The hottest wind power manufacturers know that the

2022-08-22
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Cold and warm know that wind power manufacturers have their ups and downs in the first three quarters

it's too early to say that spring has come back, but with the gradual decentralization of wind power project approval authority and the continuous improvement of access bottlenecks, it is an indisputable fact that China's wind power industry has warmed up since this year

the prophet of spring river duck. As a barometer of the industry, the performance of wind power manufacturers may best reflect the temperature of the market

taking a comprehensive view of the market performance of some relevant enterprises this year, many of them have rebounded from the bottom, but some have hesitated or even continued to decline

net profit increased by nearly four times. Goldwind technology made great gains in the first three quarters

the third quarterly report of Goldwind Technology (002202) showed that the company achieved an operating revenue of 7.119 billion yuan from January to September, with a year-on-year increase of 19.72%; The net profit attributable to shareholders of listed companies was 188 million yuan, an increase of 387.97% year-on-year; The basic earnings per share is 0.0697 yuan

in its disclosed investor relations activity record, the company said that the comprehensive gross profit margin increased in the third quarter of this year, and the gross profit margin of the wind turbine business increased slightly compared with last year, which was mainly due to the company's efforts to control costs. In addition, the increase of gross profit margin of wind farm business is also one of the reasons for the increase of comprehensive gross profit margin

the report shows that as of September 30, 2013, the total amount of orders to be executed by the company was 4205.25 MW, respectively: 17.25 MW for 750 kW units, 3484.5 MW for 1.5 MW units, 682.5 MW for 2.5 MW units, and 21 MW for 3.0 MW units; Including overseas orders of 151.75 MW; In addition, the company won the bid with a total of 3625.50 MW of unsigned orders, including 2875.5 MW of 1.5 MW units and 750 MW of 2.5 MW units; The total orders on hand are 7830.75 MW

the company also expects the annual net profit of this year to be 380million to 459 million yuan, with a year-on-year increase of 150% to 200%. In this regard, Goldwind technology said that the performance growth was mainly due to the increase of the company's revenue, as well as the strengthening of cost control and the implementation of lean management

the government's policy of supporting the development of wind power industry has not weakened. At the 2013 Beijing International Wind Energy Conference entrepreneur forum held on October 17, the durability of polyurethane exterior wall insulation material system should meet the requirements, WISCO, chairman of Goldwind technology, said that the current macro environment for wind power development in China is constantly improving, which plays a positive role in promoting wind power equipment manufacturing enterprises

in his view, more competitive pressure may still come from within the enterprise. The introduction of new models is faster and faster, the requirements of customers are higher and higher, whether the enterprise can keep up with the research and development, certification and management, and whether the comprehensive strength of balanced development can be improved, which is a challenge faced by enterprises

a huge loss of 700million yuan, Sinovel wind power is struggling to move forward

although the recovery of the wind power industry is becoming stronger, the third quarter report of Sinovel wind power is quite bleak

on October 25, the company released its financial report. The revenue in the first three quarters was 2.015 billion yuan, a sharp year-on-year decrease of 44.57%, and the net profit loss was about 699 million yuan, a decrease of 160% compared with the loss of 269 million yuan in the same period last year. In response, the company explained that it was due to the decrease in sales revenue

on the day of the release of the financial report, Sinovel wind power shares fell 5.48% to close at 4.66 yuan. On the day of its listing on January 13, 2011, the company once created a maximum issuance price of 90 yuan for the A-share main board

in recent years, the company's net profit has continued to decline, with its net profit declining by 85.56% in 2011 and a loss of 583million yuan in 2012, a year-on-year decrease of 197.31%. It is also difficult to reverse this year. It is expected that the cumulative net profit of the whole year will still be a loss, mainly because the wind power industry is still in the adjustment period, the execution of orders on hand is delayed, the installed capacity is small, and customers delay payment, increasing bad debt reserves and financial expenses

and the next situation is still a little grim

the company issued a total of 2.8 billion yuan of corporate bonds in 2011, of which 2.6 billion yuan is 3np2. If the investors of this kind of bonds exercise the repurchase option in December 2014, Sinovel wind power will face greater pressure on capital repayment at that time

previously, the company was also investigated by the CSRC on suspicion of falsely increasing its income. The incident had a serious impact on Sinovel wind power market development, sales collection and bank financing

in fact, in addition to the continued decline in performance, the company's senior personnel have also been volatile

following the resignation of Wei Wenyuan, chairman and acting president, and Liu Hui, director, on May 13, Xu Yusheng, employee supervisor of the board of supervisors, also submitted his resignation on July 30, and Li Lecheng, vice president of the company, also resigned from relevant positions on September 27

for the current situation of the company and all kinds of negative news, chendanghui, senior vice president of Sinovel wind power, said that Sinovel had a full understanding and was able to overcome it. He also specially emphasized that the core management, core technology and core employees of Sinovel were still there. At present, the operation of Sinovel was normal, and its cash flow was sufficient

although the industry is noncommittal about his clarification, the life of Sinovel wind power is really not easy

continue to slim down Vestas' products and services go hand in hand

due to the continuous expansion of losses, Vestas, a wind power manufacturing giant from Denmark, continued to sell some non core businesses, in addition to the organizational structure changes last year

its financial report shows that the company's after tax loss in the first half of 2013 increased to 213 million euros from 170 million euros in the same period last year, and its operating income was 2.281 billion euros, a decrease of 16% over the same period last year

