Looking forward to the recovery of the wind power industry

Recently, in the context of the industry's determination to recover, Taisheng Wind Power hit a new high, and wind power equipment stocks such as Goldwind Technologies and Tianshun Wind Power also went very hard and the market outlook was worth looking forward to. The National Energy Administration issued the fourth batch of the fourth batch of wind power project plans, and the total installed capacity of the fourth-fourth wind power approval plan was determined to be 27.6 million kilowatts.

According to Jinfeng Science and Technology, the wind turbine equipment warranty period from 2008 to 2009 is relatively short. The warranty period for wind turbines from 2009 to 2010 is 3 to 5 years. Therefore, from 2014 onwards, there will be more The warranty period of the wind turbine will bring certain market space for after-sales operation and maintenance. Operation and maintenance require specialized wind power companies to do, and wind power giants have already noticed a huge development space in this market. Stable cash flow and good policy support have made the status of terminal links more prominent. Wind power companies have begun to lay out this business.

Market leader Lao Wang: At present, China has the world's largest installed capacity for wind power. By 2020, China’s wind power installed capacity will reach 200 million kilowatts, and the total market for wind power operation and maintenance in the future will be at the level of 100 billion yuan. Operation and maintenance will be an opportunity released by the future wind power market, and this market is unlikely to be homogenized. For operations and maintenance, the accumulation of time and experience is important. The internal optimization of wind power giants has basically been put in place, business distribution is more reasonable, and operations and maintenance will be handled by professional subsidiaries. On the one hand, the speed of launching wind power projects is expected to accelerate, and the construction scale of wind power stations and wind farms will increase day by day. The demand for wind power equipment will then pick up, and the revenue of equipment manufacturers will improve slightly. On the other hand, wind power giants will start With the layout of the industrial chain, the convergence of the upper, middle, and lower reaches is even closer, and the comprehensive benefits of planning, equipment procurement, power station construction, and operation of wind power projects have improved.

Observer Yao: The total installed capacity of the second batch of wind power is 27.6 million kilowatts, which greatly exceeds industry expectations and gives the industry a clear signal that the country will continue to promote and strongly support the development of wind power. All kinds of signs show that the wind power industry has become very warm. According to the preliminary statistical data from the China Wind Energy Association, China's newly installed capacity of wind power in 2013 was 16.1 million kilowatts, a substantial increase of 24% from 12.96 million kilowatts in 2012, and cumulative installed capacity of wind power has exceeded 90 million kilowatts. With the accumulation of favorable factors such as the improvement of grid connection and UHV operation, the probability of achieving the goal of wind power installation in 2014 is greater, and the recovery of the wind power industry is worth looking forward to. 2014 will be a year of deepening the reform of the energy and power industry. Many problems that restrict the development of the industry are expected to be solved. New energy fields such as wind power and photovoltaics are expected to have more opportunities for development.