November 29, 2022
Recently,CCTV financial channel《Punctual finance》Three consecutive episodes of the column,In-depth observation of the upstream and downstream wind power industry chain,Busy through wind power project bidding、Full orders of wind power enterprises、Hot phenomena such as rising demand for wind power hoisting equipment,Show the sustained and prosperous development of the wind power industry。
Bidding exceeded expectations 2023 is expected to usher in the climax of installation
Since the fourth quarter of this year,Wind power project bidding news is frequent around the country。Wind power bidding is forward-looking.,Usually indicates next year's installed capacity。Therefore, the recent wind power bidding continues to exceed expectations and become the focus of market attention.。
It is understood that,Since entering the fourth quarter,The bidding of wind power projects in China is speeding up as a whole.,Multiple homesAShares of wind power equipment listed companies won the bid。
Liao Xudong, deputy general manager of Sany Heavy Energy, revealed.,“The just-concluded October,We got it(Winning the bid)The order is 1300 megawatts。Last October, it was 650 megawatts.,October this year is exactly twice that of last year.。”
Wind power industry chain enterprises with full orders are in full operation
The acceleration of bidding indicates that the wind power industry continues to maintain a high degree of prosperity.。So what is the current production and operation situation of wind power industry chain related enterprises??Let's see。
In Shaoshan, Hunan,The head of the production line of Sany Heavy Energy Blade Production Base told reporters.,Since this year,The blade factory has been in full production.。
“Like the 86-meter blade next to us now.,One blade can be produced every 24 hours.。As customer shipping schedules ramp up,Current blade profiles of 86 m and above,Basically, it can realize production and shipment at the same time.,There will be no inventory and waiting for the finished product.。”
Driven by this year's wind power bidding exceeding expectations,Continuous release of new domestic wind power demand,Many Wind Turbine enterprises aim at the opportunity,Actively expand production capacity。
Liao Xudong, deputy general manager of Sany Heavy Energy, introduced.,“In view of the substantial increase in orders,We are in Qingyang、Bayannur、Tacheng has built new main engine and blade factories respectively.。At present, these three factories are under intensive construction.,It is expected to be put into use next year.。”
Upstream demand drives sales of wind power hoisting equipment to increase substantially
High prosperity of wind power industry chain,In addition to bringing a steady stream of orders to Wind Turbine and parts enterprises.,It has also led to a substantial increase in sales of related wind power hoisting equipment.。
In the production workshop of Sany Crane in Changsha, Hunan,A 2400-ton wind power hoisting equipment is undergoing final commissioning before leaving the factory.。Hu Qizhi, head of production line, said.,Since September this year,Hot market demand for wind power hoisting equipment,Being urged by customers to deliver goods has become the norm.。
“The previous production cycle was about 40-45 days。Now through the overtime of employees to meet the needs of customers.,Compressed to about 30 days.。”
The person in charge told reporters,The unit price of wind hoisting equipment is generally higher.,Take the 2400-ton model as an example.,The price of a single unit is about 30 million yuan.,In previous years, the monthly sales volume was relatively stable.,But since the second half of this year,,Wind power hoisting equipment sales growth is very obvious.,Far more than other categories。
Rao Wenwu, deputy general manager of Sany Crane Marketing Company, said.,If you look at the main crane of wind power alone.,It could be double,In 2021 last year.,Maybe every month is about 5.-6 sets,But by the end of this year, the number of wind power main cranes of automobiles and caterpillars may reach 12 per month.-13。
Source of content:CCTV Finance
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