China's wind power industry has come out of the tr

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China's wind power industry has come out of the trough from quantitative change to qualitative change

China's wind power industry has come out of the trough from quantitative change to qualitative change

China's construction machinery information

has come out of the trough, and China's wind power industry has maintained a strong growth momentum in 2015

in this year, the combined installed capacity of wind power exceeded 100 million KW, ranking the first in the world, and there is no doubt that the new installed capacity exceeded 20 million KW. In order to fill the gap of renewable energy development fund, the additional collection standard of renewable energy has also been adjusted above. Also in this year, the benchmark price of wind power was clearly lowered, while the gradually improved phenomenon of abandoning wind and limiting power rebounded significantly, shrouding the development of wind power in 2015

regardless of achievements or problems, behind the figures are not only the transformation of China's wind power industry from "quantity" to "quality", but also the repeated adhesion that has restricted the development of the industry for a long time. Undoubtedly, the development of the detailed counting industry in this year can not jump out of the following keywords

key words 1: 100 million KW

in 2015, the combined installed capacity of wind power in China exceeded 100 million KW, ranking first in the world

in just a decade, the cumulative installed capacity of wind power in China jumped to 25.9% from 2.0% in 2005. According to the national wind power and operation in the first quarter released by the national energy administration, the new wind power capacity in the first quarter of 2015 was 4.7 million KW, and the cumulative wind power capacity was 101.07 million KW by the end of March, marking the completion of the planning goal of "100 million KW" of wind power in the 12th Five year plan ahead of schedule

in recent ten years, China's wind power industry has entered a leap forward development. In 2009, the installed capacity of combined wind power exceeded 10 million KW; In 2012, it exceeded 50 million kilowatts in one fell swoop, replacing the United States as the world's largest wind power installed country

in the past ten years, China has cultivated the world's largest wind power market. Driven by this huge market, the wind power equipment manufacturing industry has mastered the wind turbine design and manufacturing technology as a whole from the initial introduction of technology, digestion and absorption and localization, and has a certain ability of independent research and innovation

although the installed capacity of wind power continues to increase, most complete machine enterprises have low profits, some are still on the edge of loss and profit and loss, and their risk tolerance is very poor. In addition, unreasonable excessive competition, the rebound of "abandoning wind and limiting power", the slow development of distributed wind power, the lack of effective public test platform that can serve the whole industry, and the lag of renewable energy subsidies have also plagued the development of the industry. During this period, China's wind power once fell to the bottom, and the whole industry fell into a cold winter. Today, China's wind power, standing on a new starting line, is making great strides from focusing on speed and scale to focusing on quality and efficiency. We are full of confidence in the future of China's wind power industry

keyword 2: rebound in wind power curtailment

the obvious rebound in wind power curtailment shrouded the wind power in 2015 in a heavy haze

since the first half of 2015, there has been a significant rebound in wind abandonment and power rationing across the country, and it has intensified in some regions in the second half of 2015

according to insiders, in the first half of last year, 17.5 billion kwh of wind power was discarded nationwide, an increase of 10.1 billion kwh over the previous year; The average wind abandonment rate was 15.2%, an increase of 6.8 percentage points. Local areas are more serious. The proportion of power restriction in six major wind power provinces such as Jilin, Gansu, Xinjiang, Heilongjiang, Inner Mongolia and Liaoning exceeds or approaches 20%, of which Jilin is as high as 43%

in the second half of 2015, power rationing in Gansu, Xinjiang and other provinces further intensified. The proportion of power rationing in Gansu was more than 50% every month from July to October, with an unprecedented severity. In 2015, the amount of wind power abandoned in China exceeded 40 billion kwh, with an average wind abandonment rate of more than 15%, all reaching a record high

China's wind curtailment peaked in 2012, when the wind curtailment power reached 20.8 billion kwh, with a wind curtailment rate of about 17%; It began to improve in 2013, with the abandonment rate falling to 11% and 8.5% in the first half of 2014

in fact, large-scale wind power consumption can be called a worldwide problem, but the problem of wind power consumption in China is more prominent, reflecting many problems between the wind power industry itself and other power sources, and between wind power and electricity. The problem of wind abandonment is difficult to solve, which also exposes various contradictions in China's energy planning, construction and operation

China has made many explorations in recent years from establishing the wind power prediction mechanism of wind farms to encouraging the nearby consumption of various ways, and then to strengthening the development of decentralized wind power, but the problem of abandoning wind power and limiting power has not been fundamentally solved. Under the background that the power market has entered the "double low" channel of low growth and low utilization hours, due to the problems of system and mechanism, this phenomenon is also difficult to eliminate in the short term

as the first choice to promote the revolution of energy production and consumption and solve the problem of environmental pollution, there is still a large incremental space for the development of wind power in China during the 13th five year plan and in the future. In the context of the new round of power reform, it is worth looking forward to how to establish a clean energy priority power generation system such as wind power and a market mechanism to promote the consumption of renewable energy

keyword 3: wind power price reduction

until the end of the year, the price adjustment finally issued a document. On December 22, 2015, the national development and Reform Commission officially announced that the benchmark price of wind power was lowered

the last price adjustment was at the end of 2014. The electricity price on the wind power benchmark in class I, class II and class III wind energy resource areas was reduced by 2 cents per kWh, and the price in class IV resource areas remained unchanged

