Guangdong wind generators Jinghai town has spread along the coastline of Guangdong, the title of the new pieces of illness into the energy industry. However, recently the State Department a paper, “excess capacity” policy guidelines, the original set of thousands of pet in one of polysilicon, wind power equipment and other new energy industries are being implicated. Immediately afterwards, the National Development and Reform Commission, Ministry of Commerce, Ministry of Finance jointly issued a circular regulating excess capacity.

“Guangdong’s wind power projects and will not be restrained or compressed. Because in comparison to total demand, wind power in Guangdong there is a lot of space.” Guangdong Provincial Academy of Social Sciences Institute of Industrial Economics, deputy director Li You-hwan said.

Photovoltaic industry, the regulation of upstream raw material polysilicon, Guangdong is more profitable, through the central policy control, the price will return to a reasonable position, the whole industry is beneficial. Guangdong 10 projects under planning in order to wind-based renewable energy project investments reached 10 billion yuan.

Inhibition of excess production capacity of revolution?

Guangdong Huilai Jinghai town, for generations a living fishing fishermen found the last 10 years, standing at the seaside “Asia’s first lighthouse,” next to the “windmill” more and more. These “windmills” are mostly imported from Germany, wind generators. Especially in the last two years, originally based on agriculture transformed the benefits to county, county to build energy, relying on wind power and thermal power is.

However, the new wind  energy sources will encounter old problems. August 26 The State Council, inhibit polysilicon, wind power equipment industry, excess capacity, but also specifically made for polysilicon and other emerging industries “to establish and improve access to the standard measures.”

August 31, the National Development and Reform Commission, Ministry of Commerce, Ministry of Finance three ministries jointly issued “on the promulgation of encouraging imports of technology and products catalog (2009 edition) notice.” According to the document, the government will include in the directory of advanced technology, key equipment and components and key resource-based products, raw materials imports, to give discount support.

This is the directory in September 2007 after the introduction of the first adjustment. Among them, wind power equipment, the associated “more than 2 MW of wind power equipment design and manufacturing technology”, “wind power, shield machine bearings” and “more than 2 MW of wind power equipment manufacturing” respectively from and encourage imports of advanced technology, encourages the import of key equipment and encourage the development of key industries in the three parts have been removed.

Intensive policy guidance to let the market have been caught unprepared, wind direction and the impact of changes in industry, how much? Guangdong Provincial Academy of Social Sciences Institute of Industrial Economics, deputy director Li You-hwan said polysilicon and wind power generation equipment, the problem of excess production capacity, already exist for some time had. Inhibit the expansion of excess capacity will be the end of wind power equipment, the vicious competition among each other keep the prices down to help improve product quality. Therefore, the short term, may be a wind power project will not continue to “cheap” go on, but in the long run, help to improve product quality, standardize the market.

In the “Renewable Energy Law”, “renewable energy and long-term development plan” and a series of related policy support, China’s wind power capacity in the past five consecutive years to double that by the end of 2008 total installed capacity of about 12.153 million kW, becoming the world’s fourth wind power market.

Statistical data from the industry associations of view, the domestic wind power system products in the enterprise in 2004 compared with only 6 to the end of 2008 reached more than 70, but only about 20 companies have mature product off the assembly line, the majority of new entrants into the business is still in the building or product testing stage.

Polysilicon control of Guangdong’s favorable

“Guangdong coastline of 10 kilometers of wind energy resources within the reach 400 million kilowatts, accounting for one-fifth of coastal areas.” Office of the Guangdong Provincial Government in charge of energy Lin and China July 17, held in Zhongshan, Guangdong Province, the wind power industry Forum presentations, Guangdong has built 11 wind farms, with 10 under construction, and another group had been planned.

“Guangdong Energy contradictions have become increasingly prominent, and has threatened the economic security, decision-making of the new energy industry as a pillar industry in Guangdong to build a chain, of which wind power is one of the most promising industries.” Guangdong Provincial Development and Reform Commission Li Miaojuan Forum , said that Guangdong has put into operation more than 40 million kilowatts of wind power, and in the construction scale of 1 million kilowatts, Guangdong will proceed with development of offshore wind power.

New energy projects all over are still staking their claims, Guangdong Province, key construction projects in 2009 showed that in 2009 it would invest 1.5 billion for wind power project construction, the project construction time from 2009 to 2010 is expected to total 2.7 billion invested.

Li You-hwan said the whole point of view, Guangdong’s wind power projects will therefore not be restrained or compressed. Because, in comparison to total demand, wind power in Guangdong there is a great space.

In the polysilicon, the control of Guangdong’s actually beneficial. Chinese Academy of Sciences Guangzhou Institute of Energy solar power generation and system integration lab director Shujie, said polycrystalline silicon as a high-energy-consuming industries, mostly concentrated in western China, Guangdong itself does not polysilicon industry, there are only the lower reaches of solar panels and other enterprises. Therefore, the central inhibition of excess production capacities for polysilicon solar energy industry in Guangdong is not too great. Because China’s polysilicon project presents a vicious swarm on the trend, through the central policy control, the price will return to a reasonable position, the whole industry is beneficial.

Shujie that the price of polysilicon costs and will not be a big margin. Because the capacity is also expanding abroad. The polysilicon downstream businesses are generally both domestic and international supply channels at the same time support. Therefore, the downstream business-related products manufactured cost impact is not significant.

In addition, the majority of businesses before the herd phenomenon due to a general lack of key technologies, but the energy-saving environmental protection industry, a cause of pollution, energy-intensive industries. Curb this unhealthy trend of industry and the community are beneficial.

View of the current status of industrial development in Guangdong to introduce new energy industry for this year’s plan. Last year, Guangzhou has developed a first in the new energy and renewable energy development plan, the program will be solar, wind, nuclear energy development into the forefront. Guangzhou will fight for the next few years to effectively control the emissions of pollutants by 2020, new energy production will reach 400 billion yuan.

Guangdong province will develop new energy sources

Guangdong Party Secretary Wang Yang said recently that Guangdong is China’s provinces and municipalities zone’s largest economy, but also a shortage of resources and energy of the most one of the provinces. Solve the energy problem is related to Guangdong’s economic and social sustainable development bears on the modernization of the overall situation in Guangdong.

The feedback from the market point of view, the three major domestic wind power, one of the hosting provider of wind power in Guangdong Yang Ming Industry Group stakeholders introduction, and Guangdong at present does not appear the phenomenon of excess wind power equipment, Guangdong Province, the development of wind power equipment, there are still space, but in the future development to control, to a reasonable development can not be unlimited use. From the development look into the future, equipment will be converted to domestic-based.

Its said that “excess capacity” in control of the projects have been carried out will not influence the outcome. However, the commissioning of the project may later be relatively large impact. After “restrain capacity,” the entire industry will be more standardized, disturbing the latecomers to improve the wind turbines threshold. Will continue to achieve standardization in the procurement of quality, technical content and other requirements will be higher.

“Guangdong to develop new energy sources is good, the problem is solar energy can not keep up, Yunnan, Xinjiang, wind can not catch up again now just in the right place to build wind power base, there is no industry group formed to develop to a certain extent still in its infancy.” Guangzhou City community ASTRI researchers Peng Peng said.

His view, Guangdong, to encourage the development of new energy sources, but the new investment in energy costs in general relatively large. The current problem is that in the new energy technology and production effectiveness remains to be further improved, research, do not hurry a number of new projects. In addition, the new energy investment and steel investment in various wind generators industries such as blind, but also should have the corresponding excess capacity of different metrics.

Related Articals