New standards for wind power introduced news or gospel

On August 5th, the second session of the First Session of the Wind Power Standardization Technical Committee of the Energy Industry and the Wind Industry Standardization Work Conference of the Energy Industry was held in Beijing. The meeting approved and released 18 important standards such as “Large Wind Farm Grid Connection Technical Specifications”.

Undoubtedly, the issuance of these standards is another important measure taken by the National Energy Administration in strengthening wind power product quality management and industrial control. It is conducive to breaking through the technical bottleneck of current wind power development in China and achieving a transformation from a wind power country to a wind power powerhouse.

“But the new national standard has higher requirements in some respects than the previous corporate standards. For wind farms, it requires the predicted time to increase from the original 48 hours to 72 hours; The high requirements require that the wind turbines cannot be disconnected from the grid if the grid is unstable. A Beijing blower equipment supplier stated that once the new standard is implemented, at least more than half of the existing wind farms do not meet the requirements.

“The SERC launched a large-scale safety inspection of wind turbines in August. Who will bear the burden of the renovation costs of 2 to 4 billion yuan? For leading companies such as Sinovel Wind Power and Goldwind, which have an installed capacity of 1,000 units a year, the impact will be It is limited, but for new entry companies such as Xu Jifeng and Denggu, which only have a few installations or dozens of installations, the impact is much greater, said the above-mentioned equipment makers.

At present, there are about 80 companies engaged in wind power equipment manufacturing in China, and three domestic giants such as Goldwind, Sinovel, and Dongfang Electric (600875, stocks) occupy 60% of the market share, and the remaining 40% of the market share is also Wind power companies such as Mingyang Wind Power, Yunda Wind Power, Xiangdian Wind Power, Shanghai Electric, etc. were divided up.

"For small businesses or newly-entered enterprises, there is no market competitiveness at all. The increase in technical standards will only exacerbate the market's reshuffle." A person who declined to be named by the China Chamber of Commerce for Import and Export of Machinery and Electronic Products said that With the implementation of a new standard for wind turbine manufacturing, quality assurance system, installation and operation, and maintenance management, the wind power industry is bound to set off a large-scale reshuffle. Some small Chinese enterprises that do not have the technical standard advantage will be eliminated.

Li Shengmao, a research consultant of China Investment Group, once judged that within one or two years, the domestic wind power machine industry will usher in a round of integration period, and the majority of medium and small wind power machine companies will be eliminated from the market.

Although the new standard has given wind power companies a lot of pressure, some wind power companies still have full confidence. “Some wind power companies have not been approved for projects for several consecutive months. If the project can't be approved, how can the fans be sold?” said Ou Zhenyu, the chief craftsman of a domestic wind turbine manufacturing giant. “Although wind power approval planning has been unified, The country, but for those wind power companies waiting for the approval of the project, it is still expected that the new standard will bring a bit of a gospel."