On March 3, the wind power equipment sector once rose by 1.35%, and then fell sharply to close at 155323. The wind power equipment sector has rebounded since February 14 to 143676, the low point of the year, with a rebound range of more than 8%.
In terms of news, on March 2, the National Energy Administration said that a video conference on the analysis of renewable energy development and construction situation in February was recently held. The meeting pointed out that all localities should earnestly implement the relevant national arrangements for the construction of large-scale wind power photovoltaic bases focusing on deserts, Gobi and desert areas, actively promote the construction of base projects, increase project reserves, pay close attention to the implementation of industrial policy documents, and give full play to the role of monthly scheduling mechanism for the development and construction of renewable energy, Timely coordinate and solve the difficulties and problems encountered in the development and construction of wind power photovoltaic power generation, especially strengthen the construction of transmission projects and promote the high-quality leap forward development of renewable energy.
expansion without stop
In 2022, the expansion of wind power industry is in a hurry. On March 1, Yunnan Energy Investment Co.Ltd(002053) threw out the non-public offering plan, and planned to issue no more than 228 million non-public shares, which were subscribed by no more than 35 specific investors, including its controlling shareholder energy investment group and the third largest shareholder Yunnan Yuntianhua Co.Ltd(600096) including a total amount of no more than 1.866 billion yuan, for the three wind power projects.
Among them, 449 million yuan was invested in Qujing Tongquan wind farm project, 471 million yuan was invested in Huize Jinzhong wind farm phase I project, and the remaining 946 million yuan was used in Honghe Yongning wind farm project. The total investment of the three projects is 9.329 billion yuan.
Yunnan Energy Investment Co.Ltd(002053) said that in recent years, the company has highly focused on the main business of clean energy, with wind power development and operation as the core. Seven wind farms with a total installed capacity of 370mW have been built and operated in many areas with good wind resources in Yunnan Province After the implementation of the raised investment project, the company will add 1450mw of wind power installed capacity, and there is much room for further improvement in the future.
On March 1, Beijing Energy International announced on the Hong Kong stock exchange that Beijing United Rongbang, an indirect wholly-owned subsidiary of the company, and the seller Shanghai sneng investment entered into equity transfer agreements for the acquisition of each target company. Beijing United Rongbang conditionally agreed to purchase all the shares of Shuozhou wind power, Xiyang wind power and Youyu wind power and 49% of the shares of Xiyang new energy. The transfer price of Shuozhou wind power, Xiyang new energy, Xiyang wind power and Youyu wind power is about 511 million yuan, 432 million yuan, 180 million yuan and 328 million yuan respectively. The total cost of the acquisition is about 1.45 billion yuan.
According to the Ning Xia Yin Xing Energy Co.Ltd(000862) announcement on February 28, the company plans to acquire the assets and liabilities related to the Helanshan 200MW wind power project in Alxa Zuoqi by issuing shares and paying cash to the controlling shareholder Ningxia energy. The total appraisal value of the underlying assets of the transaction is 640 million yuan.
offshore wind power
Behind the frequent expansion is the broad development prospect of the wind power industry. On January 25, the National Energy Administration released the statistical data of the national power industry in 2021. In 2021, the newly installed capacity of China's wind power reached 47.57 million KW. By the end of December 2021, the installed capacity of wind power in China was about 3.28 million KW, with a year-on-year increase of 16.6% and an average utilization rate of 96.9%, an increase of 0.4 percentage points over the same period last year. China's wind power grid connected installed capacity has ranked first in the world for 12 consecutive years.
It is worth noting that, from the perspective of development, offshore wind power suddenly rose in 2021, with an additional installed capacity of 16.9 million kW in the whole year, 1.8 times the previous cumulative total scale. At present, the cumulative installed capacity has reached 26.38 million KW, ranking first in the world.
In addition, according to the prediction of the Global Wind Energy Association (GWEC), the new installed capacity of global offshore wind power is expected to exceed 70gw from 2021 to 2025, with a compound annual growth rate of about 31.5%. By 2025, it is expected that the proportion of the newly installed capacity of global offshore wind farms in the total newly installed capacity of global wind power will increase from 6.6% in 2020 to 21.3%.
