2 china wind market
TRANSCRIPT
2 China Wind Market
Mr Otgontugs
2010.9.10
Wind Wind Power capacity
China wind projects in 2010
• 378 New started major construction of wind power projects, with total investment amounted to nearly 44.1 billion USD
Wind industry problem
Said by Qin Haiyuan , Secretary of the China Wind Energy Association
China wind power price Resource
Zone
Tariff Benchmarking
/ 1KWh The resources section included in the region
I zone 0.51 RMB
7.5 cent US
Inner Mongolia except Chifeng, Tongliao, XingAn, Hulunbuir, , Xinjian province Urumqi , Ilikhasake,
Changjie, Kelamayi city , Shihezi city
II zone 0.54 RMB
7.9 cent US
Hebei province Zhangjiakou, Chengde, Innermongolia province Chifeng, Tongliao, XingAn, Hulunbiur, Gansu province Zhangye City , Jiaguguan City, Jiuquan City
III zone 0.58RMB
8.3 cent US
Lijin province Baicheng city, Songyuan City , Heilongjian province Wuxi city , ShuangE shan city , Qitaihe city , Gansu province except Zhangye city , Jiaguguan city ,
jiuquan city , Xinjian province except Urumqi, Ilikhasake, Changjie, Kelamayi city , Shihezi city, Ningxia province
IV zone 0.61 RMB
8.9 cent US Provinces except I zone, II zone , III zone
Wind tariff map
Wind turbine market share in China
Wind turbine maker Scale Manifacturer Installed capacity percentage
> 1000 MW
Sinovel (China) 5652 MW 21.9%
Gold wind ( China) 5351.05 MW 20.7%
Dongfang Electric ( DEC China) 3328.5 MW 12.9%
Vestas ( Denmark) 2011.5 MW 7.8%
Gamesa (Spain) 1828.75 MW 7.1%
500 – 1000 MW
GE Wind ( USA) 957 MW 3.7%
Mingyang ( China) 895.5 MW 3.5%
United Power ( China) 792 MW 3.1%
Suzlon (India) 605.25 MW 2.3%
100 – 500 MW
Shanghai Electric (China) 582 MW 2.3%
Nordex ( Germany) 438.2 MW 1.7%
Repower (Germany) 200 MW 0.8%
Other 3163.55 MW 12.2%
Total 25805.3 MW 100%
Foreigners also take restriction for Chinese Wind equipment maker
Recent projects for Foreigners
CDM in China • China had 732 CDM projects registered at the UN, 144 of which where wind related in 2010.01
• Only Companies wholly-owned or controlled by Chinese parties may carry out CDM projects in PRC. Consequently, a company controlled by foreign parties does not qualify for PRC government’s approval for a CDM project
Wind turbine maker’s investment in China
Company Name
Factory locations
Investment amount
Product Production time
Production capacity
Vestas Tianjin 30 million USD (1 phase)
1 phase Leaf, 2 phase Turbine
2006.06 800 MW
Gamesa Tianjin 60 million EUR
Wind Turbine 2006.07 700 MW
GE Wind Shenyang 50 million USD
Wind turbine 2006.07 1200 MW
Suzlon Tianjin 60 million USD
Wind turbine 2006.08 800 MW
Repower Baotou Wind turbine JV 800 MW
Nordex Ningxia Xian
Wind turbine
JV
International cooperation with Chinese utilities
• Japanese
– SUMITOMO
– Tokyo Electric
– Japanese other
SUMITOMO
• www.sumitomocorp.co.jp/english/
Date Wind Project name Chinese partner
2010.01 Inner Mongolia Chifeng
Dongshan II phase 50MW Datang
2010.01 Inner Mongolia, Chifeng
Bolike 49.3MW Datang
Tokyo Electric
Type Public KK (TYO: 9501)
Industry Energy
Founded May 1, 1951
Headquarters Tokyo, Japan
Area served
prefectures of Tokyo, Kanagawa, Saitama, Chiba, Tochigi, Gunma, Ibaraki, Yamanashi, and eastern area of Shizuoka
