Wind power concept stocks are divided into four categories:
The first category is stocks engaged in or participating in the production of wind power equipment, such as Sinovel Wind Power, Taisheng Wind Energy, Goldwind Technology, Tianshun Wind Energy, Dongfang Electric, Huayi Electric, Hunan Electric Power, Changzheng Electric, Yinxing Energy, Shanghai Electric, TBEA, and Northern Venture.
The second category is stocks engaged in the production of wind power equipment parts. Such as Great Wall Electric, Taihao Technology, Xinmao Technology, Tianqi Shares, ST Huitong, Tianwei Baobian, Lingguang Industry, Sinoma Technology, Jiuding New Materials, Fangyuan Bearing, Tianma Shares, Ningbo Yunsheng, Zhongke Sanhuan. The third category is stocks that undertake wind power projects. Such as CNOOC Engineering. The fourth category is stocks engaged in wind farm power generation business, mostly power stocks. Such as Guangzhou Holdings, Jinshan Shares, Beijing Energy Thermal Power, Huitong Energy, Shenhua Holdings, Guodian Power, Guangdong Power A, Bao New Energy, Jidian Shares.
Listed Company Profile:
1. Goldwind Science & Technology: China's largest wind turbine manufacturer. In 2008, the company achieved 100% growth for the eighth consecutive year. Its products accounted for 25.1% of the newly added wind power installed capacity in China in 2007, ranking first in China. On the basis of manufacturing and selling complete machines, the company has expanded the profit model of wind power technical services and wind farm development and sales, and improved the company's overall competitiveness. It has successfully developed the first 1.5MW offshore wind turbine in China. As of November 2008, the company had 817 750kW units and 1,221 1.5MW units in hand. In addition, the company had 910.5MW orders that had been awarded but no formal agreement had been signed, equivalent to 607 1.5MW units. It is expected that the company will settle 840 750kW wind turbines and 500 1.5MW wind turbines in 2008. In the next two years, my country's wind power installed capacity will continue to grow rapidly, and the market space for wind turbines will continue to expand.
2. Taisheng Wind Energy: Since its establishment in 2001, the company has been specialized in manufacturing wind turbine towers. It is the first company in China to specialize in the production of wind turbine towers and is at the leading level in the national wind turbine tower industry. The company ranks first among the major wind turbine component manufacturers (wind turbine tower production part) listed in the "2007 China Wind Power Development Report". The company is one of the two wind turbine tower manufacturers designated by the global wind power leader VESTAS in China, and the main products purchased by VESTAS from the company are 2MW and above wind turbine towers. The company is currently working with Zhejiang Yunda Wind Power Engineering Co., Ltd. and Guodian Machinery Design and Research Institute to jointly formulate the GB/T 19072-200X national standard for wind turbine towers. As the only tower manufacturer, the company has jointly drafted the national standard "Ring Forgings for Wind Turbine Generators" with three flange manufacturers, Shandong Elite Heavy Industry Co., Ltd., Shanxi Dingxiang Jinrui High Voltage Ring Co., Ltd. and Wuxi Dachang Heavy Ring Co., Ltd. The draft has been completed and is now in the final approval stage.
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