With the rapid development of offshore wind power, the bid opening price of wind turbines fell below the lower limit. At the end of January, the bid evaluation results of zheneng Taizhou No.1 offshore wind farm project showed that the planned installed capacity of the project was 300000 kW, and the unit capacity of the project was required to be 7.0 mw-9.0 MW. A total of 7 complete machine manufacturers of Dongfang Electric Corporation Limited(600875) , prospective energy, Ming Yang Smart Energy Group Limited(601615) , Shanghai Electric Wind Power Group Co.Ltd(688660) , Harbin power wind energy, China haizhuang and Zhejiang Windey Co.Ltd(300772) participated in the bidding. Finally, Dongfang Electric Corporation Limited(600875) won the bid with a unit price of 3548 yuan / kW, setting a new record of the lowest in the history of the wind power industry.
The lower bid opening price is not unrelated to the decline in cost. The market expects 2022 to be the first year of parity of offshore wind power, but the specific time point is difficult to judge, and onshore wind power has fully entered the era of parity Internet access in 2021 Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) the relevant person of the board secretary office said in an interview with the reporter of the international finance news, "the development time of China's offshore wind power is relatively short, and the industrial chain is not perfect enough. In the follow-up, with the large-scale wind turbine and other means, the cost must go down."
outstanding performance
Benefiting from the improvement of the prosperity of the wind power industry, the leading wind power enterprises have handed over brilliant performance answers. On March 1, Ming Yang Smart Energy Group Limited(601615) disclosed the performance express. In 2021, the company achieved a revenue of 27.273 billion yuan, a year-on-year increase of 21.45%, and the net profit attributable to the parent company was 3.319 billion yuan, a year-on-year increase of 141.56% Ming Yang Smart Energy Group Limited(601615) said that the wind power industry as a whole maintained a certain growth trend in 2021. The increase of orders on hand and the increase of the delivery scale of offshore projects led to a certain increase in the company's revenue.
In addition, Haili wind power expects the net profit attributable to the parent company to be 1.046 billion yuan to 1.231 billion yuan in 2021, with a year-on-year increase of 70% to 100% Zhejiang Windey Co.Ltd(300772) it is expected to realize a net profit of 430 million to 550 million yuan in 2021, with a year-on-year increase of 148.55% to 217.91%.
Wind power started well in 2022. According to Western Securities Co.Ltd(002673) incomplete statistics, the bidding volume of wind turbines in China in January 2022 was 105600 kW, with a year-on-year increase of 266% and a month on month increase of 41%, of which the bidding volume of onshore wind turbines was 71600 kW, with a year-on-year increase of 148% and a month on month decrease of 4%, and the bidding volume of offshore wind turbines was 34000 kW.
Sealand Securities Co.Ltd(000750) indicates that, "A new round of offshore wind power bidding is about to start. The bidding volume will reach 30GW in the next two years. In 2022, offshore wind power will enter a new round of bidding cycle. We have sorted out nearly 40 projects with signs of starting, and it is expected that more than 15gw of offshore wind projects will start bidding. Among them, Guangdong, Shandong, Jiangsu and other provinces have become important areas for the new round of bidding projects. Considering the provincial planning By the end of the 14th five year plan, nearly 30GW projects will be added, so it is expected that there will be more than 30GW bidding in 20222023. "
Ping An Securities believes that at the current time point, the comprehensive parity of offshore wind power has come, and the parity process of China's offshore wind power has exceeded market expectations; Looking forward to the future, the core driving factor of technological progress will continue to play the effect of cost reduction, there is still a large space for the large-scale wind turbine, and the economy of offshore wind power will continue to improve. Under the condition that the economic problems can be solved, combined with the demands of energy transformation in coastal provinces and the huge exploitable space of offshore wind power, the accelerated development and large-scale development of offshore wind power in China can be expected.
