The wind power is sitting on the market and the future

A few days ago, the Beijing International Wind Energy Conference was held as scheduled. Compared with previous years, there were fewer wind power companies participating in the exhibition, and there were few huge advertisements. However, walking in various venues clearly felt that the enthusiasm of the audience was higher. The exhibitors’ demands became more and more clear and they had to prove themselves. Those who are still alive, have the energy to focus on new product promotion, and have the utmost to guide the market demand.

In this, there were the first time participating in reloading and debuting with great applause. There were also bustling and saddled horses in front of the bustling public buildings in the past. They were even more determined than ever before. They even had a comeback after the ups and downs. .

It's encouraging to see people at all kinds of conferences, and those who disappear are even more embarrassing.

What is even more interesting is that compared to previous years, the dialogue is full of "burdens" everywhere. Inadvertently, it is a hidden danger, especially at the wind power manufacturers forum. There is no shortage of old faces that have stood for many years, but more are fresh faces, collisions, or old-fashioned, or high-spirited. The helmsman who fought in the wind power market has more and more distinct personality; and during joking, the wind power market With swords and shadows and bloody winds, the scene was spread out in front of the eyes.

What else can be more respectful than the original ecology?

Wang Haibo, President of Goldwind Technology Co., Ltd.: Our Confusion over the Past Two Years

The production, manufacturing, and delivery processes of the wind power industry are very different from many traditional industries, especially the automotive industry. We are also challenging this issue and improving the company's operational efficiency. How can we make spare parts in such a market with changing demand? Quality is stable - this is the challenge we face in these two years.

The National Energy Administration has recently issued several policies. I think it is very good for the industry. The first one is about the quota system. After years of brewing, a discussion paper has finally come out. This is a "constitution" that guarantees the wind power industry as a national strategic energy source. The second is about wind turbine certification specifications, which is very helpful to the long-term development of the industry. In the past few years, there have been some vicious accidents in the wind power industry. The main question is whether the industry design specifications have been strictly followed during the design process and whether the certification has met the regulatory requirements. Without these certifications, customers, investors, and banks acting as creditors have no corresponding legal basis—this is also a landmark event.

Then there is the issue of warranty transfer. Whether it is for customers or businesses, this specification is a basis, and the industry is developing very well. As for the possibility that the National Development and Reform Commission may lower the price of wind power, I think this is the point: The introduction of any system aims to ensure the healthy development of the industry. Wind power is a new type of thing that the government encourages and puts on the strategic level for many times. The policies issued by any institution should not conflict with the strategy.

Vestas Asia Pacific China president Bo Fei: It is time to change

In China, we are still concerned about the installed capacity, and we hope to achieve the maximum installed capacity at the lowest cost. At the same time, we will further pay attention to the use of wind power to contribute to the sustainable development of China's energy. To achieve this, we must bring the latest technology to China, and we will also introduce some new products to the Chinese market.

There are different types of customers in China's wind power market, including traditional Guodian, provincial-level enterprises, and governments, as well as public partnerships and private investors. Their entry makes the wind power market more mature. The needs of each customer group are different, so we are also building a new, more flexible service portfolio to meet the needs of customers ranging from complete machines, risk sharing all the way to parts and other services.

Vestas products are mainly aimed at high speed and medium speed wind speed. We have very strong strength in this area. However, China's installed capacity is faster than any other country, especially at low wind speeds and ultra-low wind speeds. Therefore, our products must expand from high school wind speeds to low and ultra-low wind speeds. Our new strategy is the V110-2 MW and V100-2 MW models. In addition, we bring expertise in operation and maintenance and services to the market. This has actually formed a very complete industrial chain. From myself to our employees, including our CEO and board of directors, we all hope to bring the best of Vestas to the market. I do not want to evaluate my predecessor, but in this regard they did not do very well. Now we want to be able to change, and it is time to change.

Guo Jing United Power Technology Co., Ltd. General Manager Rui Jingchun: both within and outside the system

Since its establishment in 2007, United Power has gone through a 7-year history. Until 2011, our wind turbines were mainly supplied to Guodian Group. Since then, with the expansion of production capacity, the supply of wind turbines in our system has accounted for 60% this year and 40% outside the system. Industry peers may have always believed that the joint-powered wind turbines were used for their own homes, and the actual data is not like this. United Power has experienced a period of rapid development in recent years.

