Development of wind power equipment manufacturing is difficult

"After the industry began to pick up in the second half of last year, this year's wind power installations will usher in explosive growth. The annual construction scale of all major wind power investors scheduled for 2014 will be close to 25 million kilowatts, and the actual installed capacity may reach 22 million kilowatts. This is At present, the scale of common consensus in the industry is 40%~50% higher than the installed capacity in 2013, said Zhang Chuanwei, chairman of board of directors of Mingyang Wind Power. In 2013, the new wind power installed capacity in the country was about 16 million kilowatts. This year, the national planned installed capacity is 18 million kilowatts. Under the background of improved wind curtailment and subsidies, the actual results may far exceed expectations.

Low price competition will end

“In 2012, the cost of wind power equipment fell to more than 3,000 yuan/kW. Under this price level, it is difficult for equipment companies to guarantee basic services and quality. At present, after a period of consolidation and elimination, the price of wind power equipment has returned to a Equipment manufacturers and operators can accept the level." Chen Jun said that although the domestic integration of wind power companies is not completed, but the price of wind power equipment should no longer appear vicious competition.

Since the country introduced the wind power benchmark price in 2006, the wind power industry in China has experienced rapid growth. At the same time, the issue of fan consumption gradually plagued the entire industry, resulting in a significant reduction in wind power grid connection rate.

In 2013, due to the completion of the construction of large-aisle lines and the structural shift of installed capacity of wind power operators, the trend of significant increase in wind power grid connection rate has prompted the operators to take the lead in recovery.

According to statistics from the National Renewable Energy Center of the National Development and Reform Commission’s Energy Research Institute, in 2009, there were more than 80 companies engaged in wind turbine manufacturing in China, with an annual production capacity of 40 million kilowatts, while the domestic market’s annual demand was approximately 20 million kilowatts. The vicious competition caused the average price of wind turbines in 2011 to drop to 3,600 yuan/kW, and many manufacturing companies faced difficulties in survival.

After the industrial restructuring and market selection in recent years, this problem has eased. At present, the price of mainstream wind turbines in the market has returned to 4,000 yuan/kW or more. China's wind turbine manufacturing enterprises have been reduced to about 30, and the degree of industrial concentration has been significantly enhanced. The market share of the top ten companies in the wind power industry has exceeded 80%, and the prospects of many small and medium wind power companies are not optimistic.

In addition, according to the statistics of the China Electricity Council, the utilization hours of wind power equipment in 2013 reached 2080 hours, the highest level since 2008, an increase of 151 hours compared to the same period of last year, wind power equipment utilization increased for two consecutive years, compared to 2012 wind power The situation where capacity utilization is less than 70% is greatly improved.

"Difficult to pay back" plagued wind power equipment companies

“At present, the threshold of wind power equipment manufacturing industry in China is relatively low, and the lack of industry norms has led to increasingly fierce out-of-order competition. The shortage of liquidity is a major problem facing the wind power equipment manufacturing industry, because a large number of equipment models cannot be received, and fan manufacturers cannot The payment of spare parts suppliers will affect the post-service of the equipment, said Zhao Ping, deputy director of the wind power division of Dongfang Steam Turbine Co., Ltd., said in an interview with a reporter from China Electric Power.

In 2013, the Ministry of Finance first paid a subsidy for wind power subsidies from renewable energy funds, shortening the time for developers to sell wind power and obtain subsidies. Coupled with the ease of rectifying the wind problem and the continuous follow-up of related policies, the overall recovery of the wind power industry is evident. However, the development of the entire wind power industry chain still has the phenomenon of arrears of subsidy funds.

“Although the renewable energy subsidies have been increased from the previous RMB 0.008/kWh to RMB 0.015/kWh, this is still not enough. The problem of arrears in funds in the entire industry chain is still very serious.” Executive Vice President, Renewable Energy, China Resources Comprehensive Utilization Association Secretary-General Tang Wenqian said that for the problem of insufficient renewable energy subsidies, a more realistic solution is to choose more wind power in areas where thermal power desulfurization, denitrification, and on-grid tariffs are higher.

"It should be said that the problem of difficult payment has already become the biggest bottleneck restricting the wind power equipment manufacturing industry. For the problem of difficult payment, the state should implement the new energy subsidies as soon as possible, strictly control the project approval, and invest in the source of the project investment. To supervise the trend of funds and prevent the practice of 'empty gloves and white wolf', we must first guarantee equipment payments." Zhao Ping told the "China Electric Power News" reporter that owners who don't provide equipment in time should be announced regularly, and they can also be used as equipment for the later period. The basis for selecting the project. In project approval, it is also necessary to consider its credibility as a basis for approval of later projects, and set up a special agency to clear the arrears of the wind power industry so as to ensure the healthy development of the industry.