financial association, February 24 (reporter Xiao lianghua) after several years of rapid large-scale, 10MW wind turbine will officially become the "main player" in 2024. the first onshore wind turbine of complete machine enterprises such as yunda co., ltd. (300772.SZ) and china's medium-sized car completed the hoisting in January and February this year respectively, behind which is the increasingly mature industrial chain of large wind turbine. Industry insiders told Caixin News Agency that land-based fans have officially entered the 10MW era and are expected to have an installed capacity of 5-8GW this year.

the relevant person-in-charge of Sany heavy energy (688349.SH) told the reporter of the financial association that the company's bid for Heilongjiang huadian Ningan feng shui mountain wind power project in November 2023 is the first 10MW wind power project on land, and there will be more 10MW projects on land in the industry this year. "for example, there are many projects in inner Mongolia energy that explicitly require 10MW wind turbines."

in terms of spare parts, the relevant person in charge of xinqianglian (300850.SZ) also said that from the perspective of bearing production, the downstream customers did not know what type of fan the company's products were specifically applied to when leaving the factory due to confidentiality requirements, but the proportion of bearings applied to higher-power fans increased year by year.

10 MW wind turbine emerges

a few days ago, the 10MWD230 onshore wind turbine independently developed by China car plant was hoisted in Zhangbei test wind farm of Chinese academy of electric power. Earlier on January 24, Yunda's first onshore 10MW intelligent wind power prototype was successfully hoisted.

it is reported that the 10MWD230 wind turbine is a newly introduced 10MW onshore high-power wind turbine product platform of Zhuzhou institute of China car. the diameter of the wind turbine is 230 meters, the length of a single blade is 112 meters, and the maximum sweeping area can reach 41547 square meters, which is 14.3 higher than that of the 8MW wind turbine.

previously, the 10MW model of domestic wind power dark horse trinity heavy energy has been running in tongyu for nearly half a year, and the 10MW prototype of jinfeng technology (002202.SZ) and vision energy has also completed the prototype hoisting.

industry observer Li caiqiu told the caixin news agency that, except Harbin electric wind energy co., ltd. has not officially announced, the domestic mainstream wind power enterprises onshore wind power 10MW + class large megawatt models have entered the prototype hoisting or offline stage, and China's wind power has also officially entered the 10,000 kilowatts stage.

behind the "big responsibility" of big fans, it is inseparable from the support of the supply chain.

Among them, the most important is the blade. On January 10, the first 120-meter super-large offshore wind turbine blade of Times New Material (600458.SH) was successfully rolled off the production line in Sheyang Blade Factory. In mid-January, the first 113-meter wind turbine blade of the Three Gorges Energy Tianjin Nangang Offshore Wind Power Project was successfully offline. This type of blade is mainly matched with the 8 MW to 10 MW offshore wind turbine independently developed by Dongfang Wind Power.

spindle and bearings, the Caixin reporter learned that Jinlei shares (300443.SZ), Xinqianglian, Luo shaft, etc. have the required parts capacity of large megawatt fans, and have been fully verified.

installed capacity will reach 5-8GW

from 2020 till now, China's wind power has developed in a great leap forward, with a three-fold increase in capacity in three years, from 3MW to 10MW (onshore) and offshore wind power from 6MW to 18MW. the driving force behind it is undoubtedly the promotion and reverse force of parity.

In January 2023, Yunda's onshore 9MW platform unit has already won nearly 2GW of orders. In October 2023, the 10MW model began to enter the bidding scope of the owners. At the end of 2023, Sany Heavy Energy became the first complete machine manufacturer in the industry to win the bid for the 10MW model.

in this regard, industry insiders told the reporter of the financial association that based on the pressure of electricity cost, large megawatt onshore wind power models have become a must. on the one hand, it can greatly reduce the construction and installation cost of wind farms, on the other hand, the whole machine can continue to reduce costs through large-scale.

according to the latest bidding price information for the 10MW model, the price of the single unit + tower (steel tower/mixed tower) of the 10MW model on the land of shago in sanbei has been at the level of 1300-1400 yuan/kw, which means that the cost level of shago wind farm has approached 3000 yuan/kw (historical statistics show that at this cost level, the power generation capacity of wind power is at least 2 times that of photovoltaic.

Li Caiqiu said that from the perspective of the core large component industry chain, the main shaft and bearings, blades, gear boxes, generators and converters have all entered the mass production stage. According to the preliminary statistics of market orders of 10M mainstream complete machine enterprises, the bidding volume is expected to exceed 10GW in 2024, and the construction scale of 10MW onshore wind farm is expected to reach 5- 8GW in 2024, accounting for 6%-10% of the total land breeze, becoming the "main player". The large-scale application of its models will also continue to increase the stand-alone capacity of onshore models by more than 20% in 2024.