China Clean Energy Industry Report, 2008-2009 Owing to various factors, the scale of the global clean energy market expanded rapidly in 2008. According to the statistics of CLEAN EDGE, the global clean energy market scale amounted to US$ 115.9 billion in 2008, up 50% year on year. Global clean energy market mainly focuses on three fields --wind power, nuclear power and solar energy. The followings are the future development prospect of clean energy in China. Global Clean Energy Market Scale, 2008 Source: CLEAN EDGE In 2008, the accumulated installed capacity of wind power was 12,153MW in China, increasing 106% year on year. The goal that the accumulated installed capacity of wind power will reach 10GW in 2010 stipulated by the Eleventh Five-Year Plan for Renewable Energy was fulfilled in 2008 in advance. The goal that the installed capacity of wind power will amount to 30GW in 2020 stipulated by Medium and Long-term Plan is very likely to be achieved in 2010 in advance. According to Medium and Long-term Plan for Nuclear Power (2005-2020) approved by the State Council, the development strategies of nuclear power have changed from "appropriate development" to "positive development". In accordance with the plan, by 2020, the installed capacity of nuclear power will account for 4% of the total installed capacity of power, while the current percentage is less than 2%; the annual nuclear power generation will be 260 - 280Twh; during 20052010, the CAGR of the installed capacity of nuclear power will be 11.9%; and the figure will reach12.8% from 2010 to 2020. According to "Eleventh Five-Year Plan" and Plan of 2020, by 2010, China's installed capacity of conventional hydropower will be 180GW, the installed capacity of pumped storage power stations will be 18 million kilowatts, the exploitation of hydropower will be 33%; by 2020, the conventional hydropower installed capacity will be 300GW, the installed capacity of pumped storage power stations will be 50GW, the Exploitation of hydropower will be 55%. Nuclear Power Project Plan (Unit: 10MW) Source: Medium and Long-term Plan for Nuclear Power (2005-2020) It is expected that China’s solar power generation will be 1.8 million kilowatts, and the area of solar water heaters will be 300 million square meters in 2020. With continuous progress of solar technology and the cost reduction of solar power, the price of solar power generation will decline to a level that can compete with that of conventional energy by 2020. Table of Contents • 1. Global Clean Energy Development • 3.2 Cost • 1.1 Overview • 3.3 Hydropower Development in Major Provinces • 1.2 Market Segmentation • 3.3.1 Hubei • 1.3 Development Trends • 3.3.2 Fujian • 3.3.3 Sichuan • 2. China Clean Energy Development • 3.3.4 Yunnan • 2.1 Industry Policies • 3.4 Small Hydropower • 2.2 Prospect • 3.4.1 Status Quo • 2.2.1 Wind Power • 3.4.2 Exploitation of Resources • 2.2.2 Nuclear Power • 3.4.3 Characteristics • 2.2.3 Hydropower • 3.4.4 Small Hydropower Stations • 2.2.4 Solar Power • 3.4.5 Small Hydropower Grid Interconnection • 2.3 Problems • 4. China Nuclear Power Industry • 3. China Hydropower Industry Overview • 4.1Global Nuclear Power Development • 3.1 Introduction • 4.1.1 Nuclear Power Units Quantity • 3.1.1 Overview • 4.1.2 Installed Capacity • 3.1.2 Main Characteristics • 4.1.3 United States • 3.1.3 Major Problems • 4.1.4 Canada • 3.1.4 Development Trends • 4.1.5 United Kingdom • • • • • • • • • • • • • • • • • • • • • • • • • 4.1.6 Russia 4.1.7 France 4.1.8 Germany 4.1.9 Japan 4.1.10 South Korea 4.1.11 India 4.2 Nuclear Power Cost 4.3 China Nuclear Power Development Environment 4.3.1 Resources Restriction 4.3.2 Policies 4.4 Construction of China Nuclear Power Plants 4.4.1 Operated Nuclear Power Units 