February 22, 2025

Wind power policies benefit the cable market and benefit

In recent years, China's new energy industry has been continuously advancing. No matter solar energy, wind power, nuclear energy, or hydropower have been developed in a short time. In addition, the development prospects of secondary energy such as thermal power, hydropower, nuclear power, solar power generation, and gasoline are also very promising. Taking offshore wind power as an example, the development of offshore wind power will play a pivotal role in promoting the cable industry.

Wind power development pulls new energy cable market

According to statistics, by the end of 2012, the cumulative installed capacity of wind power in China reached 75.32 million kilowatts, and the total installed capacity was the largest in the world. In 2012, China’s wind power installed 12.96 million kilowatts of new wind power, added 15.37 million kilowatts of new grid-connected capacity, and the nation’s cumulative grid capacity reached 62.37 million kilowatts. In 2012, when the amount of wind-discharged electricity in China was about 20 billion yuan, according to the current good level, the loss of 20 billion kwh electricity means that the economic loss exceeds 10 billion yuan.

Since the beginning of the 12th Five-Year Plan period, the national energy authority has put forward the development ideas of both centralized development and decentralized development, as well as corresponding management methods. Some inland areas have begun to plan wind power development projects according to local conditions and have brought small and medium-sized wind power investment companies. opportunity.

With the continuous development of the new energy industry, some subdivided industries have also ushered in a vast market space and development opportunities. Naturally, new energy cable products are the first to bear the brunt. New energy cable products will have a huge space for development in the future. It may be said that the rapid development of new energy has provided a platform for demonstrating the technological strength of enterprises in the new energy field in China.

However, due to the high technological content of new energy cables, for domestic cable companies concentrated in the low-end market, how to seize the trend of the times, follow the rules of the development of the times, increase research and development efforts to develop new energy in line with application needs Cable products are also a new topic in the industry.

Especially in 2013, if the state subsidy can keep up, the development of offshore wind power will have better prospects than in 2012. More importantly, from the end of last year to today, the bidding price of wind power equipment manufacturers is gradually picking up, and the average bid price per unit kW for a 1.5 MW double-fed unit is already close to 3,800 yuan, which is less than 3,700 yuan at the beginning of last year. This means that the wind power industry is gradually emerging from the previous low-price competition, and this development trend is conducive to the overall improvement of the wind power industry.

Wind power policies benefit the cable market

Of course, the development of offshore wind power also faces some bottlenecks. For example, the on-grid tariff of offshore wind power is higher than that of onshore wind power. This can refer to the only offshore wind power project in China. The Donghai Bridge wind power project has a post-tax price of 0.978 yuan/kWh. About twice as much as onshore wind power. Large-scale power cuts have caused wind power developers' revenues to shrink. The situation of curtailment of wind curtailment is equally serious. The industry's triangular debt has caused the cash flow of wind power equipment manufacturers to be tight. In addition, there is excess capacity. These bottlenecks have to some extent hampered the healthy development of the industry.

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