With the further escalation of the nuclear leakage crisis at the Fukushima nuclear power plant in Japan, the concept stock of wind power in the A share market is one of the "vibrations." It is understood that after the explosion of Unit 4 of the Fukushima Daiichi Nuclear Power Plant in Japan, the wind power concept stock, which is one of the alternative energy sources, began to strengthen. According to statistics of Wind, on March 15, the wind power index rose by 0.51%, ranking the first in all concept indices. One. Among them, gold wind technology rose 8.37% the same day, Sinovel wind power reached 4.83%.
Insiders pointed out that although the surge in wind power shares is only a short-term â€œinstinctive response,â€ but in the long term, the Japanese earthquake triggered a nuclear leak accident, making the United States, Germany, etc. have begun to reflect on the safety of nuclear power plants, if the development of European and American countries The schedule of nuclear power was postponed and it was a great advantage for other clean energy sources such as wind power.
Nuclear power "elimination", wind power "long"?
â€œThe nuclear safety crisis in Japan has sounded a warning for countries that are making great efforts to develop nuclear power.â€ Lin Boqiang, director of the China Energy Economic Research Center at Xiamen University, told reporters that due to this incident, the international environment for nuclear power development has produced a relatively large environment. Impact, it is expected that the timetable for the development of nuclear power in various countries will be delayed.
To meet energy demand, many regions and countries, including Europe, the United States, and China, must rely on diversified energy sources such as wind, solar, and nuclear power. According to Li Shengmao, a senior research fellow of China Investment Consulting, due to the incident, foreign countries may pay more attention to the development of the wind power industry to reduce their dependence on nuclear power.
"Compared with nuclear power, wind power is a relatively safe source of energy and will not cause environmental problems such as nuclear leakage." Li Shengmao explained to reporters that in the long run, wind power is cheaper than nuclear power, and wind power The construction and operation modes are also relatively flexible, which is different from the restrictions on building high-tech thresholds and funding thresholds for nuclear power plants.
Therefore, most industry insiders predict that in the long run, the global energy structure will tend to be safer and cleaner. If the development of nuclear power is limited, the development of photovoltaic and wind power industries may be further accelerated.
Boost overseas markets?
Although Chinaâ€™s wind power industry is less affected by this nuclear accident in Japan, the development speed of domestic wind power industry has been very fast in recent years. On this basis, the possibility of further accelerating development is also less, but Li Shengmao stated that the United States, The re-scrutiny of nuclear power development in Germany and other countries will promote one of the alternative energy sources in the future - the development of wind power industry. "If the overseas wind power market share further expands, it will provide more opportunities for Chinese wind power equipment companies to "go global". opportunity."
It is understood that in the face of indisputable facts of domestic wind turbine capacity saturation, overseas deployment has become an inevitable choice for domestic wind turbine equipment companies. â€œOur goal is that in the next three to five years, one-third of the companyâ€™s total business revenue will come from overseas markets.â€ A person in charge of a domestic wind turbine company told reporters that if countries such as Europe and the United States increase the share of renewable energy, especially wind power The demand for wind power equipment and engineering construction will also increase. This will undoubtedly be a big plus for domestic wind power companies that have accumulated rich experience in product manufacturing and engineering construction.
If the current nuclear crisis contributes to the global wind power market is only a "reasonable imagination", the recent positive news released by Europe and the United States, or will truly "power" the entire wind power market.
Recently, the U.S. Department of Energy issued the "National Offshore Wind Power Strategy: Creating a U.S. Offshore Wind Power Industry," while U.S. Secretary of Energy Zhu Xiwen publicly announced that it will invest 50.5 million U.S. dollars to fund offshore wind projects and determine that several are located in the Middle Atlantic [17.95 0.56%] High priority wind energy area.
According to the 2020 national plan currently formulated by EU member countries, the EUâ€™s wind power generation will account for 14% of the total power generation within 10 years, and discussions on the 2030 renewable energy target have also been put on the agenda. It is understood that the European Council for Renewable Energy has suggested that more than 45% of EU energy consumption in 2030 will come from renewable energy, of which wind power will account for 28.5% of electricity production. According to a communique published by the European Wind Energy Association recently, in the next 20 years, the European Union will reach 400 billion euros to achieve the goal of wind power development.
"Japan's nuclear security crisis is only a warning. The further expansion of the wind power market is impossible to 'pariat'. It is unrealistic to look forward to the 'negative shift' of the nuclear power market." The head of the above-mentioned wind turbine company calmly analyzed the reporter. In the long run, renewable energy such as wind power will be used as a safe and sustainable clean energy source. The market share will surely be further expanded. At present, if companies are to leverage on overseas markets to maintain the rapid increase in wind turbine equipment, they must â€œgo globalâ€. Improve product quality control during the process.