In order to standardize the management of wind farm transformation, upgrading and decommissioning and promote the high-quality development of wind power industry, the National Energy Administration organized relevant units to study and draft the management measures for wind farm transformation, upgrading and decommissioning and solicit opinions from the public. According to the opinion, wind farms that have been connected to the grid for more than 15 years are encouraged to carry out transformation, upgrading and decommissioning.
Anxin Securities pointed out that recently, the National Energy Administration issued the management measures for the transformation, upgrading and decommissioning of wind farms for comments, encouraging the transformation, upgrading and decommissioning of wind farms that have been connected to the grid for more than 15 years. The measures put forward that the projects with the operation period of the wind farm less than 20 years and the cumulative power generation does not exceed the subsidized power of the whole life cycle of the project before the transformation continue to enjoy the subsidy. The annual subsidized power is 5% of the subsidized power of the whole life cycle of the project before the transformation, and the subsidized power of the on grid electricity price of the project shall be implemented according to the original project electricity price policy, The remaining electricity shall be implemented according to the electricity price policy of the year when the project is re filed. Due to the superior wind resources in the location of early wind power projects, the old fans will continue to benefit from high-quality wind resources after the transformation of “replacing small with large”, which is expected to usher in the double growth of installed capacity and utilization hours, and the operation efficiency is expected to be greatly improved. At the same time, due to the early entry of old wind power enterprises into the industry, the proportion of wind power projects put into operation in the early stage is relatively large. After the transformation, the overall installed capacity of the company will be greatly improved, bringing greater performance flexibility. It is suggested to pay attention to China’s old wind power operators, such as Longyuan Power (H), Datang new energy (H), Cecep Wind-Power Corporation(601016) .
(Securities Times)
