replace fossil energy is an important energy policy. Among various types of new energy sources, wind power generation is a relatively mature technology, the most large-scale commercial development condition, and a relatively low cost, so it is highly valued by China. (China Electric News Network)

Taisheng Wind Energy (300129): Complete wind power deployment Entering large-capacity polycrystalline silicon ingot furnace Company profile: The company is the leader in the domestic wind turbine tower industry. It has been adhering to the principle of “technology-based, market-oriented, and customer-based” for many years. Concept, with capital, technology, brand, customer advantage. In 2011, the company joined Puro in the production of high-capacity polysilicon purification and ingot casting equipment, and began the first step of diversified production.

Fundamentally, upgrading products and responding to industry reshuffle: Since 2011, the wind power industry has entered an adjustment period, eliminated backward production capacity, gradually developed offshore wind power, and efficiently utilized land wind farms. High-power fans have become a development trend. Taisheng Wind Power has manufactured the first domestic 3.6MW-class offshore wind turbine tower for Shanghai Electric and two 6MW onshore low-temperature towers manufactured by Sinovel. After listing, the company will strengthen its capacity building of 2.5MW-5MW wind turbine towers and look forward to product development and layout. Com energy conservation and environmental protection.

Market-oriented, customers as a fundamental, consolidate and enhance market share: The company's production bases are located in Shanghai, Jiangsu Dongtai, Inner Mongolia Baotou, Inner Mongolia Hulunbeier, Xinjiang Hami and other places, covering China's optimal wind farm resources. Based on domestic expansion of international markets, the company has established close cooperation with well-known domestic and foreign manufacturers and wind farms. It has formed a high reputation and good reputation in the wind turbine tower industry and strives to steadily increase market share.

Into the large-capacity polysilicon furnace, the development of diversified products, to create growth highlights: Recently, the company became the only designated processing and manufacturing unit of polysilicon purification and ingot furnace designed by Shanghai Puro. The large-capacity ingot furnace adopts a four-in-one furnace model. While using the existing crucibles, cutting-edge equipment, and slicing equipment, it can significantly increase the output by four times, which can reduce the unit production energy consumption, save labor, and increase production efficiency. To a certain extent, cut costs. In order to strengthen cooperation, the company may also purchase less than 10% of the shares in the future. The company can use its extensive experience in the production of steel frameworks and multiple bases across the country to gradually increase diversified product development.