In 2020 and 2021, China's newly installed wind power capacity will hit a record high of 54.43 million kilowatts and 47.57 million kilowatts, respectively. The high market demand for two consecutive years has stimulated Chinese wind power machine and equipment companies to increase horsepower and production capacity, fully supporting the rapid growth of the industry, and perfectly handing over the answer sheet for the 2020-2021 land and sea rush installation, which has promoted the prosperity of the entire industry chain .

The rush to install caused by the electricity price policy is not just a "flash in the pan" of the prosperity of the industry. At the end of 2020, the proposal of the "dual carbon" goal and the construction of a new power system once again opened the prelude to the rapid development of China's wind power "14th Five-Year Plan". With the start of construction of renewable energy bases with an installed capacity of about 100 million kilowatts by the end of 2021, Chinese wind power equipment companies are poised to develop.

According to incomplete statistics, from January 2021 to the end of April 2022, a total of about 54 wind power equipment bases have signed contracts or started production, and nearly 13 large component companies such as towers and blades have expanded production.

I still remember the embarrassment of "one machine is hard to find" in 2020, when the proper seller's market caused the whole industry to fall into a passive situation of pushing up the cost of the whole machine. Today, Chinese wind power equipment companies frequently expand their industrial territory. On the one hand, this move helps them to occupy the high ground and seize the opportunity in the future tide of wind power development, which conforms to the rapid development pattern of renewable energy under the "dual carbon" goal; on the other hand , which further promotes the reduction of the cost of wind power equipment, lays out a heavyweight bargaining chip on the road of high-quality development of wind power, and promotes the wind power industry to have a cost advantage in the new power system in the future.

Wind power complete machine companies expand over 50 bases

According to CWEA data, as of the end of 2020, a total of 90 final assembly production bases have been put into operation by Chinese wind power enterprises, mainly located in 71 cities in 29 provinces (municipalities and autonomous regions). ) are Inner Mongolia (13), Jiangsu (10), Hebei (7), Guangdong (7), Tianjin (5), etc.

But next, the wind power industry in any country in the world may not be more prosperous and have more development potential than China's wind power industry in 2021.

In 2021, the total installed capacity of China's wind power grid-connected will reach 328 million kilowatts, of which the cumulative installed capacity of offshore wind power will be 26.39 million kilowatts, ranking first in the world. This year, China's mainstream wind power companies have successively invested in 40-50 wind power equipment manufacturing bases, expanded their business footprints in more than 6 provinces including Shandong, Inner Mongolia, Jilin, Guangdong and Guangxi, and invested in industrial parks including but not limited to high-end Equipment manufacturing, smart factories, wind power equipment manufacturing, wind power projects, zero-carbon park projects, etc.

During the "14th Five-Year Plan" period, the rolling development of 100 million kilowatts of wind and solar power bases has become a catalyst for urging machine companies to speed up investment and expansion.

In the whole year of 2021, nearly 30 OEMs will expand production. In March-April 2022, the pace of expansion of complete machine companies has accelerated significantly, and 25 investment contracts, construction starts, and production operations have taken place within two months. At the same time, the trend of creating localized advantages is becoming more and more obvious. With the increasing application of large-megawatt wind turbines, the transportation of complete machines and blades has become more difficult, and the cost of long-distance transportation is high, which makes wind power enterprises with low profits. , the construction of supporting manufacturing bases near the wind and scenery base has become the priority layout of most complete machine companies.

For example, at the end of 2021, Zhangye City, Gansu Province announced that the first batch of wind power photovoltaic power generation projects in the "14th Five-Year Plan" will be selected for competitive configuration. Among them, the 1GW wind power capacity is China Shipbuilding Corporation, Electric Wind Power, Huaneng and Mingyang, and Xinshuo Consortium. gain. As early as July 2021, Zhangye City has signed a contract with China Shipbuilding Group Wind Power Development Co., Ltd. to invest 32 billion yuan in Zhangye City's 10 million kilowatts and clean energy base project, and signed a contract with Shanghai Electric Wind Power Group to invest 18 billion yuan in wind power equipment Manufacturing industry, wind power resource development, carbon fiber industry projects.

It can be seen that the investment direction of the whole machine enterprise is generally the same as the project construction and industrial layout, which realizes the synchronous development of industry and resources, and brings huge economic benefits to the local area.

By the end of 2020, China's total wind power production capacity will exceed 37,000 sets, or about 118GW. But in general, the production capacity of the whole machine enterprise is determined by the component supply chain, and its production capacity depends on the supply status of upstream components and raw materials. That is to say, at the same time as the expansion of the whole machine enterprise, the simultaneous expansion of the tower and blade enterprises plays an important supporting role in increasing the overall production capacity of wind power equipment and promoting the rapid development of the regional wind power industry.

At the same time, the grouping of complete machine companies and equipment companies has also become one of the development methods that complement each other's advantages. For example, in Puyang, Henan Province, in March 2022, Tianshun Wind Energy Industrial Park brought the investment of Yunda's complete machine manufacturing project to the ground, and became the park enterprise of the third-phase wind power main engine project of Puyang Tianshun Wind Power Equipment Manufacturing Industrial Park.

In Tianshun Wind Energy Industrial Park, Yunda will invest in the construction of a wind power mainframe equipment manufacturing production line with an annual production capacity of not less than 1 million kilowatts, creating a whole industry chain structure integrating wind turbine research and development, production, sales, operation and maintenance, and radiating Henan and Henan. Shandong and Hebei markets.

