[Energy people are watching, click on the upper right corner to add 'Follow'] 2021 is already halfway through. Judging from the statistical public data of wind power grid-connected installed capacity from January to May (7.79 million kilowatts), an average of 5,000 new wind power

[Energy people are watching, click on the upper right corner to add 'Follow']

2021 is already halfway over. Judging from the statistical public data of wind power grid-connected installed capacity from January to May (7.79 million kilowatts), the average annual increase in the 14th Five-Year Plan is There is still a lot of pressure on the installed scale of 50 million kilowatts of wind power. Assuming that 10 million kilowatts can be completed from January to June, the task in the second half of 2021 is still very arduous. Even if 40 million kilowatts are completed this year (assuming), an average of 6 million kilowatts per month There is still a lot of pressure on kilowatt delivery, because the material prices of wind turbines in the affordable era this year are temporarily suppressed.

Wind power tower (steel tower): It has entered the era of selling for every penny.

On the last day of the first half of the year, June 30, Tianrun, a subsidiary of Goldwind Technology, issued a tower bidding announcement. Its subsidiary wind farm project - Wuyang The decentralized project and the Anyang Longan Project released the winning bidders for towers and ancillary equipment. Suzhou Huada Environmental Protection Equipment Co., Ltd. is the winning candidate, and the bidding price is 10,300 yuan/ton (the pre-bid winning price includes transportation price). According to the author’s observation, this is not the first case of purchasing towers by the pound. Goldwind Technology’s Tianrun has used bidding and procurement by the pound for several projects in the past. Such cases have not yet occurred in central and state-owned enterprises.

In fact, according to industry statistics, towers are sold by kilogram. Cost accounting has long been based on kilograms, but this time Goldwind Tianrun has taken the initiative. The price of the tower with freight is 10,300 yuan/ton. The current steel price is just over 6,000 yuan/ton, which is actually a challenging transaction at this price.

2021: Towers under rising steel prices are an industry that is losing money and making money.

Let’s first look at Tianshun Wind Energy, the leading tower company. The 2020 annual report data shows that the sales of towers were 620,759 tons, and the sales revenue was 5.05273 billion yuan, with an average The unit price is 8,143 yuan/kw. You must know that this is the year of rush for installation in 2020, and its gross profit margin exceeds 20%. (Data comes from its annual report in 2020)

Tianshun Wind Energy's 2020 annual report data (related to tower sales)

Daikin Heavy Industries' 2020 annual report data (related to tower sales)

Looking back at another tower leader - Daikin Heavy Industries : In 2020, 408,266 tons of towers were sold, with sales revenue of 3.28707 billion yuan. The average tower sales price was 8,051 yuan/Ton, which is basically consistent with Tianshun Wind Energy’s annual reported sales price of 8,153 yuan.

1-June: Prices climbed above 10,000 yuan/Ton

1: On January 22 of this year, Tianshun Wind Energy and Anyang Machinery won the bid for five wind power project towers from Goldwind Tianrun (wind turbine towers include brackets, accessories, Special locks for tower doors, etc.), Suzhou Tianshun New Energy Technology Co., Ltd. won the bid for the first section, and the winning unit price was about 8,650 yuan/Ton. The winning bidder for Section 2 is China United Equipment Group Anyang Machinery Co., Ltd., and the winning unit price is around RMB 8,400/Ton.

March: On March 27, Beijing Tianrun New Energy released the first part of the centralized procurement of wind farm towers and ancillary equipment in 2021 - the winning results of the 3 bid sections:

The winning candidate for the first package is Qingdao Tianneng Heavy Industry Co., Ltd. company, the winning unit price is 8808.54 yuan/Ton. The winning candidate for the second package of

is China United Equipment Group Anyang Machinery Co., Ltd., and the winning unit price is 8,662 yuan/Ton. The winning candidate for

package three is Gansu China Electronics Keyao New Energy Equipment Co., Ltd., and the winning unit price is 9273.08 yuan/Ton.

By June, the price of towers had exceeded 10,300 yuan/Ton (including freight, operation and maintenance should also be 10,000 yuan/Ton), from last year’s average price of 8,051-8,143 yuan/Ton (Daikin Heavy Industry/day The annual average price of Downwind Energy (this price is actually due to the rush for installation), the price increase rate exceeds 25%. In fact, people in the industry are very clear about the production process of the tower. The gross profit margin is visible, and the competition lies in scale, transportation, etc. In terms of factors, therefore, the competition for towers has become a competition of scale, and whoever gains scale will have an advantage in the competition.

Steel prices rise: Tower costs continue to drop in the context of technological innovation

html January 13: Huaneng Group released the announcement of the winning bidders for the procurement of the 50MW tower (excluding foundation rings and anchor bolts) for the Qinhuangdao Funing Wind Farm Project of Huaneng New Energy. Baotou Tianshun Wind Power Equipment Co., Ltd. was the first candidate to win the bid. The total winning bid amount was 32.19019 million yuan and the unit kilowatt was 643.8 yuan/kw. However, the price of the second winning bidder was slightly lower. Harbin Hongguang Boiler General Factory Co., Ltd. The bidding price is 29.85973 million yuan; the unit kilowatt price exceeds 600 yuan/kw.

html March 27: Tianrun released the winning bid announcement for the four bid sections in the second part of the centralized procurement of wind farm towers and ancillary equipment in 2021. Tianshun Wind Energy is the winning candidate for all the bidding sections of the second part of the procurement. The total winning bid price is 159.497719 yuan. Based on the statistics of 264.5MW capacity, the price per kilowatt is 602.9 yuan/kw (the models are basically between 3-5MW , Tianrun’s price is representative because the investment cost of its wind farm is relatively close to reality).

Picture source: Wind Power Finance

html July 8: Announcement of winning bidders for tower equipment procurement for Sujiu Iron and Steel China Resources Subei Mazongshan 200MW wind power project: local enterprise Gansu Jiugang Group Western Heavy Industry Co., Ltd. won the bid with a winning price of 117 million yuan. The unit price converted into a tower is 585 yuan/kw (for models above 4MW). We browsed the CGN e-commerce platform, which is a relatively open industry bidding website, and found that there was a problem with the bidding price comparison of the 2021 3. , the average unit price is between 700-800 yuan/kw (it is estimated that freight will account for more than 100 yuan/kw). If this special transportation factor is excluded, compared with the same period last year, the price of the 3. range of kw.

Data source: CGN e-commerce platform

How to improve the competitiveness of towers under the visible gross profit margin: Technological innovation still needs to continue to break through. Wind power in the parity era has several characteristics: One is that the market space is endless and as big as it is! One is low price. The lower your cost, the bigger your market will be. Analyzed from this perspective, the tower industry will face great pressure in the future. On the one hand, under the same market scale (wind farm development scale), the market value capacity will decrease, because the investment cost per kilowatt is constantly declining, so competition will become more intense. There will be more and more concentration, the strong will always be strong, and the big will always be great. This will be the development trend of this industry.

As an industry that buys steel, the gross profit margin of the tower is visible, but it is also an industry that requires high economic strength and corporate competitiveness. How to design the tower well with the tower designer - the wind turbine host company? How to cooperate with the upstream of the steel plant in the industrial chain, and whether to further innovate in terms of materials and tower solutions. These are all areas for reducing tower costs in the future (pure steel towers), such as split towers, non-combined towers, etc. Type row frame tower, etc.

looks forward to the tower industry making new contributions to cost reduction in the wind power industry!

Disclaimer: The above content is reproduced from Polaris Wind Power Network, and the content posted does not represent the position of this platform.

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