5 thoughts on “How is the development of the new energy industry?”
Danny
The prospect of the new energy industry is available. On the one hand, the transformation of energy structure is the general trend, and new energy replacing traditional energy is an irreversible process. At present, the penetration rate of new energy such as photovoltaic and wind power in my country is still low, and the overall development of the industry is large. In the "Energy Development Strategic Action Plan", it is clear that the proportion of non -chemical energy energy in my country in 2020 should increase to 15%. 2050 can be re -born and can become the main force that can be supposed to be supplying, and the proportion of power consumption is expected to reach 80%. The transformation of energy structure will bring a broad space to the development of the new energy industry. On the other hand, my country's new energy industry chain has global competitiveness. New energy power generation and new energy vehicles are the core industries of Made in China 2025, and the state's policy has great support for this. After years of support and development, a group of leading leading companies in the world have emerged in China. Today, my country's photovoltaic industry chain has absolute advantages in the world. The proportion of new energy vehicles in the world is also very high. Essence The investment value of the new energy industry But for individual investors, the layout of the market is not easy. New energy involves many areas and long industrial chain. Because it is an emerging growth industry, the performance fluctuations are inevitable. Therefore, investors may wish to use the advantages of professional investors to configure through the theme funds. CCB New Energy Industry Fund focuses on the new energy industry. The major new energy industries such as new energy vehicles, photovoltaics, wind power, and nuclear power. In the choice of segmented industries and individual stocks, the fund will also give full play to the advantages of active investment. Through the understanding and grasp of different sectors' growth stage and policy cycle, it will actively find high -quality faucet standards and strive to obtain excess investment income. In order to bring better returns to investors, the fund adopts a dual fund manager system, which is jointly managed by Tao Can and Tian Yuanquan.
The financing scale of the domestic new energy industry has entered a downward trend since 2018 In from the perspective of the number of investment events in the new energy industry, the overall growth trend in 2005-2017. To 68 pieces. There were 70 financing incidents in the new energy industry in 2019, and 9 of the number of financing incidents in the new energy industry from January to March 2020. If in the investment scale of the new energy industry, the investment amount of the new energy industry in 2005-2019 showed a U-type, reaching a peak of 25.425 billion yuan in 2017, and the investment amount of the new energy industry in 2019 was 17.627 billion yuan. The year-on-year decreased by 14.78%, and the investment amount of the new energy industry in mid-March 2020 reached 3.434 billion yuan. 2019 11 China Pacific Energy Industry Financial Event, the amount reached 2.107 billion yuan It's investment incident in the solar energy industry, the overall volatility change in 2009-2019, and the financing incident of the solar industry in 2018 23 in 2017, dropped to 9. In 2019, there were 11 financing incidents in the new energy industry, and 1 of financing events in the new energy industry from January to March 2020. If's investment scale in the solar industry, the investment amount of the new energy industry in 2009-2019 shows fluctuations. In 2017, it reached a peak of 3.428 billion yuan. 384.37%, the investment amount of the solar industry in mid-January-March 2020 reached 120 million yuan. The financing costs for most photovoltaic companies in my country are about 8%, and some companies are even as high as 10%, while overseas financing costs are mostly about 3%-5%. High amount of financing costs have made my country's photovoltaic enterprises a high cost of enterprises, significantly eroding the profit of enterprises, and seriously restricting the technological reform and new technology industrialization of photovoltaic manufacturing. At present, the domestic photovoltaic market financing channels are very single, mainly depending on government subsidies and bank loans. Once the subsidy is not in place or the loan is not approved, it is often difficult. In terms of financial innovation and capital markets, with the rise of Internet finance, it has brought hope to the photovoltaic industry that is not easy to financing, such as photovoltaic wealth management products such as Green Energy and Photovoltaic Treasures. In addition, the relatively hot photovoltaic interconnection crowdfunding in recent years is also one of the innovative financing methods. The so -called photovoltaic interconnection crowdfunding is to release the photovoltaic power station project through the Internet and raise funds for many non -financial institutions to participate in the construction of photovoltaic power stations. 