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The new policy of supporting wind power will produce positive expectations and accelerate the recovery of the industry

Author:Golden Ocean CorporationViewers:225 Update time:2024-02-18

"The" Several Opinions on Promoting the Healthy Development of the Wind Power Industry "formulated by the National Energy Administration has been submitted to the State Council and is in a state of pending approval." Shi Lishan, Deputy Director of the New Energy and Renewable Energy Department of the National Energy Administration, revealed at the 2013 Beijing International Wind Energy Exhibition held on the 16th.

It is understood that this new policy is expected to be issued within the year, with support comparable to that of photovoltaics. It will involve various aspects such as technology, management, policies, and systems. Specific policies are already being formulated, including the management measures for renewable energy quotas. Strive to basically solve the problem of wind and electricity curtailment within 2 to 3 years.

This unexpected policy benefit has been released in the wind power market ahead of schedule. While concept stocks in the capital market have surged, the industry, which has experienced a two-year downturn, is also showing signs of recovery. The Economic Reference News reporter learned that wind power companies have seen a significant improvement in shipments recently, with some companies experiencing a surge in orders. It is expected that this trend will continue into the fourth quarter. However, it cannot be ignored that it will take time for the industry to truly hit the bottom and recover.

"The operating rules and management system of China's existing power system are not suitable for it, and the planning of various power sources lacks effective connection. The technology and management level of wind power grid connection need to be improved, and the whole society has not reached a consensus on the concept of wind power replacing coal-fired power." Wang Jun, Director of the New Energy and Renewable Energy Department of the National Energy Administration, pointed out at the meeting that it is the existence of these problems that make the current phenomenon of abandoning wind power and limiting power more serious, which restricts the sustainable development of wind power.

"To solve the problem of wind power curtailment and power rationing, the first step is to strengthen the research and operation supervision in areas with severe power rationing, and develop targeted solutions. At the same time, we will strive to introduce and implement a quota system for renewable energy electricity. We are working on this work, aiming to solve the problem of power rationing in two to three years." Wang Jun said. According to an industry insider, the "Management Measures for Renewable Energy Electricity Quotas" have been discussed and revised multiple times. The basic framework is to divide various provinces in the country into four categories, and each region sets different mandatory consumption ratios for renewable energy. However, there is still controversy over the specific proportions. And other cross regional power transmission, wind power heating, etc. have also been piloted, and specific policies will be introduced in the future.

"The wind power industry has been particularly affected by policies, and with the expectation of favorable policies, investor confidence has begun to recover in the second half of the year. Our orders have also increased significantly, and prices have slightly increased." At the exhibition, the sales representative of Huarui Wind Power in the domestic market said.

"We have proposed a development goal of 200 million kilowatts for 2020, and now it seems that there should be no major problems in achieving this goal," Shi Lishan estimated optimistically at the meeting. However, Tao Gang, Vice Chairman of Huarui Wind Power, said in an interview with reporters during the exhibition break that it is difficult to say that there is still a complete recovery. Although wind turbine prices have slightly rebounded, apart from material costs, labor costs, maintenance costs, etc., the vast majority of enterprises still do not make money. The current active shipping is mainly to digest inventory and balance income.

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