According to concerning a report, 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. Face raw material to go up go up go up, wind report is overall fall fall falling “ ice fire is double current situation of day ” trade, how does concerned company see? Have without relevant countermeasure? For this, we are special arrange blade, tower canister, overall appear on the market the concerned speech that enterprise delegate is investing interactive platform to go up, in order to offer reference: Ask: Whether does the raw material such as the epoxy resin below the introduction rise in price to be affected to the blade business profit of the company? In material science and technology: Price of wind report lamina follows the product model, height such as downstream client case relevant, the company basically is passed increase new product research and development, undertake product structure upgrades ceaselessly wait for means to promote wind report lamina the product all valence; Cost respect, colophony rises in price the influence can accuse, industrial epoxy resin purchases company lamina to fix a price for year, contract agreement has the mechanism that move price (include the numerous case such as oil price, dosage) , from the point of year, in blade cost colophony is occupied it is stability quite. Ask: Latter steel price rises more, right company (tower canister manufacturer) is product profit affected somewhat? Does the company have He Ying to good plan? The day arranges wind energy: 1. The company digests cost through a variety of means: (1) company dimensions advantage is clearer and clearer, reach strategic collaboration to reduce cost with upriver steel look forward to; (2) the company began to fall through interior last year this synergism is managing cost, obtained result; (3) outside dividing rolled steel price, flange, artificial, carry wait for cost to all have fall after a rise. On the whole, the impact is not big. 2. First raw material wave motion is a very normal phenomenon, regard industry of tower of a dedicated wind as preeminent company, sufficient experience answers raw material to fluctuate; Next wind tower is pattern of cost addition price, of raw material rise in price, the company also can adjust product price, company product already from January 7000 go up to be close to nearly more 10 thousand. The 3rd, the company holds good opportunity, use dominant position of product dimensions, cost, quality, raise city to occupy in great quantities in 3 north area rate, obtained first-rate result, the city that huge assured to future is in this area two years is occupied rate! The day can weigh labour: The company is participated in action bid, sign contract and purchase raw material, consign there is time-interval between goods, so rolled steel rises in price will affect company profit. The company took the management pattern with selling a system of fixed quotas for grain production, as far as possible Suo Dingyuan cost of material, the mechanism that move price increases between the contract of company attempt and partial owner at the same time, reduce the cost that acuteness wave motion brings steel price to increase a risk. In addition, company foundation market condition, cover through beginning period the business that keep a cost, stablize the risk with partial fluctuant price. Peaceful gets the better of wind energy: The company uses “ to fix a price in order to sell the product of the management mode of ” of a system of fixed quotas for grain production and ” of “ cost addition mode, below normal circumstance can risk of wave motion of marry again raw material. Nevertheless, raw material is purchased risk n also exists in the process period, raw material rises brought pressure is objective existence, the company is being adopted actively shorten purchase time, extend purchase channel, negotiate raw material to move the way such as price mechanism, endeavor to reduce the risk that raw material wave motion brings. Ask: Does raw material rise in price right overall have without the influence? Whether the ablution that must the industry experience price war in the near future? Whether can price war bring about company profit to be reduced greatly, do not make money even? The day arranges wind energy: Answer of this problem lead plane is righter. Electric industry is in wind to try hard to realize carbon to counteract all the time, lead plane is large changing is fall very well this course, but the promotion of lead plane power, do not mean cost to promote with scale. Change a word to tell, use high-power lead plane, unit cost yuan / kilowatt can drop necessarily. To the fan of 4MW, tower canister + every add the steel that lead plane uses 1000 yuan / ton, practical effect cost 2% the left and right sides just. Carry amounts to share: It is overall that the company basically manages mode general assembly, component specializations cooperation, namely the research and development with overall group of electric machinery of company responsible wind, design and general assembly, the technical standard that component of form a complete set provides by the company by the supplier has production, the company undertakes quality monitoring. Raw material rises to have certain effect to the component supplier of the company, lesser to the influence of the company. Golden wind science and technology: As the change of supply demand relations of the market after 2020, the price of of all kinds component returns to onshore 2021 aircrew gradually rational interval; The company already was by 2020 finished much the negotiation that 2021 year component purchases a contract, have not see price of short-term raw material is fluctuant at present the influence that purchases cost to this year. In addition, the quotation of average invite public bidding that at present product of fan main engine publishs market of invite public bidding is done not have so low (point to 2100 yuan / KW) , with the industry of opportunity form product average pay cycle is in 12-18 lunar left and right sides, give overall business falls certainly this space and time. The company takes an active part in trade action to collect, fan falls to work to also be begun in synchronism originally (danger of the upward trend of prices on the raw material cost that faces possibly in the light of component supplier, company and component supplier keep active in coordination, if research and development falls this, production cooperates with, financial support) , relevant business board piece nonexistent deficit situation. Intelligence of bright this world: The wind electric field that price fall of fan invite public bidding brings builds cost to drop to promoting wind cable industry competition ability significantly. Show according to data of bureau of the sources of energy, report of wind of 1-4 month home adds outfit machine 6.6GW newly this year, relatively the corresponding period rose last year 3.05GW; Wind report adds dimensions of invite public bidding newly to also have this year rise considerably. Begin in wind mechanism, the company already was passed this year purchase, make and the multiple angle such as the technology reduces product cost significantly.

Newsolar Conference
15-18 December

New York City