2019 The domestic wind energy industry financing specifications of 300 million yuan The wind farms in my country are mostly government investment in investment and financing, supplemented by foreign governments, United Nations institutions, and World Bank loans and donations. And domestic supporting funds. Eligible units declare projects according to the situation and submit a feasibility report. Generally, as long as the yield index of feasibility reports meets the industry development standards, it can be approved, and commercial bank loans from allocation or government credit. It local governments In order to increase investment in local construction funds and promote regional economic development, they often ignore the authenticity review of the internal return rate of the project when competing for projects. The acquisition of the owner to meet the project approval requirements by reflecting financial indicators, underestimating investment and operating costs based on evaluation indicators of the project's yield. As the construction unit and project owner of the executive agency, the economy of improving the project and increasing investment income lack sufficient incentive mechanisms. Through the construction behavior of the project, the economic development has become the main driving force and purpose of the horse project. In from the number of investment incidents in the wind energy industry, the overall fluctuation change in 2005-2019 is shown. In 2019, there are 3 financing incidents in Fengneng Industry. The number of financing incidents in the new energy industry in mid-March 2020 is 1 Essence If's investment scale of the wind energy industry, the investment amount of the new energy industry in 2005-2019 changes in the amount of investment in the new energy industry. In 2019, the investment amount of the wind energy industry in 2019 is 587 million yuan. The amount reaches 127 million yuan. . Since the date of 2019, the financing of the country's nuclear energy industry is 0 Due to its particularity, its construction and planning must be strictly reviewed by the national government departments such as the National Development and Reform Commission. Approval investment and China Nuclear Industry Group, Guangdong Nuclear Power Group, and China Electric Power Investment Group's three major groups. In from the number of investment events in the nuclear energy industry, one of the nuclear energy industry financing incidents in 2017. There were 0 financing events in the nuclear energy industry in 2019, and the number of financing incidents in the nuclear energy industry in mid-March 2020 was 0. If's investment scale in the nuclear energy industry, the investment amount of the nuclear energy industry in 2005-2019 showed a U-type, the financing amount in 2017 was 30 million yuan. -The investment amount in the nuclear energy industry in mid -March reached 200 billion yuan. . From the time of 2019, the biomass energy industry financing standard is 0 . Due to the policy of using thermal power project and renewable energy power generation project in power construction, major power groups at home and abroad are widely involved and grabbing renewable renewable. Energy power generation project. Although it is easier to obtain loans from banks through a large power company than a simple biomass energy project company, large power companies do not have in -depth development and use of renewable energy power generation projects. The field of technology progress and industry development in the field of renewable energy power generation is not conducive to the development of the industry. It in recent years, although China has also begun to use BOT model financing, China's biomass energy industry investment and financing model and channels are generally relatively single. The biomass energy industry is an industry with higher initial investment. Therefore, China should continue to try and adopt new diversified financing models to expand financing channels. At the same time, special energy funds should be established to diversify the source of funds. The biomass energy construction project requires high initial investment, so it is necessary to stable investment and financing channels and preferential investment and financing policies. In recent years, China has increased its investment in biomass energy, but there is still a large gap compared to foreign countries. In particular, foreign countries, especially the United States, Japan, the European Union and other regions, have greatly developed biomass development, and China pays much less attention to this aspect. The biomass energy power generation industry is an emerging industry. The shortage of funds and the lack of effective financing mechanisms are an important obstacle to industrial development. In addition to the government's support policy, it also needs to open up financing channels and financing methods that ensure the needs of the entire planning funding. , Actively develop and establish effective international and domestic financing channels, and adopt corresponding measures to raise funds through different financing methods. If in the number of investment events in the biomass energy industry, one of the biomass energy industry financing incidents in 2017. There were 0 financing incidents in the new energy industry in 2019, and the number of financing incidents in the new energy industry from January to March 2020 was 0. If in the investment scale of the biomass energy industry, the investment scale of 2017 was 100 million yuan. In 2019, the investment amount of the biomass energy industry in 2019 is 200 million yuan. The amount reaches 200 million yuan. This of China's new energy industry financing prospects If new energy companies are generally small and medium -sized private enterprises, and it is difficult to financing in my country. First of all, banks are unwilling to loan small and medium -sized enterprises with small -scale and unknown prospects; second, it is difficult