The wind turbine manufacturing industry is mixed

The recovery of the wind power industry has basically been nailed

In 2014, with the implementation of grid-connected policies and subsidy policies and the remedy of the wind curb caused by UHV construction. This year's National Energy Work Conference made it clear that the installed capacity of wind power will continue to grow this year. The target for wind power installation in 2014 is 18 million kilowatts. It is estimated that by the end of 2014, the installed capacity of wind power in China will exceed 90 million kilowatts, and the annual power generation will reach 175 billion kilowatt-hours. .

However, after the “roller coaster” experienced wind power industry is on thin ice. “At present, a large number of equipment suppliers of wind power equipment are in arrears. Because a large number of equipment models cannot be received, the entire turbine manufacturer cannot pay for the parts suppliers, thus affecting the equipment's late-stage services. It should be said that Difficulties have become the biggest bottleneck restricting the manufacturing of wind power equipment.” During the two sessions, Zhao Ping, deputy director of the National People's Congress and deputy director of the Dongfang Steam Turbine Co., Ltd., said in an interview with a reporter from China Electric Power.

Wind power industry returns to rational orbit

On February 18, Dongfang Electric Co., Ltd. and Swedish company SkellefteKraft successfully signed a contract for the supply and installation of wind power equipment. This marks the first time that wind power equipment designed and manufactured by a Chinese company will be exported to the Swedish power market. This may be seen as a "good starter" for China's wind turbine manufacturers in 2014.

From the second half of 2013, wind power industry in the predicament of frequent accidents, declining quality, and falling prices has a clear trend of warming, and this sign is increasing in the sharp increase in profits, orders, and industry concentration in the third quarterly report of wind turbine manufacturers. Verified. According to Shi Pengfei, vice chairman of the China Wind Energy Association, the main reason for this round of wind power warming was firstly that the Ministry of Finance began to advance additional subsidies for renewable energy, which greatly shortened the time for developers to receive subsidies and thus formed a whole industry chain. Good.

In 2014, there were clear signs that the wind power industry was back on the rational track, and the industry’s public opinion that ushered in the “second spring” was frequently reported. At the policy level, in 2014, the National Energy Administration will further optimize the layout of wind power development, actively promote the development and construction of offshore wind power, accelerate the promotion of clean energy alternatives in conjunction with air pollution prevention and control work, and orderly promote the second phase of Chengde Wind Power Base Project, Wulanchabu and Xilin Gol Wind Power Base plans to use the Hami-Zhengzhou ±800 kV transmission line to carry out "wind and fire bundled" power transmission demonstration studies, accumulate wind power consumption demonstration operation experience, and carry out wind power consumption acceptance verification for the 12 air pollution prevention and control power transmission channels to be planned and constructed. And strive to promote the sustained and healthy development of the wind power industry.

At the same time, the “Regulations on the Management of Renewable Energy Quotas” is also expected to be introduced in the near future. This approach will set clear quotas on the proportion of renewable energy in power generation companies, power grid companies, and provinces. If the policy is clear, it will undoubtedly prompt the above-mentioned parties to launch more wind power and photovoltaic projects. In addition, the Ministry of Science and Technology will also start a number of scientific and technological projects that support the development of wind power this year.

Faced with a new round of development

In fact, China's wind power industry is in a critical period from the formation of a complete industrial development system such as basic theory, applied research, key technology research and development, equipment development, and public research and testing capabilities. In recent years, China's wind power manufacturing technology has made great progress, and a complete industrial chain has basically taken shape. However, there are still many gaps compared with foreign countries in terms of unit design, key components, and offshore wind power construction.

In addition to the equipment quality of domestic wind turbines can not be ignored, the ability of independent design needs to be further improved, the core technology of high-powered fans and offshore wind turbines, the rise in wind farm development costs, wind turbine manufacturers difficult payment, late operation and maintenance services difficult to place Increased investment in wind power and other risks have become the "barge of restraint" in the new round of development of China's wind power industry.

“With the shift of wind power development areas to low wind speed areas, the cost of wind farm development including land acquisition, road construction, transmission and distribution equipment, transportation, basic equipment for power generation equipment, and labor will continue to rise. In addition, the international carbon emission trading market The continuous decline in prices has also caused the shrinking profits of CDM (Clean Development Mechanism) of developing companies. As a result, financial institutions have included wind power in high-risk industries, cancelled lending rate concessions, and implemented benchmark interest rates or interest rates, which has resulted in significant financing costs for wind power development. Rising, "said Zhang Chuanwei, deputy chairman of the National People's Congress and chairman of China's Mingyang Wind Power Group Co., Ltd.

In this regard, he suggested that on the one hand, the power grid enterprises should be urged to strictly implement full-scale acquisitions of renewable energy power generation, strengthen the supervision of the distribution of renewable energy subsidies, and ensure that subsidies are paid in full and on time. On the other hand, under the premise of establishing a multi-level capital market strategy, financial institutions encourage the establishment of state-level wind power development guarantee companies based on the basic conditions and characteristics of wind power industry, improve the industrial loan guarantee model, and promote financial institutions such as leasing and insurance. Participate in the development of wind power, disperse and resolve the investment risk of wind power projects.