“Long drought and rainy weather” The wind power industry may gradually recover

This is the second time since this year that Huayi Electric has announced the signing of a major contract, it has won orders for wind power equipment for the second time this year. The reporter through inspection of A shares of several leading wind power equipment companies and found that this year's wind power companies have bid farewell to the past one or two years of orders "absurd", frequently disclosed a major contract announcement. The analysis pointed out that this means that after the adjustment of wind power industry in the past two years, the overcapacity situation has undergone a structural change, and the entire industry has gradually recovered.

The wind power industry entered a general downturn since 2012, and the performance of manufacturing companies in particular has fallen to the bottom. Data shows that wind power manufacturing companies, including leading companies, have continued their decline in net profit in the first half of this year, and some listed companies are still at a loss. Not only that, but in companies such as Goldwind and Sinovel, which are regularly issued by the company, there has been very little information in the past one or two years involving companies signing major contracts.

Since the beginning of this year, with the country’s increasing emphasis on the development of renewable energy, some industries have frequently warmed up. Following the announcement by the National Development and Reform Commission of a substantial increase in renewable energy price surcharges, it has recently been reported that the National Energy Administration will formulate the “Guiding Opinions on Promoting the Healthy Development of the Wind Power Industry”. A series of policy tone all indicate that the wind power industry may welcome Come to the next golden period of development.

The analysis pointed out that since the second half of last year, the National Energy Administration has successively approved more than 30 million kilowatts of wind power projects. Market analysts pointed out that these projects will gradually enter the large-scale bidding stage, which will greatly promote the new equipment manufacturers to usher in new ones. The peak of order growth.

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