for China's venture capital or private equity funds to conduct long -term in -depth research on a certain industry. Holding a wait -and -see attitude. Third, there are relatively many variables in the Chinese market, and it is difficult to calculate accurately. The current domestic power stations are in the process of shuffling. During the shuffling process, the choice of state -owned enterprises and private enterprises is very different. Under the pressure of state -owned enterprises, they must be injected in the field of wind power and photovoltaic fields, and their main energy is focused on large base projects. Private enterprises are gradually selling the original ground projects, and subsidy arrears are one of the reasons, but the core issue is that some private companies have too high leverage and high costs. A large part of the bank's non -performing loans comes from the new energy field. The records of these non -performing loans directly affect the bank's attitude towards new energy companies and project loans. The future financing prospects of the new energy industry are still severe. -For more data, please refer to the "China's New Energy Industry Development Prospects and Investment Strategic Planning Analysis Reports"
At present, China's energy and environmental issues are serious, and new energy development and utilization have attracted more and more attention. On the one hand, new energy sources are supplemented by traditional energy, and on the other hand, it can effectively reduce environmental pollution. Although my country's renewable energy and new energy development and utilization have started late, in recent years, it has also increased at a rate of more than 25%in recent years. Since the "Renewable Energy Law" was officially effective in 2006, the government has successively introduced a series of supporting administrative regulations and regulations to promote the development of new energy, and China's new energy industry has entered the fast track of development. . What is new energy new energy is also called unconventional energy. It refers to various energy forms outside of traditional energy. Refers to energy sources that have just begun to develop and use or are actively researching and need to be promoted, such as solar energy, geothermal energy, wind energy, ocean energy, biomass energy, and nuclear aggregation energy. . New energy classification The new energy includes solar energy, biomass energy, water energy, wind energy, geothermal energy, wave energy, ocean flow energy and tidal energy, hydrogen energy, biogas, alcohol, methanol, and marine surface Hot cycle with deepness, etc. . The characteristics of new energy 1. Rich resources, generally have renewable characteristics, for human sustainable utilization; for example, the wind resources that can be developed and utilized on land are 253GW, while as of 2003, only 2003 was only available in 2003. 0.57GW is developed and used, and it is expected that it can be used by 4GW by 2010, and from 2020 to 20GW, and the amount of solar photovoltaic and web applications is expected to increase from the current 0.03GW 1 to 2 GWO r from the current 0.03GW 1 to 2 GWO 2 • Low energy density, more space for development and utilization; 3 • Ritting carbon containing or carbon content, which has a small impact on the environment; R n5 • Intermittent supply, high volatility, is not good for continuing energy; 6 • Except for hydropower, the development and utilization cost of renewable energy is higher than that of fossils. The current status of the development of new energy Start new energy utilization technology has achieved great development, and a fixed scale has been formed around the world. At present, the use of biomass energy, solar energy, wind energy, hydropower, geothermal energy, etc. have been applied. The International Energy Agency (IEA) has studied the demand for international power from 2000-2030. Studies have shown that the average annual growth rate of the total power generation of new energy will be the fastest. IEA's research believes that in the next 30 years, non -water conservancy new energy power generation will increase faster than the power generation of any other fuel, with an annual growth rate of nearly 6%, and its total power generation will increase by 5 times from 2000 to 2030. In 2030, it will provide 4.4% of the world's total power, of which biomass can account for 80% of the current energy in the first energy sources. On the one hand, it is related to the importance of different countries and policies. On the other hand, it is related to the high cost of new energy technology, especially solar energy, biomass energy, and wind energy with high technical content. According to IEA's prediction, the cost of new energy power generation in the next 30 years will decline significantly, thereby increasing its competitiveness. The cost of new energy utilization is related to various factors, so the results of cost prediction have certain uncertainty. but these prediction results show that the technical cost of new energy utilization will be declining. 5. New energy development prospects During the "Twelfth Five -Year Plan" period, my country will continue to increase the pace of new energy development and utilization. The proportion of the energy structure in my country is not only domestic. Ogies in China. With the urgent needs of high energy consumption and strict control of carbon emissions worldwide, it will definitely set off a climax of new energy. In the near future, companies will inevitably usher in the golden age of developing new energy.
