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Mobile WebSite1. Wind power should be weaned
In order to promote the revolution in the energy field, promote energy transformation and development, and establish a clean, low-carbon, safe and efficient modern energy system, China has spared no effort to support the development of new energy.
Taking 2016 as an example, according to Bloomberg New Energy Finance estimates, China Renewable Energy Fund's annual payment requirement exceeds 100 billion yuan if it does not consider consumption, including the seventh batch of renewable energy subsidies.
At present, the scale of China's wind power industry is expanding. According to the statistics of the Renewable Energy Society, in 2017, the country's newly installed grid-connected wind power installed capacity was 15.3 million kilowatts, and the accumulated wind power installed capacity reached 188 million kilowatts, of which the grid-connected capacity reached 164 million kilowatts. 9.2% of all power generation installed capacity. Although the country has repeatedly lowered the level of scenery subsidies, the total amount of subsidies still continues to expand sharply following the installed scale.
After 30 years of development, China's wind power industry has grown up. Under the general trend of declining electricity prices, the price of the Internet has become a reality that the entire industry has to face.
The 531 New Deal poured a basin of cold water on all PV heads, showing the country's determination to subsidize the new energy industry, which also sounded the alarm for the wind power industry.
At the opening ceremony of CWP2018, Qin Haiyan, secretary general of the Wind Energy Professional Committee of the China Renewable Energy Society, said:
The unit price of wind power bidding this year is as low as 0.2 yuan to 0.3 yuan / kWh, which is more than half of the level of 0.8 yuan / kWh many years ago. Wind power now has the ability to compete with traditional energy sources such as thermal power. Therefore, the wind power industry should be weaned by weaning. An industry cannot survive on subsidies forever. A subsidized industry will never do much, and it will not go far.
2, the developer shakes confidence
According to data released by the National Energy Administration, wind power installed capacity was 7.53 million kilowatts in the first half of this year, an increase of 25.29% year-on-year, and the growth rate reached a three-year high. Benefiting from this, domestic developers have a gratifying performance in the first half of the year.
Operating data such as wind power generation announced by major domestic wind power developers showed that the growth rate of power generation in the first six months was significant, and wind power generation was particularly strong, with a year-on-year increase of 15-30%. Among them, Xiehe New Energy grew by more than 73%.
Electricity generation in the first half of 2018 (January-June)
The cost of wind power generation is relatively fixed. Most of the revenue generated by the increase in power generation will be converted into net profit, which will lead to higher performance growth. The industry estimates that the growth rate of power generation profits of developers in the first half of the year will exceed 20%.
However, the policy clarifies that after the implementation of the competitive mode of wind power projects in 2019, the future industry situation may face great changes.
Wind power developers are mostly Chinese prefix companies. If the bidding is implemented in January 2019, the profits will be greatly impaired.
For developers, if the photovoltaic power generation revenue is low, go to develop wind power; if the wind power revenue is not as expected, then develop other power. The investment return requirements of central enterprises determine their development direction and development scale.
Moreover, with the State Council's State-owned Assets Supervision and Administration Commission requesting the central enterprises to reduce their leverage, it is imperative for central enterprises and state-owned enterprises to further reduce their asset-liability ratio and reduce project investment in order to strictly control debt risks.
While bidding online will speed up the pace of affordable Internet access, the impact on industry companies is inevitable, developers are the first to bear the brunt, the macro environment changes superimposed on the rewriting of industry rules, some developers with lack of professional capabilities, facing the stormy In 2019, confidence began to shake.
