After experiencing a sustained downturn in the past two years, China's wind power industry suddenly began to pick up from the first half of this year.
The 2013 interim results of the leading companies in the industrial chain presented an inflection point. The operating revenue and net profit of the wind power investor Longyuan Power increased by approximately 15% year-on-year; the net profit of the wind power appliance merchant Goldwind increased by 28.27% over the same period of last year. It is expected that the full year 2013 results will be better than the previous year. At the same time, the statistics of CEC gave the same results. In the first half of the year, domestic wind power investment increased and equipment utilization hours increased year-on-year.
On September 17, at the "China-Africa Energy Cooperation Forum" held in Yinchuan, Wuhan Iron and Steel Technology Chairman Wu Gang emphasized to the reporter that the pick-up was not a transient phenomenon, but that the enterprises had made substantial adjustments and the national policy had broken through some bottlenecks. After the result. WISCO believes that although the severe competition in the industry will continue for more than a year, China's wind power industry has re-entered into a sound development stage and will once again usher in the rapid growth of the wind power industry in 2015.
Wind power does not rebound in the short term
"21st Century Business Herald" (hereinafter referred to as "21st Century"): In the first half of 2013, it was known in the industry as the warming season for the wind power industry. Is this really the case?
WISCO: This is true from Goldwind's performance in the first half of the year. In the first half of 2013, although Goldwind's operating income decreased by 6.82% year-on-year, its net profit exceeded 100 million yuan, up 28.27% from the same period of last year. As far as I know, the situation of wind power investors has also improved, such as Longyuan Power's operating income and net profit all increased by about 15% year-on-year, wind power utilization hours increased by 101, and electricity generation increased by 31.44% year-on-year. CEC's statistics also confirmed this, with wind power investment growth of 5.3% year-on-year. Power generation increased by 39.3% year-on-year.
"21st Century": The wind power industry rebound is a brief rebound or continuation?
Wuhan Iron and Steel: At least from the perspective of Goldwind Technology, it is not a temporary rebound. As of June 30, Goldwind completed a total of 4550.25MW of orders, plus a total of 8087.75MW of unsigned singles, and the new installed capacity in 2013 was positive. Will exceed 2012.
Not only will the installed capacity increase, but the wind turbine prices will also pick up. Last year, the average bid price was more than 3,000 yuan/kW, and it returned to 4,000 yuan/kilowatt in the first half of this year.
More importantly, in the downturn of the wind power industry, the national competent authority did not reduce the installed capacity of wind power in the “Twelfth Five-Year Planâ€.
"21st Century": The wind power industry started to improve at this time. What are the main reasons?
WISCO: The characteristics of wind power are strong policies, and the national policy has broken through some bottlenecks that constrain the development of wind power.
In response to the bottleneck problem of severe wind curtailment and power curtailment in areas such as the “Three Norths†of China, in March 2013, the National Energy Administration issued the “Notice on Accomplishing Wind Power Integration and Abatement of Related Work in 2013â€, clearly proposing relevant government departments. Energy companies need to pay more attention to the consumption and utilization of wind power, and improve the utilization of wind power as an important standard for energy work.
While speeding down the construction of wind power, the pace of power transmission is accelerating. The commencement and gradual commencement of the construction of high-voltage and ultra-high voltage transmission lines represented by the North-East China North DC Back-to-Back Expansion Project, the Hami-Zhengzhou DC UHV, and the Northwest 750 kV 2nd-passage will all greatly improve the ability of the grid to absorb wind power. After the approval of Hami-Zhengzhou DC UHV, at the end of August 2012, the National Development and Reform Commission approved the 2 GW wind farm project in Hami. On the side of consumption, the National Energy Administration has explored measures such as wind power heating and power supply for wind power plants.
Second, the country has speeded up the approval of wind power and ensured new capacity in the market. As of March 2013, during the “Twelfth Five-Year Plan†period, three batches of 84.3 GW of approved wind power projects have been approved.
Thirdly, in order to resolve the situation that subsidies are not timely and fully in place, in March 2013, the Ministry of Finance issued the “Circular on Pre-arrangement of Supplementary Funds for Renewable Energy Electricity Price Subsidies†to require provincial grid companies and local independent grid companies to collect The earmarked funds to be allocated to related enterprises, with a total allocation of more than 14.8 billion yuan, including wind power, solar energy, and biomass power generation, of which wind power subsidies are the highest, at more than 9.3 billion yuan, which is very effective in alleviating corporate financial pressure.
From the fight price to the fight quality
"21st Century": In addition to policy support, what are the positive changes in the wind power market?
WISCO: The market is more rational, especially wind power investors. At present, investors have more rational understanding of the relationship between price and quality. They themselves have also done a lot of testing, comparisons, and calculated the proportion of maintenance costs of wind turbines at various prices. They look at the return on investment in a comprehensive manner, unlike the previous years. Focus on the price itself.
In order to avoid wind curtailment and power cuts, the investor's wind power development layout has also changed. From the initial emphasis on more wind resources into more emphasis on grid-connected consumption. Power generation companies are gradually shifting their wind power development to low wind speeds, coastal areas and even high altitudes, where it is more desirable to join the grid.
For complete machine manufacturers, the entire industry has changed from fighting to quality, and has changed along with changes in the market, subdividing markets, and successively introducing wind turbines suitable for low wind speeds, seas, high altitudes, and inland areas.
Finally, in the downturn of the market, the wind power industry has undergone substantial phase-out and de-capacity processes. Although wind turbine manufacturers still have excess capacity, the number has fallen by a large amount and is currently at more than 20.
"21st Century": In addition to the main fan manufacturing business, the other gold wind technology sector in the market downturn, "a broken arm to survive"?
WISCO: This is not the case. Goldwind Technology started as a wind farm development operation. Wind power services did not give up.
In the field of wind farm investment, as of the first half of the year, Goldwind accumulated a total of 981.5MW of installed capacity and 605.3MW of equity installed capacity. The capacity of projects under construction reached 1362.5MW, of which 1252.9MW of equity was installed. In the first half of the year, 2 wind farms were transferred, and the revenue was 18,647,900 yuan. Yuan, a year-on-year increase of 83.63%.
Wind power service is also an important part of Goldwind Technology. We promote “one-stop†services. As of the first half of the year, we have maintained a total of 10,000 wind turbines. The total winning capacity of EPC projects is 300MW.
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