The main listed companies of the wind power rectification manufacturing industry: Jinfeng Technology (002202), Shanghai Electric (601727), Mingyang Smart (601615), Oriental Electric (01072.HK), Tianshunfeng (002531), Hongye Wind Electric (839908), etc. Essence The core data of this article: Wind power whole machine output, wind power whole machine price 1, wind power equipment purchase costs accounted for about 75%of the wind power cost most of the cost of the wind power field was purchased by wind power equipment purchase cost. Generally speaking, the cost of wind power includes the project cost of the project, equipment purchase costs, installation costs, civil engineering costs, and external access costs. Among them, the cost of equipment purchase is the highest, up to about 75%. 2, the competition pattern of wind power rectification manufacturing industry -Jinfeng Technology, Vision Energy and Mingyang Intelligent Stable in the industry three At present, the participating entities of my country's wind power machine manufacturing industry include domestic manufacturers and foreign production Manufacturers are mainly occupied by domestic manufacturers. Among them, Jinfeng Technology, Vision Energy and Mingyang Intelligent ranks the top three in the industry. In 2020, the three new lifting capacity of the three was 12.33GW, 10.07GW, and 5.64GW, respectively, and the market share was 21%, 17%, and 10%, respectively. 3. The industry's market concentration is high, but in recent years, there has been a downward trend The concentration of my country's wind power rectification machine manufacturing industry, but in recent years, with the addition of new manufacturers, the industry concentration has decreased. trend. The industry CR3 in 2018 was 61%, and in 2020 to 48%; the industry CR5 in 2018 was 72%, and in 2020 to 64%. 4, "price war" caused the price of wind power to refresh the low 2021, the "price war" of the wind power vendor has caused the bidding price of the fan to repeatedly refreshed low. About 4,000 yuan/kW, dropped to about 2,000 yuan/kW in Q3 in 2021. The price reduction of the entire machine dealer has become a market trend in recent years. In 2021, the wind power industry has comprehensively entered the era of parity, prompting the price of wind power to decline. 5. The self -sufficiency of the wind power rectification market is conducive to the development of the wind power industry The main cost of wind farm manufacturing equipment occupies the main cost of wind farm construction. The construction and operating cost of the enterprise. At present, my country's wind power rectification machine manufacturing market can be self -sufficient. The technical level of some domestic manufacturers has reached the level of international standards, ensuring the supply of the domestic wind power industry, and conducive to the sustainable development of my country's wind power industry. Im related data for more industries, please refer to the "Analysis Report of the China Wind Power Industry Market Prospective and Investment Strategic Planning Analysis Report" for more industries.
The prospect of the new energy industry is available. On the one hand, the transformation of energy structure is the general trend, and new energy replacing traditional energy is an irreversible process. At present, the penetration rate of new energy such as photovoltaic and wind power in my country is still low, and the overall development of the industry is large. In the "Energy Development Strategic Action Plan", it is clear that the proportion of non -chemical energy energy in my country in 2020 should increase to 15%.
2050 can be re -born and can become the main force that can be supposed to be supplying, and the proportion of power consumption is expected to reach 80%. The transformation of energy structure will bring a broad space to the development of the new energy industry.
On the other hand, my country's new energy industry chain has global competitiveness. New energy power generation and new energy vehicles are the core industries of Made in China 2025, and the state's policy has great support for this. After years of support and development, a group of leading leading companies in the world have emerged in China. Today, my country's photovoltaic industry chain has absolute advantages in the world. The proportion of new energy vehicles in the world is also very high. Essence
The investment value of the new energy industry
But for individual investors, the layout of the market is not easy. New energy involves many areas and long industrial chain. Because it is an emerging growth industry, the performance fluctuations are inevitable. Therefore, investors may wish to use the advantages of professional investors to configure through the theme funds. CCB New Energy Industry Fund focuses on the new energy industry.
The major new energy industries such as new energy vehicles, photovoltaics, wind power, and nuclear power. In the choice of segmented industries and individual stocks, the fund will also give full play to the advantages of active investment. Through the understanding and grasp of different sectors' growth stage and policy cycle, it will actively find high -quality faucet standards and strive to obtain excess investment income. In order to bring better returns to investors, the fund adopts a dual fund manager system, which is jointly managed by Tao Can and Tian Yuanquan.
Hi. Many electric vehicles are still there now. Of course, electric bicycles are also good. This is a relatively good breakthrough.
The financing scale of the domestic new energy industry has entered a downward trend since 2018
In from the perspective of the number of investment events in the new energy industry, the overall growth trend in 2005-2017. To 68 pieces. There were 70 financing incidents in the new energy industry in 2019, and 9 of the number of financing incidents in the new energy industry from January to March 2020.
