2008年10月20日星期一

Wind power facilities are better than the whole industrial chain business will be divided

KGI noted that in the first half from a financial perspective, the current Ventil Ator Factory products generally squeeze profit margins, squeeze forces from the pressure on the cost of raw materials and parts supply bottlenecks, thus greatly weakened the bargaining power of Ventil Ator Factory. One, 1.5MW only fan the East-megawatt electric machine appearing to be picking up gross margin, which is also mainly due to economies of scale and parts of China. Kim 1.5MW wind in the first half of science and technology is not a fan of production scale, poor performance of the gross margin.



    
"Compared to the hard work of the whole plant to operate parts of the plant significantly better operating efficiency. Such as wind power in the first half of the key components - plant Bearing, gearbox factory, plant leaves were entitled to more than 50% of 25-30% and 25 -30% Of the gross profit margin high. "Analyst Wang Zhilin said.



    
"We believe that the whole plant will eventually regain bargaining power. In addition to parts and components manufacturers large number of new entrants, the whole plant has great rival trends. Therefore, in addition to a small number of key components such as spindle bearings, machine factory in bargaining Eventually will go beyond the ability of plant parts, but this time in addition to expansion of the plant and downstream speed of the relevant parts, steel products, pig iron, copper price trend is also cause for concern. At present, only the trend of decline in copper, steel, cast iron is still high , wind generators or wind turbine We believe that the whole plant will continue to cost pressures in the first half of 2009. "Wang Zhilin said.



    
From the usual industry inertia, wind projects have the bargaining power of the enterprise, followed by whole plants, plant parts is the last. Wang Zhilin in view, this year's bargaining power beyond the machine parts plant and the phenomenon of parts and components production bottlenecks and false needs. China Securities

 




    
CITIC Securities electrical equipment industry, chief analyst Liu Lei is of the view that domestic wind power supply of parts and components to the tension in the 09-10 years, "part of" a turn for the better. At that time, leaves, generators, and other suppliers to increase the number and capacity release will be made part of the fan parts and components to improve the relationship between supply and demand, or even an over-supply of certain spare parts. The bearings, gear box manufacturers in the next two years, after a sharp expansion in production capacity, the expansion will increase the supply of major priority leading business machine, some of which will enjoy priority to the development of wind power industrial chain of results .



    
On the other hand, this year, China wind energy Ventil Ator Factory Hengjiang the strong trend has become more and more obvious, Huarui wind power, wind and the Oriental Electric Science and Technology of the separation of three new operators have a greater pressure to survive. Wang Zhilin noted that the new operators do not hit as a result of the early major Progressive Power Group, with no economies of scale in purchasing parts and components are relatively weak and small and medium-sized wind investors by the current round of macro-control effects of a great wind investment is often the case Forced to delay the case, together with private enterprises is the lack of financing on the existence of the dilemma, which they have faced greater pressure on the operation. "We believe that the new industry will be required to take the route of the difference Tupozhongwei have a chance."



    
Liu Lei in it, really able to focus on the future of the industry to survive in the process of expansion is inevitable with full awareness of the risks, the scale of pre-emptive advantage of the capability of independent innovation and leading companies, the ultimate winner of the local enterprises will not be more than 5, Just remain at the conceptual or early stage of the many who entered the vast majority will be eliminated by the market.
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