Zhang Chuanwei: Building an ＂Apple＂ in the wind power ind
"The greatness of wind power is not only that it brings blue water and blue sky to human beings, but more importantly, it can bring a steady stream of high-quality, green and clean energy, and this clean energy allows us all to Can become the master of energy production and consumption." On March 13, Zhang Chuanwei, chairman of the National People's Congress and chairman of Mingyang Intelligent (601615, Diagnostics), said in an interview.
Mingyang Intelligent is one of the domestic wind turbine manufacturing giants and a key enterprise in the implementation of offshore wind power industry cluster construction in Guangdong Province. At the end of January this year, Mingyang Intelligent successfully listed on the main board of the Shanghai Stock Exchange. It hopes to use the capital market platform to further promote business model innovation, promote the customization and intelligent development of integrated energy services, and become the leading life cycle value of international wind power projects. With a service provider.
It is worth mentioning that with the official launch of the “Guangdong, Hong Kong, Macao and Dawan District Development Plan”, Mingyang is smart and smart to seize the opportunities for industrial development. At the two sessions, around the creation of the green Guangdong, Hong Kong and Macao Dawan District, Zhang Chuanwei also recommended the development of clean energy, accelerate the development of offshore wind power in the Dawan District, and solve the problem of high dependence on energy transmission.
Optimistic about the new policy of parity
As an important force of renewable energy, in recent years, the scale of wind power in China has continued to expand, technological progress has been accelerating, and the cost of electricity has been greatly reduced. The data shows that in 2018, the cumulative grid-connected capacity of wind power in China was 184.26 million kilowatts, a year-on-year increase of 12.4%, accounting for 9.7% of the total installed capacity of power generation; the newly installed grid-connected capacity of wind power was 20.59 million kilowatts, up 37% year-on-year, and continued to grow steadily. situation.
"In the past, 10 million kilowatts of installed capacity was unthinkable. Nowadays, each province's (wind power installed) plan basically reaches tens of millions of kilowatts. The development potential of wind power and photovoltaics is far greater than coal, oil and The development efficiency, speed and economy of natural gas." Zhang Chuanwei said.
In January of this year, the industry's long-awaited affordable Internet access policy was finally introduced. From the aspects of scale management, electricity price subsidy, and electricity trading, the support for photovoltaic and wind level Internet access was clearly defined.
In Zhang Chuanwei’s view, this new policy will promote the healthy and sustainable development of the entire industry, which will not only attract more large funds to enter wind power.The industry has changed its past development model of relying solely on its own funds and bank lending, and has released a clear signal to promote manufacturers to transform to solution providers, life-cycle service providers, reduce costs, high technology and high power generation. Support the scale and efficient development of the industry.
"I expect that by 2022, China's wind power will basically enter the era of parity," he said.
Promoting offshore wind power development
With the relatively mature development and utilization of onshore wind power, offshore wind power has become a new hot spot for wind power development in China. It is understood that as of the end of last year, the total installed capacity of offshore wind power approved by China exceeded 60 million kilowatts, which is more than 70% of the world's offshore wind power development plan.
In the previous prospectus, Mingyang Intelligent clearly stated that in the future, the company will vigorously implement the offshore wind power strategy by promoting the sales of wind turbines to the overall plan as the main back end. The company will concentrate resources and strength to give play to the geographical advantages of Guangdong's offshore wind power layout, and ensure that the offshore wind power in Guangdong Province has made a fundamental breakthrough. According to the relevant plans issued by Guangdong Province in April last year, Guangdong Province has planned a total of 23 offshore wind farms with an installed capacity of 66.85 million kilowatts. The total investment amount is expected to reach 1203.3 billion yuan.
And for the just-released "Guangdong, Hong Kong, Macao and Dawan District Development Plan", Zhang Chuanwei said: "This is an important strategy! We are in the geometric center of the Guangdong, Hong Kong and Macau Bay Area, one thing - Promote offshore wind power. The company has to solve the green development problem in Dawan District."
According to Zhang Chuanwei, Guangdong, Hong Kong, Macao and Dawan District currently has a population of about 70 million. If the floating population is added, it will exceed 100 million people. The total economic output is 10 trillion yuan, the power consumption is close to 700 billion kWh, and it is growing at an annual rate of 8%. However, at present, about 80% of the power resources in Guangdong Province rely on external transportation, and 80% of them are fossil energy.
He believes that considering the fragility of the environmental carrying capacity of the Greater Bay Area of Guangdong, Hong Kong and Macao, only achieving energy security and economic and environmental harmony can be regarded as truly high-quality development. Therefore, it is necessary to develop clean energy and build green. Dawan District.
"One is the transformation of the energy structure, one is to solve its dependence problem, but also to solve the problem of (power) new quantity, you see thisWhat a huge opportunity for us. He said.
Creating "Apple" in the wind power industry
Mingyang Smart has become the global leader in technological innovation in the wind power industry. In 2017, according to the global consulting firm Totaro Associates Offshore Wind Power Innovation Trend Report, Mingyang Intelligent ranked first in global offshore wind power technology innovation. The world's largest 5.5/7.0MW anti-typhoon offshore wind turbine developed by the company adopts international leading permanent magnet hybrid drive technology. It was put into commercial operation in June last year.
"Our products are the Apple mobile phone in the wind power industry. They are the masters of the family, using new materials and new technologies, with the smallest size, the smallest weight, the higher efficiency and the more reliable. high. "In Zhang Chuanwei's view: "From the wind turbine provider to the overall solution provider, to the value and service provider of the whole life cycle, this marks that we are not the concept of equipment manufacturers, not only based on large equipment, core equipment manufacturing. , can provide full value chain services, or innovation and services based on manufacturing, core technology and business models. "