If in the investment scale of the new energy industry, the investment amount of the new energy industry in 2005-2019 showed a U-type, reaching a peak of 25.425 billion yuan in 2017, and the investment amount of the new energy industry in 2019 was 17.627 billion yuan. The year-on-year decreased by 14.78%, and the investment amount of the new energy industry in mid-March 2020 reached 3.434 billion yuan.
2019 11 China Pacific Energy Industry Financial Event, the amount reached 2.107 billion yuan
It's investment incident in the solar energy industry, the overall volatility change in 2009-2019, and the financing incident of the solar industry in 2018 23 in 2017, dropped to 9. In 2019, there were 11 financing incidents in the new energy industry, and 1 of financing events in the new energy industry from January to March 2020.
If's investment scale in the solar industry, the investment amount of the new energy industry in 2009-2019 shows fluctuations. In 2017, it reached a peak of 3.428 billion yuan. 384.37%, the investment amount of the solar industry in mid-January-March 2020 reached 120 million yuan.
The financing costs for most photovoltaic companies in my country are about 8%, and some companies are even as high as 10%, while overseas financing costs are mostly about 3%-5%. High amount of financing costs have made my country's photovoltaic enterprises a high cost of enterprises, significantly eroding the profit of enterprises, and seriously restricting the technological reform and new technology industrialization of photovoltaic manufacturing. At present, the domestic photovoltaic market financing channels are very single, mainly depending on government subsidies and bank loans. Once the subsidy is not in place or the loan is not approved, it is often difficult. In terms of financial innovation and capital markets, with the rise of Internet finance, it has brought hope to the photovoltaic industry that is not easy to financing, such as photovoltaic wealth management products such as Green Energy and Photovoltaic Treasures.
In addition, the relatively hot photovoltaic interconnection crowdfunding in recent years is also one of the innovative financing methods. The so -called photovoltaic interconnection crowdfunding is to release the photovoltaic power station project through the Internet and raise funds for many non -financial institutions to participate in the construction of photovoltaic power stations.
2019 The domestic wind energy industry financing specifications of 300 million yuan
The wind farms in my country are mostly government investment in investment and financing, supplemented by foreign governments, United Nations institutions, and World Bank loans and donations. And domestic supporting funds. Eligible units declare projects according to the situation and submit a feasibility report. Generally, as long as the yield index of feasibility reports meets the industry development standards, it can be approved, and commercial bank loans from allocation or government credit.
It local governments In order to increase investment in local construction funds and promote regional economic development, they often ignore the authenticity review of the internal return rate of the project when competing for projects. The acquisition of the owner to meet the project approval requirements by reflecting financial indicators, underestimating investment and operating costs based on evaluation indicators of the project's yield. As the construction unit and project owner of the executive agency, the economy of improving the project and increasing investment income lack sufficient incentive mechanisms. Through the construction behavior of the project, the economic development has become the main driving force and purpose of the horse project.
In from the number of investment incidents in the wind energy industry, the overall fluctuation change in 2005-2019 is shown. In 2019, there are 3 financing incidents in Fengneng Industry. The number of financing incidents in the new energy industry in mid-March 2020 is 1 Essence
If's investment scale of the wind energy industry, the investment amount of the new energy industry in 2005-2019 changes in the amount of investment in the new energy industry. In 2019, the investment amount of the wind energy industry in 2019 is 587 million yuan. The amount reaches 127 million yuan.
. Since the date of 2019, the financing of the country's nuclear energy industry is 0
Due to its particularity, its construction and planning must be strictly reviewed by the national government departments such as the National Development and Reform Commission. Approval investment and China Nuclear Industry Group, Guangdong Nuclear Power Group, and China Electric Power Investment Group's three major groups.
In from the number of investment events in the nuclear energy industry, one of the nuclear energy industry financing incidents in 2017. There were 0 financing events in the nuclear energy industry in 2019, and the number of financing incidents in the nuclear energy industry in mid-March 2020 was 0.
If's investment scale in the nuclear energy industry, the investment amount of the nuclear energy industry in 2005-2019 showed a U-type, the financing amount in 2017 was 30 million yuan. -The investment amount in the nuclear energy industry in mid -March reached 200 billion yuan.
. From the time of 2019, the biomass energy industry financing standard is 0
. Due to the policy of using thermal power project and renewable energy power generation project in power construction, major power groups at home and abroad are widely involved and grabbing renewable renewable. Energy power generation project. Although it is easier to obtain loans from banks through a large power company than a simple biomass energy project company, large power companies do not have in -depth development and use of renewable energy power generation projects. The field of technology progress and industry development in the field of renewable energy power generation is not conducive to the development of the industry.
