Goldwind - chinesischer Windmühlenbauer (Seite 61)

[energyguy]

Noch eine Goldwind Infoquelle: http://goldwindamerica.com

Ich habe gelesen, eine 1.5MW Goldwind Anlage kostete 4.4 Mio CNY in 2010. Weiss jemand, wieviel das in EUR ist?

Zum Vergleich: In D kostet das MW rund 1.000 EUR, abhängig von der Nabenhöhe.

[energyguy]

Goldwinds Offshore Ambitionen:

Man beachte vor allem das Potential: 20GW bis 2025 in Asia Pacific und den Satz "China is where the most growth is expected"...

Welchen Marktanteil wird Goldwind Offshore wohl haben?



Wind Energy Update: Goldwind unveils offshore wind plans and selection criteria

Published 07:00 a.m., Monday, July 2, 2012

In a case study from Wind Energy Update Wind Turbine Supply Report 2011-12, leading wind turbine manufacturer, Goldwind’s research and development manager, discuss’s their plans for offshore activity, selection criteria and global sourcing strategy.

London (PRWEB) July 02, 2012

The Asia Pacific market is tipped to produce over 20GW of offshore generation by 2025 (Renewable Energy World 2011). China is where the most growth is expected. However, despite high expectations, Asia’s offshore market is in its very early stages.

One of the largest Chinese wind turbine manufacturers, Goldwind, unveils its offshore strategy. The company has much faith in the industry, having moved $22million of their investment from onshore to offshore to create an offshore wind turbine plant, as reported by Wind Energy Update.

Although Goldwind plan to move into the offshore market, the research and development manager, Ku Wai, does not believe the offshore wind turbine sector is ready to meet the demand. He explains that “the technical supply chain for offshore in China is not there”. To address this issue Goldwind plan to source 50% of its components from outside of China, because of the better technology and experience in other regions. Ku Wai explains that this will boost foreign sales.

This will increase European sales, but for suppliers to win the contracts with Goldwind, like other wind turbine manufacturers, a supplier must fit a specification. To understand what Goldwind look for in a supplier, specifically offshore, read the case study.

Although Goldwind plan to go offshore in China, Kai says there are still a lot of risks. “We shouldn’t rush offshore in China. Europe has built up a systematic material industry chain and a very strong technical understanding of each component. This is why most Chinese OEM’s are outsourcing their manufacturing and design”.

In this case study by Wind Energy Update, it is becomes clear that the Chinese industry should not be seen as a threat to the European supply chain. In fact it should be seen as a business opportunity. If European suppliers lean on their past experience it should put them at the top of the supplier list for these growing Chinese wind turbine OEMs.

To understand more about your Asian competitors, align your company with their offshore plans and understand what Chinese OEM’s are really looking for in a supplier get the case study here – http://www.windenergyupdate.com/supply-chain/content10.php

If you would like to see the full report on the offshore supply chain, with great insight from other world leading Wind turbine manufacturers, see WEU’s Offshore Wind Supply Report 2011-2012. Get the selected findings here – http://www.windenergyupdate.com/offshore-wind-turbine-report…

[energyguy]

Noch ein link, diesmal zum Thema "Fallende Preise für seltene Erden", die ja für Permanentmagnete erforderlich sind:

http://newsletter.theswitch.com/switching-on-frequently-3201…

[energyguy]

Und noch gute Nachrichten aus Australien:


June 28, 2012 –Beijing, China
Xinjiang Goldwind Science & Technology Co., Ltd. (“Goldwind”) and China Guangdong Nuclear Wind Energy Company (CGNWE) are pleased to announce the completion of the sale of Mortons Lane Wind Farm in Victoria, Australia and the achievement of key project milestones, including securing a Power Purchase Agreement (PPA) and successful installation of the first Goldwind turbines.

The Morton´s Lane project, located in Western Victoria, is the first Australian installation of Goldwind wind turbines and represents a significant step in the company´s Australian plans.

