New Marking Station: Half of Wind Power Enterprises Will Be Eliminated in the Next 5 Years

“The tightening of grid-connected standards and the tight approval of wind power projects will inevitably push the development of China's wind power industry into a relatively steady development phase from the past rapid development, but the slowdown in the industry’s development speed will also bring about related companies. Adverse impact. At present, the signs of wind power industry integration have begun to show." August 6, Xu Xiangqing, deputy director of the Energy Research Institute of the Shandong Academy of Sciences said.

Under this background, Shandong is a large province of wind power resources. Under the premise of fully tapping wind power resources and upgrading the level of related equipment manufacturing, there are still many needs to be explored. It is worth noting that Shandong has the resources for offshore wind power. It has become the main direction of future new energy development.

43 statistical data of the province's already put into operation wind farms show that our province has 3,345 km of coastline, vast sea area, coastal land and offshore wind energy resources are very rich, wind power development and construction conditions are excellent. The total reserve of wind energy resources at a height of 70 meters along the coast is 134 million kilowatts, and the amount that can be exploited is 105 million kilowatts. Among them, the total reserve of coastal wind energy resources is 42 million kilowatts, the exploitable capacity is 33 million kilowatts, and the total offshore wind energy resources are 92 million kilowatts. The amount that can be developed is 72 million kilowatts.

Recalling that during the “11th Five-Year Plan” period, the development of the wind power industry in our province is comparable to the high speed of wind power development in the country. We can describe it as “wind and electricity”. Since 2005, the total installed capacity of wind power in China has doubled every year for five consecutive years.

Compared with the rapid progress of the country, our province has also made gratifying achievements in the construction of wind power projects. Up to now, the province has put into operation 43 wind farms, installed capacity of 2.38 million kilowatts, 31 wind power projects under construction, installed capacity of about 1.68 million kilowatts. The wind power projects that have been put into operation and under construction are mainly distributed in such coastal areas as Yantai, Weihai, Weifang, Dongying, Binzhou and Rizhao, as well as inland areas such as Laiwu, Tai'an, Jinan, Linfen and Heze.

Driven by the rapid growth of the wind power industry, the associated wind power equipment manufacturing industry has also achieved rapid development. Up to now, there are 73 companies engaged in wind turbine manufacturing and parts processing in the province, and three cities in Weifang, Dongying, and Dezhou are relatively concentrated. Among them, there are 15 large-scale wind power generators, fan spindles, blades, and gear boxes. Thirty-six key components such as towers, seven inverters, inverters, main control, and variable paste electrical control companies, and 15 companies that produce cables, cooling fans, and other related general accessories.

The “threshold” improvement will inevitably lead to elimination. However, it is worth noting that although our province has made gratifying achievements in the wind power industry, due to the late start of the wind power industry in our province, the development prospects are still facing important constraints.” Xu Chongqing According to the introduction, "Specifically speaking, although there are 15 built and under-construction companies engaged in complete machine production in our province, the scale and influence are still relatively small compared with large domestic power generation groups."

According to the development ideas of the national wind power equipment production and energy conservation industry, we will focus on regulating wind power equipment companies, authoritative industry experts, and relevant state agencies. In the next five years, more than 50% of wind power companies will be eliminated.

Therefore, the wind power equipment enterprises with backward technology and relatively small scale that are under construction in our province are afraid that they will not be able to escape the fate of the midway and pay for the project blindly. In addition, the enterprises engaged in power generation control technology and product development in the province can only The production of converters, inverters and other products, and the main control, variable paste and other core control technology still rely on imports, the import rate of such products as high as 95%, technology and products subject to control.

Not long ago, the wind power off-grid accident in Gansu Province revealed four major problems in the development of wind power: most wind turbines do not have low-voltage traversing capabilities, and there are many problems in the construction quality of wind farms, and large-scale wind farm access The overall safety of the power grid brought about by the operation and weak wind farm operation and management.

At the same time, the “Entry Standard for Wind Power Equipment Manufacturing Industry (Consultation Draft)” published by the Ministry of Industry and Information Technology in March last year will be formally released this year after more than one year’s comments are solicited and revised, and the access threshold will be greatly improved. It is bound to cause competition in the wind power industry, resulting in some companies being eliminated.

It is reported that the "admission criteria" mainly include production conditions and all production supporting facilities that produce at least 400 2.5-megawatt fans each year, and they must have at least five years of experience in large-scale electromechanical industries; For enterprises, at least 500,000 kilowatts of installed capacity should be accumulated. When establishing a new production enterprise, the proportion of the company's own funds in the project investment shall not be less than 30%. This means that new production companies are not only faced with the pressure of technology, production, and industry qualifications, but also more likely to face restrictions on capital and credit.

The industry believes that the introduction of this "admission criteria" will inevitably cause more than three-quarters of domestic wind power equipment companies to disappear through restructuring, mergers and other means during the "Twelfth Five-Year Plan" period, because they can meet this "standard" requirement. There are no more than 10 companies in the country. This nationwide elimination campaign is bound to have a ripple effect on the wind power industry in our province.

Offshore wind power or new directions Compared with the fierce competition in the land wind power industry, the development of offshore wind power industry will become a new direction for the development of wind power in our province.

Due to the late start of the development of offshore wind power in our province, there is a lot of work to be done. However, the development of offshore wind power is one of the directions for the development of wind power, especially for our province, which has abundant marine resources.

According to Shi Pengfei, deputy director of the Wind Energy Professional Committee of the China Renewable Resources Society, by 2015, China’s installed offshore wind power capacity will reach 5 million kilowatts, or even more. However, compared to the total installed capacity of more than 900 million kilowatts last year, this proportion is still very small. It is unrealistic to expect offshore wind power to alleviate the current power shortage. The exploration of offshore wind power is more for energy conservation and emission reduction. Climate change considerations.

Shi Pengfei also pointed out that the construction cost of offshore wind farms is generally three times higher than that of onshore wind farms. At the same time, wind power generation has more difficulties in on-site wind power generation than equipment installation, transportation and maintenance, but offshore wind power is close to traditional The power load center facilitates the elimination of power grids and reduces the trouble of long-distance power transmission.

Xu Chongqing believes that the promotion of offshore wind power will not only point the way for the next step in the development of power generation companies, but will also promote the large-scale development of wind turbines, pointing the way for the development of wind power equipment manufacturing industry. This is both the trend of international energy development and China. Wind power future development focus.