New coronal epidemic situation lasts, shanghai has begun policy sex go back to work, the to economy effect below visible epidemic situation is already special and apparent, show according to trade data, reached March first quarter April, because of the serious effect of Shanghai epidemic situation, wind report installed capacity appeared to drop apparently, restored to increase pressure one minute really to industry market. 1, the wind report below epidemic situation: The influence of industrial catenary cannot be ignored apparently, today's epidemic situation is mixed because of the evolution of virus upgrade, its diffuse speed cannot have undertaken be forecastinged well and truly, as policy of each district epidemic prevention strict with each passing day, each district can manage to the static state at any time, area canal accuses, at every turn 2 weeks accuse, once our industrial chain company just is touched,went up such abiogenesis incident, that was bothered, the epidemic situation of Shanghai is supplied to catenary of industry of our wind cable now had brought not little trouble, one of main raw material of wind report lamina---Main supplier is in blade glue sticky agent Shanghai, must say, produced not little effect this to the supply of blade, the supply of part of any wind report appears problem, the consign with overall to wind report metropolis produces tremendous effect. Face the epidemic situation situation that cannot forecast currently, wind phone company and company of wind report development should have done the precautionary measures that supplies chain, want to had made the strategic choice that supplies chain on one hand, the strategy that low supplies solely is in today is not beautiful plan, the epidemic prevention policy that pays close attention to each district closely and epidemic situation develop, the wind electricity that Feng Tian's JIT supplies mode to may fall in epidemic situation not quite suited, to already having the order production of order, supply catenary to must become fine stock ahead of schedule, appear otherwise consign is difficult, affect the production value of enterprise oneself not just, at the same time the likelihood is faced with what client consign adjourns to punish criterion. From the point of current epidemic situation development, 2022-2023 year epidemic situation development won't have too big change, we are OK from each district it is OK to face epidemic affection to break out see, be on guard so Yu Weiran, must have made the preparation that calls long-term and protracted battle, this receivable Zhang fund that financial cost generates relative to consign can the loss outweights the gain namely. Of course, because epidemic situation influence appears,supplying chain the negative news of temporary consign difficulty at the same time, we are glad also see, the fan low of the beginning of the year began to restore a gender to rebound 2022. 2, price reason picks up: See effect is in a few days ago at the beginning of industrial investment, china can collect of 3.11 million kilowatt collects invite public bidding to win the bid the person is common show, eventuate gives an accident, it is expected win the bid person, intelligence of Ji Mingyang of the sources of energy of science and technology of wind of Oriental and electric, gold, distant view shared this one large sheet. Win the bid person (yellow is tagged) it is before low 3, it is inevitable that low wins the bid. Of course our industry should have a consensus: It is inevitable that low wins the bid, high price wins the bid is individual only, lost the fair competition sense of invite public bidding otherwise! Actually, the fan price that the author adjusts this and type capacity and consign distance undertook preliminary and simple analysis, the result shows, fan price has begun get warm again after a cold spell apparently: Epicycle China can of the project overall all valence is 2336 yuan / Kw, 6 mark ton low all the flag before valence is division Er ooze paragraph, all valence 2036 yuan / Kw, gao Jun price is mark of unconscious distant laurel paragraph, all valence is as high as 2723 yuan / Kw. From type analysis, mark of unconscious distant laurel paragraph model is basic tall 4.5MW, basic it is type of 4MW left and right sides, so the price slightly tall, press 4MW design, tower canister price 500 yuan / Kw, bare chance replied 2200 yuan / the level of Kw. (recently, water and electricity 4 bureaus win the bid successfully wind-force of project of 300MW of electric field of Dan Fengfeng of county of Shi Zong of Yunnan music pacify generates electricity tower canister and accessory equipment purchase an item, project installed capacity is 300 million tile, for type of distant view EN-192-5.0 canister of tower of foundation of type of 4 paragraphs of anchorage bolt, project of the simple tube that cover a tower measures about 281 tons, price of current tower canister 8800 yuan / Ton, calculate come down tower canister price 494 yuan / Kw) the value of fan naked engine that calculates Yunnan by this all valence is in 1600-1700 yuan / Kw. From the point of consign distance, 4 win the bid of the enterprise win the bid item pay distance is basic near respective industrial base, besides bright this world the item pay of intelligent Liaoning is apart from a little a bit further outside, the item pay distance of the others won't exceed 500km. The canister that contain a tower all valence 2336 yuan / Kw, with project of alliance of stannum of embellish of China of the beginning of the year all valence 2157 yuan / Kw photograph is compared, pick up relatively apparent, but this price picks up also related to type, the price of type of above of 3 north 6MW is in as before 1600-1700 yuan / Kw left and right sides, pull the result of open sealed tenders of invite public bidding of project of embellish of China of be apt to to be able to discover from close A. Result of open sealed tenders of invite public bidding of project of cloth of examine of Wu Lan of day suitable wind energy again confirm: Leader price already go no further depreciates, small pick up:
