The hottest wind power enterprises adjust their st

2022-10-15
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Wind power enterprises adjust their strategies and look forward to recovery

almost no emerging industry will have a smooth development, and China's wind power seems to be paying the price for the previous surge of development

the prospect of wind power is expected

in 2011, the performance of many domestic wind power listed companies declined to varying degrees. According to the financial data of 20 major wind power listed companies in China sorted out by China Venture Investment Group, 60% of the enterprises in the whole wind power industry chain experienced a profit decline

at the same time, the global wind power market is not booming. Vestas, a wind power giant, reported a quarterly profit before tax, interest, depreciation and amortization (EBITDA) of -90million euros and an operating loss of 245million euros. Vestas, whose performance has deteriorated, has been rumoured several times this year that it will sell assets. The rumored investors include Sinovel wind power, Goldwind technology and Mingyang wind power, but the above companies subsequently denied it. In June, Tianshun wind energy, a Chinese wind power tower manufacturer in the Chinese plastic machinery market, acquired Vestas' wind tower plant in Denmark. Subsequently, Vestas announced the closure of its wind turbine plant in Hohhot, Inner Mongolia, as if it was planning to withdraw from the Chinese market

in addition to Vestas, Indian Suzlon, German REpower and other overseas wind turbine companies are also shrinking in the Chinese market

It is safe installation to avoid chaos

although currently facing a severe situation, most people in the industry are still optimistic about the future prospects of the industry

first of all, we are optimistic about the future development direction of the wind power industry. Lishengmao, senior researcher of CIC consulting, believes that wind power is an important part of the new energy industry and plays an important role in the future world energy structure. In the long run, it undoubtedly has good development prospects

secondly, wind power consolidation and consumption, the main bottleneck restricting the sustainable development of wind power in China, may gradually disappear. Recently, the successive policies have shown that the country has been actively solving this problem

the report of CIC consultant, a research institution, said that the configuration is not of great use to him: in the past two years, the attitude of power to the import of new energy is very obvious, especially in the support attitude and practical action to the wind power construction in Inner Mongolia

on June 1 this year, the National Energy Administration issued the "notice on strengthening the consolidation and consumption of wind power" (hereinafter referred to as the "notice"), which put forward requirements for major power companies, power companies and local governments in view of the serious phenomenon of wind abandonment in China last year

in addition, the national energy administration has decided to take Mengxi region as a test field to find out the real reasons and solutions that hinder the consolidation and consumption of wind power in China. It is reported that the contents of the West Mongolia Wind Power pilot include: power planning and construction, power dispatching rules, wind farm construction and management, local consumption methods, auxiliary service market, and even the pilot quota system that cannot be called out

the introduction and implementation of these policies is undoubtedly a reassurance for wind power enterprises. With the vigorous promotion of national policies and the active cooperation of wind power enterprises, the problem of wind power consolidation and consumption will be alleviated around

strategic adjustment strength competition

in the current adjustment period of the wind power industry, a noteworthy trend is the vertical integration of the industrial chain. In addition to wind farm developers involved in the field of wind power equipment manufacturing, power enterprises also began to intervene in the field of wind power development. Recently, following the establishment of guoxinyuan Holding Co., Ltd. to develop wind power projects, Nanfang power also officially entered the field of wind power development. The company of Southern Power Holdings integrates various industrial chains of wind power, from upstream wind turbine manufacturers, midstream wind power developers, to downstream power. The industrial chain is very complete and clear, forming a competitive consortium with a strong lineup

at present, the wind power industry is in the stage of in-depth adjustment. Because the order situation of each wind turbine enterprise is not very optimistic, the advantage of the new company integrating the industrial chain is that it has the say in the project, and the project will promote the circulation of wind turbines and play the role of de stocking. A person in the wind power industry said that if there is internal digestion in the company system, although the procurement cost can be reduced, it may have an adverse impact on the entire wind power industry, especially joining the power consortium, and the existing wind power industry structure may be reshuffled again

as competition intensifies, the market shrinks, and performance declines, problems in the development of China's wind power industry come one after another. For wind power equipment manufacturers, the policy pressure faced by power and wind farm developers will also be transmitted to equipment manufacturers, and the intervention of downstream enterprises will further squeeze the survival space of equipment manufacturers

facing the test of the cold winter, some enterprises with insufficient strength have stood on the edge of life and death, while powerful enterprises have chosen to adjust their strategies in weak markets to adapt to the changes in the external environment. Taking Sinovel wind power as an example, the company will take some measures to adapt to the industry adjustment period, such as cost optimization based on personnel optimization; Improve investment efficiency; In promoting the international market, the development takes sales as a means to win orders, and does not make any high-risk project investment. Offshore, overseas and low wind speed are important growth points for the future development of Sinovel wind power

