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    May 26

    华仪电气昨天涨停的原因?

    “525 万特许权项目”中标情况

    根据中银国际的报告,525万KW中标情况如下:
    单位/KW/占比(%)
    华锐 207  39
    东汽 145  28
    金风 78   15
    运达 40   8
    湘电 35   7
    明阳 20   4
    数据来源:风能协会及中银国际研究

    1、从这次中标结果来看,风机市场集中度降低。尽管市场份额前三名公司保持不变,但其所占份额均出现下降。近两年来,随着国内风电机组制造商的增加,很多厂商都会在2009 年、2010 年进入小批量生产阶段,市场集中度会继续降低,竞争程度会更加激烈。

    2、价格下降,原因是原材下降与行业竞争加剧。

    附三次招标对比
    图表 1.近三批特许权项目中标情况对比                                               
            (2007年 9月)               (2008年 7月)             (2009年 5月)        
            (万 kW)        占比( %)        (万 kW)        占比( %)        (万 kW)        占比( %)
    华锐         45        47.37%        179        47.11%        207        39.43%
    东汽        20        21.05%        115        30.26%        145        27.62%
    金风        30        31.58%        81        21.32%        78        14.86%
    运达                                                                       40        7.62%
    湘电                                                                      35        6.67%
    明阳                                                                       20        3.81%
    其他                                      5        1.32%               
    合计        95        100.00%        380        100.00%        525        100.00%

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