The hottest wind power industry seeking long-term

2022-07-31
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Wind power industry seeking long-term development may integrate

according to the prediction of the Global Wind Energy Association, the global wind power installed capacity will continue to grow rapidly in the next few years. By 2013, the global cumulative wind power installed capacity will reach 332100 MW, and the new installed capacity in that year will reach 56300 MW, which will be twice that of 2008. Among them, Europe, North America and Asia are the regions with the fastest growth of wind power installed capacity

China is rich in wind resources, and the development of wind power industry has made rapid progress. There is still much room for the development of wind power industry in the future. It is expected that the demand for wind turbines will continue to grow rapidly in the future, reaching 10556 MW and 12667 MW respectively from 2010 to 2011, with a year-on-year increase of 30% and 20% respectively. The three-year compound growth rate from 2009 to 2011 can reach 26.58%

the first choice for developing low-carbon energy

wind power is one of the most competitive low-carbon energy. Except for a small amount of carbon dioxide emissions in the production process, it will not produce carbon dioxide emissions during the whole operation period of the wind turbine, which has a significant emission reduction effect

according to the estimation of the International Wind Energy Association, if properly developed, by 2020, the emission reduction of wind power alone will reach 65% of the lower commitment of industrialized countries to reduce the use rate of degradable plastics

after years of development, wind power generation technology has gradually matured in technology, and the industrial chain is relatively complete. It has been competing with many traditional energy industries in some countries and regions. It can be said that wind power has become the first choice for countries around the world to develop renewable energy, reduce emissions and develop a low-carbon economy

compared with other new energy industries, the wind power industry chain is longer. The development of wind power has an obvious driving effect on the upstream and downstream of the industrial chain, and can increase employment and achieve emission reduction. Especially since the international financial crisis, the development of wind power has become the first choice for countries to stimulate their economies

data show that the global wind power installed capacity will continue to grow rapidly. The cumulative installed capacity has increased from 4800 MW in 1995 to 120789 MW in 2008, and the compound annual growth rate of new installed capacity has reached 26.37%. According to historical data, Europe, Asia and America are the regions with the fastest growth of wind power installation. By the end of 2008, the wind power installed capacity in Europe, the Americas and Asia was 65946 MW, 27542 MW and 24368 MW respectively, accounting for 54.59%, 22.80% and 20.17% of the global wind power installed capacity respectively

despite the impact of the financial crisis, the global installed capacity last year still reached 30400 MW, an increase of about 12.38% over the previous year. The growth rate in Europe slowed down, but the United States, China and India grew rapidly, which promoted the rapid growth of new installed capacity in the world

after years of development, the wind power industry has gradually matured. Its cost is close to conventional energy, and its resources are very rich. It is the most economical clean energy under the current technical conditions. For these reasons, wind power has become a priority investment area for countries to develop low-carbon economy and realize energy substitution. Although in some regions, such as some European countries, the growth rate has slowed down due to the high degree of development, the development of wind power in the world still shows a trend of blooming everywhere

at the same time, Lou Huafen pointed out in his speech that countries and regions with good resource conditions, such as Canada and Australia, are competing to develop wind power, and the development potential of wind power is immeasurable

new energy power generation has become the focus of investment

in recent years, due to the easing of the tension between power supply and demand and the enhancement of the capacity of domestic equipment manufacturing industry, it has provided good opportunities and conditions for the optimization of China's power installation structure

in consideration of climate change, carbon dioxide emission reduction, future energy security and sustainable development, the absolute proportion of coal-fired power in China must be changed. By the end of 2009, the installed capacity of thermal power in China accounted for 75% of the total installed capacity, and the power generation accounted for 81% of the total power generation. At present, the installed capacity of thermal power is still the main force, accounting for 75% of the total installed capacity

since 2007, due to the government's intention to control the construction of new thermal power projects and encourage the development of new energy or renewable energy industries such as wind power and hydropower, China's power installation structure has been optimized: the proportion of clean renewable energy power generation such as wind power and hydropower has increased, while the proportion of thermal power has decreased

under the great pressure of energy structure adjustment, it is expected that the power structure adjustment policy will be more intensive in the future: wind power will continue to improve the supporting policy, and the difficult problems of wind power are expected to be solved in the near future, which will completely remove the obstacles to the development of wind power industry. At the same time, nuclear power will enter a period of great development, and the proportion of nuclear power in the total installed capacity will continue to grow; Under the policy stimulus, photovoltaic power generation will also start to enter the fast lane of development. In terms of thermal power, it will accelerate the elimination and upgrading of inefficient small units. The new units will be mainly large-capacity and high parameter units. IGCC technology and equipment will become the future development direction of thermal power equipment