the company expects that orders in the U.S. market will increase significantly in the second half of 2013, thus maintaining its full year operating expectations. According to the prediction of the company, the annual wind turbine output is 4000-5000 MW, and the operating revenue is 5.5 billion euros

recently, the company sold six machinery and foundry plants (including machining in Tianjin and foundry in Xuzhou) in Norway, Sweden, Germany, China and Denmark for one euro. In the future, the company's machinery and foundry business will be outsourced. It is reported that although the price is one euro, Vestas will receive a total of 30million euros in purchase from the new owner in the next two years

previously, we worked hard from casting to machining to ensure the consistency of the quality of wind turbine products, Zheng Zonggong, general manager of Vestas China, told this newspaper. However, in recent years, with the development of China's wind power manufacturing industry, the manufacturing of large components has been relatively mature, and the core of Vestas is to provide high-quality wind power generation equipment. Therefore, we sold these six factories, To further condense the core competitiveness of the enterprise

however, we also guarantee that the maximum deformation and elongation after fracture that directly respond to the experiment will be reserved for the production of the core components, such as control system, blades, etc., as well as the design and supervision of the tower. Zheng Zonggong emphasized

with the gradual increase of China's wind power installed capacity, China's wind power service market is rising rapidly and becoming increasingly large. As a veteran fan manufacturer whose business covers the whole industrial chain from wind farm site selection, technical and economic analysis to product development, manufacturing, operation and maintenance and post evaluation, Vestas has obvious advantages

it is reported that at present, its wind power service business is developing at a high speed with an annual growth rate of 30% - 40%. It can be said that our wind turbine products and wind power service business are going hand in hand. Zheng Zonggong told me

net profit increased slightly, and the domestic market of Tianshun wind energy increased significantly

in the first three quarters of this year, Tianshun wind energy achieved an operating revenue of 107.865 million yuan, a year-on-year increase of 1.99%, a net profit attributable to shareholders of listed companies of 152.806 million yuan, a year-on-year increase of 6.11%, and a basic earnings per share of 0.37 yuan, a year-on-year increase of 5.71%

among them, due to the increase in domestic sales and the adjustment of customer credit policies, its accounts receivable in the first three quarters increased by 154.02% compared with the beginning of the period. At the same time, due to the increase in government incentives, its non operating income during the reporting period increased by 77.96% compared with the same period last year

Tianshun wind energy is optimistic about the annual performance. The company expects the operating performance of this year to increase by 0~30% over the same period last year, with a change range (10000 yuan) of 17103.12~22234.06. The main reason is that the company relies on its own product quality advantages and management efficiency advantages to further develop the domestic and foreign wind tower medium and high-end market, and the product sales business has been growing steadily

its market performance in the first half of the year was also remarkable, with an operating revenue of 707 million yuan, an increase of 9.74% year-on-year; The total profit was 116.3713 million yuan, a year-on-year increase of 5.54%; The net profit attributable to shareholders of listed companies was 101 million yuan, an increase of 9.65% year-on-year

due to the high double reverse tax rate imposed by the United States on China's wind tower exports, Tianshun wind energy exports to the United States fell sharply, resulting in a year-on-year decline in export revenue of 30.70% in the first half of the year. However, the export of wind towers to Europe, South America, Africa and Asia except the U.S. market increased significantly

at the same time, due to the improvement of the operating environment in the domestic market, its domestic market has improved significantly. Its sales revenue increased by 1268.45% year-on-year, and the proportion of revenue increased to 36.41% from 18.26% last year

hit the bottom rebound Sinoma technology wind power business improved

compared with the first half of the year, the net profit fell by 14.35%. By the third quarter, Sinoma technology can be said to have hit the bottom rebound

its financial report shows that the company's single quarter revenue in the third quarter was 938 million yuan, a year-on-year increase of 64.77%, and the net profit attributable to shareholders of Listed Companies in a single quarter was 28.4736 million yuan, a year-on-year increase of 85.33%. Due to the 8 The continuous measurement of samples and the recording of their important dimensions (which should be measured when the samples are cooled to room temperature) were strongly pulled, and the company achieved an operating revenue of 2.28 billion yuan from January to September, an increase of 20.77% year-on-year; The net profit was 80.4786 million yuan, an increase of 5.78% year-on-year

and this benefits from the recovery of wind power business. According to data, as one of its three leading industries, its composite wind turbine blades achieved a sales revenue of 1.066 billion yuan and a net profit of 61.4684 million yuan in the first three quarters, equivalent to 87% and 96% of the whole year of 2012, respectively

according to the "what are the functional characteristics of the investment table tensile testing machine? Owner relationship activity record" disclosed recently, its leaf sales have increased year by year in recent years, and its market share has gradually increased, from 12% in 2011 to 18% in 2012. This year, it will maintain a continuous growth trend, and the short-term goal is to have a market share of more than 20%

at present, Sinoma technology has 18 customers, of which Jinfeng technology accounts for about 70%. Other customers include Dongqi, Guodian, Mingyang and other customers. It is expected that the sales volume will increase significantly next year

in the company's view, the explosive or blowout growth of the wind power industry in the next three years is difficult to achieve, and should be a steady growth year by year. It is expected that the problems faced by the wind power industry will be significantly improved in the next three years, and the problems of capital chain and power transmission will be alleviated

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