Renewable energies in China A market study on the wind and solar energy sectors

Transcription

1 Renewable energies in China A market study on the wind and solar energy sectors Beijing. August Published by GIC German Industry and Commerce (Taicang) Co., Ltd. Beijing Branch

2 Contents Preface List of tables, figures and annexes List of abbreviations 1 Introduction Renewable energies the status quo China s renewable energy policy The actors The legal framework Financial incentives The Wind sector - Market potential analysis Resource availability Development goals Supporting programs The Status Quo On-shore wind farms Off-shore wind farms Available technologies a manufacturers review Wind turbines Wind turbine components Blades Nacelles Towers and foundations Wind farm developers Scientific institutes for R&D Business opportunities for foreign enterprises Obstacles and challenges for the improvement of China s wind farms Examples of current foreign business activities The Photovoltaic industry - Market potential analysis Resource availability Installed capacities Development goals Available technologies a manufacturers review Materials suppliers for solar-grade wafers Manufacturers of solar grade silicon (Si sg ) wafers Manufacturers of solar cells Manufacturers of PV modules Manufacturers of storage batteries Manufacturers of power controllers & inverters for PV systems

3 3.4.7 Systems integrators Quality of locally available technologies Sales Network Business opportunities for foreign enterprises The Solar thermal industry - Market potential analysis The Status quo and development goals Framework conditions and regional distribution The local industry Available technologies A review of manufacturers Competitiveness of local industry Business opportunities for foreign enterprises Project approval procedures Approval procedures for capital construction projects Overview The project proposal The feasibility study report The initial design The annual investment plan Application report for starting construction Approval procedures for wind farm projects The conventional approach The wind farm concession approach Conclusion Annex

4 PREFACE The energy supply is one of the most critical bottlenecks for the on-going booming Chinese economy. In response to rapidly rising energy demand, the Chinese Government set goals to diversify the energy supply and to improve efficiency in supply and demand. Accordingly, the capacity for renewable energy generation, such as wind and solar, is to be expanded significantly, from 38 GWs (2005) to 133 GWs (2020), which would put it around 12% of all electric power capacity. Wind and solar energy are two important segments in the renewable energy market. The local industry in these sectors is developing, but has not yet achieved international standards in many areas. Business opportunities for foreign companies arise mainly in providing high-end products and large-sized applications. Foreign companies face, first of all, the challenge of assessing market potential realistically, and secondly, of understanding the roles and responsibilities of different players. Finally they must be able to get in contact with these. Information, especially on the planning and implementation procedure for RE projects and on potential customers and other key players, is not easily available on the Chinese side and requires careful research. The objectives of this study are to inform foreign companies about the market s potential and to provide a basis on which the enterprises can develop a draft plan of operations for the steps they need to take in executing their market entry strategy. Therefore, the study gives deep insight into the legal and political framework conditions in the RE sector in general, analyzes its resources, installed capacities, and the development goals for the wind and solar energy segments, and assesses the local industry through a detailed manufacturers review with contact information provided in the appendix. Finally, an overview is given on current foreign business activities as well as on further opportunities. The Delegation of German Industry and Commerce Beijing hopes to contribute to the successful market entry of foreign companies in China and is looking forward to providing you with further services. Beijing, August

5 List of Tables Tab. 1: Installed capacities (MW, biomass: tons) and potential for renewable energy in China Tab. 2: Renewable energies applications Tab. 3. Classification of taxation for renewable energies in China (2005) Tab. 4: Wind concession projects in China 2003/2004 (as of mid 2005) Tab. 5. Grid-connected wind power installations from in China (MW) Tab. 6: Market share of manufacturers in 2004 Tab. 7: Cumulative market share in China by the end of 2004 Tab. 8: Cumulative market share of foreign enterprises by the end of 2004 Tab. 9: Major domestic manufacturers in China Tab. 10: Current foreign business activities - examples Tab. 11: International comparison of solar radiation Tab. 12: The categorization of Chinese regions by solar radiation rates Tab. 13. PV output, price and cumulated installations in China Tab. 14. PV installation distribution by region (2004) Tab. 15: Top 10 companies in the solar industry in China Tab. 16: Production of Si sg wafers in China (2004) Tab. 17: Production of crystalline silicon solar cells in China (2004) Tab. 18: Production of amorphous silicon solar cells in 2004 Tab. 19: Production of C-Si PV modules in China in 2004 Tab. 20: Information on foreign PV businesses in China Tab. 21: Market distribution by region Tab. 22: Production of solar collectors in China Tab. 23: Domestic market share of top-10 solar thermal manufacturers List of figures Figure 1. Wind resource distribution in China Annex 1 The Renewable Energy Law of the Peoples Republic of China 2 Provisional Administrative Measures on Pricing and Cost Sharing for Renewable Energy Power Generation 3 Relevant Regulations on the Administration of Power Generation from Renewable Energy 4 Wind industry contact information Developers Domestic manufacturers of turbines Components manufacturers 5 Wind farms Wind power installation by wind farms in Contact information for Solar PV manufacturers Producers of raw materials Wafer producers Cell manufacturers PV Manufacturers PV Module Manufacturers Power Controllers, inverters & systems integrators Storage battery manufacturers 7 Contact information for solar thermal manufacturers 8 Services of the Delegation of German Industry and Commerce Beijing 5