Key people Masataka Shimizu, President
Services Electric generation, transmission, and distribution
Revenue ▲¥5308.0 billion (consolidated)
Operating income ▲¥576.2 billion (consolidated)
Net income ▲¥310.3 billion (consolidated)
Employees 38,235 (consolidated)
Website www.tepco.co.jp
Date Wind Project
name Chinese partner
2008.09 Xinjian Urumqi Wulabo 30 MW
CECEP
2008.11 Xinjian Urimqi Tuoli 30MW
Guotou (Shenhua)
2009.04 Guangdong
Aodian Shibeishan
Guangdong Aodian Shibeishan Wind
Power
Japanese other
Date Japanese Company Wind Project name Chinese partner
2008.05 Mitsui Fussan Guohua Hulunbuir Huyouqi
49.5 MW Guohua
2008.10 Central Electric, Japan Ningxia Tianjing 50.25 MW Ningxia Tianjing Wind Power
2009.07 Mitsui Fussan Guohua Qiqihar Fugu
49.5 MW Guohua
2009.09 Central Electric Gansu Datang Yumen
49MW Gansu Datang
2009.12 Sino Japan Electric Hebei Haixing49.5 MW Hebie Construction new
Energy
2010.03 Daiwa SMBC Beijing Gongting 49.5 MW Beijing Jingneng
• European
– ENDESA Spain
– Kommunal Kredit Austria
– ENEL Italy
– International Energy System Holland
– Carbon Asset Management Sweden
– European Other Company
International cooperation with Chinese utilities
ENDESA Spain
Type Sociedad Anónima (BMAD: ELE)
Industry Public utility
Founded 1944
Headquarters Madrid, Spain
Key people Andrea Brentan (CEO), Borja Prado Eulate (Chairman)
Services Electricity generation and distribution
Revenue €25.69 billion (2009)[1]
Operating income €5.052 billion (2009)[1]
Profit €3.430 billion (2009)[1]
Employees 26,300 (2009)[1]
Parent Enel
Website www.endesa.es
Date Wind Project name Chinese partner
2010.04 Huaneng Tongyu
100.5 MW Huaneng New Energy
2009.09 Shandong Changdao
27.2 MW Huaneng
2009.06 Shandong Weihai
69MW Huaneng
2008.11 Huaneng NanAo
45.05 MW Huaneng New Energy
2008.05 Inner Mongolia
Huitenshil, Jingneng 100 MW
Beijing International Electric
2008.04 Jilin , Tsagaanjot Zhongshui Baicheng
Wind power
2007.12 Huaneng Taobei 49.3
MW Huaneng New Energy
Kommunal Kredit Austria
• http://www.kommunalkredit.at/EN/Kommunalkredit/default.aspx
Date Wind Project name Chinese partner
2009.02 Hunan Dongping 72MW Wuling Electric
2008.04 Yichun Shimaodingzi 30.6 MW Heilongjiang Yichun Xinganling wind
power
2007.12 Tongyu Tuanjie 100.3 MW Longyuan ( Jilin)
2007.11 Heilongjiang , Yichun Erduoyan
28.05 MW Heilongjiang Yichun Xinganling wind
power
2007.10 Heilongjiang Yichun Dabishan Heilongjiang Yichun Xinganling wind
power
2007.09 Jiangsu Rudong Huangang
dongling 100.5MW Longyuan ( Jiangsu)
2007.01 Jilin Zhaonan wind Jilin Mingmen Wind power
ENEL Italy
Type Società per azioni (BIT: ENEL)
Industry Energy
Founded 27 November 1962
Founder(s) Italian government
Headquarters Rome, Italy
Area served
Italy, Spain, France, Belgium, Greece, Bulgaria, Slovakia, Romania, Russia, USA, Chile, Nicaragua, El Salvador, Panama, Costa Rica, Brazil
Key people Fulvio Conti (CEO), Piero Gnudi (Chairman)
Products Natural gas and electricity generation and distribution
Revenue €64.04 billion (2009)[1]
Operating income €10.76 billion (2009)[1]
Profit €5.395 billion (2009)[1]
Employees 81,200 (2009)[1]
Subsidiaries
Endesa, Empresa Nacional de Geotermia, Enel Brasil Partecipações, Enel North America Inc.
