Action of project of cable of new onshore wind bids the fan value that does not contain tower canister, low already fell reach 2100 yuan / kilowatt, compare with photograph of the beginning of the year, onshore fan casts 1/3 of bid price pelter, meanwhile, the copper inside limits, rolled steel, epoxy resin, medium thick board price of main raw material takes report waiting for wind all the way tall, achieve the history new tall, report of our country wind is overall business is encountering “ both ends surrounds a ” . Project of cable of new onshore wind enrols “ bid the fan value that does not contain tower canister, low had achieved 2100 yuan / the level of kilowatt, overall business is unprofitable for certain. A personage inside wind cable industry is accepting ” when the reporter is interviewed, express. From this year first up to now, bid price goes low again and again in the fan of new open sealed tenders, 4000 yuan during grabbing the ” that install tide with “ of report of onshore 2020 wind / the price of kilowatt above nods photograph comparing high, already ” of “ cutting sb in two at the waist. This year is wind n price year, not only ” of fan “ price war is entered turn white-hot, and the price of raw material heavy goods such as steely, copper still is in shoot up, inside course of study anticipate generally, report of our country wind is overall business obverse side is being faced new round of “ shuffles ” . Exceed for space of market of race to control anticipate depreciate   is in first half of the year, suffer fan to supply catenary to demand exceeds supply influence, domestic fan quote goes tall again and again, break through 4000 yuan for a time / kilowatt. But grab the ” that install tide to ring down the curtain as “ , demand of project of wind report increment already exceeded now to fall, fan price goes low stage by stage subsequently. In a month in the past, energy group, China can many new energy resources such as the group develops business, release its in succession project of new wind cable centers invite public bidding to purchase a result, those who include tower tube is overall merchant quoted price is low already achieved 2700 yuan / kilowatt left and right sides, and the part that does not contain tower canister is overall merchant quoted price is already low reach 2200 yuan / the level of kilowatt. With the beginning of the year summary prep above 3000 yuan / the price photograph of kilowatt is compared, already appeared to drop considerably. One does not wish the personage inside the course of study of sign one's name tells a reporter, partial blame a gleam of is overall business takes the lead in for space of market of race to control depreciating, this also became the “ fuse ” of fan price war. When “ begins a lot of overall business also did not follow, but as depreciate posture grows in intensity in the industry, the main trend is overall business or else depreciates to do not have order. Doing not have order is not the problem that has profit, however can the problem of subsist. ”The personage inside afore-mentioned course of study expresses, “ of this round of fan depreciates wet ” has been exceeded anticipate inside course of study. Report of “ onshore wind is grabbed after been install, overall business competes to the industry price fall of aggravate, fan also is to have certain anticipation, but fall at present this one level has however some only then makings do not. ”Raw material price rises again times of price of   wind n already came, fall this pressure also exists continuously. But from the point of upper reaches, from the beginning of the year up to now, wait for the main raw material of the component as canister of fan, tower, the heavy goods price such as rolled steel, copper also rises again and again however. Integrated the data that research organization of much home market releases, since this year, the copper inside limits, rolled steel, epoxy resin, medium thick board price of main raw material takes report waiting for wind all the way tall, up to this year in May, the rolled steel price such as whorl steel relatively the beginning of the year rose price of 35% the left and right sides, epoxy resin relatively the beginning of the year is rising more than 50% , cupreous price relatively the beginning of the year rises extent exceeds 30% . Recently, cupreous futures price exceeded bourse of heavy goods of London and other places even 10000 dollars / ton, achieved the history new tall. Occupy the personage inside afore-mentioned course of study to divulge, at present raw material price rises considerably, wind already was mirrorred somewhat on price of the component inside electric industry, this also lets overall business “ both ends blocks ” up. “ considers the current situation that raw material rises in price this year, partial wind report developed business to had reduced project yield to anticipate, but from eye antecedent condition looks, the rate that owner yield lowers still alleviates hard heavy goods raw material rises in price brought pressure. ”In fact, the anticipation that rises in price to raw material inside course of study still did not end. Before this, arrange of international the sources of energy (IEA) ever released a report to say, main economy system advances transition of the sources of energy quickly, bring about the important metallic raw material such as the copper inside limits, lithium to demand exceeds supply. Additional, the Chile that copper mine basically produces one of countries produces experience to interrupt, the analysis thinks, copper of prospective a few months is supplied predict farther hasten is close, even financial orgnaization is forecasted say, future is counted in year because of each country but second birth the sources of energy generates electricity the increase sharply of demand, price of heavy goods copper even hopeful pounds 20 thousand dollar / ton exalted. New round of “ shuffles reporter of ” shortly   consults new number arrives as we have learned, quarterly wind report adds outfit machine gross newly to be 6.77 million kilowatt this year, with the history that the fourth quarter achieved last year high point —— increases outfit chance newly photograph of 56.25 million kilowatt is compared, appeared to drop considerably. The analysis inside course of study thinks, at present report of our country wind adds outfit machine newly fast already grabbed outfit ” to return to normal interval from “ , overall price wave motion develops for a long time to the industry greatly too very adverse. China blessing negotiable securities is in its are new freshness trade grinds newspaper middle finger goes out, the facility cost such as wind report lead plane still is current the main body of cost of wind cable project, upriver raw material rises in price pair of wind report board piece the impact is bigger, the market is right integral wind report board piece of gain durative already supported certain distrustful attitude. The personage inside afore-mentioned course of study expresses, although “ is overall business faces enormous pressure, but this one situation also is not an enterprise can change. To answer current market, the share is overall the enterprise has begun change cost to control strategy, also the enterprise turns to other business in order to balance capital. But if price war still lasts, wind report is overall the manufacturer is faced with probably new round of ‘ shuffles ’” .

2024
Newsolar Conference
15-18 December

New York City