Domestic fan exports "small thunder and rain"

A few days ago, the China Wind Energy Association announced the latest “2010 China Wind Power Installation Capacity Statistics”. The data shows that, compared with the rapidly growing domestic installed capacity, domestic fan exports still remain in the "on paper" stage. In addition, the trend of further increase in the degree of manufacturing concentration in the entire machine has become increasingly apparent.

The number of domestically produced fans is only 13. According to the latest statistics from the China Wind Energy Association, in 2010 China (excluding Taiwan) added 12,904 new wind turbines, with an installed capacity of 18,927.99 MW, an increase of 37.1% year-on-year; 34,485 installed wind turbines were installed, with an installed capacity 44733.29 MW.

In sharp contrast, as of the end of 2010, the total number of wind turbine exports in China was only 13 and the total installed capacity was only 15.5 megawatts. Except for Goldwind's six turbines exported to Cuba, the rest were mostly second and third tier manufacturers. The sporadic exports.

Another contrast is that according to the statistics of the Global Wind Energy Association, Vestas' global new installed capacity accounted for 16.3% of the global new installed capacity market, with a cumulative installed capacity of 44,114 MW, equivalent to Belgium's annual electricity consumption. Earlier, Vestas China President Tangalle said in an interview with the China Securities Journal that in 2010 Vestas China had a cumulative installed capacity of 2,964 MW, and China has risen to become Vestas’ second largest installed capacity in the world. market.

According to Chen Hang, Chairman of US Mechat Energy, companies such as Vestas, GE, and Siemens are more likely to open the door to other countries' markets, mainly due to the long-term reliable operation of their wind turbines and transparent third parties. Data, which provides protection for opening the door to other countries' markets.

Due to the relatively late start of China's wind turbines and the lack of long-term stable operating performance, coupled with severe opacity of relevant data in the wind power industry and lack of third-party certification, domestically produced wind turbines are still difficult to obtain the true recognition of foreign parties. China's machine manufacturing enterprises have entered the international market as a whole and are still in the stage of strategic planning. It will take some time before actual results appear.

Concentration of machine manufacturing is further improved According to the latest statistics of the Wind Energy Association, in 2010, the total installed capacity of Sinovel was 10038 megawatts, which accounted for 22.4% of the cumulative installed market share, which was a 0.5% increase over the previous year. The installed capacity was 9,078.85MW, accounting for 20.3%, which was a decrease of 0.4% compared with last year. The installed capacity of East Gas was 5,952MW, accounting for 13.3%, which was an increase of 0.4% over the previous year.

By comparing changes in cumulative installed capacity, we can see that the cumulative market share of the first three companies in 2010 has reached 56%, an increase of 0.5% from 55.5% in 2009, indicating that the concentration of domestic wind power machine manufacturing is further improved. At the same time, the competition between the second and third tiers is further intensified. Guodian United Power is an example. With the orders of Guodian Group, Guodian United Power’s cumulative installed market share has surpassed Gomez in the industry's fifth ranking this year.

In addition, there are more rising stars who have joined the competition. On March 17, the Sino-German joint venture Guangxi Yinhe Avantis Wind Power Co., Ltd. announced that its self-developed 2.5 MW direct-drive permanent magnet unit successfully passed the low-voltage ride-through test of China Electric Power Research Institute and GL. Previously, China had only a handful of 1.5MW wind turbine generators passed the test. At this point, Galaxy Wind Power has become China's first company to complete the test in accordance with the upcoming national new standards, and it has also refreshed the maximum power record of China's wind turbine units that have passed low-voltage ride-through tests.

Industry insiders believe that in the next few years, with the further intensification of wind turbine manufacturing competition, this concentration increase will be further strengthened. Enterprises entering this field after the lack of core competitiveness would like to seek greater market share. Already difficult.