In recent years, there are more and more information about rent-seeking for 650 ton cranes. We all know that the deadline for subsidy is approaching, and the rush hour is coming, so the demand for vehicles is increasing!
This time, the professional wind power equipment is still from the "New Deal". On May 21 of this year, the notice on improving the on grid tariff policy of wind power (hereinafter referred to as the "notice") issued by the national development and Reform Commission stipulates that:
For the land advantage power projects approved before the end of 2018, if the grid connection is not completed before the end of 2020, the state will no longer subsidize them
For the land advantage power projects approved from January 1, 2019 to the end of 2020, if the grid connection is not completed before the end of 2021, the state will no longer subsidize them
Since January 1, 2021, the newly approved land advantage power projects have fully realized the parity access to the Internet, and the state will no longer subsidize them
As the policy is not the first time, as early as 2010 and 2015, the wind power industry has also presented a scramble, especially in 2015.
On December 31, 2014, the national development and Reform Commission issued the notice on the appropriate adjustment of the benchmark feed in price of land advantage electricity (NDRC price [2004] No. 3008), and decided to reduce the benchmark feed in price of wind power in class I, II and III resource areas by 2 cents per kilowatt hour, while the benchmark feed in price of wind power in class IV resource areas remains current at 0.61 yuan per kilowatt hour. This adjustment is applicable to the current day of January 1, 2015 The land advantage power projects approved later, and the land advantage power projects approved before January 1, 2015 but put into operation in the future on January 1, 2016.
In order to enjoy the previous electricity price policy, the wind power industry "rush to install" tide, wind power enterprises have also obtained good earnings. In 2015, the net profit attributable to the parent company of Goldwind technology reached 2.849 billion yuan, up 55.74% year on year.
If the time axis is lengthened, "rush to pack" in 2015 will also have a huge impact on the career development in the next two years. According to the map of China's wind power industry 2018 released by the wind energy professional committee of renewable energy society of China, in 2015, China (except Hong Kong, Macao and Taiwan) added 30.75 million kilowatts of installed capacity, a year-on-year increase of 32.6%, reaching the highest value in 10 years (2008-2018).
In fact, when the "rush loading tide" recedes, the installation will follow a fall. According to the map of China's wind power industry 2018, the newly installed capacity in 2016 and 2017 was 23.37 million kilowatts and 19.66 million kilowatts respectively, down for two consecutive years.
All the time points to December 31, 2020. If the grid connection cannot be completed at this time, the state will no longer provide subsidies.
It's less than 14 months away,
How much work can we crane really do?
It's true, as some professionals say,
Is spring really coming for us to hoist people?
Let's analyze from the following aspects:
1. Is there really so many fans that can be installed due to the influence of climate and region?
Generally, the wind power plant has to go through several stages, such as foundation construction, equipment and device commissioning, grid connected power generation, etc. However, as the first step of the wind turbine plant, the foundation construction is limited by many factors, such as climate, etc. generally, the construction in Northeast China can only be carried out in March every year. The equipment and device are concentrated in August, which is about 8 months of real construction every year. You want to install fans. Are there really so many devices that you can install?
With the arrival of the climax of this device, more fan manufacturers hold a more optimistic mood. After the last round of rush to install, we all treat this climax rationally. Whether it will invest more money and energy to meet this time. With it, there are a lot of accounts receivable, adding financial burden. What we can do is probably the best sentiment of every fan manufacturer now.
2. Will the rental fee of crane really rise? What is the saturation of shopping malls?
A few days ago, I saw someone in my friend's circle saying that the rent of wind power equipment model after 800 tons may reach 1.5 million yuan. Carelessness is the best time to buy a car. Hurry to buy a car!
Generally, the investment income of crane industry does not need too much detailed financial accounting, and some people will mislead you. The monthly rent is 1.5 million yuan, and the annual rent is more than 15 million yuan. You can get the capital back in two years, and you can get the capital back in the worst three years.
The selling price of 800t of domestic manufacturers is more than 26 million yuan, which is calculated according to the monthly rent of 1.2 million yuan. Excluding the transfer and project gap period, the largest operating income in a year is not more than 10 million yuan, and the annual rent of 8 million yuan is more successful. At the moment of one year in 2020, after the completion of the scramble, how to make a living is also a problem.
At present, about 100 800t level shopping malls have been put into operation, which does not include all over the ground cranes of more than 1000 tons, so there will be so much work in the future. Let's guess that the real competition will start in October 2020.
3. Is it right or wrong to buy a car now?
Economic development has its inherent rules, and the existence of market behavior has its certainty. Buying a car is right or wrong. It's not a problem. It doesn't force you to buy a car. It's just a matter of choosing your own.
Are the people who buy big cars calm? We don't want to sweep away the impulse of individual car owners, but most enterprises will constantly adjust the product structure of the company, select a batch of old models and the last batch of cost-effective new cars, so as to ensure a certain advantage in the market competition.
Shopping malls are ever-changing, ups and downs, not blindly optimistic, not to worry about doing things within their own capabilities, to maximize the risk of controlling receivables to the last, is the real king!