"Goldwind is very pleased that CGNWE has invested in Mortons Lane Wind Farm - Goldwind’s first Australian project. This project has been developed due to the support of the Australian Government’s renewable energy target" said Goldwind Australia Managing Director Mr. John Titchen.

The Mortons Lane Wind Farm will house 13 Goldwind GW82/1.5 wind turbines (82m rotor diameter, each unit is rated at 1.5MW capacity), generating 19.5 MW of renewable electricity. This installation is the first of its kind in Australia using Goldwind’s Permanent Magnet Direct Drive wind turbine technology. Goldwind Australia has its own Project Management Team overseeing the construction of the Mortons Lane project. The BoP and Principal Contractors role is being fulfilled by Consolidated Power Projects (CPP). Mortons Lane also represent´s CGNWE´s first Australian renewable energy project.

For more information on Mortons Lane Wind Farm follow the following link: http://www.mortonslanewindfarm.com.au/

[energyguy]

Und weil es so schön ist und die 2.5MW Anlage so wichtig für den zukünftigen Erfolg von Goldwind zitiere ich aus den news:

Introducing the 2.5MW to the US Market
Goldwind recently signed a deal with All Earth Renewables in Vermont to supply the Georgia Mountain wind farm with four of its 2.5MW turbines, marking the first all-2.5MW project for Goldwind in the Americas. While Goldwind installed three 2.5MW demonstration turbines at its Shady Oaks project in Illinois, the Georgia Mountain project will be the first to feature the company’s most advanced PMDD turbine in the Americas. This locally owned, locally developed wind project is planned for 2012 construction on Georgia Mountain in northwestern Vermont and will supply energy to 4,200 Vermont households.

The 2.5MW turbine’sscale reduces capital and operational expenditure on a per-kW/h basis, reduces the parts-count per kW of capacity relative to geared machines, and continues to drive down the kW/h cost of renewable energy with its unsurpassed reliability.

As perhaps the most encouraging development for Goldwind in the United States, the Georgia Mountain deal is the most recent example of several Goldwind projects in the United States that were financed domestically- further signaling bankability in the US market. The Georgia Mountain project will be financed by Merchant’s Bank in Vermont.

[energyguy]

Ich möchte gern die Diskussion hier wieder etwas mehr beleben, war bisher nur fleissiger Leser

Dazu erstmal der Link für aktuelle news von Goldwind: http://www.goldwindglobal.com/web/index.do

Und jetzt noch ein link, wo wir erfahren, wieviele Anlagen Goldwind z.B. in 2012 bereits errichtet hat: Bei der deutschen Vensys

http://vensys.de/energy/unternehmen/referenzen.php - Referenzliste zum Download wählen...

[energyguy]

Also dies ist der führende Thread zu Goldwind, oder? Für einen Hersteller von Windenergieanlagen, der sich anschickt, Weltmarktführer zu werden, ist dafür ziemlich wenig los!

Zitat:
Das dänische Beratungsunternehmen BTM Consult sieht General Electric in der Windkraft weltweit weiterhin auf Rang drei, hinter der chinesischen Goldwind auf dem zweiten und der dänischen Vestas auf dem ersten Platz.

Klar macht die Kursentwicklung von Goldwind keine Freude, aber im Vergleich mit manch anderem Hersteller... und der Markt für Windenergieanlagen läuft weiter ganz gut. Warum kennt kaum jemand Goldwind?

[gagaga]

Antwort auf Beitrag Nr.: 43.065.118 von R-BgO am 20.04.12 11:49:06

Tja, sieht so aus, als wäre ich zu früh in die Aktie eingestiegen - obwohl ich die story intakt finde. Die Wind-Industrie geht durch ein paar schwere Jahre, es wird eine Konsolidierung geben, und ich denke, Goldwind als chinesischer Marktführer und höchstwahrscheinlich Qualitätsführer - mit geradezu unglaublichen Kostenvorteil ggü den westlichen Anbietern sollte eine sehr gute Chance haben, als Sieger daraus hervorzugehen. Sie sind ja jetzt schon die Number 2 weltweit. Für diese story finde ich die Aktie verdammt billig.