4.4.2 Under-construction and Planned Nuclear Power Units 4.4.3 Nuclear Power Units to be Built 4.5 Nuclear Power Operation 4.5.1 Quantity of Units 4.5.2 Installed Capacity 4.5.3 Power Generation 4.5.4 Operation 4.5.5 Price 4.6 Key Nuclear Power Companies 4.6.1 China National Nuclear Corporation 4.6.2 Guangdong Nuclear Power Group Co., Ltd. 4.6.3 Harbin Power Equipment Company 4.6.4 Guangdong Nuclear Power Joint Venture Co., Ltd. • • • • • • • • • • • • • • • • • • • • • • • • 5. China Solar Energy Industry 5.1 Global Solar Energy Development 5.1.1 Germany 5.1.2 Japan 5.1.3 United States 5.1.4 Spain 5.1.5 Italy 5.2 Exploitation of Resources 5.2.1 Technology Application 5.2.2 Advantages 5.3 Policies 5.4 Development Trends 5.5 Solar Cell Market 5.5.1 Overview 5.5.2 Solar Module Market 5.5.3 Solar Cell System Market 5.5.4 Q-CELL 5.5.5 Sanyo 5.5.6 Mitsubishi Electric 5.5.7 RWE SCHOTT SOLAR 5.5.8 BP SOLAR 5.5.9 Suntech (Wuxi) 5.5.10 Motech (Taiwan) 5.5.11 SHELL SOLAR • • 6. China Wind Power Industry 6.1 Global Wind Energy Development • • • • • • • • • • • • • • • • • • • • • • • • • • 6.1.1 Overview 6.1.2 Germany 6.1.3 Spain 6.1.4 United States 6.2 Global Marine Wind Power Development 6.3 China Wind Power Development 6.3.1 Resources Distribution 6.3.2 Resources Characteristics 6.3.3 China Marine Wind Power Development 6.4 Policies 6.5 Installed Capacity 6.6 China Wind Farm Development 6.7 Wind Power On-Grid Price 6.8 Wind Power Cost 6.8.1 Cost Structure of Units 6.8.2 Investment Cost of Wind Farms 6.8.3 Operating Cost of Wind Farms 6.9 Wind Power Regions 6.9.1 Inner Mongolia 6.9.2 Gansu 6.9.3 Hebei 6.9.4 Jilin 6.9.5 Xinjiang 6.9.6 Liaoning 6.9.7 Heilongjiang 6.9.8 Shandong • • • • • • • • • • • • • • • • • • • • • • • • 6.9.9 Ningxia 6.10 China Wind Power Equipment Industry 6.10.1 Market Overview 6.10.2 Competition Pattern 6.11 Domestic-funded Wind Turbine Manufacturers 6.11.1 Xinjiang Gold Wind Technology Co., Ltd. 6.11.2 Huarui Wind Power Technology Co., Ltd. 6.11.3 Dongfang Electric Co., Ltd. 6.11.4 Huayi Electric Apparatus Group 6.12 Foreign-funded Wind Turbine Manufacturers in China 6.12.1 Vestas 6.12.2 Gamesa 6.12.3 GE Wind Energy 6.13 Wind Turbine Parts Industry 6.14 Blade 6.14.1 Introduction 6.14.2 Demand 6.14.3 Production 6.14.4 Development Trends 6.14.5 Sinomatech Wind Power Blade Co., Ltd. 6.14.6 Tianjin Xinmao Technology Co., Ltd. 6.14.7 CNAC (Baoding) Teng-Hui Wind Power Equipment Co., Ltd. 6.15 Gearbox 6.15.1 Market Overview • • • • • • • • • • • • • • • • • • • • • • 6.15.2 China High Speed Transmission Equipment Group Co., Ltd. 6.15.3 Chongqing Gearbox Co., Ltd. 6.15.4 Hangzhou Advance Wind Power Gearbox Co., Ltd. 6.16 Generator 6.16.1 Market Overview 6.16.2 Xiangtan Electric Manufacturing Corporation Ltd. 6.16.3 Zhuzhou Nanche Electric Co., Ltd. 6.16.4 Yongji Electric Co., Ltd. 6.17 Bearing 6.17.1 Market Overview 6.17.2 SKF (Sweden) 6.17.3 Schaeffler Group 6.17.4 Luoyang LYC Bearing Co., Ltd. 6.17.5 Zhejiang Tianma Bearing Co., Ltd. 6.17.6 Wafangdian Bearing Group 6.17.7 Other Companies 6.18 Transducer 6.18.1 Market Overview 6.18.2 ABB 6.18.3 Chino-Harvest Wind Power Technology Co., Ltd. 6.18.4 Vacon 6.18.5 Beijing Corona Science and Technology Co., Ltd. • • • • • • • • • • • • 6.18.6 Hefei Sungrow Power Supply Co., Ltd. 6.18.7 Harbin Jiuzhou Electric Co., Ltd. 6.19 Wind Power Equipment Development in Key Regions 6.19.1 Tianjin 6.19.2 Xinjiang 6.19.3 Jiangsu 6.19.4 Liaoning 6.19.5 Hebei 6.19.6 Hunan 6.20 Investment Risk of China Wind Power Equipment Industry 6.20.1 Development Trends of Wind Power Units 6.20.2 Development Trends of Turbine Parts Selected Charts • • • • • • • • • • • • • • • • • • • • Clean Energy Market Scale, 2008 Application of Clean Energy in Major Countries, 2008 