It in recent years, although China has also begun to use BOT model financing, China's biomass energy industry investment and financing model and channels are generally relatively single. The biomass energy industry is an industry with higher initial investment. Therefore, China should continue to try and adopt new diversified financing models to expand financing channels. At the same time, special energy funds should be established to diversify the source of funds.
The biomass energy construction project requires high initial investment, so it is necessary to stable investment and financing channels and preferential investment and financing policies. In recent years, China has increased its investment in biomass energy, but there is still a large gap compared to foreign countries. In particular, foreign countries, especially the United States, Japan, the European Union and other regions, have greatly developed biomass development, and China pays much less attention to this aspect. The biomass energy power generation industry is an emerging industry. The shortage of funds and the lack of effective financing mechanisms are an important obstacle to industrial development. In addition to the government's support policy, it also needs to open up financing channels and financing methods that ensure the needs of the entire planning funding. , Actively develop and establish effective international and domestic financing channels, and adopt corresponding measures to raise funds through different financing methods.
If in the number of investment events in the biomass energy industry, one of the biomass energy industry financing incidents in 2017. There were 0 financing incidents in the new energy industry in 2019, and the number of financing incidents in the new energy industry from January to March 2020 was 0.
If in the investment scale of the biomass energy industry, the investment scale of 2017 was 100 million yuan. In 2019, the investment amount of the biomass energy industry in 2019 is 200 million yuan. The amount reaches 200 million yuan.
This of China's new energy industry financing prospects
If new energy companies are generally small and medium -sized private enterprises, and it is difficult to financing in my country. First of all, banks are unwilling to loan small and medium -sized enterprises with small -scale and unknown prospects; second, it is difficult for China's venture capital or private equity funds to conduct long -term in -depth research on a certain industry. Holding a wait -and -see attitude. Third, there are relatively many variables in the Chinese market, and it is difficult to calculate accurately.
The current domestic power stations are in the process of shuffling. During the shuffling process, the choice of state -owned enterprises and private enterprises is very different. Under the pressure of state -owned enterprises, they must be injected in the field of wind power and photovoltaic fields, and their main energy is focused on large base projects. Private enterprises are gradually selling the original ground projects, and subsidy arrears are one of the reasons, but the core issue is that some private companies have too high leverage and high costs. A large part of the bank's non -performing loans comes from the new energy field. The records of these non -performing loans directly affect the bank's attitude towards new energy companies and project loans. The future financing prospects of the new energy industry are still severe.
-For more data, please refer to the "China's New Energy Industry Development Prospects and Investment Strategic Planning Analysis Reports"
At present, China's energy and environmental issues are serious, and new energy development and utilization have attracted more and more attention. On the one hand, new energy sources are supplemented by traditional energy, and on the other hand, it can effectively reduce environmental pollution. Although my country's renewable energy and new energy development and utilization have started late, in recent years, it has also increased at a rate of more than 25%in recent years. Since the "Renewable Energy Law" was officially effective in 2006, the government has successively introduced a series of supporting administrative regulations and regulations to promote the development of new energy, and China's new energy industry has entered the fast track of development.
. What is new energy
new energy is also called unconventional energy. It refers to various energy forms outside of traditional energy. Refers to energy sources that have just begun to develop and use or are actively researching and need to be promoted, such as solar energy, geothermal energy, wind energy, ocean energy, biomass energy, and nuclear aggregation energy.
. New energy classification
The new energy includes solar energy, biomass energy, water energy, wind energy, geothermal energy, wave energy, ocean flow energy and tidal energy, hydrogen energy, biogas, alcohol, methanol, and marine surface Hot cycle with deepness, etc.
. The characteristics of new energy
1. Rich resources, generally have renewable characteristics, for human sustainable utilization; for example, the wind resources that can be developed and utilized on land are 253GW, while as of 2003, only 2003 was only available in 2003. 0.57GW is developed and used, and it is expected that it can be used by 4GW by 2010, and from 2020 to 20GW, and the amount of solar photovoltaic and web applications is expected to increase from the current 0.03GW 1 to 2 GWO r from the current 0.03GW 1 to 2 GWO
2 • Low energy density, more space for development and utilization;
3 • Ritting carbon containing or carbon content, which has a small impact on the environment; R n5 • Intermittent supply, high volatility, is not good for continuing energy;
6 • Except for hydropower, the development and utilization cost of renewable energy is higher than that of fossils.