Website www.enel.com
Date Wind Project
name Chinese partner
2010.01 Shandong caizhou city Cailong wind
Shandong Luneng
2008.7
Huadian Inner Mongolia
Huitenshil 100.25 MW
Huadian (Innermongolia)
2008.06 Shandong
Rongcheng , Xudao Shandong Luneng
Energy System International Holland
• http://www.energysystemsintl.com/website_en/news.aspx
Date Wind Project name Chinese partner
2010.02 Guangdong Lufeng city, Jiadong
wind Xianwei Jihua wind energy
2010.01 Xinjian Tacheng Mayitas wind Tianrun ( Tacheng)
2009.11 Hainan , Wenmao Chaotan Huaneng ( Hainan)
2009.4 Xinjian Tianfeng Daban Xinjian Tianfeng development
2008.07 Wuerguli 30MW Heilongjiang Fulong Wind Power
2008.03 Xinjian Tianfeng Daban I phase Xinjian Tianfeng development
2008.03 Heilongjiang Huafu Muling Heilongjiang Huafu wind power
2007.10 Hebei Kangbao wolong 30 MW Hebei Construction
Carbon Asset management Sweden
Industry Environmental Services
Type Public Company
Status Operating
Company Size 66 employees
2006 Revenue 278 mil [SEK] (68%)
Founded 1981
Website http://www.tricorona.se
Date Wind Project
name Chinese partner
2008.12 Ningxia YinYi
49.5 MW Ningxia Yinyi wind power
2006.12 Liaoning Zhangwu
24.65 MW Liaoning Zhanwu
Jinshan wind
2006.12 Liaoning Kangping
24.65 MW Liaoning Zhanwu
Jinshan wind
Key Statistics about Carbon Asset Management Sweden AB
Top Locations
•Stockholm Area, Sweden Carbon Asset Management Sweden AB Headquarters Address
Kungsgatan 32 PO Box 70426
Stockholm 107 25
Sweden
Phone: 46 8 50 68 85 00
Fax: 46 8 34 60 80
European Other
Date European Company Wind Project name Chinese partner
2010.05 KFW bankengruppe Jiangxi Duchangfen CPI (Jiangxi)
2010.5 MGM Carbon Portfolio
S.A.R L uxemburg Ningxia Yinyi 49.5 MW Ningxia Yinyi Wind Power
2010.4 France Electric trade CGN Gansu Anxi Daliang
49.5 MW China guangdong Nuclear
(CGN)
2010.4 KFW Bankengruppe Inner Mongolia Bayinhangai
49.5 MW Shanxi Zhangze power, CPI
2010.02 Vitol SA and Carbon
resource Management (UK) CECEP Zhanbei Dayang CECEP
2010.01 Shell Hebei Kongzhong Caoyuan
49.5 MW Hebei Construction
2009.12 France electric trade CGN Inner Mongolia
Huitengliang 300 MW CGN
2009.12 Vitol SA CECEP Gangjian Danjinghe CECEP
2008.08 Essent Holland Fujian 45MW Datang
2008.06 IXIS Environment &
Infrastructure ( France) Jilin Changlin 49.5 MW
China Water Power Construction
2007.12 Senter Novem Holland Inner Mongolia Huiteng Shil Longyuan ( Inner Mongolia)
International cooperation with Chinese utilities
• UK
– EDF trading
– Eco Securities
– Climate Change Capital Carbon Fund
– Carbon Resource Management
– UK other
EDF Trading
Headquarters London, United Kingdom
Industry Oil & Energy
Type Public Company
Status Operating
Company Size 755 employees
Founded 1999
Website http://www.edftrading.com
Date Wind Project name Chinese partner
2010.05 Hebei Shangyi Shiren Longyuan
(Zhangjiakou)
2010.05 Fujian Pingzhang 100
MW Longyuan
2010.04 Inner Mongolia Bugat
bayin Longyuan ( Bugat)
2010.04 Inner Mongolia
Wudaogou 50.25 MW Chifeng Xinsheng
Wind power
2010.03 Inner Mongolia
Sunjiaying 50.25 MW Chifeng Xinsheng
Wind power
2010.01 Inner Mongolia,
Bayintsar , 49.3 MW Longyuan
2009.11 Jilin Tongyu 100.3 MW
Longyuan (Jilin)
2009.02 Liaoning hengren
24.65 MW Hangtian Longyuan
2008.11 Guohua Jiangsu
Dongtai 201 MW Guohua (Dongtai)
Key Statistics about EDF Trading
Top Locations
•London, United Kingdom (100)
•Houston, Texas Area (58)
•Paris Area, France (17)
EDF Trading Headquarters Address 3rd Floor, Cardinal Place 80 Victoria Street
London, London SW1E 5JL
United Kingdom
Phone: +44 (0) 20 7061 4000
Fax: +44 (0) 20 7061 5000
Eco Securities
• EcoSecurities is a business that sources, develops and trades carbon credits and carbon offsets from greenhouse gas emission reduction projects throughout the world.
