With the continuous implementation of policies, wind power-related concept stocks in the A-share market have also risen. The data shows that from August 15 to August 17, the wind power concept index rose from 902.39 points to 956.25438+0 points, up 5.96% in three trading days. Among them, on August 17, the wind power concept index rose by 1.24%. In terms of individual stocks, on August 17, four wind power concept stocks such as Baota Industry and Chuanrun Co., Ltd. 14 were daily limit.
Decentralized wind power generation welcomes opportunities.
Land centralized wind power, offshore wind power and decentralized wind power are called "Troika" to promote the large-scale development of domestic wind power. However, compared with onshore centralized wind power and offshore wind power, the development of decentralized wind power is obviously lagging behind.
According to Wang Dapeng, by the end of 20021,the installed capacity of onshore wind power in China had exceeded 300 million kilowatts, and offshore wind power ranked first in the world, but the development of decentralized wind power in China was still relatively slow. According to industry statistics, by the end of 20021,the installed capacity of decentralized wind power was only about100000 kilowatts, which accounted for a relatively low proportion in the installed capacity of wind power. Especially in the first half of this year, the newly added installed capacity in the "Three North" areas dominated by centralized wind power accounted for 84% of the country, and the development of decentralized wind power has a long way to go.
"Large-scale promotion of decentralized wind power projects needs to consider the cost issue. Due to the small scale and high cost of a single project, reducing costs is very important for the rapid development of decentralized wind power. " Lin, dean of China Energy Policy Research Institute of Xiamen University, told the Securities Daily reporter that at the same time, we need to pay attention to local land policies. Different from distributed photovoltaic, distributed wind power occupies a large area, and the large-scale development of distributed wind power needs the coordination of local governments in land policy and other aspects.
Complex approval procedures also limit the development of decentralized wind power generation. A person in the wind power industry told the Securities Daily reporter, "China's approval system for wind power projects, for large-scale projects, such as 1GW projects, is to run through the process to get approval. However, for decentralized projects, due to the small capacity of a single project, only a few tens of megawatts or even dozens of megawatts of wind power projects can be obtained in one approval link, which is an important reason for the low enthusiasm of enterprises for decentralized wind power in the past. "
However, decentralized wind power projects also have obvious advantages. "Decentralized wind power is consumed locally and close to the power market, which can reduce or save transmission costs." Lin said to.
"The biggest advantage of decentralized wind power projects is that the installed capacity is flexible and the power output is easy to absorb." Qi Hai _, president of Beijing Teyi Sunshine New Energy, told the Securities Daily that with the promotion of the "double carbon" goal, the installed cost of small and medium-sized wind power is reduced and the power generation efficiency is improved, small and medium-sized decentralized wind power generation also has higher economic benefits.
Lin said that in the future new energy system, wind power and photovoltaics will account for 65% to 70%, while at present, wind power and photovoltaics account for less than 5% of the energy structure, and there is still a lot of room for development of wind power. Centralized wind power and decentralized wind power have their own advantages and are indispensable, and decentralized wind power has great potential in the future.
Plus the layout of industrial chain companies
Zhu Hualei, senior investment consultant of Jufeng Investment, told the Securities Daily that the main purpose of the national "Thousand Villages and Towns Risk Control Action" is to adjust the energy structure, promote the development of renewable energy and reduce carbon emissions.
"With the introduction of relevant policies, the distributed wind power industry is expected to usher in a period of development opportunities." The above-mentioned people in the wind power industry said that in May this year, the "Implementation Plan on Promoting the High-quality Development of New Energy in the New Era" issued by the relevant state departments proposed to promote the adjustment of wind power projects from the approval system to the filing system. After the adjustment, the approval process of decentralized wind power projects will be simplified, which will attract more enterprises to participate in the development of decentralized wind power projects.
The development of distributed wind power will bring development opportunities to wind power main engine plants. According to the estimation of Guosen Securities, the "Thousand Villages and Thousand Villages Risk Control Plan" and the old unit renovation policy are expected to promote the annual demand of wind turbines nationwide from 50GW-60GW to 70GW during the Tenth Five-Year Plan period, and the growth rate is expected to increase from the original 10% to 25% in 2023-2025.
It is understood that many listed companies have laid out wind power in the wind power industry chain. A related person from the securities department of Dayun Co., Ltd. said, "The company's existing products are used in decentralized wind power projects, and the company is optimistic about the future development prospects in this field and will actively participate."
According to the latest data of "China Wind Power Industry Map 202 1" recently released by the Wind Energy Committee of China Renewable Energy Society, by the end of 20021,13 complete machine manufacturing enterprises had newly installed distributed wind power, and most of them were listed companies. Among them, Goldwind Technology newly installed 2.672 million kilowatts, accounting for 33.3%, ranking first; Dayun added installed capacity of 1, 5 1, 000 kilowatts, accounting for 18.8%, followed closely. In addition, Yang Ming Intelligent, Sany Heavy Industry, CRRC Wind Power (CRRC) and other companies are also in the forefront.
Zhu Hualei said that with the rapid growth of newly installed capacity of wind power, the upstream component enterprises in the wind power industry are facing development opportunities, and listed companies such as Dongfang Cable, Xinqianglian, Daikin Heavy Industry, Tianshun Wind Energy and Jin Lei will also benefit.
Wind power industry chain companies are also overweight. On August 17, Longhua New Materials announced that it planned to invest about 600 million yuan to build 80,000 tons/year end aminopolyether project. The company said that with the gradual improvement of the wind power industry, the market demand for amino-terminated polyether has a good development prospect.
"Compared with centralized wind power, the specifications of decentralized wind turbines are relatively small, and the corresponding parts specifications will be smaller, and other differences are not big." The director-general of a wind power core component company told the Securities Daily reporter that the company's products have been applied to decentralized wind power projects such as tea gardens in Guizhou.
If you want to know more real-time financial news, please follow us.