at the end of 2011, Sinovel's sl6000 large offshore wind turbine won the bid for Shanghai Lingang offshore wind power phase I demonstration project, which is another milestone of Sinovel wind power. It is understood that the Lingang offshore wind power demonstration project (100MW) only needs 17 6MW wind turbines of Sinovel wind power. The innovation of high-power offshore unit technology makes the construction of offshore wind farms more efficient and low consumption. This is also expected to be the first large-scale commercial use of 6MW offshore wind turbines worldwide

with the progress of technology, since 2011, low wind speed wind farms have gradually come into people's attention by virtue of the geographical advantages of wind power consumption. In order to break through and overcome the bottleneck, in terms of wind power development, the country will build a large base during the 12th Five Year Plan period. This set of desert irrigation technology once used the vegetation restoration project in the habitat of rare birds in the Western Abu Dhabi of the United Arab Emirates in 2012, and integrated into the mode of large power, which is centralized + decentralized, to develop low wind speed wind farms and encourage decentralized access to power. At the end of last year, the National Energy Administration issued the guiding opinions on the development and construction of decentralized access wind power projects, clarifying the definition, access voltage level, project scale, approval, etc. of decentralized access wind power projects

facing the low wind speed and large-scale market that will soon be launched, Sinovel wind power signed a wind energy development agreement with Bijie, Guizhou, located in the low wind speed area as early as March 2011, and will invest in the construction of a modern industrial park, Sinovel wind power Guizhou Industrial Park, which integrates the research and development, production, sales, training and other aspects of high prototype wind turbines. In April, Sinovel wind power signed a framework agreement with Shanxi Linfen, which is also located in the same low wind speed area. After the signing of the agreement, Sinovel wind power will invest in the construction of Shanxi industrial base, and will work with local governments to effectively detect wind energy resources

following Sinovel wind power, domestic and foreign manufacturers have also stepped up the introduction of their own low wind speed fans. In 2012, Goldwind technology and vision energy also launched ultra-low wind speed direct drive permanent magnet units; Not long ago, gomeisa of Spain announced high-profile that it would enter the low wind speed market in China

in terms of overseas market expansion, Sinovel has set its sights on emerging markets in recent years. According to the person in charge of Sinovel wind power Turkey, Sinovel wind power entered the Turkish market in May 2011. In November and December of the same year, it signed the supply contracts of wind turbines for yalova WPP 54mw and Usak WPP 54mw with Bereket group, a Turkish renewable energy power generation enterprise. Sinovel wind power provided 72 wind turbines for the two projects, with a total installed capacity of 108mw. At present, 36mw has been shipped. It is understood that Sinovel is preparing to establish a Turkish branch

According to the report of the Electricity Regulatory Commission at the end of 2011, China is rich in wind energy resources. It is estimated that the installed capacity will reach 100million kW in 2015, and the annual power generation will reach 190billion kW h. The proportion of wind power generation in the national power generation will exceed 3%

as of 2011, the installed capacity of wind power in China was 62million kW, accounting for only 1.67% of the total power generation in 2011. To reach the target scale in 2015, there is still much room for growth in these three years. It can be seen that the current problem is only a phased bottleneck. China is rich in wind power resources, and the future development prospects are still huge

the 12th Five Year Plan for national energy science and Technology issued by the national energy administration and the 12th Five Year special plan for the development of wind power technology issued by the Ministry of science and technology clearly put forward the development direction of large-scale. The plan of the Ministry of science and technology clearly points out that it is necessary to break through the key technology of the design of 10MW offshore wind turbine units and components, and realize the prototype operation of offshore super large wind turbine units. It is reported that Sinovel wind power has successfully applied for a 10MW ultra large offshore wind turbine development and demonstration project within the central budget of the National Energy Administration in June 2012. The project will build the world's first 10MW ultra large offshore wind turbine with the largest power level, and will be installed and demonstrated in the coastal areas of Jiangsu Province. Sinovel wind power said that its 3MW units have achieved mass production, 5MW units have been successfully put into operation, and 6MW units have been successfully hoisted, which has accumulated very valuable R & D and practical operation experience for the R & D of 10MW wind turbines

nowadays, how to take the road of reasonable market competition in the future is a problem that enterprises must consider. Li Ling, an analyst at China investment group, believes that the overall trend of the wind power industry in the future is to transform the wind power industry from a widely sought after emerging industry to a competitive industry, and gradually return to rationality from fanatical development

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