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1、1 Agenda Introduction to the Company Competitive Landscape Investment Proposal Entry and Exit Strategy Introduction to the Industry (Separate Ref.) 1 2 Requirement on sustainable development qClimate change however, 12,780 MW worth of installations on a near term basis are still to be ordered! More
2、and more plan on offshore wind farm due to unfixed pricing. Market development 15 Summary (China wind market) qChina wind market has been booming since 5 years ago and its expected to be developing rapidly to fulfill the target by 2020 set forth by central government. qOffshore market will become a
3、new investment hot spot from the prospective of technical challenge and unfixed feed-in-tariff. qThough there are over 60 turbine manufacturers, those have strong order book are few. Following are more critical, but on the other hand its, then, the opportunities for GYAW. qThose turbine manufacturer
4、s have been pursuing the quantity and low cost that much by localizing the turbine component with no valid type certificate. qThose turbine manufacturers having strong order book have climbed up the “learning curve” so quickly which may result in potential technical problems that have not been ident
5、ified. q“Shuffle Cards” among the wind turbine manufacturer is inevitable in the coming years due to lack of order intake and design or quality problem in serial production. Its proven that only reliable turbine will win in the long run but not the one running fast. qOnly qualified turbine maker wil
6、l win, other than the quantified turbine maker. Wind Energy Rest of Asia + Australia Market Development Where GYAW could be a potential base for either exporting turbine or providing service to. 16 17 qSouth Korea The country plans to increase the use of renewable energy from 2.4% to 11%. This targe
7、t could help to boost its energy self- sufficiency rate to 40% from the present 4.2%. It is expected that wind power will play a leading role in meeting the countrys target. Unison, Doosan, KEPCO, Hyundai 7 DSME are the main turbine makers in S. Korea. qJapan According to Japans Economy Trade and In
8、dustry Ministry, renewable energy will grow from 5.9% of total electricity supply in 2005 to 11.1% by 2030. For wind power, the countrys target is 3GW by 2010. The wind power feed in tariff are around 7.30- 8.93 Euro cents per kWh. (Source, BTM) Mitsubishi, Harakosan are the main local turbine maker
9、s. Wind Energy Rest of Asia + Australia (3-1) Installation in MW ActualForecast 200520062007200820092010201120122013 Japan New installation168150229356400450500600700 Accu. Instllation115913091681203324332883338339834683 South Korea New installation20874176150250300400500 Accu. Instllation8917623531
10、1461711101114111911 0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 2005 2006 2007 2008 2009 2010 2011 2012 2013 Japan New installation Japan Accu. Instllation South Korea New installation South Korea Accu. Instllation 18 qAustralia Upon signing on the Koyto protocol in 2007, the target for 2020
11、is set to be 20% power from renewables. Amendment to existing feed in tariff will be announce in Jan 2010. 0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 2005 2006 2007 2008 2009 2010 2011 2012 2013 Taiwan New installation Taiwan Accu. Instllation Australia New installation Australia Accu. Instl
12、lation Installation in MW ActualForecast 200520062007200820092010201120122013 Taiwan New installation60116106145200250300450600 Accu. Instllation72188224369569819111915692169 Australia New installation296100176615400500550650800 Accu. Instllation717817972158719872487303736874487 qTaiwan Taiwanese go
13、vernments Renewable Energy Act in July 2009 which includes a target for 15% of electricity to be generated from renewable energy by 2025. Its foreseen a potential of at least 3,000 MW of offshore wind power. It is anticipated a feed- in tariff system will be announced by January 2010. (Renewable Ene
14、rgy World). AMSC sold a license to Taiwan Electric Urumchi, Yili area, Changji, Karamay, Shihezi Type II0.54 Zhangjiakou, Chengde, Chifeng, Tongliao, Xingan league, Hulunbuir, Zhangye, Jiayuguan, Jiuquan Type III0.58 Baicheng, Songyuan, Jixi, Shuangyashan, Qitaihe, Suihua, Yichun, Daxinganling, Gans
15、u (excluding Zhangye, Jiayuguan, Jiuquan); Xinjiang (excluding Urumchi, Yili area, Changji, Karamay, Shihezi); Ningxia Type IV0.61Rest regions excluding type I,II and III Souce: NDRC website Drivers & Forecast Which leads to the facts that the acceptable turbine price per kW is more or less capped from the grid side for Onshore wind project.
