The policy continues to spring

The National Energy Administration recently organized the “National Offshore Wind Power Promotion Conference” and announced the “National Offshore Wind Power Development and Construction Plan (2014-2016)”, involving 44 offshore wind power projects with a total installed capacity of over 10 GW. People in the industry believe that if this installed capacity is fully established, it will greatly exceed the industry's expectations. After years of silence, offshore wind power is expected to accelerate development, and related equipment listed companies will usher in good opportunities for development.

Century Securities researcher Guo Jianglong believes that after the introduction of on-grid tariffs by the National Development and Reform Commission, local subsidy policies are expected to be introduced in succession. With the successive introduction of local subsidy policies and the gradual maturity of the market, offshore wind power is expected to accelerate after many years of silence.

Xu Xinjian, a researcher at Huaxin Securities, analyzed that with the improvement of industrial structure, the construction of UHV and other factors to improve the integration of bottlenecks and the opening of offshore wind power feast, the wind power industry will maintain a stable growth trend in the next 2-3 years.

Xu Chengjian is optimistic about wind power equipment manufacturers, with particular attention to manufacturers with first-mover advantage in offshore wind power, and he is advised to pay attention to Goldwind, Huayi Electric and Xiangdian Electric. In addition, the development of offshore wind power will greatly increase the demand for offshore engineering, and it is recommended to focus on Dajin Heavy Industry and Taisheng Wind Power, which have overseas operations. Since the wind resources this year are relatively poor compared to previous years, the number of hours of power generation has declined, which will affect the profitability of wind power plants. It is recommended that wind power stations be avoided to operate stocks in downstream wind power plants.