Table of Contents
Section 1. Executive Summary
Section 2. China Wind Power Market
- Environment
- 2.1 China Power Market
- 2.2 Wind Energy Regulatory Policy
- Increased National Target Signals Long-Term
- Growth
- RE Law Opens Door for Multiple Support
- Measures
- NDRC Concessions Spur State Player Pipelines
- Provincial Initiatives Stimulate Development
- Activity
- Despite National Policies, Offtake Agreements
- Vary by Province and Project
- CDM Supports Wind Project Viability
- Turbine Supply Build-up Key to Policy Objectives
- Scale-up Plan Underway for Multi-Megawatt
- Technology
- 2.3 Wind Resource
- 2.4 Project Development Process
- 2.5 Transmission
- Key Projects Set to Tap Vast Wind Resources
Section 3. China Wind Power Market Forecasts
- Forecast Methodology
- Underlying Wind Energy Market Assumptions
- 3.1 Historical Trends in China Wind Plant Development
- 3.2 China Wind Power Capacity Forecasts - Base-Case
- Base-Case: Chinese Market to Scale in Three
- Phases, from Explosive Growth to
- Consolidation and Expansion
- 3.3 China Wind Power Capacity Forecasts - High-
- Growth Scenario
- High-Growth: Steady Surge to Nearly 260 GW
- Installed
- 3.4 China Wind Power Capacity Forecasts - Low-
- Growth Scenario
- Low-Growth: Gradual Small-Scale Power
- Technology Build-out
- 3.5 Forecast Scenario Comparison
Section 4. China Wind Power Demand
- 4.1 Wind Power Project Development Market Structure
- Evolving Development Process Requires
- Skillful Technical Partnering, Local Negotiation
- Project Ownership Consolidating in State
- Generator Portfolios, IPP Model Evolving
- State Generators Extend Grip on National
- Wind Ownership
- Pipelines Reflect Intensifying Competition
- Among State Generators
- 4.2 State Generators Embracing Wind Power
- 4.2.1 State Generator Portfolio Strategies in the
- China Power Market
- Generation Portfolios Remain Centered on
- Thermal, Conventional Power
- 4.2.2 State Generator Wind Procurement and
- Ownership
- Four of China' s ' Big Five' Leading National
- Wind Build-out
- State Generator Project Pipelines Signal
- Centralized, Large-Scale Development
- 4.3 Chinese Wind Developers
- 4.3.1 Wind Power Project Pipelines and
- Development Activity
- Chinese Wind Developer Pipelines Signal
- Anticipated Medium-Scale Growth
- 4.4 Foreign Wind Developers and IPPs Search for Role, Build Pipelines
- 4.5 Offshore Wind Development Activity
- 4.6 CDM Bolsters Project Economic Model
- 4.7 State Generator Profiles
- 4.7.1 China Longyuan Electric Power Group
- 4.7.2 China Datang Corporation
- 4.7.3 China Huaneng Group
- 4.7.4 China Huadian Corporation
- 4.7.5 China Power Investment Corporation
- 4.7.6 Guohua Energy Investment
- 4.7.7 China Energy Conservation Investment
- 4.7.8 China Guangdong Nuclear Wind Power
- 4.7.9 China Water Investment Group Corporation
- 4.7.10 China Guodian Corporation
- 4.7.11 State Grid Corporation of China
- 4.7.12 China National Offshore Oil Corporation
- 4.8 Leading Chinese Wind Developer Profiles
- 4.8.1 Ningxia Electric Power Group
- 4.8.2 Beijing International New Energy
- 4.8.3 Shandong Luneng Development Group
- 4.8.4 Heilongjiang Huafu Electric Power Investment
- 4.8.5 Liaoning Energy Investment (Group)
- 4.8.6 Hong Kong Construction (Holdings) Limited
- 4.8.7 China Light & Power Group
- 4.8.8 Hebei Construction Investment
- 4.8.9 China WindPower Group Limited
- 4.9 Foreign Entrants
- 4.9.1 Roaring 40s
- 4.9.2 AES Corporation
- 4.9.3 Korea Electric Power Corporation
- 4.9.4 Other Foreign Entrants
- Acciona
- Airtricity (Scottish & Southern Energy)
- Ao Lu Jia New Energy Development
- BP Alternative Energy
- Fersa
- Gamesa Energy
- Iberdrola
- IW Power
- WelWind Energy International
Section 5. Competitive Analysis of Chinese Wind Turbine Markets
