After the 2010 “installed capacity of the world’s first” boom, the wind power industry or will usher in a new round of reshuffle.
Recently, led by the State Electricity Regulatory Commission, China Electric Power Research Institute and the State Power Group jointly drafted Longyuan wind power generators technology has been reported to the SERC national standards and will be finalized by late April after the public.
It is understood that the new standards will replace the national grid in 2009 published “technical requirements for wind farms into power”, and add the wind turbine and wind farm connected to the grid network and technical requirements, such as dynamic reactive power / active compensation and low voltage ride through technology.
Through technology into a low voltage threshold
Low voltage ride through is that when the grid failure or disturbance caused by wind farms and network voltage drop when the voltage drops to a certain extent, wind turbines can be continuous grid, the grid to adjust itself so as to gain time. For this technology, grid square that is to improve the power grid safety and stability of the maximum protection.
However, this technology wind turbine manufacturers, however, took exclusive attitude. “The technology and wind power and no direct relationship network, right? Afraid or unwilling to accept the power side.” An unnamed manufacturer of fans, “the United Daily in China,” said the installation of technical facilities for low-voltage ride through Each unit increase in the cost of at least 20 million. New national standard wind farm should have real-time forecast wind power capacity, this requirement will increase domestic wind power nearly 60 per million in costs.
From the current status of China’s wind power machine of view, the machine can achieve the above criteria are not more than 10 manufacturers, only Goldwind (002,202, stock it), Sinovel has been completed through a single low-voltage unit ability to field test, and by the China small wind turbines Electric Power Research Institute’s tests.
“The state has not before the wind turbines proposed for low voltage ride through, and other related technical requirements, so most of the domestic unit does not have this capability. The new standards, once promulgated, will make the wind power industry on the middle part of the increased cost.” The turbine manufacturers said.
From the price war to technology is king
In recent years, wind power machine manufacturing continues to accelerate the pace of expansion. As of the end of 2010, total annual installed capacity of China reached 41.827 million kilowatts, more than the U.S., ranking first in the world.
“In 2008 the domestic wind power machine is priced at 6,500 yuan / kW, about 2009 down to 5,400 yuan / kW, the recent several wind power concession bidding, the 1.5 MW stand-alone prices have dropped below 4,000 yuan per kilowatt a. “said the fan manufacturer, the domestic machine manufacturers at first blind expansion of investment in wind power industry, the cashier had to rely on price wars fan products.
China Wind Energy Association Vice President Shi Pengfei view, wind power introduction of the new national standard that the state wind power industry the scale of change from a wind turbine generator focus on technology and quality-conscious. Shi Pengfei forecasts, prices of raw materials by domestic and international factors, future prices of domestic wind turbine down space will become very limited.
In fact, the entire industry, China’s wind power installed capacity is also needed to enhance the manufacturing level. Last January 24, Ningxia Tianjing Shenzhou Wind Power Ltd. Dongqi a fan collapsed. Since then, the mountain wind farm Huaneng East Tongliao Baolong steam fan, Liaoning, China Rui Dalinghe fan wind farm, wind Datang Shanxi Zuoyun have been a fan collapsed.
It is learned that China’s power generators, leaf production has been able to meet the needs of the domestic wind power industry, but some key equipment is still inadequate and more dependent on foreign imports.
“Grid standard quality requirements of wind farm power generation equipment business will be passed on fans, which on the fan equipment companies make a higher quality requirements. Domestic turbine manufacturers will be changed after the price of Tactical Technology Competition, which Wind power will provide access to technology solutions. “admitted the fan manufacturer.
Wind power companies will advance and retreat
Currently, the domestic wind power equipment manufacturers in the business more than 80, as Goldwind, Sinovel, Dongfang Electric three domestic giants occupy 60% market share, the remaining 40% market share by Ming Yang wind power, the arrival of wind power, wind power Hunan, Shanghai Electric and other large companies divvy up fan. For small businesses or new entrants into the enterprise, has no competitive at all.
Appears in Shi Pengfei, a unit current market price of thousands of yuan, an increase of 20 million cost of each is not too much. Especially as Sinovel and Goldwind that the number of annual installed capacity of up to thousands of leading companies, the impact is more limited. “But for wind power as the XJ, Shen drum installed so only a few or dozens of new entrants into the business, the impact on most of the.”
Currently, the state has launched a new wind generators manufacturing enterprises increased scrutiny, 2.5 MW wind turbines may have to face the following credit constraints. Earlier in the research and development of wind power has recently announced its withdrawal from Ha Kongdiao wind power development. In their view, there is a greater change in the national industrial policy, if it continues in the wind power business, higher risk.
In this regard, the investment adviser Li Sheng-mao researchers believe that within a year or two, the domestic wind power machine industry will usher in a period of consolidation, medium and small enterprises will be eliminated from the machine wind power market.

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