Wind power industry into the winter industry giant Baotuan warm

Guidance: In the increasingly fierce competition in the industry, wind turbine prices continue to decline in the context of Shanghai Electric and Siemens jointly formed a joint venture to expand production capacity, mainly based on two considerations. “One is that joint ventures may position the main business on large-scale special-purpose fan products to avoid excessive competition in the industry; on the other hand, although the growth rate of domestic wind power installed capacity will slow down in the next few years, The absolute value of the incremental installed capacity of wind power is still large. The joint venture partners hope to integrate the advantages of Shanghai Electric and Siemens in the wind power business and strongly participate in market competition.

A few days ago, Shanghai Electric Group Co., Ltd. (hereinafter referred to as Shanghai Electric) stated that it will set up two joint ventures with Siemens to meet China's growing demand for wind power.

However, from the third quarter report of wind power companies, it can be seen that the profits of wind power companies are continuing to decline, and it seems that the wind power industry that represents high-precision technologies entering the cold winter ahead of schedule is a foregone conclusion. According to the data, the three quarterly reports of Huarui Wind Power in China's four leading wind turbine manufacturers show that the company's profit in the first three quarters was 901 million yuan, a year-on-year decrease of 48.51%.

In addition to the declining profits, the production capacity of wind turbine manufacturing has reached 25 million kilowatts, and the capacity of only four leading Sinovel, Goldwind, Dongfang Electric and United Power has exceeded 10 million kilowatts. The issue of overcapacity has gradually surfaced. Wind power companies are also faced with fierce competition and industry reshuffle.

Under such circumstances, "overcapacity" and joint foreign investment "to meet China's growing demand for wind power" seem to be a contradiction. Senior investment researcher Li Shengmao said in an interview with a reporter from the “China Sankei Shimbun” that under the background of increasingly fierce competition in the industry and continuously lower wind turbine prices, Shanghai Electric and Siemens jointly established joint ventures to expand production capacity, mainly based on two aspects. consider. “One is that joint ventures may position the main business on large-scale special-purpose fan products to avoid excessive competition in the industry; on the other hand, although the growth rate of domestic wind power installed capacity will slow down in the next few years, The absolute value of the incremental installed capacity of wind power is still large, and the joint venture partners hope to integrate the advantages of Shanghai Electric and Siemens in wind power business, and strongly participate in market competition.”

The “China Wind Power Safety Supervision Report (2011)” published by the State Electricity Regulatory Commission recently shows another problem in the wind power industry. The lack of core technologies and management of wind power equipment. The report Yan Yan remarked that "China's wind power construction plan lacks overall planning, wind power equipment technology level and product quality need to be improved, wind power grid-connected technology standards and detection work are lagging behind, wind farm design, construction, operation and dispatch management are weak."

Factors such as falling profits, overcapacity and lack of technology have caused the rapidly rising wind power industry to fall into a quagmire in a short period of time. After the domestic wind power installed capacity has doubled in successive years, this year has ushered in a transition from rapid growth to steady growth. The current and next few years, the trend of domestic wind power installed capacity is basically a foregone conclusion.

Li Shengmao analysis, the reason why this phenomenon occurs, there are two main reasons: First, the development of domestic wind power resources ushered in the transition period. At present, wind farms have been basically built in areas with abundant onshore wind resources in China, and offshore wind farms and onshore wind farms with low wind speeds have not yet reached a large-scale development period due to the limitation of technical conditions. Before the domestic wind power industry has attached too much importance to the development path of the speed scale, it is not sustainable. After the domestic wind power installed capacity reaches the first in the world, it is an inevitable choice to control the development rhythm of the wind power industry and promote the transformation of the wind power industry to quality and efficiency.

In addition, Xiao Jian, a research fellow of China Investment Advisor New Energy Industry, also believes that in order to further regulate the development of the wind power industry, the government has tightened the examination and approval power of wind power projects and put forward more stringent wind grid connection standards, further improving the technology of the wind power industry. threshold. The technical bottleneck is one of the important factors affecting the development of the wind power industry.

What is the key to China's wind power industry going out of the winter? Is it technical or regulatory? Or is it other factor? Li Shengmao said: "The current theme of domestic wind power industry development is shifting from overemphasis on speed scales to emphasis on quality and efficiency. If wind power industry wants to get out of the winter, it must also make a fuss about quality and efficiency. On the one hand, wind power companies must vigorously carry out technological innovations. , Relying on mature technologies to produce high-quality fan products to help stabilize the operation of wind farms; on the other hand, wind power companies must actively strengthen their cost control capabilities, continuously reduce wind power generation costs, and improve profitability through internal potential development."