RCCN WeChat QrCode
Mobile WebSiteThe adjustment of the industrial structure of the wind power industry on the eve of "parity" has revealed signs.
With the advent of "parity", the solidified market that has lasted for many years is expected to break, and the competitive landscape may be reshaped. "The old king will retreat and the new king will stand up" will stir up a new era.
OEMs accelerate differentiation
Relevant personages of wind power machine manufacturers confessed to reporters: "Last year it looked 'glamorous', with sadness behind it. Especially in the first half of last year, the low and medium bid prices and high upstream prices were a bit overwhelming. This year we still need to tighten The belt of the trousers' life. "
In the opinion of the industry, with the advent of the "parity" era, parity grid projects will gradually become the main driving force for the growth of wind power installations. "Parity" will force the price of the entire wind power plant to drop reasonably. At the same time, it will also force the wind power plant enterprises to improve their technical capabilities and overall solution capabilities.
Nian Fangqing, deputy secretary general of the China Agricultural Machinery Industry Association Wind Machinery Branch, told reporters that after parity, the wind power industry has put forward higher requirements for the reliable operation of the whole machine, and in the future most of the market share will flow to the top five or six companies. It is an inevitable trend to further increase industrial concentration.
At the same time, there will also be a trend of gathering in the field of wind power development
"Parity" or ingredient watershed
From the perspective of the development of the wind power industry in recent years, major policy introductions or the rise of new technologies have more or less affected the changes in the industrial pattern, but the industry expects that the impact of "parity" on the reshaping of the industrial pattern will be unprecedented .
"In the past, in the era of benchmark electricity prices, higher subsidized electricity prices did not require industry intensive cultivation, and in the era of parity, developers were more sensitive to power generation and electricity costs, which put forward higher requirements for the technical capabilities of the complete machine manufacturers. ' "Parity" or compositional watersheds, forcing out complete machine makers with poor technical capabilities. "A person in charge of a development company said.
Yu Wenge, Secretary General of the Wind Power Special Committee of China Electric Power Equipment Management Association, told reporters that the pressure of parity access will accelerate industry integration, and the survival of the fittest in the whole machine market is beyond doubt. It is worth noting that the main control system of the complete machine manufacturers will make new breakthroughs. At the same time, the situation of heavy market and light technology will also change. The future competition will be the competition of the overall strength and technological innovation capabilities of the complete machine enterprises.
