Global low-carbon resonance catalyzes new energy, and operation and maintenance services help the development of wind power plants.
1) With the global low-carbon policy stimulating the development of new energy, the competitive landscape of the wind power industry is expected to deepen, with the cost per kilowatt-hour throughout the life cycle as the main variable.
2) Efficient operation and maintenance services help the long-term development of the wind power industry. From the perspective of mature overseas markets, the long-term operation and maintenance service contract model is the general trend. The wind turbine technology is mainly accumulated in the main engine factory. The end gradually shifts to the server end.
Overseas wind power giants have contributed a lot to their service profits, and their operation and maintenance business models are mature and stable. The Vestas service sector accounted for 15% of revenue in 2019, and profit before interest, taxes & special items accounted for 48%. The profit rate before interest, taxes & special items increased from 17% in 2016 to 26% in 2019, mainly Yes
1) Or benefit from the high reliability of the unit and maintain a low operation and maintenance cost;
2) The long-term expectation of the service ensures the service profit. The overseas operation and maintenance business model presents stable characteristics: comparing Vestas service revenue with the cumulative installed growth rate of global landwind, the service growth rate is generally slightly higher than the cumulative installed growth rate, indicating that the overseas operation and maintenance business model is relatively stable for a long time, mainly reflected in the leader The maintenance of the O&M share and the stability of the O&M unit price.
Wind power operation and maintenance may become a big pie in the era of parity, and the global market is expected to exceed 100 billion in 2025. In the 14th Five-Year Plan, as the growth rate of the operation and maintenance market becomes faster, and the proportion of the old aircraft in the insurance capacity increases, it is expected that the opportunity to cultivate the operation and maintenance business model in China is coming. Conditions are better than owners or third-party operation and maintenance, and the key to the breakthrough of the service value chain lies in data applications. OEMs will cultivate the owner’s habit of paying for operation and maintenance long-term cooperation through more application scenarios. In addition, according to Accenture’s 2017 survey, landwind operation and maintenance costs accounted for about 20% of wind power LCOE. With the cost pressure caused by subsidy decline, operators are more concerned about the full life cycle cost of assets, and it is expected that efficient operation and maintenance services will bring The value of the system will gradually become prominent, and it will also bring about the maturity of the operation and maintenance business model.
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Post time: Aug-18-2021