Global Clean Energy Investment, 2008 Partial Market Scale of Clean Energy in 2008 and Forecast for 2018 Key Hydropower Basins and Hydropower Projects during the Period of "Eleventh Five-Year Plan" Reserves of Water Resources in China Ratio of Hydropower to the Total Power Generation Volume and the Total Power Installed Capacity in China, 2007-2008 Installed Capacity and Generating Volume of Power and Hydropower in China, 2002-2008 Forecast for Hydropower Installed Capacity Monthly Hydropower Generation in China, 2007 - February 2009 Unit Cost of Hydropower Projects by Region Distribution of Water Resources in Hubei Newly-increased Installed Capacity of Hydropower in Sichuan, Q1-Q3 2008 Distribution of Exploitable Small and Medium-scale Water Resources in China Distribution of Small Hydropower Resources in China Installed Capacity of Small Hydropower in China, 1996-2020 Ratio of Installed Capacity of Nuclear Power to the Total Installed Capacity in the World Ratio of Canada and Australia to the Global Uranium Production Relationship between Cost of Nuclear Power and Coal-fire Electricity Cost Cost Structure of Nuclear Power • Restriction of Conventional Energy Reserves • Uranium Resources Distribution in China • Distribution of China Nuclear Power Plants, 2006 • Nuclear Power Sets already Built in China (11 sets) by April 2009 • Nuclear Power Sets under Construction and Planned to Build in China by April 2009 • Nuclear Power Sets Proposed to Build in China by April 2009 • Quantity of Nuclear Power Sets in China, 2002-2008 • Installed Capacity of Nuclear Power in China, 2002-2008 • Nuclear Power Generation in China, 2002-2008 • Operation of Nuclear Power in China, 2002-2007 • On-grid Power Price of China Nuclear Power Plants • Turnover and Net Profit of Harbin Power Equipment Company Limited, 2003-2008 • On-grid Power Volume of Daya Bay Nuclear Power Station and Ling Ao Nuclear Power Station, 2003-2008 • Increased Installed Capacity of Solar Power in Germany, 2007-2010 • PV Map of Solar Power in the USA, 2003-2050 • Global Solar Cell Production and Industry Scale, 2007-2018 • Output of China Top Ten Solar Cell Manufacturers, 2007 • Production of Top Ten Global Solar Cells Manufacturers, 2008 • Average Selling Price of Solar Modules • Production Capacity of Major Module Manufacturers, 2007 • Price Trends of PV and Conventional Power Generation, 1990-2040 • Distribution of "Four Clusters" in China PV Industry • Sales Revenue of Q-cells, 2002-2008 • Production of Q-cells, 2005-2007 • Net profit of Q-cells (after deducting minority interests), 2002-2008 • Forecast for the Production Capacity of Sanyo Solar Cell in 2010 and 2020 • Forecast for Solar Cell Production Capacity of Mitsubishi Electric • Production Capacity of Schott Solar, 2007-2009 • Forecast for Solar Cell Output of Suntech (Wuxi), 2008-2010 • Investment of SHELL Corporation by Division, 2004-2008 • Revenue of Gas & Power Division of SHELL Corporation, 2006-2008 • Solar Panel Production Capacity of SHELL by December 31 2008 • Accumulated Installed Capacity of Wind Power in the World, 2003-2010 • Increased Installed Capacity of Wind Power by Continent, 2008 • Top 10 Countries in Increased Installed Capacity of Wind Power, 2008 • Top 10 Countries in Accumulated Installed Capacity of Wind Power, 2008 • Installed Capacity of Wind Power in Germany, 2006-2008 • Installed Capacity of Wind Power in Spain, 2006-2008 • Installed Capacity of Wind Power in USA, 2006-2008 • Top 5 States in Installed Capacity of Wind Power in USA, 2008 • Global Marine Wind Power Development, 1995-2008 • Distribution of China Wind Power Resources • Key Events of China Marine Wind Power Development • Accumulated Installed Capacity of Wind Power in China, 2006-2008 • Top 5 