Two mark paragraph all valence is controlled in 2150 yuan, press design of 6.7MW type capacity, press 400 yuan / the tower canister of Kw is calculated, the 1500-1600 before stand-alone price compares 2 months yuan small pick up, about 50 yuan / Kw. See the result that invite public bidding of big Tang Benlun wins the bid to already was announced discover again, low wins the bid is the mainstream as before. Overall analysis discovers, price of 5MW-6MW fan naked engine has picked up more than 1800 yuan / Kw, with the 1500-1600 before yuan / Kw had restore apparently. From above paragraphs analysis, the fan price of Yunnan is in 1600-1700 yuan / Kw, type is 5-6MW. Actual big the Tang Dynasty two projects among them megalosaurus bridge project has been this level, and because subproject of old road bridge is connect in clear, type is 4-5MW, transport costs and type ask relatively taller, bid the price wants project of bridge of prep above megalosaurus (pertinent information can discover from requirement of invite public bidding) . 3, get warm again after a cold spell of market of price reason drive: Coessential competition aggravate discovers industry of much look forward to not hard, fan price bids begin to tend reason, but we are sober also see, win the bid mainframe business is in the product is coessential those who change today, how to reduce product cost, industrial investment has begun to bring tremendous competition ability to mainframe business. Jin Feng is in Guangxi, yunnan, distant view is in Yunnan, cheat inside, ming Yang is cheated inside, henan, on one hand the active support of local government, tend on one hand policy of rational reasonable quoted price, company of this locality equipment bids the price has competition ability apparently, big the Tang Dynasty, Hua Run, medium energy-saving the result of open sealed tenders that waits for development company near future reflected this trend apparently. Here the situation falls, new round industrial investment begins apparent aggravate. These days, the investment of each district is involute also begin: Shandong: Group have assault east battalion developing zone at the same time start working builds company of phone of two maritime wind mainframe equipment base, sea outfit and Shanghai are electric, of course, this is at the outset Shanghai is electric the acceptance that can choose a partner to hill with sea outfit, also prove to end look forward to and state-owend enterprise are investing a respect from flank sincere letter respect has certain conviction. Before this, sea outfit has been signed invest lead plane base about, look the market of cable of 35GW maritime wind that everybody values Shandong, in Yantai breast hill, ming Yang has begun to invest construction. Distant view has been in marine be born, wind report is not one branch on prospective hill the East China Sea alone beautiful. Xinjiang wood base: East is electric start working ceremony is held in equipment base of Mu Lei, this Mu Lei had Jin Feng science and technology and east are electric two. Golden wind science and technology: On April 13, announcement of golden wind science and technology says, with Wen Zhou municipal government builds strategic partner to concern, signed agreements of a series of strategic collaboration framework and project investment agreement, involve total investment 18.8 billion yuan. Golden wind science and technology will be in area of assemble of industry of estuarine of lukewarm city Ou, sea of construction dark open sea is windward report the project such as base of 0 carbon headquarters, involve investment 16.2 billion yuan, cent period is built; In Wen Zhou hole head area builds tool of far-reaching sea sea to be made fully reach service industry group this project, involve investment 2.6 billion yuan. And around, ning Bo resembles mountain, sea outfit has invested equipment base, around Zhou Shan, distant view already start working builds lead plane base, south Wen Zhoucang, had taken the ground to plan investment. Connect Yu a county has 4 mainframe company, it is this locality turns a project, the equipment company that this locality turns is put in competition, also brought about a form of new course of study so: Appetite of local government capital attraction as equipment company involute competition is taller and taller, entire industry catenary, entire economy chain, catenary of whole modes of life and relation to their environment, investment dimensions, bail and this locality turn the uncertainty commitment of equipment order for goods, to the industry investment company brings enormous pressure. 4, investment wants discretion: It is very important that the government chooses to invest associate! Current property invests one bee and go up, government and equipment investment company also are undertaking rich weichis, the configuration intensity of order and resource and strength how, ability meets the enterprise invest truly, how much to invest, invest many, the government wants to acquire real investment, the deserves reliance business with right choice is very main. On current market, without the hundreds of commerces of 100 million specification undertakes communicating, oneself feel embarrassed go be being communicated with the government. Actually, government and enterprise both sides should have each other credit, and this accredit comes from the cooperative history at enterprise itself, what governmental policy makes is successional reach fair sex, my individual believes, flicker type investment has been here bad to made, make contribution for local economy sincerely only, invest what ability obtains a government to approbate sincerely with support. As local government, want to assure the benefit of investor already, make good industry program even at the same time, introduce blindly, coessential competition is introduced, this also is pair of investor is irresponsible, unscientific also to the development of local economy, partial enterprise once also had had the way that makes one gun trade a place in the past, mogging without the market of course also is reason in, but if inchoate program is good, I want to won't appear such problem.
