Shanghai Electric becomes the biggest dark horse by sea wind

Attracted the attention of the industry in China's first round of offshore wind power concession project bidding, after nearly six months wait after finally announced the results of the successful bid, and for the wind farm to provide fans of the machine enterprises are also finalized. Unlike the early estimates, in addition to Sinovel wind power, Goldwind (002202, closing 21.70 yuan) two of the main machine without the suspense finalists, the second echelon of Shanghai Electric (601727, closing price 9.03 yuan) also accidentally share a cup of soup, the concession project to become the largest and the biggest black horse bidding.　　Stimulated by the above news, yesterday (October 13) Goldwind, Shanghai Electric Rose 6.58% and 5% respectively. The total installed capacity of the offshore wind power project is 1000MW, all located in Jiangsu, including Binhai, Sheyang, Dongtai and Dafeng four wind power projects. The wind farm operators of the above projects are all central enterprise subsidiaries, belonging to Datang Group, China Electric Power Investment Group, State Grid company and Guo Dian group respectively.　　And for four wind power projects to provide wind turbine manufacturers also delineated, Sinovel won the Binhai 300MW, Sheyang 300MW two projects, Goldwind won the Dafeng 200MW project, Shanghai Electric was the project of Dongtai 200MW. In terms of market share, Sinovel has a 60% per cent share in the first place; another veteran machine company Goldwind also got 20% of the share. But let the industry accident is that the second echelon of Shanghai Electric This can and Goldwind shares, won the last 20% share.　　In China Wind Energy Association last year statistics, Sinovel, Goldwind, Oriental Electric occupy the first echelon, Shanghai Electric only ranked seventh. In the industry, Shanghai Electric announced in 2009 that it will raise funds to develop 3.6MW offshore wind turbines, and now it seems that the company's layout has achieved results.　　The reporter learned that, because the performance of the offshore fan is higher than the onshore model, so the bidding requirements of the machine factory to have prototype finished, and Shanghai electric 3.6MW offshore wind turbine This July in Lingang heavy equipment base off the line. Although two listed companies, such as Goldwind and Shanghai Electric, have won the bid at the same time, the industry believes Shanghai Electric may benefit more.　　Ye Shi, an analyst with Huatai Securities, said that the Goldwind technology is now large, individual projects have little impact on the total income, and Shanghai Electric installed last year did not surpass the 200MW offshore wind power project, so it will bring positive impact on the company's performance. Yesterday, the daily economic news reporter also contacted two listed companies to ask details, but both companies said they have not received feedback from the project team ahead, so it is also impossible to know the bid price.