In June 2020, the commissioning ceremony of the Shandong Intelligent Green Industry Base of Yunda Co., Ltd. was held in the green energy equipment workshop of Tongyu Heavy Industry. It integrated the advantageous resources of complete machine equipment manufacturers and equipment core components manufacturers, and concentrated on building a high-end wind power equipment manufacturing and application demonstration base , reduce the total cost of wind power equipment, mutual benefit and win-win situation.

Regional development, the advantages of the industrial chain are highlighted

In the new round of expansion of wind power companies in 2021-2022, we have found some directions worthy of attention.

One is that regions with new energy as one of the leading industries have begun to prepare for the construction of the entire energy economy industrial chain. Regardless of whether it is a resource-bundling industry or a policy to attract investment, the construction of wind power projects is no longer the first goal of attracting local investment, and the industrialization of energy economy is the ultimate goal of these regions. After all, a wind farm only brings employment during the construction period and tax revenue after it is put into operation. Only by using local advantageous resources to drive the development of manufacturing, transportation, installation, wind power + the entire industrial chain can it generate a steady stream of support for the long-term development of the local energy economy.

A typical example is located in Jieshi Town, Lufeng City, Guangdong Province, the largest offshore wind power home port in China - Shanwei Lufeng Offshore Engineering Base.

According to the "Planning Plan for 10 Million KW Offshore Wind Power Base in East Guangdong (Shanwei) (2021-2025)", by the end of 2025, the area will have an installed capacity of 30 million KW to realize large-scale marine fishery aquaculture demonstration projects and seawater hydrogen production demonstration projects. The project was implemented, and finally a whole marine energy industry chain integrating the research and development of offshore floating units, offshore equipment manufacturing, offshore engineering design, construction and installation, operation and maintenance and cold chain processing was built.

According to local media reports in Shanwei, so far, seven companies including Mingyang Group have invested more than 10 billion yuan in Shanwei City, and 6 companies have signed contracts and are preparing to enter the park, with a planned total investment of 17.4 billion yuan.

Among the country's first batch of large-scale wind and solar base projects of more than 100 million kilowatts, the Jilin "landscape Three Gorges" project has already started. The project includes all of Baicheng and Songyuan and Siping and Shuangliao. It is expected that by 2025, the installed capacity of new energy will reach 3,000. 10,000 kilowatts, with an additional investment of about 185 billion yuan.

Among them, the famous Tongyu is located in Baicheng City, Jilin Province. At present, four complete machine companies such as Sany, Yuanjing, Dongqi and Yunda have settled in Tongyu. In addition to the investment of the whole machine business, these regions have also established the integration of a series of industrial chain enterprises such as towers, blades, and nacelle covers, demonstrating this kind of competitive competition and industrial aggregation capabilities that drive the concentrated development of industries with regional resource advantages.

Second, from the perspective of investment area and direction, China's offshore wind power will develop by leaps and bounds during the "14th Five-Year Plan" period.

Among the newly added investment bases from 2021.1 to 2022.4, offshore wind power equipment manufacturing, offshore wind power engineering bases and other offshore wind power related investments have expanded to nearly 30.

Notable provinces are Hainan, Shandong and Guangxi Zhuang Autonomous Region. In April, Hainan Yangpu Offshore Wind Power Industrial Park, jointly built by China Datang, Dongfang Electric, and Power China, started construction. The project mainly includes the manufacture, export and demonstration application of offshore wind power equipment, investment and development of high-end industries such as wind power, hydrogen energy, marine ranching, and comprehensive energy. The total investment in the industrial park is 4.8 billion yuan;

Also in April, Shandong Dongying Offshore Wind Power Equipment Manufacturing Industrial Park officially started. On the same day, four key projects were started in the Offshore Wind Power Equipment Manufacturing Industrial Park, namely: China Haizhuang’s 1.2 million kilowatt offshore wind power intelligent unit manufacturing project with an investment of 2 billion yuan, and Shanghai Electric’s annual output of 1.6 million yuan with an investment of 1 billion yuan. kW offshore wind power main engine and motor manufacturing project, Tianneng Marine Heavy Industry’s 300,000-ton offshore wind power equipment tower manufacturing project with an investment of 850 million, and Dongying Port Guangli Port Area Offshore Wind Power Equipment Industrial Park and Haihe Intermodal Terminal Phase I and Wanwan Tonnage channel project;

In October 2021, the Fangchenggang New Energy Equipment Manufacturing Industrial Park, jointly built by Guangxi Investment Group, Fangchenggang Municipal Government, China Guangdong Nuclear Power and Mingyang Intelligence, started construction, marking the official landing of Guangxi's offshore wind power equipment manufacturing industry. In Guangxi Zhuang Autonomous Region's "14th Five-Year Plan" energy and industrial development priorities, the planned installed capacity of offshore wind power in the region is 7.5 million kilowatts, and it strives to build and connect more than 1.2 million kilowatts to the grid by the end of 2025.

It is undeniable that China's offshore wind power will become an industrial highland for high-end players in the future. The development before 2020 and the explosive growth in 2021 will lay a good foundation for the development of China's offshore wind power industry. Before they are exhausted, early deployment and technological leadership will be the primary choice for Chinese wind power companies to be invincible. Editor / Xu Shengpeng