"Rush To Install" Wind Power Continues To Become The "Main Battlefield" In The Field Of Low And Medium Wind Speed

At least this year, China's wind power market is still booming.

"There are a lot of projects to rush to install before the end of this year, and the price of wind turbines is also rising." "This pace should be maintained in the second half of this year, but the installed capacity is likely to decline to a certain extent from next year," a wind power industry source told the 21st century economic report

China's onshore wind turbine market "rush loading tide" for a large number of wind power enterprises ushered in a surge in orders cycle. For a long time, Ge failed to enter China's wind turbine market for a decade.

Those projects that have not been approved by the National Wind Power Development Commission before the end of 2018 will no longer enjoy the subsidy before the end of 2018. After the introduction of the policy, in order to catch up with the window period of affordable Internet access, the whole industrial chain has entered the state of overtime.

According to the data of China Electric Power Enterprises Federation, in the first half of 2020, China's wind power industry completed an investment of 85.4 billion yuan, up 152.2% year-on-year. Explosive growth has given enterprises like GE more opportunities, and the business climate has improved significantly.

Among the newly installed wind power in China, the middle and low wind speed regions in the southeast of China have contributed a lot to the growth. "More than a decade ago, only about 20% of the total installed capacity was added annually in the central and southeast regions. In the past three to five years, this proportion has reached 60% to 70% Qin Haiyan, Secretary General of the wind energy special committee of China Renewable Energy Society, said.

However, after the parity policy, the economic benefits of low wind speed wind power projects will face the challenge of the market again.

Market acceleration of medium and low wind speed

"In 2019, Ge signed 1215mw orders in the Chinese market, which will be fully delivered by the end of this year." Zhao Lin, general manager of Ge renewable energy group's onshore wind power business in China, told reporters, "this year will be the largest installed capacity of GE's onshore wind power business in China so far."

According to the statistics of Peng Bo new energy finance and economics, on the list of wind turbine manufacturers in 2019, Goldwind technology ranks first with more than 8GW of new installed capacity; Guodian united power ranks eighth with 1.08gw of installed capacity; while GE's installed capacity is only 0.21gw, far behind domestic manufacturers, so it is not in the top ten of the list. But according to this year's installed capacity, Ge can achieve a leap into the top eight.

However, almost all of this increment comes from the increase of installed capacity with low and medium wind speed.

Zhao Lin introduced that 80% of the fans produced by GE Shenyang factory are supplied to China, and most of them are low and medium wind speed products of 2.5-132. It is reported that the product has just caught up with this round of "rush loading tide" since 2018 when it has the delivery conditions, so it has achieved rapid growth.

In addition to the Shenyang plant, the Puyang plant in Henan Province invested by GE was officially put into operation in August this year, with an annual capacity of 240 fans. In the initial stage, all the 2.5-132 wind turbines will be produced, all of which will face China's medium and low wind speed customers.

In the gradually expanding market of medium and low wind speed, the main players are still Chinese enterprises.

"Although the wind resources in the" Three North "areas are relatively good, their consumption is very limited and the bottleneck of transmission is obvious." Tian Qingjun, senior vice president of vision energy, told reporters, "through technological innovation in the southeast of central China, wind resources can be developed, so consumption is guaranteed."

He predicted to reporters that more than 500 counties in China are plain counties, and it is preliminarily estimated that more than 100 million kilowatts of plain projects can be developed after parity. In the next year or two, wind power will be affordable in almost all central and Southeast provinces.

According to the research of meteorological department, the exploitable amount of wind resources at 80 meters altitude in China is about 4.2 billion kilowatts, of which the low wind speed wind power in the middle and southeast is about 1 billion kilowatts. By the end of 2019, the cumulative grid connected capacity of wind power in more than 20 provinces in the central and southeastern China is 76.668 million kilowatts, and the development degree of low wind speed wind power is only about 8%, with huge resource reserves and development potential.

Qin Haiyan believes that with the development of technology, including the area occupied by wind turbines is becoming smaller and smaller, there is no ceiling for the wind resources in the middle and Southeast, and the development of low wind speed wind power can improve the resource self-sufficiency rate in the middle and southeast regions.

Can parity be achieved?

In fact, there are also internal differences in low and medium wind speed regions. In the early days, the mountain market in the southeast of China has been more developed. In recent years, the attention of the wind power industry has turned to plain wind farms such as Henan.

"It was originally thought that China's resources and energy are not matched. Energy, minerals and resources are all in the west, but the load center is in the East, so we can only rely on the way of transmitting electricity from the west to the East." Qin Haiyan told reporters, "in fact, there are sufficient resources in the east to support energy self-sufficiency rate, and it is clean energy."

In recent years, with the increase of wind speed, wind speed and wind turbine area, the area of wind turbine has increased, and the area of wind turbine has increased.

In terms of wind speed conditions, the wind speed in Henan plain area is lower than that in Sanbei area, and it does not have advantages compared with mountainous areas in the same low wind speed market; however, Henan Plain wind power also has a significant feature, that is, high wind shear.

This requires that the wind turbine should be higher and the blade should be bigger to capture more wind energy. "According to the characteristics of high shear in the plain area, the height of the tower has risen from 80 to 90 meters before to 120 to 140 meters." To increase the blade diameter of the fan, we can also increase the blade area

Tangyin wind farm, located in Anyang City, Henan Province, is a low wind speed wind field template cooperated by vision energy and Huaneng Group. With a total installed capacity of 151800 kW and a total investment of 1.23 billion yuan, the project was started in September 2017 and connected to the grid in December 2018. It is the first large-scale plain wind farm with high towers in China.

Tian Qingjun introduced that the wind farm was put into operation relatively early, and it was unable to realize the low-cost access to the Internet. Basically, it realized its economic value on the basis of the original state subsidies. However, vision energy launched the third generation of plain wind turbine this year, which can realize the low-cost access to the Internet in plain areas.

However, due to the complex terrain in the southeast, low wind power can be divided into plain wind power and mountain wind power. In addition, wind resource distribution is relatively scattered, which makes it impossible to carry out large-scale large-scale development as in the three north areas. The cost of low wind speed wind power in central and Southeast China is generally higher than 6500 yuan / kW, which is about 8% - 16% higher than the investment cost of Sanbei. In addition, there are many meteorological disasters in the central and southeastern China, which have a certain impact on wind power construction and later operation, and there are still challenges in realizing affordable wind power.