the latest round of price adjustment plan is scheduled to reduce the prices of various resource areas of onshore wind power in 2016 and 2018. According to the previous strategic action plan for energy development (2014-2020), the electricity price of wind power will be equivalent to that of coal power in 2020

in addition to the sharp decline in the cost of wind turbines, the significance of this price adjustment policy is obvious: reasonably guide wind power investment and enhance the competitiveness of wind power industry

according to the calculation of China Wind Energy Association, the internal rate of return of the enterprise will drop by about 1 percentage point for every penny of reduction in the price of wind power. This means that the ability of the first three types of wind energy resource area projects with large price reduction to attract investment will be reduced. In contrast, the investment value of four types of wind energy resource areas with good wind resources, low wind abandonment rate and large project stock in Shanxi, Anhui, Jiangsu and Fujian will be highlighted

therefore, after the benchmark price is lowered, a considerable number of wind power projects will no longer have development value, and the development focus of wind power projects will gradually focus on load centers such as South China and East China, which can not only ensure investors to obtain reasonable income, but also effectively guide the investment of wind power industry and the rational layout of projects, and improve the efficiency of additional fund subsidy of national renewable energy price

according to the price adjustment document, if the onshore wind power project approved before 2016 has not started construction before the end of 2017, the benchmark price in 2016 shall be implemented. This means that the project approved before the introduction of the policy still has a one-year construction period, which is relatively abundant for wind power construction. Therefore, although the "rush to load" triggered by the last price adjustment will still arrive as scheduled, it will not be "Crazy"

keyword 4: price surcharge increase

after two years, on the last day of 2015, the national development and Reform Commission raised the renewable energy surcharge collection standard again to fill the gap of renewable energy development fund

in the notice on reducing the electricity price of coal-fired power generation and general industrial and commercial electricity price issued on the same day, it is decided to increase the additional charging standard of renewable energy electricity price charged for electricity other than residents' life and agricultural production to 1.9 cents per kWh, an increase from the previous standard of 1.5 cents per kWh

the growth rate is far lower than the industry expectation of 2.5 ~ 3 cents per kilowatt hour. It is estimated that the special fund for renewable energy can be levied an additional 19 billion yuan - only enough to subsidize part of the arrears before. In 2015, the subsidy gap of renewable energy was nearly 30 billion yuan, an increase compared with previous years

for a long time, the subsidy arrears in the new energy industry, including wind power, have been serious. It is reported that the total arrears of national renewable energy subsidies are more than 70 billion yuan, and usually the arrears period is as long as 2-3 years. Therefore, some people believe that the timely issuance of subsidy funds is more urgent and important than raising the additional collection standard of renewable energy electricity price. It is also reported that the Ministry of finance is distributing the overdue subsidy funds in batches, but the specific operation schedule is not clear

it can be predicted that the state's support for the wind power and photovoltaic industry in the future will not be as strong as it was at the beginning, regardless of the power price or financial subsidies. After all, the purpose of support is to get rid of support eventually

keyword 5: Sany Heavy Industry reconciled with Obama

in 2015, the case of Sany Heavy Industry v. Obama caused by the acquisition of wind power projects near the U.S. naval base finally had the final result

on November 4, 2015 local time in the United States, Sany Heavy Industry Co., Ltd. held a joint venture in Ralls Corp Announced that it has officially reached a comprehensive settlement with the U.S. government on the legal dispute over the acquisition of four wind power projects in Oregon. Rawls accordingly withdrew the lawsuit against President Obama and the U.S. Commission on foreign investment (CFIUS), and the U.S. government also withdrew the lawsuit against Rawls to enforce the presidential decree accordingly

the dispute began in April 2012. At that time, Rawls acquired buttercreek wind power project located near the naval military base in Oregon from ternaus, a Greek power company, and obtained all approvals and permits for the construction of the project. The heavy industry invested US $13 million successively

but only two months later - in June 2012, CFIUS asked Sany Heavy Industries to hold a hearing on the wind power project, and then was asked to stop work immediately and prohibit any transfer on the grounds of "suspected threat to national security". Since then, Sany Heavy Industry and the U.S. government began to fight for legitimate rights and interests

in fact, the case not only cleared the obstacles for the development of Sany Heavy Industry in the United States, but also provided a very standard case of industrialized production for Chinese enterprises and even global enterprises to invest and obtain legitimate rights and interests in the United States. The internationalization of Chinese enterprises should use international thinking and international methods to deal with various problems faced in the process. Especially in the United States, Chinese enterprises should boldly take up the weapon of law and safeguard their own rights and interests

in fact, in addition to Sany Heavy Industry, Huawei, ZTE and other enterprises have encountered difficulties in the process of overseas acquisitions. In recent years, the United States has the highest number of reviews of Chinese acquisitions in the United States, and this settlement case undoubtedly puts forward requirements for the improvement of the U.S. investment review system

keyword 6: offshore wind power "small step run"

although it has been four years since the Donghai Bridge opened the prelude to the development of China's offshore wind power, under the noise of the public, the development of this industry is not so satisfactory. Sea power, risk, standard, electricity price, etc., all kinds of growth troubles go hand in hand

according to the plan, at present, China will build 5 million KW offshore wind power, but in fact, only about 1/10 of it has been completed

wearing the halo of "no occupation of land resources, richer wind energy resources, larger installed capacity and no power restriction problem", offshore wind power, which is still in the exploratory stage, is becoming more and more popular in recent years, and the construction heat is also rising. But the huge project risk has made it stumble all the time. And the most classic

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