Provinces in Installed Capacity of Wind Power in China, 2008 • Regional Distribution of China Wind Power Projects by April 2008 • China Wind Power Base (Million KW, 10 Million KW) Plan • Main Content of China Franchised Wind Power Projects • Cost Structure of Wind Power Sets • • • • • • • • • • • • • • • • • • • • • • Investment Cost Structure of Wind Power in China Operating Cost Structure of Wind Power in China Accumulated Installed Capacity of Wind Power in Inner Mongolia, 2006-2008 Accumulated Installed Capacity of Wind Power in Gansu, 2006-2008 Accumulated Installed Capacity of Wind Power in Hebei, 2006-2008 Accumulated Installed Capacity of Wind Power in Jilin, 2006-2008 Accumulated Installed Capacity of Wind Power in Xinjiang, 2006-2008 Accumulated Installed Capacity of Wind Power in Liaoning, 2006-2008 Accumulated Installed Capacity of Wind Power in Heilongjiang, 2006-2008 Accumulated Installed Capacity of Wind Power in Shandong, 2006-2008 Accumulated Installed Capacity of Wind Power in Ningxia, 2006-2008 China Top 5 Manufacturers in Increased Installed Capacity of Wind Power, 2008 Increased Installed Capacity of Wind Power in Domestic-funded (Joint Venture) Market and Foreign-funded Market, 2006-2008 Market Shares of Major Models of Wind Turbines in China, 2005- H1 2008 Increased Installed Capacity in Domestic-funded (Joint Venture) and Foreign-funded Market, 2006-2008 Shares Held by China Wind Power Enterprises in Domestic-funded (Joint Venture) Market and Foreign-funded Market, 2008 Rank of Domestic-Funded Wind Turbines Manufacturers, 2008 Operating Revenue of Gold Wind Science and Technology Co., Ltd., 2006-2008 Performance of Gold Wind Science and Technology Co., Ltd. by industry (CNY10,000), 2008 Performance of Gold Wind Science and Technology Co., Ltd. by Product (CNY 10,000), 2008 Gross Profit Margin of Gold Wind Science and Technology Co., Ltd., 2006-2008 Upstream Components Manufacturers of Gold Wind Science and Technology Co., Ltd. • • • • • • • • • • • • • • • • • • • • • • • • • Increased Installed Capacity of Wind Power of Huarui Wind Power Technology Co., Ltd., 2006-2008 Upstream Components Manufactures of Huarui Wind Power Technology Co., Ltd. Upstream Components Manufacturers of Dongfang Electric Co., Ltd. Profits of Huayi Electric Apparatus Group in Wind Power Sets, 2007-2008 Wind Farm Resources Held by Huayi Electric Apparatus Group by July 2008 Upstream Components Supply Chain of Huayi Electric Apparatus Group Operating Revenue of Vestas, 2004-2008 Vestas Turbines Delivered before December 31 2008 Demand for Blade in China, 2000-2010 Main Foreign Blade Manufacturers in China, 2008 Major China Domestic Blade Manufacturers in China, 2008 Operating Indicators of Chongqing Gearbox Co., Ltd., 2006-2008 Operating Revenue of Xiangtan Electric Manufacturing Corporation Ltd., 2008 Forecast for China Wind Power Bearing Market Scale, 2008-2009 Financial Results of SKF, Q1 2009 Performance of SKF by Region, 2008 Key Events of Luoyang LYC Bearing Co., Ltd. in Bearing "New LYC project" of Luoyang LYC Bearing Co., Ltd. Operating Revenue of Zhejiang Tianma Bearing Co., Ltd., 2008 Operating Revenue of Wafangdian Bearing Group, Mid 2008 Bearing Events of Wafangdian Bearing Group Financial Results of ABB, 2008 Financial Results of ABB by Region, 2008 Proportion of Wind Turbine Sets by Model in China, 2008 Comparison between Direct-drive Turbine and Doubly-fed Turbine How to Buy Product details How to Order USD File Single user 2,500 PDF Enterprisewide 3,800 PDF Publication date: Jun. 2009 By email: report@researchinchina.com By fax: 86-10-82600829 By online: www.researchinchina.com For more information, call our office in Beijing, China: Tel: 86-10-82600828 Website: www.researchinchina.com