① The National Development and Reform Commission and other three departments organized the "Wind Control Action for Thousands of Villages" to promote the construction of rural decentralized wind power projects with relatively strong operability, and decentralized wind power is expected to truly embark on the fast lane.

② At present, the proportion of decentralized wind power in the entire installed wind power is almost negligible. From the perspective of resource reserves, decentralized wind power has a broad space for development.

Caixin News Agency, April 2 (Reporter Xiao Lianghua) On April 1, the National Development and Reform Commission, the National Energy Administration and other three departments organized the "Wind Control Action for Thousands of Villages" to promote rural decentralized wind power Project construction. With frequent policies, can decentralized wind power get out of the stagnant predicament?

The industry is optimistic. A person in the wind power industry in Shandong told a reporter from the Caixin News Agency that the "Thousand Villages and Ten Thousand Villages Wind Control Action" launched this time includes the detailed rules for the implementation of the project and the path of grid connection. The operability is relatively strong, and decentralized wind power is expected to truly embark. Fast lane. The relevant person in charge of Sany Heavy Energy (688349.SH) also told the Caixin News Agency reporter that the proportion of decentralized wind power installed capacity is low, the rural area is vast, and the policy increase is expected to bring new market opportunities.

How to advance the business? Yunda shares (300772.SZ) Securities Department staff to the identity of investors to call the Caixin News Agency reporter said, "the three departments of the latest documents are still partial macro, specific to the development project, but also need to wait for the introduction of the provincial and municipal rules. At present, the company has built a number of decentralized wind power projects, experienced."

Policies keep increasing

The three departments require in the notice: During the "14th Five-Year Plan" period, in the rural areas of qualified counties (cities, districts, and banners), a batch of wind power projects for local development and utilization will be built with villages as units. In principle, each administrative village should not exceed 20 MW, and explore the formation of a new model of wind power investment and construction of "village-enterprise cooperation" and a new income distribution mechanism of "co-construction and sharing, promote the construction of a new pattern of wind power development and utilization that" there is wind power in the village, collective income, and villagers benefit from it.

according to statistics from securities dealers, there are currently about 690000 administrative villages in the country. based on the installation of 2 5MW wind turbines in each administrative village, the total installed demand for distributed wind power in the country is 6915GW. if the penetration rate reaches 1% during the 14th five-year plan period, the corresponding demand will reach 69.15GW, and if the penetration rate reaches 10%, the corresponding demand will reach 691 GW.

"There is a big difference between the theoretical figures and the actual projects that can be operated. However, decentralized wind power does have a broad space for development." A relevant person in charge of a domestic wind power host company told the Caixin News Agency that the development of rural wind power is affected by many factors such as land, wind resources, and consumption, and investment projects need to be considered comprehensively.

It is worth noting that the "Thousand Villages and Ten Thousand Villages Wind Control Plan" is not the first time it has been proposed. In 2021, the relevant departments put forward the "Thousand Villages and Ten Thousand Villages Control Wind Plan" for the first time; in 2022, the "Implementation Opinions on Deepening the Reform of" Decentralization, Management and Service "in the Energy Sector and Optimizing the Business Environment" and "Implementation Opinions on Accelerating the Development of Rural Energy Transformation and Helping Rural Revitalization" Favorable policies have been frequently introduced, continuously adding to the development of the industry.

On February 3 this year, Xinhua News Agency was authorized to issue the "Opinions of the Central Committee of the Communist Party of China and the State Council on Learning and Applying the Experience of the" Thousand Village Demonstration and Ten Thousand Village Renovation "Project to Effectively and Effectively Promote the Comprehensive Revitalization of Rural Areas", proposing to promote the development of rural distributed new energy It can be seen that the policy support for decentralized wind power has been continuously strengthened.

The slow progress of decentralized wind power may be the reason for the increasing policy. In recent years, the cumulative installed capacity of distributed PV in China has shown a rapid growth trend. By the end of September 2023, the cumulative installed capacity of distributed PV nationwide was 225.26GW, accounting for 43.29 percent of the total installed PV capacity. Analysts at the China Business Industry Research Institute predict that the cumulative installed capacity of distributed photovoltaics in China will reach 315.24GW in 2023 and 418.76GW in 2024.

In contrast, the proportion of decentralized wind power in the entire installed wind power is almost negligible. According to CWEA statistics, by the end of 2022, China's cumulative installed capacity of decentralized wind power was 13.44 million kW.

Relevant listed companies actively layout

The aforementioned industry insiders said that the decentralized wind power industry has been advancing slowly, the approval is cumbersome, and the difficulties in elimination are all factors restricting the development of the industry. "However, the contents of the documents issued this time are detailed and specific, and the operability is relatively strong. There are ways to solve several problems concerned by the industry. Decentralized wind power is expected to usher in a real period of rapid development."

the reporter of the financial association noted that the release of the "thousands of villages and thousands of villages to control the wind" is consistent with the previous distribution network policy that "by 2025, the distribution network network structure will have about 0.5 billion kilowatts of distributed new energy". it can be seen that the development of distributed wind power is imperative.

Yunda Securities Department staff said that although the scale of a single project is small, the profit margin is still good, and the company has relevant product reserves. "The follow-up company will pay attention to the specific implementation rules introduced by the provinces and cities to promote the development of decentralized wind power."

Jinfeng Technology (002202.SZ) has said that with its broad application prospects in rural areas, the new wind power infrastructure may become an important direction for the development of wind turbines in the future. With the application of decentralized wind power innovation technology, local governments will accept it more and more.

According to industry statistics, in 2022, in the decentralized wind power market, Goldwind Technology ranked first with a bid winning rate of over 30%, and ranked first in Hubei, Hunan, Anhui and other provinces.

decentralized wind power products need to be customized, Mingyang Intelligent (601615.SH) flexible production capacity is strong, early intervention in customization, the whole product can match the different needs of decentralized wind power projects. Collection

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