Wind power, another outbreak of the new energy revolution?
Release time:
2021-08-06
It can be said that for a long time in the past and in the future, we will invest around this map, from the energy production end to the energy consumption end, and then to the intermediate energy transmission and energy carrier. The difference is that at different points in time, the market is focused in different directions.
From the perspective of news, Andreas Nauen, executive officer of Siemens Gamesa, one of the world's top five wind turbine manufacturers, said in an interview with the media that he would suspend wind turbine sales in China and increase prices by 5% worldwide. Nauen said that, like many other western complete machine suppliers, Siemens Gamesa's competitiveness has not been as good as before after the rise of local complete machine manufacturers in China.
On the other hand, China is planning a large wind power photovoltaic base project, with an estimated total volume of 400GW. It is estimated that half of the scale will be completed in the 14th Five-Year Plan. This is another major plan for new energy countries after the whole county is promoted. It will push the construction of new energy projects in China to a new level. It is estimated that the annual new installed capacity in the 14th Five-Year Plan will be increased from 100GW to 130-150GW, up 30%-50%. Among them, wind power photovoltaic is expected to account for half, and a small number of solar thermal projects.
These two news is also a trigger for today's market.
Today, I saw the situation of wind power industry.
Industry space, the future world is definitely renewable energy, this is certainly true, and several types of renewable energy, hydropower resource endowment ceiling is obvious, nuclear power biological energy and so on these can not be measured, the only two can be large-scale, only photovoltaic and wind power.
The industry space for wind power is about 15% of the average compound annual growth rate of new installed capacity in 2022-2025.
15% is supposed to be a very high growth rate, but compared with photovoltaic, it is slightly lower. Photovoltaic is expected to grow at a compound annual rate of 25% in the next few years, which is conservative and above 20%.
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