Nevertheless, the installed capacity provided by the whole photovoltaic industry chain is similar to that of wind power, and wind power has a higher investment-cost ratio than photovoltaic. Therefore, it is believed that wind power, as a member of the clean energy family, will have a huge development space in the future.
Then who will be the future wind power boss? Goldwind technology? Or Yang Ming Intelligence Bureau?
First, Goldwind Technology VS Yangming Intelligent
1, Goldwind Technology
Goldwind Technology was founded in 1998 and listed on Shenzhen Stock Exchange and Hong Kong Stock Exchange in 2007 and 20 10 respectively. The company has projects in Ethiopia, Illinois, Texas, Australia and Pakistan, covering nearly 20 countries on six continents.
The company has no actual controller, and the largest shareholder is Hong Kong Securities Clearing (Agency) Co., Ltd., with the current shareholding ratio of 65,438+08.53%. The main business is wind turbine manufacturing, wind power service, wind farm investment and development, and water business.
The company's units mainly adopt direct-drive permanent magnet technology, including 1.5MW, 2S, 3S/4S and 6S/8S series units. According to the statistics of Bloomberg New Energy Finance, Goldwind Technology will increase its installed capacity by 12.33GW nationwide in 2020, and its domestic market share will be 2 1%, ranking first in China in 10. Global installed capacity 13.06GW, global market share 13.438+0%.
2. Yang Ming Intelligent
Guangdong Mingyang Wind Power Industry Group Co., Ltd., the predecessor of Yangming Intelligent, was established in 2006. In the same year, we signed a design and development contract with Aerodyn, a German fan design company. This means that the company has been carrying German industrial genes since its establishment. Mingyang Wind Power Industry Group 20 10 was listed on NYSE, 20 16 was delisted, and 20 19 was listed on Shanghai Stock Exchange.
At present, the actual controllers of Yang Ming Intelligent are Chuangwei Zhang, Wu Ling (Chuangwei Zhang's wife) and Ray (Chuangwei Zhang's son), who are acting in concert, and the shareholding ratio of * * * is 23.5%. The main business is the research and development, production and sales of large-scale wind turbines and their core components, the development, investment, construction and intelligent operation management of wind farms and photovoltaic power stations, and the layout of new energy industrial clusters integrating wind, light, storage and hydrogen.
The company's fans mainly include 1.5/2.0MW, 3.0MW, 4.0MW, 5.0MW and 6.0MW series land fans, as well as 5.5MW, 6.45MW, 7.25MW, 8- 10MW and1-/kloc-0. According to the statistics of Bloomberg New Energy Finance, in 2020, Yang Zhihui will occupy 10% of the newly installed wind power market in China, ranking in the top three in China for six consecutive years, and ranking sixth in the global newly installed wind power market.
Second, expansion and growth.
1, goldwind technology is slow and steady.
Perhaps because it has been a wind power leader for many years, or because there is no actual controller, Goldwind Technology has not expanded much in recent years. The company is promoting an intelligent platform system, which integrates emerging technologies such as energy internet plus, intelligent operation, big data analysis and visual tablet mobile supervision.
202 1, 1, on June 8, 2026, the company reviewed and approved the establishment of a platform company jointly with related parties such as Three Gorges New Energy and Sunshine New Energy, mainly relying on the excellent scenery resources and complete battery industry chain in Xinxiang City, Henan Province.
Yang Ming's information continues to expand.
On July 8, 2020, the company released the largest offshore wind turbine in China, namely MySE 1 1MW-203 semi-direct drive offshore wind turbine.
In 2020, the company launched 173m series land aircraft with ultra-low impeller diameter and ultra-low wind speed.
On June 9th, 2020, 165438+ Yang Ming Intelligent's first integrated demonstration project of modern energy "scenery, fire, storage and research" was launched in Inner Mongolia, with a view to building a benchmark for the development of modern energy economy with demonstration significance in China and even in the world.
The company is building a new energy industry group integrating wind, light, storage and hydrogen. In 2020, it will raise 5.8 billion yuan to increase the layout of wind power. It is planned to invest 3 billion yuan to produce 5GW photovoltaic high-efficiency batteries and 5GW photovoltaic high-efficiency modules annually, expand around the new energy field and carry out the strategic layout of "one body and two wings".
At the same time, we will vigorously expand overseas markets and set up three overseas bases in Hamburg, new york and Copenhagen to provide R&D and marketing services.
Third, the shareholding ratio of smart funds.
At present, the cumulative shareholding ratio of Shanghai-Shenzhen Stock Connect Fund in Goldwind Technology is about 4%, and it is in the trend of reduction, while the shareholding ratio of Yangming Intelligent has reached 14%, and there is a trend of further increase. Who is the future wind power leader? The clever northbound fund may have told us with practical actions.
Fourth, the investment point of view
1. At present, Goldwind Technology has more advantages than Yangming Intelligent in terms of market share, internationalization ratio, dividend yield and undervaluation.
2. Goldwind Technology focuses on onshore wind power, while Yang Ming Intelligent focuses on offshore wind power. Although the development of offshore wind power is slower than onshore wind power at present, the development potential of offshore wind power is greater in the future.
3. Goldwind Technology has a high proportion of medium-sized fans, and Yangming intelligent large-sized fans have a high proportion, but the future wind power trend is large-sized fans.
4. Yang Ming Intelligent has more obvious advantages in R&D technology of fans and high-end products.
5. Yang Ming Intelligent is developing into a new energy industrial cluster integrating wind, light, storage and hydrogen, while Goldwind Technology is more similar.
6. Yang Ming Intelligent's shareholder structure is more stable. Compared with Goldwind Technology, it has better growth and stronger expansion ambition.