In the recent A-share market, there has been a sustained trend of falling shocks. Some high-growth emerging industry stocks are among the biggest losers. However, according to past experience, as long as the varieties meet the industrial trend, the short-term plunge is just a good opportunity for low positions. The wind power equipment sector may face such investment opportunities.
Low-cost trend gives high growth capability
For the new energy industry, currently the most promising industrialization prospect is wind power generation. From the announcement of a recent winning bid by Xiangdian Electric, it can be speculated that the current cost per kilowatt of wind power generation is 40 million yuan, while the current cost of hydropower is The construction cost is about 8,000 to 10,000 yuan per kilowatt, the construction cost of thermal power is also about 40 million yuan, and the solar energy is as high as 20,000 yuan or even tens of millions. From this point of view, the industrialization prospect of wind power is currently the most optimistic.
Therefore, the installed capacity of wind power in the world has soared in recent years. According to the statistics of the Global Wind Energy Council, the cumulative annual growth rate of cumulative installed capacity of wind power in the world from 2004 to 2009 was 27.09%, and the compound annual growth rate of new installed capacity of wind power in the world was 35.48%. . The stage of large-scale growth of China's wind power industry dates back to 2006, when the newly added 1.33 million kilowatts exceeded the previous cumulative installed capacity. After 2007, it continued its unexpectedly high growth trend, with an average annual compound annual growth rate of more than 100% from 2007 to 2009. As of 2009, the total installed capacity exceeded 2,500 kilowatts, roughly equivalent to five times the “Eleventh Five-Year Planâ€.
Moreover, with the rapid decline in the cost of wind power and the gradual maturity of access to power grid technology, the growth rate of the installed capacity of wind power in the future will continue to increase. Especially in China, due to the fact that China's non-fossil energy accounts for about 15% of primary energy consumption by 2020, a considerable part of this will depend on the development of wind power. Therefore, the outlook for wind power development in the future is extremely optimistic, which will provide an excellent opportunity for high growth for leading companies in the industry.
New features give new investment opportunities in the industry
More importantly, there are three prominent features in the wind power industry, which are conducive to leading wind power companies to obtain more rapid growth.
First, large-scale wind power. And above 1.5MW wind turbine has become the global wind power market in the mainstream models, the 2009 market share of 86.9%. In 2009, Denmark’s average new stand-alone capacity reached 2.37MW, and the United Kingdom reached 2.25MW. Land mainstream models are developing towards 3MW, and mainstream models from the sea are developing from 3MW to 5MW. Small and medium-sized enterprises are limited to research strength, capital strength and other factors, and it is difficult to quickly develop to large-scale, so they will be eliminated in the competition, which means that the market share of new wind power in the future will further move closer to large-scale enterprises.
The second is offshore wind power. Offshore wind power will experience explosive growth, which has become an important development direction for wind power development. According to the statistics of the Global Wind Energy Council, by the end of 2009, 32 offshore wind farms have been built in Europe, with a total installed capacity of 2,056 MW. In 2009, there were 8 new production projects with a total capacity of 577 MW. Compared with 2008, the installed growth rate in 2009 was 56%. According to the forecast of the European Wind Energy Association, there will be 10 additional offshore wind farms in Europe in 2010 with an increase of 1,000 MW in installed capacity, which is an increase of 75% over 2009. By 2020, the European General Plan will have an installed capacity of more than 70,000 MW. The UK alone plans to install more than 7,000 offshore units. The market has great potential. And China is currently planning many offshore wind farms in Jiangsu, Zhejiang, and Shandong. Offshore wind power will involve many high-tech technologies such as moisture-proof, corrosion-proof, and so on, so it is also beneficial to large-scale enterprises.
The third is the progress of wind power technology. The direct drive method without gearbox is a research hotspot of wind power technology in recent years. It is divided into two forms of excitation direct drive and permanent magnet direct drive. The company ENERCON, which uses the excitation direct drive gearless box system, has a market share of about 15% in the international market, and the unit performance is stable and the technology is mature. Permanent-magnet direct-drive method is a wind turbine technology developed in recent years. It has no gear box and reduces some mechanical failure points. It can solve the problem of magnetic stability of permanent magnets under long-term strong shock vibration and wide temperature variation conditions. , Then, permanent magnet direct drive technology will become the new direction of wind power in the future.
Concerned about the industry leader
Because of this, during the operation, it is recommended that investors actively pay attention to the industry leading varieties, especially the second-line echelon of the Xiangtan Power Group, which is expected to advance into the first-tier echelon, not only because the company is a relatively well-equipped enterprise of wind power leading companies, but also forever. The leader of magnetic direct drive is also a leading company in large-scale wind power and offshore wind power. Therefore, investors are advised to actively follow up. At the same time, Haide Control, Huarui Cast Steel, Taisheng Wind Energy, and Sinoma Technology and other stocks for wind power equipment can also be tracked.
