Wind power is starting to lose money or will enter an orderly era

According to reports, the China Electricity Council (hereinafter referred to as CEC) recently issued a report saying that in July of this year, the wind power business of the five major power generation groups suffered a loss of 140 million yuan, making it the first loss this year, and its profit was 820 million yuan lower than that in June. .

With the beginning of this year, three large-scale wind power off-grid accidents occurred in Jiuquan, Gansu, Guazhou, and Zhangjiakou, Hebei. The State Electricity Regulatory Commission issued the "Circular on Strengthening the Safety Supervision and Management of Wind Farms and Preventing Large-Scale Wind Turbine Off-grid Accidents", requiring that units that do not have low-voltage ride-through capability should formulate a practical and feasible low voltage ride through capability reform plan as soon as possible. .

According to this calculation, a wind farm with an installed capacity of 300,000 kilowatts is calculated as 3 megawatts per wind turbine and the number of fans is 100. If a wind turbine's low-voltage ride through costs 500,000 yuan, a wind farm The cost of renovation will reach 50 million yuan.

Xiao Han stated that the reason for the loss of the wind power business of the five major power generation groups in July was mainly due to the fact that the state stepped up its control measures on the wind power industry, which resulted in a significant increase in the credit cost of wind power companies. At the same time, the cost of transforming the low-voltage ride-through capability of the wind farms currently being implemented nationwide has become a straw for wind power companies to make losses. At present, the transformation of low-voltage ride-through capability of wind farms is being promoted in an all-round way, and most of the domestic wind farms do not have this capability, which also leads to a dramatic increase in the cost of transformation of wind power operators.

According to CEC statistics, from January to July of this year, the total financial expenses of the five major power generation groups totaled 52.8 billion yuan, an increase of 32.5% year-on-year, while the financial expenses in July increased by 42.9% year-on-year, an increase of 11%.

Although there is no specific breakdown of the financial costs of the wind power industry, Datang Renewables said that the cost of thermal power is mainly affected by coal. The cost of wind power is mainly calculated by the previous investment conversion and deduction of financial costs, due to the 2010 In the past six months, the deposit and loan interest rates have been raised four times in a row, which has a great impact on the cost of wind power.

KGI analyst Wang Zhilin pointed out that since May, the State Grid shut down all wind power generators approval procedures, and there is no timetable for when to restart. The country’s continued increase in the deposit reserve ratio has resulted in tight funding pressure for operators.

Although the profitability of wind power operators is experiencing ups and downs, several recent major events indicate that the era of “orderly development” of wind power industry is gradually approaching.

On August 3, the SERC issued a notice requiring the nation to carry out wind power safety inspections in order to conduct self-examination by enterprises and the supervision of the SERC. The inspection team was required to form an inspection report before September 10 and submit it to the SERC.

According to a wind power business source, the contents of this major safety inspection include not only the progress of the transformation of low-voltage ride-through capability of wind turbines installed in wind power plants, the connection of wind farms, but also the wind power capacity and wind power dissipated by wind farms. Reason analysis and so on.

At the same time, the news of the National Energy Administration’s recovery of local wind power project approval rights has basically settled. The first 26 million-kilowatt project development plan recently approved by the National Energy Administration has been issued to various places and is scheduled to be completed by 2012. In addition, other local approval projects will not be included in the unified grid-connected planning, and they will no longer enjoy additional subsidies for renewable energy prices.

In addition, on August 5, the National Energy Administration also held a meeting on the standardization of wind power in the energy industry, and reviewed and issued 18 important standards such as the “Technical Code for Design of Large Wind Farm Grid Connections”.