• The company has offices in north and south America, Europe, Africa and Asia and a portfolio of over 400 projects in 34 countries.[1]
• EcoSecurities floated on the Alternative Investment Market of the London Stock Exchange in December 2005. In June 2007, the company raised an additional €100 million to expand into new markets, with Credit Suisse becoming a major investor. It trades in the international carbon market which was valued at €38 billion in the first six months of 2008.[2]
• The managing director of the company is Pedro Moura-Costa [3] and the CEO is Bruce Usher.[4]
• In 2009 the firm was acquired by JP Morgan Chase and is now a unit of their Environmental Markets Practice[5]
• www.ecosecurities.com/
Date Wind Project name Chinese partner
2010.04 Inner Mongolia Dali V phase 49.5 MW
Datang Chifeng
2010.03 Hehai Sanmen
25.5 MW Datang Sanmen
2009.11 Heilongjiang
beiantun 49.5 MW Datang
2009.11 Heilongjiang Dajiazi
shan 49.5 MW Datang
2009.11 Jilin Tongyu Tongfa
100.3 MW Longyuan (jilin)
2009.11 Inner Mongolia
Duolunda xishan 30.6 MW
Datang Chifeng
2009.11 Inner Mongolia Dali IV phase 49.5 MW
Datang Chifeng
Carbon Resource Management
• Beijing Office
• Qian Yiwen [email protected] Carbon Resource Management Ltd, Suite 806, Hyundai Motor Tower, 38 Xiaoyun Road, Beijing 100027, China. Tel: +86 10 8453 9588 Fax: +86 10 8447 5700
• www.carbonresource.com
Date Wind Project name Chinese partner
2010.06 Zhejiang Cixi Wind Cixi Changjiang wind
power
2010.04 Hebei Chengde
Huifeng Hebei Hongsong wind
power
2009.11 Hebei Shangyi
manjing Guohua (hebei)
2009.11 Inner Mongolia
Beifang Longyuan Beifang Longyuan
2009.11 Zhuhai hengqindao Zhuhai Guohua
2009.10 Shandong Tuofandao
Changdao Liankai wind power
2009.09 Inner Mongolia
naranbulag & Zurhe Fuhui
2009.02 Inner Mongolia Huiteng Liang
Guohua ( Shilin Gol)
2008.08 Datang Chifeng Datang Chifeng
Total 18 projects
UK Other
Date UK Company Wind Project name Chinese partner
2010.05 Green Hercules Inner Mongolia Shiming Hongor
Sino Hydro
2009.05 SSE Energy Liaoning Xingcheng
haibing Guodian Xingcheng
2009.01 NATIXIS Xinjian Xiaocaohu Huadian Xinjian
2008.07 Climate Change
capital carbon fund Jilin Changling Jilin wind power
2008.06 Climate Change
capital carbon fund
Datang jiling Shuangliao 49.3MW
Datang Jilin
2006.12 First carbon fund Zhangbei Manjing Beijing Guotou
Thanks