The current status of the development of new energy
Start new energy utilization technology has achieved great development, and a fixed scale has been formed around the world. At present, the use of biomass energy, solar energy, wind energy, hydropower, geothermal energy, etc. have been applied. The International Energy Agency (IEA) has studied the demand for international power from 2000-2030. Studies have shown that the average annual growth rate of the total power generation of new energy will be the fastest. IEA's research believes that in the next 30 years, non -water conservancy new energy power generation will increase faster than the power generation of any other fuel, with an annual growth rate of nearly 6%, and its total power generation will increase by 5 times from 2000 to 2030. In 2030, it will provide 4.4% of the world's total power, of which biomass can account for 80% of the current energy in the first energy sources. On the one hand, it is related to the importance of different countries and policies. On the other hand, it is related to the high cost of new energy technology, especially solar energy, biomass energy, and wind energy with high technical content. According to IEA's prediction, the cost of new energy power generation in the next 30 years will decline significantly, thereby increasing its competitiveness. The cost of new energy utilization is related to various factors, so the results of cost prediction have certain uncertainty.
but these prediction results show that the technical cost of new energy utilization will be declining.
5. New energy development prospects
During the "Twelfth Five -Year Plan" period, my country will continue to increase the pace of new energy development and utilization. The proportion of the energy structure in my country is not only domestic. Ogies in China. With the urgent needs of high energy consumption and strict control of carbon emissions worldwide, it will definitely set off a climax of new energy. In the near future, companies will inevitably usher in the golden age of developing new energy.
The main listed companies of the wind power rectification manufacturing industry: Jinfeng Technology (002202), Shanghai Electric (601727), Mingyang Smart (601615), Oriental Electric (01072.HK), Tianshunfeng (002531), Hongye Wind Electric (839908), etc. Essence
The core data of this article: Wind power whole machine output, wind power whole machine price
1, wind power equipment purchase costs accounted for about 75%of the wind power cost
most of the cost of the wind power field was purchased by wind power equipment purchase cost. Generally speaking, the cost of wind power includes the project cost of the project, equipment purchase costs, installation costs, civil engineering costs, and external access costs. Among them, the cost of equipment purchase is the highest, up to about 75%.
2, the competition pattern of wind power rectification manufacturing industry -Jinfeng Technology, Vision Energy and Mingyang Intelligent Stable in the industry three
At present, the participating entities of my country's wind power machine manufacturing industry include domestic manufacturers and foreign production Manufacturers are mainly occupied by domestic manufacturers. Among them, Jinfeng Technology, Vision Energy and Mingyang Intelligent ranks the top three in the industry. In 2020, the three new lifting capacity of the three was 12.33GW, 10.07GW, and 5.64GW, respectively, and the market share was 21%, 17%, and 10%, respectively.
3. The industry's market concentration is high, but in recent years, there has been a downward trend
The concentration of my country's wind power rectification machine manufacturing industry, but in recent years, with the addition of new manufacturers, the industry concentration has decreased. trend. The industry CR3 in 2018 was 61%, and in 2020 to 48%; the industry CR5 in 2018 was 72%, and in 2020 to 64%.
4, "price war" caused the price of wind power to refresh the low
2021, the "price war" of the wind power vendor has caused the bidding price of the fan to repeatedly refreshed low. About 4,000 yuan/kW, dropped to about 2,000 yuan/kW in Q3 in 2021. The price reduction of the entire machine dealer has become a market trend in recent years. In 2021, the wind power industry has comprehensively entered the era of parity, prompting the price of wind power to decline.
5. The self -sufficiency of the wind power rectification market is conducive to the development of the wind power industry
The main cost of wind farm manufacturing equipment occupies the main cost of wind farm construction. The construction and operating cost of the enterprise. At present, my country's wind power rectification machine manufacturing market can be self -sufficient. The technical level of some domestic manufacturers has reached the level of international standards, ensuring the supply of the domestic wind power industry, and conducive to the sustainable development of my country's wind power industry.
Im related data for more industries, please refer to the "Analysis Report of the China Wind Power Industry Market Prospective and Investment Strategic Planning Analysis Report" for more industries.