Die Meldung unten enthält wenig wirklich neues - wenn die Flottenverfügbarkeit von 97% über drei Jahre gemittelt stimmen sollte (wohl kaum verifizierbar), dann wäre das für mich ein überraschend guter Wert (wenn man bedenkt, dass fast alle Anlagen in China laufen).

Ob die Permanent-Magnet Technologie nun Chance oder Achillesferse ist, ist nicht ganz leicht zu entscheiden, weil sie an der teuren und knappen Resource Neodym hängt - die fast ausschließlich in China abgebaut wird. Immerhin sicher ein strategischer Vorteil ggü konkurrierenden Anbietern wie Siemens - aber auch Goldwind leidet wohl unter den stark gestiegenen Preisen dafür. Allerdings soll es am Horizont Abhilfe geben durch technologische Entwicklungsmöglighkeiten, die Materialeinsparungen bringen sollen - genaueres weiß ich leider nicht.

Was mir gut gefällt ist, dass sie jetzt wohl auch eine Schwachwindanlage entwickelt haben:
112m Rotordurchmesser bei 2,5MW Generator, das ist genau, was man bei Binnenlandstandorten braucht, die jetzt immer mehr kommen, nachdem viele Küstenstandorte langsam abgegrast sind...

Ich bleibe investiert, sehe mir den Kursverfall an, und werde ggf. noch nachlegen, je nach Preis und Nachrichtenlage.


Goldwind Reaches Key Milestone with its PMDD Turbines
May 10, 2012-Beijing, China
Xinjiang Goldwind Science & Technology Co., Ltd. (“Goldwind”) recently celebrated a key milestone with the completion of the US Illinois-based Shady Oaks project, marking the installation of 6,582 units of Permanent Magnet Direct Drive (PMDD) turbines installed globally that represents 10 Gigawatts of installed capacity. Goldwind is the world’s largest and most experienced PMDD wind turbine manufacturer and has expanded its presence to over 20 provinces across China and over 10 nations across six continents.

PMDD turbines have enabled more cost efficient operation of wind farms due to the removal of what many in the industry consider beinga technological vulnerability: the gearbox. PMDD turbines have fewer moving parts and are designed to reduce the frequency of costly mechanical failures, increase the time that turbines are operational and further drive down the cost of wind power generation.

The global wind industry has gradually moved from geared turbines in favor of PMDD turbines in recent years. As an early adopter of the technology, Goldwind saw the benefits of PMDD turbines as a key offering in a competitive industry.

“Several years ago, Goldwind made a strategic decision to transition our entire fleet to PMDD technology as we believed the industry would move in that direction,” said Goldwind’s Chairman and CEO, Wu Gang. “It was clear to us that for the wind industry to evolve, it must become more efficient, more cost competitive and more appealing to potential customers and these are exactly the benefits that Goldwind leverages thanks to PMDD technology.”

Gearless Design with Advantages on high reliability and Low Cost of Electricity
According to BTM Consultancy’s World Market Update 2010 and World Market Update 2011, PMDD wind turbines offer a host of advantages over traditional gearbox turbines such as higher annual power output. The average annual power output is 3-5% higher compared to the traditional designs.

According to the report, the market share of direct drive wind turbines increased to 21.2% in2011 from 17.6% in2010, which was largely attributed to the sales of Goldwind PMDD wind turbines. Additionally, according to IHS Emerging Energy Research’s report and Morgan Stanley’s Wind Power Sector report, multi-MW direct-drive turbines register 20% fewer failures than similar capacity geared turbines; IHS ERR’s report also stated that direct drive technology is set to become the preferred technology concept as it will significantly improve the final cost of electricity.

