In the first quarter, the bidding of wind turbine equipment exceeded expectations, and the industry boom continued to improve
[Securities Times] it is reported that at the beginning of 2022, power generation groups such as national energy group, Huaneng, Datang and China Resources continued to make efforts, and equipment bidding was hot. According to incomplete statistics of public data, as of March 10, the number of bidding for offshore and onshore wind turbine equipment in China was about 14.5gw. It includes three offshore wind power projects, including the bidding of wind turbine and auxiliary equipment of zheneng Taizhou No. 1 offshore wind farm project, the bundling centralized procurement of Three Gorges group (offshore wind turbine and tower) (the first batch), and the wind turbine unit equipment procurement project of Shandong 500MW offshore wind power project invested by Guohua. Before the end of March, the bidding for wind turbines in the first quarter has gone straight to 15gw. Most of these projects require delivery in the same year, which is enough to support 1 / 3 of the new capacity in 2022.
Comments: since 2022, land wind / sea wind bidding has continued to exceed expectations, reflecting the continuous improvement of the industry prosperity. It is expected that in 2022, with the accelerated upgrading of large megawatts of wind power, the accelerated construction of large base projects and the overall price reduction of wind turbines, onshore wind power is expected to rebound rapidly, the yield is expected to be significantly repaired, and the overall installed capacity of the whole year is expected to reach more than 50gw; In 2022, offshore wind power will withdraw due to the subsidy policy or meet the pressure of phased adjustment. However, with the centralized bidding period of provincial offshore wind projects, it will lay the foundation and confidence for the recovery of installed capacity after 2023. At the same time, with the technological upgrading and substantial improvement of cost performance advantages of Chinese fan manufacturers, the fan export market is expected to accelerate growth in 2022.
Jinlei Technology Co.Ltd(300443) ( Jinlei Technology Co.Ltd(300443) ): the company is a global leader in wind turbine spindles. It has successfully developed the casting Market and has completed sample parts and partial batch delivery. It has reached cooperation intentions with leading manufacturers of wind turbines in Shanghai Electric Group Company Limited(601727) , Yunda and Xinjiang Goldwind Science And Technology Co.Ltd(002202) . With the gradual release of the company's casting capacity in the past 22 years, the company's product structure will be optimized and the certainty of income growth will be strong.
Haili wind power (301155): the company is mainly engaged in offshore wind power related equipment products, including wind power tower, pile foundation and jacket products. It has successively established close business cooperation with China Communications Construction Company Limited(601800) , national energy group, Xinjiang Goldwind Science And Technology Co.Ltd(002202) and other wind farm builders, operators and complete machine manufacturers.