- 5.1 Wind Turbine Infrastructure Market Trends, 000- 2020
- 5.1.1 Trends and Forecasts in Wind Turbine and roject Size
- Average Turbine Size Moving above 1 MW
- Range
- Chinese Supply Approaching
- Rapid Ramp-up to Megawatt and
- Multi-Megawatt
- Project Size Shifting to 50 MW and Larger with
- Concessions, State Power Generator Build-out
- 5.1.2 Trends and Forecasts in Wind Turbine Pricing
- Scope of Supply Wide-ranging with Rapid
- Growth, New Entrant Proliferation
- China Turbine Prices Reflect Learning Curve,
- Shift to Local Sourcing
- Total Turbine Market Headed toward US$13 Billion
- 5.2 Wind Turbine Manufacturer Market Share
- Analysis
- Chinese Players, Gamesa Dominate Sub-1
- MW Segment
- Few Players Vying for 1 MW to 1.49 MW Niche
- Chinese and Foreigners Intensify Competition
- in 1.5 MW to 1.99 MW Segment
- Vestas Steps up to 2 MW Technology, with
- Aspiring New Entrants in Tow
- Suppliers Aim for Regional Strongholds -
- Goldwind, Gamesa Dominating Pivotal
- Provinces
- 5.3 Wind Turbine Manufacturer Competitive Analysis
- 5.3.1 Wind Turbine Product Development Strategies
- Licensing Strategies Critical for Start-up Manufacturers
- 5.3.2 Turbine Production Strategies
- Players Scrambling for Supply Chain Solutions
- Capacity Surge in Motion Through 2012
- Production Networks Expanding, with Regional
- Manufacturing Bases Taking Shape
- 5.3.3 Wind Turbine Sales Strategies
- ' Big Five' and Wind Power Base Orders
- Fundamental to OEM Positioning
- Maiden Orders Set Pace for New Entrant
- Production Roll-out
- China Exports on the Horizon Following
- Domestic Capacity Surge
- 5.3.4 Evolving Wind Turbine After-Sales Strategies
- 5.4 Chinese Vendor Profiles
- 5.4.1 Goldwind
- 5.4.2 Sinovel
- 5.4.3 Dongfang Turbine
- 5.4.4 Zhejiang Yunda (Windey)
- 5.4.5 Sewind
- 5.4.6 CPC New Unite
- 5.4.7 Hunan Hara XEMC
- 5.4.8 CSIC (Chongqing) Haizhuang
- 5.4.9 Shenyang Huachuang
- 5.4.10 Guangdong Mingyang
- 5.4.11 Hanwei Wind
- 5.4.12 Zhejiang Huayi Wind (HeWind)
- 5.4.13 Baoding Huide
- 5.4.14 CSR Times
- 5.4.15 Liaoning GaoKe
- 5.5 Foreign Vendor Profiles
- 5.5.1 Gamesa Wind (Tianjin)
- 5.5.2 Vestas
- 5.5.3 GE Energy
- 5.5.4 Suzlon Energy (Tianjin)
- 5.6 Chinese-foreign JV Vendor Profiles
- 5.6.1 Nordex Wind Power Equipment
- Manufacturing
- 5.6.2 CASC-Acciona
- 5.6.3 REpower North
Section 6. Competitive Trends in China Wind Turbine Component Supply
- 6.1 Supply Chain Positioning
- 6.2 Component Suppliers Ramp Up for Booming Demand
- Emerging Chinese Players Racing to Production
- Foreign Players Aim to Secure Footholds
- 6.3 Competitive Trends in Component Supply
- 6.3.1 Blade Supply Trends
- Scaling Production Capacity Key to Blade
- Supply Competition
- 6.3.2 Gearbox Supply Trends
- Gearbox Players Move to Multi-Megawatt,
- Facing Foreign Leaders
- Gearbox Supplier Positioning in Transition as
- 2 MW Market Grows
- 6.3.3 Generator Supply Trends
- 6.3.4 Bearings Supply Trends
- 6.3.5 Other Component Supply Trends
- Tower Supply Trends
- Control Systems Supply Trends
- 6.4 Blade Supplier Profiles
- 6.4.1 HT Blade
- 6.4.2 LM Glasfiber China
- 6.4.3 Zhongfu Lianzhong
- 6.4.4 SINOMA
- 6.4.5 Wuxi Turbine Blade
- 6.4.6 Shanghai FRP
- 6.4.7 Tianjin Dongqi
- 6.4.8 Other Blade Supplier Profiles
- 6.5 Gearbox Supplier Profiles
- 6.5.1 China High Speed Transmission (Nanjing
- High Speed & Accurate Gearbox)
- 6.5.2 Chongqing Gearbox
- 6.5.3 Hangzhou Advance Gearbox Group
- 6.5.4 Hansen Transmissions
- 6.5.5 Winergy
- 6.5.6 Other Gearbox Supplier Profiles
- 6.6 Generator Supplier Profiles
- 6.6.1 Yongji Electric Motor Factory (CNR)
- 6.6.2 ABB Electrical Machines
- 6.6.3 Lanzhou Electric Corporation
- 6.6.4 Other Generator Supplier Profiles
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