Today, unlike in the past, the players in the wind power development market are not as good as before. Before parity, a large number of private companies were involved in wind power development, and the market was mixed at that time. After parity, with the formulation of the 3060 dual carbon goal, the national team began to increase investment, the scale of wind power projects is getting bigger and bigger, the scale of investment is increasing, more and more attention is paid to wind energy resources, more and more private enterprises have withdrawn from the development market, and the market concentration of wind power development has been further enhanced.
However, the giants in the traditional concept, the central enterprise developers, are facing increasing challenges, and even unknowingly have entered an embattled situation.
On the one hand, its market pressure comes from the local **. Originally, the development of wind power should be the developer's business, and the work of guiding and cooperating with the wind power is over, but with the attention of the state and the rapid development of the wind power market in the past two years, it has become a routine operation for large-scale development enterprises to spend money to buy road strips and projects, so that the local government is aware of the important value of land and sea resources. They began to sell wind resources in the same way that they sold mineral resources in the past. This is understandable for development enterprises, after all, it is more terrible for anyone to get resources, and market-oriented behavior is conducive to the play of the giants.
But what is even more infuriating is that in the past year or two, the local government has played a new trick, that is, the establishment of a provincial energy group, all wind and solar resources into the sphere of influence of the provincial energy group, and began to be both a referee and an athlete. This can not only strengthen the local voice in the construction of wind power projects, stimulate local investment through the project, but also effectively reduce development costs, reduce resource trading, and coordinate various procedures. But for state-owned developers, such behavior is too brutal. They can only try their best to participate in the provincial energy group, hoping to get a piece of the pie.
Up to now, a number of provinces have established provincial energy groups and begun to lay out wind power development. These include Hunan Province (Xiangtou Holdings), Guizhou Province (Guizhou Energy), Guangxi Province (Guangxi Energy), Xinjiang Autonomous Region (Xinjiang Energy), Heilongjiang (Heilongjiang New Energy), Inner Mongolia (Mengneng Group), etc.
On the other hand, since wind power development does not set a clear policy threshold for developers, anyone with the funds, resources and capacity can participate in project development, at most, there are certain performance requirements in the allocation of resources. In addition, the developer excessively depressed the main engine sales profit of the whole machine manufacturer, forcing it to seize the initiative in market competition by seizing wind resources. More well-funded machine manufacturers and even component manufacturers have taken a fancy to the huge profits in the development of wind power, set up development companies, and mercilessly compete with their customers in the development market.
You must know that if the whole machine manufacturer develops wind power projects, it has an advantage over ordinary developers. For example, it is easier for them to meet the needs of local governments to promote the development of local industries and drive the local economy through wind power equipment manufacturing. And they can adopt their own products, the development cost can not only be reduced, but also ensure the quality of unit operation. Of course, for OEMs, the development of too many wind power projects will occupy a lot of capital, which will affect the development of the main business to a certain extent.
Therefore, more and more developers and OEMs have formed a consortium to participate in the competition and develop wind power projects. This makes it easier for development enterprises to control the LCOE of the project, and the whole machine enterprise can lock in orders as soon as possible. But it is unknown how long or how far this road can go, because it is itself built on the rules of the chaotic market.
Is it the best solution to develop a consortium with a complete machine enterprise to obtain resources? Radio.
At least for now, it is a win-win situation to complement each other and avoid competition between the two.
It's not very good, because the whole machine manufacturer is relatively weak in it, and the loss is obvious.
This kind of cooperation is okay, and there is nothing wrong with other ways, and the one who catches the mouse is a good cat.