The two-year-old wind power on-grid tariff reduction policy is expected to land this year. "However, the initial reduction rate was also opposed by the five major power companies and some provincial price bureaus participating in the meeting. Both of them believe that there are too many reductions," a source revealed.

Wind power industry sources said that the current reduction in wind power on-grid tariffs is still in the policy agenda stage, but the final price reduction rate of electricity prices and policy implementation time have not been determined. However, it can be foreseen that the wind power industry will usher in a surge in the short-term, and this year's new installed capacity is expected to reach 22GW or higher.

The on-grid tariffs are reduced in all four regions.

In the price adjustment plan notified by the Price Division of the National Development and Reform Commission, the benchmark electricity prices in the four types of resource zones were adjusted from 0.51 yuan/kWh, 0.54 yuan/kWh, 0.58 yuan/kWh, and 0.61 yuan/kWh to one kilowatt hour respectively. 0.47, 0.5, 0.54, 0.59 yuan. In addition, the provinces of Fujian, Yunnan, and Shanxi provinces will be transferred from the 0.59 yuan per kilowatt-hour resource zone to the 0.54 yuan resource zone; the Jilin and Heilongjiang provinces will be uniformly adjusted to 0.54 yuan/kWh.

Most regions with good wind resources, such as Xinjiang and Inner Mongolia, are divided into the first category of resource areas, and the lowest on-grid tariffs are implemented; and except for Hebei, Gansu, Jilin, Heilongjiang, Ningxia Hui Autonomous Region and Xinjiang, Inner Mongolia, and other minor resources The poor areas are divided into the second and third resource areas. In addition to the implementation of the medium price of electricity, the other provinces are the fourth type of resource areas, and the highest price of 0.61 yuan/kWh is implemented.

An analyst in the wind power industry stated that the NDRC's consideration of cutting down the on-grid electricity price of wind power was mainly to take into account the technical progress in the wind power industry, and the price of wind turbine equipment has dropped significantly, and the operation of wind farms in enterprises has gradually improved.

Since 2013, the government has issued a series of supportive policies in response to problems such as overcapacity in the wind power industry, subsidies arrears, difficulties in grid connection, and severe wind curtailment. As a result, the wind power industry has recovered, wind farm operators turned losses into profits, and wind power equipment has been manufactured. The profits of enterprises have also been greatly improved, and the relevant state departments have again asked for opinions on the reduction of electricity prices.

A person in charge of Goldwind said frankly that in the long run, the price of wind power is indeed to be lowered. The current high price of electricity has great financial pressure, and the government expects to use market-oriented methods to digest it.

The short-term wind turbine rush to install wind turbines has already entered the policy agenda since the current wind power on-grid tariff reduction. Although the final price cut and the time for the implementation of the policy have not yet been determined, the downward trend in electricity prices has become increasingly clear, and the wind power industry will usher in the short term. Grab the tide, this year's new installed capacity is expected to reach 22GW or higher.

According to sources from the industry, the reduction in electricity prices will lead to a surge in fan shipments in the second half of this year and the first half of next year. The performance of parts companies with relatively concentrated machine companies and market shares will be very good, such as upstream gearboxes, blades and wheels. .

However, the five major power generation groups and some price bureaus collectively objected to the change in the price adjustment. A person in charge of Longyuan Electric believes that the development of the wind power industry requires investment companies to have enthusiasm. If the price of electricity is lowered too much, enterprises will not be motivated, and now the overall electricity price is not high. The average pre-tax electricity price of Longyuan Power in the first half of the year is 0.583. RMB/kWh, while foreign countries are all 0.7-0.8 yuan/kWh, so a significant reduction in electricity prices is incompatible with the country's policy of adjusting energy structure.

In the long run, the State Council supports the development of new energy sources such as wind power and photovoltaics. The policy adjustment should also be based on the steady development of the wind power industry. It is expected that the adjustment will be carried out in multiple and small steps in the future, and each downgrade will have a similar impact on the installed capacity. Therefore, in the long run, new wind power installations will maintain a sustained and stable growth, without adversely affecting equipment manufacturers. At the same time, the cost of wind farms still has room for decline.

In addition, the reduction in wind power tariffs is still only for comments, and the final price adjustment may be different from this range. In addition, the latest revised draft of the "Renewable Energy Power Quota Assessment Measures" has been submitted by the New Energy Division of the National Energy Administration. It may also be submitted. Under the influence of another announcement announced this year, the downside of wind power on-grid tariffs may not be all unfavorable news.