New energy industry weekly: the development of wind power industry and the trend of electric vehicle electrification
The power development plan of the 13th five-year plan has made clear the target of wind power, and the price adjustment is expected to increase steadily
On November 7, the national development and reform commission, bureau of energy release of the electric power development "much starker choices-and graver consequences-in planning", clearly put forward the national wind power reached more than 210 gw in 2020, about 5 gw of offshore wind power, solar power generation capacity amounting to more than 110 gw of distributed photovoltaic (pv) more than 60 gigawatts (gw), thermal power generation 5 gw. According to the planning target, China's wind power industry will grow by 10-20% by 2020. In the first three quarters of this year, the number of bids reached 24.1 GW, a year-on-year increase of nearly 70 per cent, higher than the market expectation, and the total probability of the year is expected to reach 30GW, indicating the expectation of the developer for the subsequent installation. Since the beginning of the second quarter, the problem of wind power reduction has improved, while the rate of air abandoning has averaged 26% in the first quarter, and the first half of the year has fallen to 21%, and the demand for electricity in the whole society has also started to increase slowly. The sixth batch of renewable energy tariff subsidies have been settled, and the subsidy is also conducive to improving the cash flow of enterprises and further alleviating the financing pressure of the wind power industry. In 2018, the price of wind power will continue to stimulate the wind power industry. We expect to add about 22-25gw of wind power this year. The industry development is stable, the advantage resources are concentrated in the leading enterprises, the market share of the leading enterprises is expected to continue to ascend. We highly recommend wind power plant leading technology, tower manufacturer taisheng wind and tianshun wind, regional operator fuenergy shares.
The sales of new energy passenger vehicles in the country in October have doubled, and the trend of passenger car electrification is bullish
The number of new energy passenger vehicles sold in October was 30,989, up 52 per cent from a year earlier, and it was flat at about 30, 000 for the fourth month in a row. The number of new energy passenger vehicles reached 240,000 in the first 10 months, up 110 percent year on year and still at a high growth stage. We are still optimistic about the potential growth opportunities of new energy passenger vehicles in the global automobile electric trend including China. After the short-term policy uncertainty has been eliminated, the sector is expected to launch a new round of the market. Emphatically recommended three yuan batteries of Macao ocean shun cheong (peng's day power), the porch high-tech energy and wisdom (owned by far east foster), at the same time a bottom-up recommend motor, the pearl of cangzhou, hongfa co founder and can be electric.
The independent electricity company of guodian appears in gansu province and is actively participating in the electricity reform, according to the arctic starnet authority of gansu province development and reform commission (NDRC) recently released 12 sell electricity companies, with intelligent technology development limited liability company's shareholders of gansu keyuan electric group co., LTD., the latter's shareholders is its gansu province electric power company. State grid corp. 's first publicly listed independent electric company appears in gansu province, which is actively participating in the sale of electric side reform. By the overall planning of power system reform to do real fuck phase, sell electricity company specification development, accelerate growth, construction and operation of distribution network to attract more investment, electricity service and customer resources is still participating in the focus of attention. Key recommendation: priorities, including electrical, fuling electric power, guodian Xu Ji south, incredible electrical, provide diversification and intensification of monitoring and services, including the new electronics, integrated into electronic and science and technology, zhongheng electric torch China, tai hao technology, etc., including siyuan electric equipment enterprise, union science and technology, Beijing branch.