December 7, Goldwind (002202. SZ/02208.HK) successively issued the successful announcement, the company in the National Energy Bureau organized land 3.3 Million-kilowatt concession bidding 1.3 Million-kilowatt wind turbine equipment, the winning amount of about 5.7 billion yuan. The first three quarter goldwind cumulative new orders of about 4352MW, the winning bid, the annual new orders will reach more than 5.5GW, an increase of more than 75%. According to the cost of the award of Goldwind technology, the average price of the winning fan is about 4385 yuan/kilowatt. Among them, 2.5 MW wind turbine, 2.5 MW wind turbine winning 900,000-kilowatt. Prior to the tender meeting, for the current domestic most mainstream 1.5 MW wind turbine sinovel wind power and Goldwind technology these two domestic wind turbine manufacturers have reported 4000 yuan/kilowatt within the tender price, which marks the level of the fan unit kw cost into the 4000 yuan below the era, Among them, Goldwind is the lowest price of 3850 yuan/kilowatt. The results show that Sinovel won the bid 1.35 Million-kilowatt, with a weak advantage leading Jinfeng technology ranked first. Of the total of 3.3 Million-kilowatt, Goldwind and sinovel two companies have split up 2.65 Million-kilowatt of the total, while the other companies have scored 650,000-kilowatt. National Gold Securities in the latest research report that the unit prices have fallen by nearly 20% this year, at the current level of profitability, the price of further decline in the space will be very limited. In the context of intensified competition in the industry, prices continue to maintain a high probability of operation, the industry reshuffle has begun, the lack of scale advantages of enterprises will gradually exit, although the short-term will not make the price rebound, but the increase in the exit will be conducive to the promotion of industry concentration, industry leaders are expected to further expand market share. Public information shows that, according to the current consultation of the "Renewable Energy development Plan Twelve-Five", the initial plan to 2015, China's wind power installed capacity is expected to reach 90 million-100 Million-kilowatt, to 2020 China to achieve wind power installed 150 million kw. China's major wind power manufacturers have a more optimistic estimate of the total number of wind power installed in 2020. Sinovel Chairman Han Junliang forecasts that 2020 China's wind power installed capacity is expected to exceed 250 million kilowatts, or even 300 million-kilowatt. Wuhan, the chairman of Goldwind, said 2020 China wind power installed capacity can reach up to 320 million kilowatts. Goldwind is China's second wind power equipment manufacturer, the world's fifth largest wind power equipment manufacturer, China is currently the world's first wind turbine market.
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