As a market-oriented enterprise, it is an inevitable choice for joint power both at home and abroad. At the initial stage of development, we have the support of Guodian Group, coupled with factors such as limited production capacity. Supply groups are a necessity. With the development of the company, this year, United Power may double its shipment volume on the basis of last year; the demand for the market has increased. This is not only the needs of Guodian itself, but also the needs of many wind power investors outside the system.

In the future, United Power will be both inside and outside the system. This is the need for the internal development of a market-oriented company. There is no other choice. The owners in the system are the same as those outside the system. For all of us are independent legal entities, we must provide products with superior performance, reliable quality, and thoughtful service that also meets the needs of the market.

Zhang Lei, general manager of Vision Energy Technology Co., Ltd.: We hope to subvert

Let's take a look at the solar industry. The cost of a watt solar panel was $100 in 1970, $6 in 2008, and $0.6 in 2013. If in another five years, the solar panel cost will drop by 90%, what will be the energy pattern? This is the typical Moore's Law. By 2020, solar energy costs are very likely to be much lower than the cost of wind power and coal. At the same time, everyone should not forget that energy storage batteries are also being developed. What happens in another 5 years or 10 years? At that time, with very low-cost solar panels, coupled with very low-cost energy storage batteries, every industrial and commercial enterprise will be self-sufficient. What will the country think at this time? Is it necessary to let you engage in wind power? Is it not necessary to do so at sea? This is the anxiety of the prospects.

We have been pondering whether or not we can get a Moore curve in the wind energy industry. Therefore, we are very different in this regard and we hope to subvert it. Just like in 2009, we first wanted to be able to achieve the 87-meter-long blades of 1.5 MW wind turbines. Why do we need to be a smart fan? Why do some local pitching at sea and make the blades like airplane blades? How can we provide a free software platform for this industry, from wind power operators, investors to asset managers, to supporting companies, can use this platform to continuously reduce costs - this is what we think about, with the spirit of the Internet To innovate wind power costs.

I am still confident about wind power, and this market is becoming more and more rational. Whether or not the fossil energy era will come to an end, the precondition for its end is certainly not that the fossil fuels are used up. Just like the end of the Stone Age, it was not that the stones were used up, but that there was an even more shocking technology, namely the bronze ware. When we pay attention to wind power technology, we must first see if new technologies are disrupting the industry. If practitioners dare not break through the conventional wisdom, how can we really realize technological innovation and pursue tirelessly?

Zhang Qiying, chief technology officer of Guangdong Mingyang Wind Power Industry Group Co., Ltd.: It will surely be successful

The current environment is like this: First, resources are becoming increasingly scarce; second, there are uncertainties in national policies. For example, the price of offshore wind power is said to be 0.85 yuan before, and later it is 0.75 yuan; in addition, we and the developers discuss the issue of quality assurance. Discussions did not reach an agreement and there was no consensus on the system and quality.

The financing parties and banks that we have also brought about uncertainty - whether their confidence is still there? Under such circumstances, how to maintain the sustainable development of wind energy in the era of low electricity prices. This requires firstly the position of renewable energy and wind energy in the future energy structure of the country. In addition, after all, wind energy is more expensive than conventional energy, and can support for a period of time, but it cannot be sustained all the time. Therefore, it must go to low cost, and the effective solution lies in innovation.

In the past 7 years, China Wind Energy has passed the European wind energy for 30 years and made a beautiful curve overtaking. Today, we have been at the forefront of the world. How can the wind turbine continue to develop? This needs to grasp the characteristics of the industry for in-depth, all-round innovation. After all, we are not the IT industry, but the manufacturing of complete machines in batch manufacturing. To achieve sustainable development in the long term, we must make wind turbines lighter and lower in cost. We started the SCD project in 2008. After six years of development, the investment is very large and the time is long. However, it is very gratifying that at present, it is very good either at sea or on land. Next, we will push the two-bladed model at sea and in the typhoon area. At the same time, we will also introduce solutions for low wind speeds and ultra-low wind speeds.

I think the main spirit is persistence and tenacity. I appreciate a word and stick with it, you will be successful.