The hottest wind power equipment focuses on advant

2022-08-26
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Wind power equipment: pay attention to advantageous complete machines and key spare parts enterprises

wind power equipment: pay attention to advantageous complete machines and key spare parts enterprises

China Construction machinery information

Guide: 1. Based on the pressure of high oil prices and environmental protection, vigorously developing new energy has become the direction of energy industry policies of all countries in the world, including China. As one of the most mature new energy, driven by industrial policies, the development of wind power in China has been on the fast track. 2. Wind power equipment country

1. Based on the pressure of high oil prices and environmental protection, vigorously developing new energy has become the direction of energy industry policies of all countries in the world, including China. As one of the most mature new energy, driven by industrial policies, the development of wind power in China has been on the fast track

2. The requirement that the localization rate of wind power equipment should reach more than 70% actually closes the market for imported products. It is estimated that the average annual market capacity of domestic wind power equipment is more than 7billion yuan. In the face of the huge market space that can be expected, Chinese wind power equipment manufacturing enterprises will usher in a rare development opportunity

3. Domestic wind turbine enterprises have made rapid progress. In 2007, the installed capacity of wind power of domestic enterprises reached 1.8471 million KW, accounting for 55.91% of the new installed capacity market, exceeding the market share of new installed capacity of foreign-funded and joint ventures for the first time

Goldwind technology, Sinovel wind power and Dongfeng Electric belong to the first tier of domestic wind power enterprises and have good development prospects

4. The strong demand for wind power machines also drives the demand for wind power parts. At present, there is a gap in the supply of all kinds of wind power parts. For key spare parts such as wind turbine blades, gearboxes, bearings, etc., due to high barriers to entry, these links will reach the balance of supply and demand later. Due to the high technology content, relevant enterprises have strong profitability, which is worthy of investors' attention

5. The domestic wind power equipment manufacturing industry, including the manufacturing of complete machines and spare parts, is still in the early stage of growth and has the potential for sustained and rapid growth. We give the wind power equipment manufacturing industry an investment rating of "strongly recommended, a"

specifically, we are mainly optimistic about and concerned about the following two types of enterprises:

the first tier of complete machine enterprises, such as Goldwind technology, Dongfang Electric, Sinovel wind power, and the second tier of complete machine enterprises, such as Xiangdian

manufacturing enterprises of wind turbine blades, bearings and other key parts, such as Tianma Co., Ltd., Sinoma technology, Fangyuan support, etc

1 wind power in China: it has been on the fast track

1.1 industrial policies promote the development of wind power in China

based on the pressure of high oil prices and environmental protection, vigorously developing new energy has become the direction of energy industrial policies of all countries in the world, including China. As one of the most mature new energy, driven by industrial policies, the development of wind power in China has been on the fast track

the main development indicators proposed in the Eleventh Five Year Plan for renewable energy development are: by 2010, the proportion of renewable energy in energy consumption will reach 10%, of which the total installed capacity of wind power will reach 10million kW, which is one of the main alternative energy sources

the capacity of wind energy resources that can be developed and utilized on land is about 250million kW, and the capacity of wind energy resources that can be developed and utilized offshore is about 750million kW, a total of 1billion kW. In 2008, the country will build 400 wind measurement and observation towers with a height of 70 meters and 100 meters in areas rich in wind energy and potential for wind power development. Through two years of continuous observation, the detailed survey and evaluation results of the country's wind energy resources will be put forward, and the project will be completed in 2011. This is part of the detailed survey and evaluation project of wind energy resources in China

the goal of this detailed survey and evaluation of national wind energy resources is to establish a national wind energy resource evaluation system integrating professional observation, numerical simulation and comprehensive evaluation of wind energy resources. On the basis of detailed survey and evaluation of wind energy resources, combined with the terrain, transportation, electricity and other wind farm project construction conditions, a wind farm project reserve with a total installed capacity of about 50million kW is proposed

1.2 the installed capacity of wind power increased rapidly

according to the statistical data provided by the China Wind Energy Association, by the end of 2007, China had added 3155 new wind turbines, with a new installed capacity of 3.304 million KW, a year-on-year increase of 147.1%. The cumulative installed capacity reached 5.906 million KW, with a year-on-year increase of 127.2%. In 2007, the total power supply was about 5.2 billion kwh. It is worth noting that since 2004, China's new installed capacity has increased by more than 100% year-on-year for four consecutive years

according to the national long-term industrial plan, the planning goal of China's wind power installed capacity is to reach 10million kW by 2010 and 30million kW by 2020. However, judging from the current situation, the above goals are bound to be broken through. It is conservatively estimated that the installed capacity of wind power is expected to reach 10000 kW by 2010

2 wind power equipment manufacturing industry: usher in historic development opportunities

2.1 the market capacity of wind power equipment is huge

according to the industrial plan, by 2020, the installed capacity of wind power will account for 2% of the total installed capacity of power in the country (calculated by 1billion kW). If the unit capacity is 1.5 MW units, the number of equipment required in the plan is: from 2006 to 2010, more than 500 1.5 MW units will be installed every year in the five years; From 2011 to 2015, 666 1.5 MW units will be installed every year in the five years; From 2016 to 2020, 1332 1.5 MW units will be installed every year in the five years

according to the cost per kW, the annual market capacity of wind power equipment is about 9.7 billion-12.2 billion yuan. Even considering the price decline caused by the improvement of localization, the average annual market capacity should remain above 7billion yuan. In the face of the huge market space that can be expected, Chinese wind power equipment manufacturing enterprises will usher in a rare development opportunity

