In terms of shipments, Shuang Yi Science and Technology (300690. SZ) told Cailian that the industry's shipments in the fourth quarter were better than those in the third quarter, but due to the tight supply of key parts such as blades, the whole year was still less than expected. "At present, the company's domestic shipments are normal; Overseas, thanks to the reduction of shipping costs and the easing of capacity constraints, the company's shipments are smoother. "
165438+ 10 Monthly Wind Power Bidding "Quantity and Price Shuang Sheng"
According to the statistics of Cailian reporters, the bidding scale of wind power in June 5438+065438+ 10 reached 7.35GW, up 129% from the previous month, of which the bidding scale of sea breeze was 2.50GW, up 125% from the previous month.
According to industry statistics, in June 2022 (1-1), a total of 97.38GW wind power projects (including framework competition) were invited for bidding. "This year's wind power bidding has maintained a high prosperity, and I expect it to exceed 1 10GW for the whole year." Li Caiqiu, a veteran of CRRC Wind Power, told Cailian reporter.
According to the new statistics of Guodian, the bid-winning price rose to 1 1725 yuan /KW.1-kloc-0/month, and the average bid-winning price (excluding 400 yuan /KW of the tower) was 2007 yuan /KW, 1996 yuan/kw, respectively. KW, 1785 yuan/kw, 1823 yuan/kw, 1848 yuan/kw, 1749 yuan/kw, 1677 yuan/kw.
It can be seen that since the land breeze price dropped to the lowest point in May, the land breeze price remained stable in the range of 1700- 1900 yuan /KW from June to September, and the winning bid price in165438+1October increased by 2.85% month-on-month.
In this regard, Li Caiqiu said that the rebound in the average price of fans is on the one hand, and the most important thing is to achieve a rebound on the premise of increasing models. "Now the bidding is basically 6-7 MW models, and the cost pressure of the whole machine manufacturers is decreasing. The price of superimposed products has risen steadily, and the profit margin of subsequent machine manufacturers is more optimistic. "
According to CWEA statistics, in 20021year, the average stand-alone capacity of new land wind turbines in China was 3. 1MW. According to public information, the bidding proportion of landwind units with a single unit capacity of 5MW and above has gradually increased this year. By the end of 1 1, the bidding proportion of landwind units with a single capacity of 5MW or above is 64%, of which 165438.
The concentration of landwind has increased, and the number of sea breeze players has increased.
In recent years, Lufeng enterprises have been involved in price wars. In 2022, the concentration of winning the bid will be improved, and the industry competition pattern is expected to be optimized.
According to public information, the concentration of CR3 in domestic fan faucet kept decreasing from 20 19 to 202 1, and reached 47.4% at 202 1. According to the statistics of the bid winning scale of Landwind Technology in June 20221-1,Goldwind Technology (002202. SZ), Yuan Jing Energy and Yang Ming Intelligent (300739. SZ) ranks in the top three, namely 1 1970MW and 65438 respectively.
In terms of sea breeze, due to the rapid growth of the market and the increasing number of players, the price of sea breeze units continues to show a downward trend.
In this regard, Li Caiqiu said that the sea breeze market is an incremental market. This year's sea breeze bidding volume is much higher than last year. On June 5438+065438+ 10, offshore wind power bidding blossomed at many points. Hainan started the "enlarged bidding" this month, and launched the tender for the first offshore wind turbine. Hainan is expected to continue large-scale bidding in June 5438+February. "The profit of sea breeze is relatively high, and many companies want to come in and share a piece of it."
Up to 1 1 and 202 1, there have been 2 1 cheap sea breeze projects in China, in which the average price of tower crane bidding/pre-tender estimate is 4 140 yuan /KW, and the average price of tower crane bidding/pre-tender estimate is 3643 yuan /KW.
As for the company, Sany Heavy Industry (688349. SH) Offshore Wind Turbine Company is conducting trial production and testing, and it is progressing smoothly at present. It is expected that this model can be officially launched next year, and it can gradually participate in the bidding for offshore wind turbines. Sany Heavy Industry said that for sea breeze models, the company will carry out all-round research and development reserves, and will launch corresponding models according to market demand in the future. The cost of offshore comprehensive engineering is in the process of continuous decline, and it is expected that there will be some room for decline in the future. "The company's fundraising projects include the research and development of offshore products 6~ 10MW large MW wind turbine products, and strive to launch competitive offshore wind turbine products."
Dayun co., ltd (300772. SZ) said in a recent survey by institutional investors that the company attaches great importance to offshore wind power. Since the "Thirteenth Five-Year Plan" period, the company has laid out offshore wind power, carried out research on offshore wind power technology and put into production offshore products. In view of the offshore parity market since 2022, the company launched WD225-9000 anti-platform offshore unit on the 9MW platform in September 20021. At present, the unit has the capacity of batch delivery, and the 1 10 m offshore blade independently developed by the company has passed the static test recently. At present, the company has a small number of reserve orders for sea breeze projects, and the company will actively deploy coastal provinces in the future.