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In November last year, Shenyang Energy Group, the United States Renewable Energy Group and the United States Xi'anluo Wind Energy Group jointly established a 600 MW wind farm in Texas, USA, with a contracted amount of 1.5 billion U.S. dollars. The 2.5 MW capacity wind turbine. It is understood that the successful signing of the project at that time caused shock from all sectors of the United States, because it is the largest project in the clean energy field between China and the United States, and the largest order for the export of China's wind turbines.
However, just six months later, the aforementioned project was submerged in the army of China's “fans going to seaâ€.
Recently, Changzheng Electric issued an announcement that its controlling subsidiary Guangxi Yinhe Avantis Wind Power Co., Ltd. and Avantis Co., Ltd. had signed a supply contract of 1.8 billion yuan, and the terminal sales market for the product was Vietnam; and earlier this year, Wind power equipment independently researched and developed by Sinoma Group has been sold to India...
“The development of the wind power industry is too fast. One example a year. In 2008 we talked about the localization rate. In 2009 we talked about overcapacity. This year’s 'going out' has become the main theme of the wind power industry.†said one industry insider.
"This is actually an inevitable trend for China's wind turbines going global and going to the world in the future." Jiang Qiang, Chief Energy Analyst of China Investment Advisors, told the "China Sankei Shimbun" reporter that after the financial crisis, all countries have strongly advocated the use of new energy sources. There is a broader market abroad. Moreover, the Chinese government also encourages and supports enterprises to go global. In the future, it will cultivate 3 to 5 wind power equipment manufacturers that are truly internationally competitive. The intense domestic price competition has also accelerated the expansion of enterprises abroad.
At the Dallas Wind Power Show held in late May, Wu Gang, chairman of China's No. 2 wind power company Goldwind Technologies, announced a high-profile announcement of the opening of the US Goldwind and stated that in the next 3 to 5 years, the company’s overseas business should take up the overall situation. One third of the business.
Immediately thereafter, Sinovel Wind Power Co., Ltd., which has the largest market share in the domestic market, announced that it will further expand strategic cooperation with U.S. Superconductors and develop large-scale megawatt-class wind turbines for onshore and offshore wind power markets, and plans to promote them in 2012. Global Market.
A report released by the Danish consulting company BTM previously stated that although Vestas Denmark and GE have still held the top two wind power suppliers in the world, Chinese companies are catching up.
Although domestic companies are eager to go to the sea, observers believe that it may be difficult to deepen in the short-term.
Yao Qiongfang, head of the development department of the EU-China Economic and Trade Organization, told the reporter of the "China Sankei Shimbun" that from a long-term perspective, China's new energy companies also need to tap domestic and international markets to digest production capacity. In addition, in the context of economic globalization, Chinese companies must take a broad view of global competition. However, the technical strength of many domestic companies is not enough to support them to go out on a large scale and penetrate overseas markets.
In fact, it is still difficult for Chinese wind turbine manufacturers to get rid of the lag behind in technology. Although wind turbine generators, gearboxes, blades and other parts have been made locally, leading companies such as Sinovel and Goldwind have also accumulated considerable strength, but the overall quality of China's wind turbines still has a certain distance from the international level.
The price advantage may be the only advantage for Chinese companies winning over a long period of time. Some analysts pointed out that the same fan, the Chinese product is 25% -30% cheaper than German products, as long as the quality of Chinese products, or have a certain competitive advantage.
However, the other side of the price "coin" is likely to be a disadvantage. When more and more "wind power" companies have gone to sea, how to avoid the spread of the "price war" staged in China to overseas markets and bring about damage to China's wind power as a whole is of concern to the industry. After all, such a situation is not uncommon in China's export manufacturing industry.
China's Wind Turbines "Explore the Sea" to Explore the Path to Internationalization
In the past few years, China’s wind power installations have maintained double growth, but with the expansion of the base, the growth rate of the domestic wind power market has also gradually slowed down, and some relatively surplus wind turbine production capacity is in urgent need of seeking solutions. In this context, "going out" has become a common choice for many companies.