2.2 domestic equipment has received policy support

from the experience of China's wind power development, in the development process of the first 20 years, most of the equipment selected for wind farms are imported products from abroad. Due to the high equipment price and maintenance cost in foreign countries, the wind power price remains high. It has seriously restricted the development of wind power in China. Therefore, in order to develop wind power rapidly, we must first speed up the localization and large-scale pace of wind turbines. The development of domestic wind power equipment manufacturing industry has become the key to the healthy and rapid development of wind power in China

On July 4, 2005, the national development and Reform Commission issued the notice on relevant requirements of wind power construction management, which clearly stipulates that the localization rate of wind power equipment should reach more than 70%, wind farms that do not meet the requirements of equipment localization rate are not allowed to be constructed, and the customs of imported equipment should pay taxes according to regulations. This notice in fact closed the market for imported products, and together with other relevant policies, provided opportunities for the localization development of wind power equipment

3 wind turbine generator: domestic enterprises have made rapid progress, and those who have obtained technology have won the market.

3.1 domestic enterprises have made rapid progress.

there are 40 domestic wind turbine generator manufacturing enterprises, including 29 domestic enterprises, 7 joint ventures and 4 wholly foreign-owned enterprises. Among domestic enterprises, wind turbine manufacturing enterprises that have basically achieved mass production capacity mainly include Goldwind technology, Sinovel wind power, Dongfang Electric and Zhejiang Yunda, which are for equipment manufacturers of recycled plastic granulators

with the support of national industrial policies, domestic wind turbine enterprises have made rapid progress. As shown in Figure 2, according to the statistics of the wind power Association, in 2007, the installed capacity of wind power of domestic enterprises reached 1.8471 million KW, accounting for 55.91% of the new installed capacity market, exceeding the market share of new installed capacity of foreign-funded and joint ventures for the first time

in terms of enterprises, in 2007, Goldwind technology had the largest market share, accounting for 25.1% of the new total installed capacity, accounting for 44.9% of the new total installed capacity of domestic enterprises. The proportions of Dalian Huarui and Dongfang Electric in the new installed capacity were 20.57% and 6.72% respectively, ranking second and third among domestic enterprises

3.2 technologists get the market and pay attention to the first tier

driven by the goal of continuously reducing the cost of wind power generation and expanding the amount of wind resources that can be economically utilized, the international wind turbines continue to develop in the following directions:

greater single machine capacity. At present, the main stream of wind turbines in the world has reached 2 ~ 3MW

new unit structure and materials, and the latest mainstream technologies are pitch variable speed constant frequency and gearless direct drive technology

the unit capacity of offshore dedicated wind turbine is more than 5MW

at present, the main domestic wind power machine manufacturing industry has mastered the design and manufacturing technology of 750kW unit and parts, and has achieved mass production. Megawatt variable speed, variable pitch and constant frequency units are in the stage of development or introduction, and some units are put into operation

the continuous progress of wind power technology requires that domestic wind turbine enterprises have strong technological development capabilities. There is still a certain gap between China's wind turbine manufacturing technology and the international advanced level. Except for Goldwind technology, Sinovel wind power, Dongfang Electric and other enterprises, most enterprises are still in the stage of product trial production or small batch production

from the current situation, Goldwind technology, Sinovel wind power and Dongfeng Electric belong to the first echelon of domestic wind power enterprises, with strong technology development capabilities. At the same time, they have strong competitive advantages in market share and supply chain, and have a promising development prospect.

4 wind power parts: there is a gap in supply. Pay attention to blades, bearings and other key parts

4.1 the localization rate is gradually increasing, However, there is a gap in supply

wind turbine units account for 70% of the construction cost of the wind farm. See Figure 6 for the cost structure of wind turbine units. Generally speaking, the main components of wind turbine include blades, gear boxes, motors, navigation systems, electronic control systems, etc. benefiting from the strong demand for the whole machine, the development potential of wind turbine parts manufacturing is huge

China has a certain strength in the supporting of key components of wind turbines. For 600kW and 750kW units, the localization rate can reach 90%, and the localization rate of 1.5MW units can also reach 70%

but it is worth noting that due to the strong demand, the supporting capacity of wind turbine parts in China is still insufficient. Among them, the biggest gap is the bearing and the loading path adopted in this experiment is: apply and change the load control system. At present, the domestic wind turbine bearings above the megawatt level are mostly in the experimental stage. The whole machine manufacturers mainly import from Sweden SKF, Germany Schaeffler, etc., and the order cycle is often as long as one and a half years

in addition, several key components, such as blades, generators, gearboxes, etc., although domestic enterprises have done relatively well and can solve some problems, there are also varying degrees of tightness. In general, the order of scarce parts is: bearings, motors, blades, gearboxes, control systems, frequency converters, etc

4.2 pay attention to key parts such as bearings and blades

the strong demand for wind power machine also drives the demand for wind power parts. Therefore, on the whole, at present, the supply of all kinds of wind power parts is basically insufficient. It is worth noting that for key parts such as wind turbine blades, gearboxes, bearings, etc., due to high barriers to entry, these links will reach the balance of supply and demand later. Therefore, relevant enterprises have strong profitability, which is worthy of investors' attention

the detailed supply status of various domestic wind power spare parts is as follows:

blades

at present, China has a large demand for wind turbines

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