Blind expansion of only the changed status of wind power Equipment manufacturing industry in China, quickly reversed direction, core technology breakthrough we can really keep wind hegemony in the world.
In the recently held a "2011 Beijing second session of the International Energy Forum" on the National Energy Board Director of new and renewable sources of energy, Dong Xiufen revealed, until the end of this year, China's wind power installed capacity will reach 45 million-kilowatt, representing a sharp increase in per cent in 2010 14 million-kilowatt, the second consecutive year as the world's largest wind power countries.
Rapid development of wind power plant construction, was once China's wind power equipment manufacturers has brought a wealth of feast. However, the leap-style development of wind power equipment, but also for the entire industry and laid the huge risks. Wind power manufacturing listed companies in more than three quarterly reports show 2011 year, size performance wind power equipment manufacturers have fallen sharply, sounded the alarm bells of wind power equipment manufacturing industry in China.
Wind energy professional Committee of China renewable energy society Yao Xiaoqin said at the press conference, wind power equipment manufacturing in China is not strong with low repeat serious competition, price wars led to related enterprises are facing performance final exam. "China to build wind power, you must increase the intensity of independent innovation, acquire key technology. ”
Overcapacity in an unprecedented price war heated
Thanks to leap-forward development of wind power plant construction, a few years ago, the main wind power equipment manufacturers are orders filled, working overtime rush shipments, profits roll in. It is this wealth effect, attracted a large influx of capital wind power manufacturing field. This reporter learned from the Chinese wind and solar energy industries Association, since the second half of last year, including a number of powerful listed companies and a large number of small and medium enterprises, have joined wind power equipment manufacturing industry, lead to overcapacity in wind power equipment manufacturing field, mainly by price wars of unprecedented fierce competition.
Dou Zeyun, ping an securities analyst pointed out that the nearly hundred domestic wind power machine manufacturing enterprises, machine manufacturing overcapacity, triggering a price war machine manufacturer, 1.5MW fans price has fallen below $ 4,000, $ 3,800 per cent. Wind power industry as the photovoltaic industry, also has its own "winter".
Shortly before the release of three quarterly reports of listed companies, it is very clearly reflected the Signals. Sharp wind industry leaders China third quarter net earnings of $ 901 million, down 48%; Xiang Dian shares in the first three quarters of this year net profit of $ 126 million, down 79%; goldwind science and technology net profit falls in first three quarters of 60%.
"Large companies with profit at all, but chain very nervous, like Hua Rui listed companies such as wind power, goldwind science and technology, is trying to find ways to large amount of financing for the winter; SME day would have been even more sad, many enterprises are running at half capacity. "Renewable energy industries Association said one staff member of Jiangsu Province.
Strengthen innovation overwrite without strong status quo
Industry Outlook, inflow, overcapacity, vicious price competition, a large number of companies fail to exit. People familiar with the road map was put on the field of wind power equipment manufacturing.
New and renewable sources of energy of the National Energy Board Zhipeng Liang, Deputy Director said not long ago on a forum on wind power, wind power industry development in China is very fast, very large wind power equipment manufacturing, but big and strong, with foreign enterprises on the development level of technology, reliability, and distance is still cause for concern.
Zhipeng Liang's remarks are stamped on the weakness of China's wind power equipment manufacturing industry's largest. It is understood that despite China's wind power equipment manufacturing technology acquired in the last few years considerable progress, but in the area of core technology and key equipment, for example, fans of main bearings and fan control software, is still relatively low degree of independent innovation, dependence on foreign technology and equipment of high.
Dai Xingyi, a Professor of environmental science and engineering, Fudan University, says that new energy industry must pay attention to, but the import ance of long-term planning, in particular on the formation of core technology breakthrough can be truly competitive on a global scale. "Who have mastered the core techniques, he mastered the new energy. Do not grasp this core technology, but is busy on the advancement of technology and production lines, and desperate to expand production capacity. This is completely wrong, many things are not scale can be resolved. ”
China renewable energy society Shi Dinghuan, Director of call for national wind power equipment standards should be introduced as soon as possible, to guide enterprises to strengthen the independent innovation of key technologies, and enhance overall competitiveness
