Wind power and grid speeding up boost wind power industry development

Recently, relevant sources of the State Grid stated that the company’s smart grid will receive 100 million kilowatts of wind power at the end of the “Twelfth Five-Year Plan” period, and this target was originally planned to be achieved by 2020. It is reported that as of the end of 2010, the State Grid Corporation had invested a total of 41.8 billion yuan, built 23,200 kilometers of wind-powered grid-connected lines, and installed 28.26 million kilowatts of wind power grid-connected electricity in the operating area, accounting for 4.2% of the entire network's maximum electricity load. Five years to double.

The “2010-2015 China Wind Power Industry Investment Analysis and Prospect Forecast Report” released by China Investment Advisors pointed out that in 2010 China’s wind power installed capacity has surpassed that of the United States, becoming the world’s largest installed wind power capacity, which shows that China has become a truly global player. Although China's wind power is still a large country, but domestic wind power is still behind the United States, which shows that the connection between wind power installed capacity and power grid acceptance capacity has become a major obstacle to the further development of the wind power industry, and relevant parties urgently need to solve this problem.

Senior investment researcher Li Shengmao pointed out that for a long time, the domestic power grid planning has to lag behind the pace of investment in wind farm construction. This has caused difficulties in the integration of wind power, so that many domestic wind farms have to be abandoned. Wind measures. The National Grid actively took the time of the smart grid to eliminate 100 million kilowatts of wind power ahead of schedule. The idea of ​​this advanced planning is very helpful to solve the problem of domestic wind power grid access and boosts the sound and rapid development of the domestic wind power industry.

The State Grid has greatly improved the ability of smart grids to absorb wind power, and the benefits to downstream wind farm operators are most direct. At present, domestic wind farms are mainly controlled by several major power generation companies. An important reason for this phenomenon is that the current domestic wind farms have aggravated wind curtailment. The profit margins of wind farm operators are generally low, and the operating risks are relatively large. Only funds are available. The relatively powerful state-owned power companies do not dare to assume such risks. Once the wind farm can deliver the wind power very conveniently, the operating income of the wind farm will be greatly increased.

Li Shengmao believes that the national grid can greatly ease the problem of wind power internet access in the late 12th five-year period, and will also promote the development of the domestic fan equipment manufacturing industry and promote the industry to enter a higher stage of development. On the one hand, due to the introduction of domestic benchmark prices for wind power on the Internet, after wind power is more convenient for the wind power, the future profitability of wind farms can be expected. In this case, they will have more incentive to increase installed capacity of wind power. Obviously this will drive the market demand for the upstream wind turbine equipment industry.

On the other hand, after the relatively easy access to wind power, the average profit margin of the domestic fan industry will be boosted by the strong market demand, but this will require a process. It is expected that in the next few years, under the influence of various factors, the domestic wind turbine equipment industry will usher in a round of integration period, and the remaining enterprises in the wind turbine equipment industry in the late Twelfth Five-Year period will basically have strong competitiveness. Enterprises' higher average profit rate will help them grow into multinational companies with strong international competitiveness.