I have always regarded the power industry as the best industry in A-shares, with the best business model in A-shares.The first ten years of A-shares were the world of liquor, but the next ten years must not be the world of liquor. But the power industry is an industry that we cannot fail in the future, it is not only a rigid demand, but also an industry that will be vigorously developed in the future, so I think the power industry is likely to be the most bullish industry in the next ten years of A-shares!First, electricity will never be sold, first.
Second, the background of the power company is very powerful.
3. Electricity is a monopoly industry, and only the state has the right to operate.
Fourth, we can go a day without drinking, but not without electricity.
I have been studying the power industry in depth, and wind power is one of the branches of the development of the power sector, and it is also one of the main ways of future electricity, and it is also an area that I focus on. In the course of the study, it was found that wind power is a heavy investment and construction industry
What is heavy investment in construction?That is, the construction of wind power is a kind of infrastructure, and wind power is the use of wind power, which is converted into electricity through wind energy, and wind power towers are needed for conversion. Therefore, wind power enterprises need to continuously invest in the construction of wind power towers in order to continuously generate income for the enterprise.
I roughly calculated the cost of investment and construction of a wind power tower and the payback time!
Wind turbine towers are generally composed of towers, nacelles, hubs, blades and other parts:
1.Towers: Towers are structures that support nacelles and wind turbines, usually made of steel pipes or concrete, and are between 60-100 meters in height.
2.Engine room: The engine room is the core part of the wind turbine, including generators, gearboxes, converters, control systems and other equipment.
3.Hub: A hub is the part that connects the blades to the nacelle and is usually made of cast steel or welded construction.
4.Blades: Blades are a critical part of capturing wind energy and are typically made of composite materials and are between 30-70 meters in length.
Because the investment in the construction of wind power towers is different, the location is different, the height is different, the power generation is different, etc., such as mountains or deserts, their investment costs are different, we will calculate according to the ** of 7 million units. According to the data, it takes 8 to 10 years to pay back the cost of a wind power tower after the construction is completed and the later maintenance is completed, that is, it takes more than eight years for a wind power company to invest in a wind power tower before it can start to make a real profit.
The service life of a wind power tower is about 25 years, and we calculate another account, the construction cost of the wind power tower in ten years is 7 million, that is, it can probably earn 10.5 million after the return of the cost. In fact, it is quite profitable, but the cycle is too long, and the risk has become too great.
At this point, I finally understand why the power industry has always been a state monopoly. On the one hand, electricity is a necessity in our lives, and the state monopoly is to better control the market. On the other hand, the investment cycle time of electricity is really, too long!Take real estate as an example, from the beginning of construction to the completion of a building, it will take no more than three years at most, but what about wind power?It will take more than eight years to return to the original cost, and which private enterprise can support such a large investment cycle?
It is such an industry that through continuous investment and construction, it is a long time to wait before it begins to make money.