Goldwind awarded 5.69 billion leading products to 2.5MW

This year, the Land Wind power concession project was settled last month, yesterday (December 7), Goldwind (002202, close to 23.86 yuan) in the morning and noon issued a continuous announcement, the company in the concession project in total to obtain 39% of the winning share, the winning amount of 5.69 billion yuan. From the Goldwind's bid announcement, the industry has a glimpse of the same details as usual.　　Currently as the main revenue of the 1.5MW model unit price down nearly 30%, and 2.5MW models for the first time to start large-scale orders, showing that the company's leading products have been taken from the 1.5MW model to 2.5MW model of the pace. With Sinovel on the concession project, the 2010 Land Wind Concession Project, organized by the National Bureau of Energy, was settled last month.　　According to the news from the industry, the concession project involved in Zhangjiakou million-kilowatt wind power base two and Xinjiang Hami Chivan Chiva-class wind power base, the total bidding scale reached 3300MW, of which Sinovel wind power 1350MW, Goldwind won the bid 1300MW, the two major domestic machine giants to become the biggest winner. Goldwind, which has traditionally shown no power in the concession project, is the first to draw a tie with Sinovel in the bidding for the concession project since 2008. December 7, the Goldwind Bulletin said, confirmed that the concession has received all the formal acceptance of the award, the total size of the winning bidder is 1300.5MW.　　By this stimulation, December 7 A-share market on the Goldwind ushered in a long-lost rally, the afternoon impact limit, the final day to rise 8.01%. The bid continues its good performance since the year in which Goldwind has reaped new orders. As of the third quarter, Goldwind's cumulative new orders for the first three quarters of this year were 4352MW; plus the 1300mw,2010 annual Goldwind new orders for the concession will exceed 5.6GW, a figure that has increased by about 80% over the same period last year.　　And the winning amount of about 5.7 billion yuan, the equivalent of 2009 annual business income of 10.714 billion yuan 53%. 2.5MW and above models will be the main revenue and 2008, 2009 concession bidding different, the Goldwind bulletin delivered a new message. Earlier in the industry pointed out that Goldwind played a low-cost brand, 1.5MW models quoted as the lowest ever. From the company notice can confirm that the Goldwind 1.5MW model of the winning price of 3850 yuan/kilowatt. This price has been close to the cost line, the decline is greater than the industry expected. Compared to Goldwind's concession in 2008 and the signing of a formal supply contract with wind farm operators by the end of last year, the unit price of the 1.5MW model was around 5398 yuan/kilowatt; the latest price of Goldwind has fallen by 28.7%, according to Shuai, an analyst at the Gold Securities Co.　　It is expected that the 1.5MW model will continue to operate at this price level. Some researchers said that the rare use of the price of Goldwind technology card, but also reasonable: 1.5MWModels have been in the last six months to replace the 750kw model, to become the main revenue contributor.　　By the first half of the year, in the main business income accounted for more than 90%, the large-scale production of the company's control over the cost of the strong; the current situation of domestic wind power industry, wind farm owners began to chase the larger capacity of models, 2MW, 2.5MW and even 3MW models in this year's attention to increase significantly. Goldwind's bid announcement also reflects this trend. Total 1300MW of the company's share of the bid, 1.5MW models only 400MW, and another 900MW by the 2.5MW model contribution. Industry forecasts, if no accident, the future 2.5MW and above models in the company's revenue will gradually exceed the 1.5MW model. Industry also bullish on this trend, such as Citic Securities analyst Yangfan said, 2.5MW product gross margin will be higher than 1.5MW models, will be more than 25%.