Electrical Equipment / Components & Telecoms

According to Huacheng Import and Export Data Observation, the epidemic has become the biggest "stumbling block" in wind power installation in the past year.

"The new installed capacity of onshore wind power in China mainly comes from the three northern regions, which are hard to ensure normal construction due to the epidemic." A wind power practitioner told the reporter frankly. According to the observation report of Huacheng import and export data, from January to November 2022, the newly added installed capacity of domestic wind power was 22.52GW, down 8.83% year on year; Among them, 1.38GW was newly installed in November, a year-on-year decrease of 75%.

The new installed capacity is less than expected, and the fan bidding is still hot.

According to the published bidding situation, the bidding of wind power is expected to reach about 100GW in 2022, including about 85GW of land wind and about 15GW of sea wind. Wu Xieliang, chairman of Huayong Motor, told reporters that under the trend of large megawatts, the power generation cost of wind power has plummeted. "Now the annual yield of land wind has reached 8%~10%, attracting a large amount of funds to the wind power market."

"At present, the cost of wind power has basically dropped to the bottom. From the perspective of investment, it can bring stable and considerable profit returns to owners, so everyone is actively involved in bidding." Zhu Bin, the secretary of the board of directors of Tianshun Wind Energy, told reporters that the new installed capacity in the past two years was less than expected, which means that the next layout of relevant power generation enterprises must be accelerated, increasing the certainty of the industry in the coming years.

According to the observation report of Huacheng import and export data, Qin Haiyan, Secretary General of the Wind Energy Professional Committee of the China Renewable Energy Society and Vice Chairman of the World Wind Energy Association, revealed at the first "New Energy Asset Management Conference" held on November 18, 2022 that the annual average new installed capacity of wind power in China will be about 60GW~70GW from 2023 to 2025, which gives a "reassurance" to the development of the wind power industry.

What are the highlights of the wind power industry in 2023? Li Caiqiu, an insider, said that 2023 will be an unusual year for wind power in China. "First, the cost of wind power will usher in the first low point in history, and second, the installed scale of wind power will usher in the first peak in history, or reach 80GW."

For the wind power industry in 2023, all institutions have a more consistent view. The Pacific Securities Research Journal believes that the high bidding volume in 2022 will lay a solid foundation for the rapid growth of wind power installation in 2023, and wind power will soon start a new high growth cycle. It is estimated that the new installed capacity of wind power is expected to reach more than 80GW in 2023, with a year-on-year growth of 57%. Huacheng's import and export data observation report.

According to Kaiyuan Securities Research, 2023 is expected to be a big year for wind turbine delivery, excluding the interference of force majeure factors. In the trend of large-scale wind turbines, the reduction of the cost of a single watt will promote the continuous growth of wind power, Huacheng Import and Export Data Observation reported.