from the 2009 high profile into wind power research and development, to the beginning of 2011 official exit, between the leads, air conditioning (600202.SH) when more thanr.
“ wind power business of the company is in the research and development stage, have not put into production. &Amp;rdquo; air conditioning Department of securities who have expressed, at present, technical cooperation agreements and parts purchasing contracts dealing with the aftermath of the work already in progress.
air conditioning was the main industry to air cooler in air cooler in petrochemical and power plants, wind power development is not their expertise in the field.
“ transformation of air conditioning, is based on the background of the micro-industry profits to consider, but the air conditioning in the field of wind power and no accumulation of talent, and March is the core of comparison in the field of wind power generator system, transformation fails is not accidental. &Amp;rdquo; a wind power company Executive on this analysis, air conditioning into the wind power sector has thermal background wind TV University of the year, “ at that time, even to do shoes come in ”.
air conditioning may 2011 is a sample of the integration of wind power equipment manufacturing industry as a whole. 2010 annual inventory report, to sharp jinfeng science and technology, China wind power, Dongfang electric, mingyang wind power, wind power generation in the arrival of wind power, represented giants, earned full bowl full, however, have survived after a cold winter, more small wind power equipment manufacturing enterprises, will usher in a more difficult time.
the entry standard of wind power equipment manufacturing industry (draft for soliciting opinions) (hereinafter referred to as the wind power standards) in March 2010 was released, after a full year of revision and the recruitment of views, or will be officially announced this year. Files in the energy, land, financial, technical and other aspects of the specification, limit themselves, will further compression of small businesses survive.
“ currently, domestic row bit Qian 10 name of wind device enterprise, capacity accounted for has entire domestic market of 80%, Qian 15 name accounted for to has market of 95%, left of 5% good dozens of home min, they can earned to how many money does? ” China agricultural machinery industrial association wind device branch Deputy the Secretary-General Shen Dechang said, in future 35 years within, certainly will has 90% of wind electric device enterprise will by recombinant, and merger, way and disappeared.
“ wise ” exit
clock back a year ago, on October 27, 2009, HA air-conditioning Board of Directors adopted the on air conditioning wind power research and development related activities in the field of the proposal, saying the company agreed to carry out research and development activities in the field of wind power, and research institutions at home and abroad, joint development of advanced wind power technology, company research and development expenditure is expected to be less than RMB 30 million Yuan.
the wind power executives said, wind power equipment three piece includes wind power blades, frequency conversion motor, transmission. Early in 2008 to power air conditioning equipment research and development, and for when the first batch of Harbin municipal science and technology research projects, main development direction for the turbine blade manufacture.
2011, January 31, HA air-conditioning announcement of withdrawal from, its the reason given was: wind power in the process of research and development, domestic wind power surge in the number of enterprise development, serious of homogenized competition; larger changes in the national industrial policy, regulating wind power industry development efforts to enhance, improve the company enter the threshold of the wind power industry. And said the company continued in the wind power business risky.
“ air conditioning exit is quite sensible. &Amp;rdquo; in the eyes of senior researcher Li Shengmao investment consultants, wind power equipment manufacturing in China, and the first Echelon to occupy a market share of 60%, the remaining 40% of the market also was the second Echelon carve up out, leaving third Echelon and new entrants market share has been small.
now totals more than more than 80 domestic wind power equipment manufacturing enterprises, Echelon can be basically divided into three: first Echelon is sharp jinfeng science and technology, China wind power, Dongfang electric three mixer; second Echelon is mingyang wind electricity, wind power, arrived in Hunan electric wind, Shanghai Electric has a certain well-known enterprises; the third Echelon, the SMEs is not known.
arrival wind North China Regional Manager Jin Liping reminded reporters that early in 2009, “38”, text (that is, the inhibition of some industry overcapacity and repeat some opinions the construction guide the healthy development of the industry) to wind power equipment manufacturing industry has been on the “ excess ”, at that time, the departments in charge of the trade financing and project approval has been tightened.
“ higher industry concentration has not many opportunities to make the new entrants. Air conditioning of the outstanding capital strength is not very, or opt out, or select the annexation. Big market environment that's about it. &Amp;rdquo; Li Shengmao said that in 2010, installed wind power growth 64%, deceleration 40% than in previous years, wind farms in the lower reaches are more willing to give orders to enterprises like jinfeng science and technology.