in the future, wind power and other new energy industries will be the fastest growing part of installed capacity, and will also be the focus of power investment. It is estimated that by 2015, all new energy sources such as wind power, nuclear power and photovoltaic power generation will have a significant growth: wind power will increase from 17.06 million kW in 2009 to 101.98 million kW in 2015; Nuclear power will increase from 9.08 million kW in 2009 to 38.08 million kW in 2015; The installed capacity of photovoltaic power generation will increase from about 245000 kW to 10.845 million KW

during 2010 and the 12th Five Year Plan period, China's annual new power installed capacity has not changed significantly. However, due to the change in the structure of new installed capacity, the proportion of new energy power generation installed capacity with larger unit installed investment has increased, so the overall power supply investment will still increase steadily. It is estimated that the annual investment will increase from 371.1 billion yuan to 497.3 billion yuan in 2015

it can be predicted that new energy power generation such as wind power will be the biggest beneficiary of power investment growth

wind power is still promising

in recent years, the supply-demand relationship of wind turbine units in China has reversed, and the profit margin has accelerated to the average level

judging from the status of China's wind resources and the degree of development, the wind power industry still has a lot of room for development. It is predicted that the demand for wind turbines will continue to grow rapidly in the next two to three years. The demand of wind power market is growing rapidly, and the production capacity is growing faster

according to the capacity statistics of major manufacturers in the industry, the domestic wind turbine production capacity has been significantly surplus in 2009: the domestic wind turbine demand in 2009 and 2010 was 8.12 and 10.56 million KW respectively, while the domestic wind turbine manufacturers alone will have the production capacity of 12 and 17.25 million KW. At present, under the situation of excess wind power capacity, many enterprises have looked for a way out to the international market, which will lead to the integration of the whole industry

at the same time, due to the reversal of the supply-demand relationship of wind turbine, the price of wind turbine is inevitable to decline. Recently, in the national wind power concession bidding, according to the data released by Goldwind technology and other enterprises, the price of wind turbines has declined significantly. The rapid decline in the price of wind power will accelerate the overall profit margin to the average level

before 2008, due to the shortage of key parts and components due to the short supply of complete wind turbine, the price of complete wind turbine has been firm and slightly increased. After reaching a certain scale, the whole machine manufacturing is profitable; In the initial stage of the domestic wind power industry, the parts and components are not fully equipped. Some parts such as generators, main bearings, gearboxes, electric controls, and even most blades need to be imported. Therefore, the upstream parts and components manufacturers also enjoy huge profits; However, due to the high price of wind turbines and limited government subsidies, wind farm investment is only on the edge of profit and loss balance

since 2009, due to the increasing supply of complete machines and the gradual improvement of domestic industrial supporting facilities, the prices of complete machines and some parts such as generators, gearboxes and blades have gradually returned to a reasonable level, and the profits of these products tend to be average; The profit margin of wind farm operation has been continuously improved due to the need for new institutional ecology to create new competitiveness and lower financing costs. The recent successful listing of Longyuan Power in Hong Kong, China, shows that the capital market is also gradually optimistic about the field of wind farm operation

although the competition in the wind power industry is intensifying, the global wind power industry will still grow rapidly in 2010, which will bring opportunities to the manufacturing industry in all links of the wind power industry. Related companies such as materials, parts, complete machine manufacturing and wind farm operation will benefit

it is noteworthy that the domestic market will concentrate on leading enterprises in the industry. Although the machine market is facing overcapacity, this is just an opportunity for the integration of industry leading enterprises. Under the promotion of policies and the role of the market, the domestic market will gradually concentrate on leading enterprises such as Dongfang Electric and Goldwind technology

this year, the export of complete wind turbines will be boosted.

under the situation of increasingly fierce competition in the domestic market, many wind turbine manufacturers have begun to enter the international market since 2009. This year can be said to be the first year of China's wind turbine export

among them, Goldwind technology wind turbines are exported to the United States, Tianwei wind turbines are exported to Australia with an average of 45 plastic bags. Many enterprises have obtained orders for wind turbines from Vietnam. It is expected that from 2010, some wind turbine enterprises' export businesses will reap good profits

experts believe that the domestic and international market situation of the wind power industry is getting better, and the export of complete machines will start in 2010, which can effectively promote the sustainable and healthy development of the wind power industry. But its resistance and risk factors can not be ignored

first, the new energy policy support is lower than expected. China has made great efforts to develop new energy industry, but it is impossible to fundamentally change the current power installation structure dominated by thermal power in the short term. Therefore, the strength and time of new energy policy support may be lower than expected. Second, the price of raw materials fluctuated sharply. Historically, the prices of raw materials such as copper, aluminum and silicon steel have fluctuated violently for a long time. This situation will increase the difficulty of enterprise production organization and increase the business risk

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