Wind power policy will introduce the end of converter import era

The “Regulation on Wind Power Safety Supervision” issued by the State Electricity Regulatory Commission in Beijing on the 2nd said that in order to promote the sustainable development of wind power, China will study and formulate wind power tariff policies such as tariff adjustments for peaking and frequency modulation power supplies, decentralized wind power on-grid tariffs, and guidance for some wind power. Local consumption of industrial policies.

The report proposes that by 2015, the proportion of wind power generation in the country’s power generation will exceed 3%. From January to October this year, the national wind power generation amounted to 58.3 billion kWh, an increase of 56.9% over the same period of last year, accounting for 1.5% of the nation’s electricity generation.

Yang Baofeng, an analyst at Orient Securities, pointed out that the industry rectification has given birth to a vast market of wind power converters. The import and replacement of wind power converters is on the verge and the market space is vast, and related equipment manufacturers will benefit from it. The wind power converter manufacturers that doubly-fed generators bind downstream customers will have a broad market prospect. It is expected that the related equipment vendors Kelu Electronics, Sun Power, and Haide Control will benefit.

Guojin Securities proposes to focus on companies that have a manufacturing base for inverters and companies that jointly develop R&D converters with large-scale machine companies. For example, Rongxin Co., Ltd. and the company's 1.5MW full-power inverter developed by Goldwind have entered the test phase of the network installation. It is expected that R&D will be completed this year, and will contribute 50 million in revenue in 2011; closely follow the progress of Haide’s control in ordering and market development. The company’s converter technology source is Emerson’s technology R&D team. Currently, the company has completed 1.5MW. With the development of 2MW double-fed converters, the company received some orders with intent; it is recommended to pay attention to the development of Jiuzhou Electric's product development: the company's direct-drive wind turbine control system and modular multi-parallel converter The "Development" project was listed as a national "Eleventh Five-Year" technology support plan project. The company plans to complete the construction of 200 wind power converters in 2010.