Goldwind’s PMDD wind turbines have been widely recognized by customers and the market for their exceptional annual average availability. As a result ofits continuous product optimization, the annual average fleet-wide availability for 2009, 2010 and 2011 was above 97%.

To date, Goldwind has successfully developed 1.5MW, 2.5 MW, 3.0MW PMDD wind turbines. Moreover, to adapt to the unique and customized needs of individual projects, the company offers low wind speed, high altitude, low temperature, high temperature, offshore and tidal PMDD series for diverse environmental conditions.

Commenting on permanent magnet generators, GL Garrad Hassan, one of the world´s leading renewable energy consultants, said, “It was the PMG’s greater efficiency at part load operation that led Garrad Hassan to conclude it was the superior generator for economic wind energy conversion”

Grid Connection Capability Meets International Standards
In November 2011, Goldwind’s Mortons Lane project was successfully approved for grid connection in Australia and passed the stringent assessment by local network operator Powercor Australia. In July 2011, Goldwind’s 1.5MW PMDD wind turbine passed the ultimate zero voltage ride-through test administered by GL Garrad Hassan.

Goldwind’s 1.5MW unit had previously been certified for its LVRT capability in August 2010 by the China Electric Power Research Institute. It also became the first domestic wind turbine which passed a series of on-site LVRT tests in October 2010. In December 2010, Goldwind’s 1.5MW unit also became the first PMDD wind turbine that passed a series of computer-simulated LVRT tests on the Inner Mongolia Electric Power Research Institute’s real-time digital simulation (“RTDS”) platform. The achievements demonstrated the outstanding LVRT capability of PMDD technology as well as Goldwind’s the strong R&D and technological advantages.

[R-BgO]

vom 13.4.2012:

This announcement is made by Xinjiang Goldwind Science & Technology Co., Ltd. (the
“Company”, together with its subsidiaries, the “Group”) pursuant to Rule 13.09(1) of the Rules
Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (“Listing
Rules”).

The board of directors of the Company (the “Board”) wishes to inform shareholders of the
Company (“Shareholders”) and potential investors that based on the Company’s management
accounts prepared in accordance with the Accounting Rules and Standards of the People’s
Republic of China, the unaudited consolidated net profit attributable to the Shareholders of the
Company for the first quarter ended 31 March 2012 is expected to decrease by about 90% to 100%
as compared to the same period of last year, or from RMB206,185,864.93 for the first quarter
ended 31 March 2011 to between nil and RMB20,618,586.49 for the first quarter ended 31 March
2012.

The Board considers that the principal factors contributing to the expected decrease in the
Group’s consolidated net profit for the first three months of 2012 when compared to the same
period in 2011 include the slower growth for the wind energy industry and the decreases in the
average selling price of wind turbines caused by the increasing market competition.

The expected decrease is based on a preliminary assessment by the management of the Company
on the management accounts of the Company which are unaudited and subject to possible
adjustment arising from further internal review. It is expected that the results of the Group for the
three months ended 31 March 2012 will be announced before the end of April 2012.

[gagaga]

Laut Präsentation zu den 2011er Jahresergebnissen hat Goldwind in China Martkanteile hinzugewonnen und in 2011 Sinovel überholt.

Das wäre dann No. 1 in China und No. 2 Weltweit.

Ergebnisse wie erwartet eher bescheiden - in China herrschen Überkapazitäten und Preiskrieg, wie überall. Die Preise haben sich mittlerweile stabilisiert bei rund 3,7 bis 4 mio RMB / MW, das macht rund 400.000 Euro je MW.

Goldwind ist immer noch profitabel - was die größten Sorgen macht ist das stark angewachsene Working Capital und damit stark negativer Cash Flow.

Echte Finanzsorgen haben sie aber nicht, immer noch sehr komfortable Liquidität, jetzt auch durch eine Anleihe, und eine hohe EK Quote.