Low-cost trend gives high growth capability
For the new energy industry, currently the most promising industrialization prospect is wind power generation. From the announcement of a recent winning bid by Xiangdian Electric, it can be speculated that the current cost per kilowatt of wind power generation is 40 million yuan, while the current cost of hydropower is The construction cost is about 8,000 to 10,000 yuan per kilowatt, the construction cost of thermal power is also about 40 million yuan, and the solar energy is as high as 20,000 yuan or even tens of millions. From this point of view, the industrialization prospect of wind power is currently the most optimistic.
Therefore, the installed capacity of wind power in the world has soared in recent years. According to the statistics of the Global Wind Energy Council, the cumulative annual growth rate of cumulative installed capacity of wind power in the world from 2004 to 2009 was 27.09%, and the compound annual growth rate of new installed capacity of wind power in the world was 35.48%. . The stage of large-scale growth of China's wind power industry dates back to 2006, when the newly added 1.33 million kilowatts exceeded the previous cumulative installed capacity. After 2007, it continued its unexpectedly high growth trend, with an average annual compound annual growth rate of more than 100% from 2007 to 2009. As of 2009, the total installed capacity exceeded 2,500 kilowatts, roughly equivalent to five times the “Eleventh Five-Year Planâ€.
Moreover, with the rapid decline in the cost of wind power and the gradual maturity of access to power grid technology, the growth rate of the installed capacity of wind power in the future will continue to increase. Especially in China, due to the fact that China's non-fossil energy accounts for about 15% of primary energy consumption by 2020, a considerable part of this will depend on the development of wind power. Therefore, the outlook for wind power development in the future is extremely optimistic, which will provide an excellent opportunity for high growth for leading companies in the industry.
New features give new investment opportunities in the industry
More importantly, there are three prominent features in the wind power industry, which are conducive to leading wind power companies to obtain more rapid growth.
First, large-scale wind power. And above 1.5MW wind turbine has become the global wind power market in the mainstream models, the 2009 market share of 86.9%. In 2009, Denmark’s average new stand-alone capacity reached 2.37MW, and the United Kingdom reached 2.25MW. Land mainstream models are developing towards 3MW, and mainstream models from the sea are developing from 3MW to 5MW. Small and medium-sized enterprises are limited to research strength, capital strength and other factors, and it is difficult to quickly develop to large-scale, so they will be eliminated in the competition, which means that the market share of new wind power in the future will further move closer to large-scale enterprises.
The second is offshore wind power. Offshore wind power will experience explosive growth, which has become an important development direction for wind power development. According to the statistics of the Global Wind Energy Council, by the end of 2009, 32 offshore wind farms have been built in Europe, with a total installed capacity of 2,056 MW. In 2009, there were 8 new production projects with a total capacity of 577 MW. Compared with 2008, the installed growth rate in 2009 was 56%. According to the forecast of the European Wind Energy Association, there will be 10 additional offshore wind farms in Europe in 2010 with an increase of 1,000 MW in installed capacity, which is an increase of 75% over 2009. By 2020, the European General Plan will have an installed capacity of more than 70,000 MW. The UK alone plans to install more than 7,000 offshore units. The market has great potential. And China is currently planning many offshore wind farms in Jiangsu, Zhejiang, and Shandong. Offshore wind power will involve many high-tech technologies such as moisture-proof, corrosion-proof, and so on, so it is also beneficial to large-scale enterprises.
The third is the progress of wind power technology. The direct drive method without gearbox is a research hotspot of wind power technology in recent years. It is divided into two forms of excitation direct drive and permanent magnet direct drive. The company ENERCON, which uses the excitation direct drive gearless box system, has a market share of about 15% in the international market, and the unit performance is stable and the technology is mature. Permanent-magnet direct-drive method is a wind turbine technology developed in recent years. It has no gear box and reduces some mechanical failure points. It can solve the problem of magnetic stability of permanent magnets under long-term strong shock vibration and wide temperature variation conditions. , Then, permanent magnet direct drive technology will become the new direction of wind power in the future.
Concerned about the industry leader
Because of this, during the operation, it is recommended that investors actively pay attention to the industry leading varieties, especially the second-line echelon of the Xiangtan Power Group, which is expected to advance into the first-tier echelon, not only because the company is a relatively well-equipped enterprise of wind power leading companies, but also forever. The leader of magnetic direct drive is also a leading company in large-scale wind power and offshore wind power. Therefore, investors are advised to actively follow up. At the same time, Haide Control, Huarui Cast Steel, Taisheng Wind Energy, and Sinoma Technology and other stocks for wind power equipment can also be tracked.
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