Does Wind Power Matching Equipment Pursue Hot Spots?

The Beijing International Wind Energy Conference and Exhibition, which has been held since 2008, is the most influential professional wind energy exhibition in the global wind energy industry. However, at the just-concluded 2012 exhibition, the number of exhibitors and visitors has dropped significantly, making the show a little deserted. . This seems to confirm that the wind power industry, like the current weather, is in a state of cooling. Is there a bright future for China's wind power market? For shipbuilding and supporting companies that are diversifying their businesses, can they be involved in the wind power market to make them warm?

From "Wind Wind" to "Wind Wind"

After experiencing rapid growth for several consecutive years, the speed of development of China's wind power industry has slowed down significantly in the past two years, and the survival status of related companies is generally not optimistic. It is understood that with the continuous decline in unit market prices, the profit margin of the entire machine manufacturer has been gradually reduced. In early 2011, it entered the era of meager profits. This year's situation is even more severe. In each forum of the current wind energy conference, the word "cold" has become the most popular word.

It's easy to know, easy to winter, and difficult winter. At present, the main business of wind turbine giants in China is generally cold, and financial statements are "ugly". Some small companies have opted out. From 2008 to 2011, the number of exhibitors at the Beijing International Wind Energy Exhibition continued to increase, reaching a record-breaking 612 last year, and this year it has been reduced to 400.

In an interview with the media, Hao Yiguo, chief operating officer of China's Mingyang Wind Power Group Co., Ltd., pointed out that in recent years, a large number of investors have poured into the field of wind power equipment manufacturing, which has accelerated the development of China’s wind power industry and also caused overcapacity in domestic wind power equipment. Increasingly prominent. In addition, different degrees of wind power “off-grid”, “discarded wind” and wind power quality accidents between regions have also affected the healthy development of the industry and the enthusiasm of investors.

The future of wind power at sea

After the "winter", does the wind power industry still have "spring"? The industry believes that although the current market situation is grim, but not too pessimistic, China's wind power industry still has a bright future. The "12th Five-Year Plan" period is an important opportunity period for China's wind power industry to adjust its structure, and it is expected to change from an increase in quantity to a qualitative improvement.

Lv Qingyuan, deputy secretary-general of the Wind Energy Equipment Branch of the China Agricultural Machinery Industry Association, said: “Coldness is normal, and the surface coldness actually reflects the transition from high-speed growth to maturity in the wind power industry, and it is developing from the blind pursuit of the wind to rational development. change."

So where is the future of wind power? Fang Shujia, deputy director of the China Shipbuilding Engineering Society, said that the current overcapacity problem in the wind power industry is mainly concentrated in the field of land wind power. Problems such as the need for long-distance transmission in different power generation regions and power consumption areas have constrained the development of this area, and in the field of offshore wind power It can realize the same place of electricity generation and electricity consumption, has the characteristics of short transport distance, more environmental protection, and is conducive to its development. Different from the development trend of land-based wind power, offshore wind power will usher in the golden age. As an important development direction in the future, offshore wind power construction is expected to accelerate, and the wind power industry will usher in new growth points.

A related person from Changjiang Securities pointed out that China’s offshore wind power industry started relatively late and is currently in a period of rapid development driven by technological progress. The installed capacity of wind power will continue to grow in the future, and the newly added wind power capacity will mainly come from offshore wind power. In 2011, the global installed capacity of offshore wind power increased by 974 MW, and the cumulative installed capacity was approximately 4272 megawatts, which accounted for nearly 2% of the total installed capacity of wind power in the world. It still has a large room for improvement.

The company is expected to seize the opportunity

“From the perspective of European countries, most of the companies engaged in wind power business are shipbuilding industry companies, some of them are transforming themselves into wind power businesses, some are also doing wind power business, and the relevant standards of offshore wind power are also formulated by classification society. Therefore, offshore wind power Should become an important branch of China's shipbuilding industry business.” Fang Shujia pointed out that in addition to the construction of wind power installation ships, shipbuilding and supporting enterprises can also manufacture wind turbines, wind power gear boxes, hydraulic structural parts, control systems, fan steel structure, submarine base Blocks and other products, as long as the company has the strength, will certainly be able to gain some gains in the development of offshore wind power.

In fact, in the process of shipbuilding and supporting companies seeking to diversify their businesses, some companies have begun to engage in wind power business. For example, China Shipbuilding Industry Corporation began to develop wind power gearboxes since the 1980s. By the end of 2011, the group had 28 units engaged in the development of wind power equipment. Last year, its wind power business accumulated a total industrial output value of more than 6 billion yuan, and its products serve 22 domestic power investment companies. In addition, Haifeng Wind Power, the 713 Institute, and Dongyi Plant have been involved in the development of wind farms, and will further expand the production scale of wind power accessory products along with the extension of the industrial chain. The 15th unit of the group's 15th unit made its debut at the Beijing International Wind Energy Exhibition and displayed related technologies and products, demonstrating its strength in the field of wind power again.

Industry sources also pointed out that although the market potential of offshore wind power is huge, the technological content in this field is much higher than that in the onshore wind power market. At present, there are fewer domestic wind turbine manufacturers with mature experience in offshore wind power development, and China’s shipbuilding and supporting companies want to successfully enter this market. In one area, it is necessary to solve key technical problems and seize the commanding height in the market competition.