Wind Power Equipment Industry Is Weak, Staying Strong And Leading Stocks

- Oct 09, 2018-

After the year-on-year growth of wind power installed capacity from 2006 to 2010, the industry slowed down in 2011. The cost continues to rise, the quality control in the manufacturing process of the unit is not strict, and the construction management of the wind farm cannot keep up, and will continue to impact the development of the industry.

Judging from the international situation, the installed capacity of wind power in the world has soared in recent years. According to the statistics of the Global Wind Energy Council, the global installed capacity of new wind power reached a record of 38 GW in 2009, and China accounted for one-third of it. From 2004 to 2009, the cumulative annual growth rate of global wind power installed capacity was 27.09%, and the global installed capacity of wind power increased by 35.48%.

New installed capacity reduction

From the domestic situation, China's wind power development in recent years is far faster than other wind power countries in the world. As of the end of 2009, China's wind power (market, information, comments) total installed capacity of 25.1 million kilowatts, accounting for 15.9% of the world's total installed capacity, the newly added wind power installed capacity of 13 million kilowatts, equivalent to the installed capacity of the Three Gorges hydropower station 70 %, becoming the world's largest market for new wind power installed capacity.

From the perspective of the domestic wind power 12th Five-Year Plan, the National Energy Administration plans to complete the cumulative installed capacity of wind power of 100 million kilowatts in 2015, which has a direct negative impact on the industry. The main reason is that the annual installed capacity will be much lower than the installed capacity in 2010. Capacity, if developed in accordance with policy planning, the demand for wind power equipment will gradually shrink rapidly. In 2010, the cumulative installed capacity in China has reached 44,733,300 kilowatts, and the newly installed capacity in China has reached 18.928 million kilowatts. This means that between 2011 and 2015, there will be a new installed capacity of 55,266,700 kilowatts, with an annual installed capacity of 1,10,533,300 kilowatts, which is 41.6% lower than that of 2010.

In addition, the backward development of power grids has caused the development of wind power to lag. At present, 31% of wind turbines in the wind power industry are still in vacant state. The sound development still needs to be upgraded by the State Grid to the national grid's one-off equipment and secondary equipment and the technical level of wind power enterprises. improve. However, the upgrade of the national power grid to a large project takes a long time. The more certain situation is that the wind power approval will be more stringent in 2011.

In 2010, the national wind power production capacity has reached 29 million kilowatts. With the expansion of production, the total production capacity of wind power equipment is expected to increase to 30 million kilowatts in 2011, which is 1.18 times the demand of 16 million kilowatts. The oversupply of the wind turbine has intensified. In addition, 2010 is the first year of offshore wind power startup. The conditions for accelerating offshore wind power construction are basically in place. Offshore wind power will be one of the priorities of wind power development in the future. In 2015, the cumulative installed capacity of offshore wind power in China is expected to reach 15 million kilowatts, and it is expected to reach 30 million kilowatts in 2020.

In the fierce market competition, prices are falling, industry consolidation is inevitable, and mergers and acquisitions are conducive to the long-term development of industry leaders.

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