The first category is to engage in or participate in the production of wind power generation equipment.
For example, Huayi Electric (600290), Huarui Wind Power (60 1558), Goldwind Technology (002202), Dongfang Electric (600875), Xiangdian Electric Co., Ltd. (6004 16) and Changzheng Electric (60016).
The second category is individual stocks engaged in the production of wind power equipment parts.
Such as Great Wall Electric (600 192), Taihao Technology (600590), Huitong Group (0004 15), Xinmao Technology (000836), Tianqi Co., Ltd. (002009) and Huitong Group (0004 15) Jiuding New Materials (00220 1), Fiona Fang Supporting (002 147), Tianma (002 122), Ningbo Yun Sheng (600366) and Zhongke Sanhuan (000970).
The third category is individual stocks undertaking wind power generation projects, such as CNOOC Engineering (600583).
The fourth type of stocks operate wind farm power generation business, mostly power stocks.
Such as Guangzhou Holding (600098), Jinshan Co., Ltd. (600396) Jingneng Thermal Power (600578), huitong energy (600605), Shenhua Holding (600653), Guodian Power (600795), Yuedian A(000539) and Baoxin Energy (000690).
GEM wind power equipment concept stocks:
Nanfeng Co., Ltd. (300004): Wind turbine blade manufacturing has become a new bright spot.
Taisheng Wind Energy (300 129): wind turbine tower. The company is the earliest enterprise specializing in the production of iron towers, and the market share of high-end iron towers is the highest. Engaged in specialized fan tower manufacturing for nearly 10 years, and can produce the largest fan supporting tower in China.
Tongyu Heavy Industry (300 185): The company is a new private enterprise in the field of heavy equipment manufacturing in China, mainly engaged in research and development, production and sales of large-scale free forgings. The main products are MW wind turbine spindle and DN50- 1600m ductile iron pipe die and other large forgings. The company is the industry leader in the fields of wind power, mold and nuclear power in large-scale casting and forging industry; It is also the largest supplier of pipeline molds in China, with a market share of 34% in 2009.
Listed companies related to wind power generation operation:
The code is abbreviated as wind power generation project.
000539 Guangdong Electric Power A's Wind Power Generation in Shipaishan and Zhanjiang, Guangdong
600396 Jinshan shares Liaoning Kangping and Zhangwu wind power generation.
600578 Jingneng Thermal Power is the second largest shareholder of Guohua Energy and indirectly participates in wind energy construction.
000962 Yinxing Energy Wind Power Equipment and Ningxia Wind Power Generation
000690 Baoxin Energy Project of Jiahu Wind Farm in Lufeng City
6003 10 international wind power cooperation of foreign-funded Spanish companies in Guidong electric power
000975 Science City jointly developed Xiaowutai Mountain and Shenchi Wind Power Generation Project.
000720 Luneng Taishan jointly established Laizhou Luneng Wind Power Company.
600098 Guangzhou Holding Company launched a wind power generation project in Huidong.
600642 Shenneng shares participate in offshore wind farm and Jinshan coastline wind energy construction.
600605 The major shareholder of huitong energy injected 400 square kilometers of wind power into assets.
600795 Guodian Power operates wind power generation in Liaoning and Henan.
600653 Shenhua Holdings and Concord Energy jointly build a wind farm in Inner Mongolia.
000609 Mianshi Co., Ltd. joined hands with China Wind Power to invest in the development of Inner Mongolia wind farm.
A list of wind power leading stocks 1. Xiangdian Co., Ltd. (6004 16): The company is one of the four largest wind turbine manufacturers approved by the state, and jointly established Xiangdian Wind Energy Company with Japanese-funded enterprise Justin (registered capital of 3 1 billion yuan, accounting for 5 1% and 22% respectively). Timken Xiangdian (Hunan) Bearing Co., Ltd. was established in February 2007 with the wholly-owned subsidiary of Timken Company, the third largest bearing manufacturer in the world and the largest bearing manufacturer in North America (registered capital130,000 US dollars, accounting for 20% of the company, project construction period10.5 years). After 20 10 years, the annual production capacity of 300 wind turbines and 500 motors will be formed, which will increase the income by 2.365438 billion yuan and the after-tax profit by 290 million yuan.
2. Shanghai Electric (60 1727): The company is one of the largest comprehensive equipment manufacturing groups in China. China is one of the earliest enterprises to participate in the manufacture of large-scale wind turbines. It has completed the technology introduction and prototype production of 1.25MW wind turbines, and is developing the joint development of 2MW wind turbines. A complete series of wind power equipment has been formed, and the members of the "family" include: some existing 1.25mw wind turbines in Shandong and Shanxi.
3. Yinxing Energy (000862): The wind energy resources that can be developed and utilized in Ningxia and its surrounding provinces are as high as 5 million kilowatts. Ningxia Yinxing Energy Wind Power Equipment Manufacturing Company was established, and successfully completed the production task of the first MWT62- 1000A 1MW wind turbine (the localization rate reached 70%), with an annual output of1.
4. Changzheng Electric (600 1 12): The company holds 70% equity of Guangxi Yinhe Avandiz Wind Power Generation Co., Ltd., and the overall design of the 2.5 MW direct-drive variable-speed permanent magnet synchronous wind turbine invested and constructed by the company has been completed. According to the regulations of IEC6 1400- 1999 secondary A wind field, Germany Dewei OCC Company issued the design certification report of AV9082.5 MW 80m fan in April 2008. The whole line of Beihai assembly plant has been completed, and all necessary infrastructure has been completed. Major parts and components have signed purchase contracts with strategic suppliers, including German FAG, and the parts and components have been delivered. The nacelle cover and composite parts have been delivered. It is estimated that the annual output of 200 2.0 MW, 2.5 MW and 3.0 MW fans can be realized after the project is put into production.
5. Great Wall Electrician (600 192): The company acquired 0/00% equity of Lanzhou Electric Machine Factory/KLOC-0 for RMB 510.8 million. The company is mainly engaged in the development and manufacture of wind power equipment and high-end motor business. The controller device technology of doubly-fed asynchronous wind turbine developed by it is leading in China, and has provided generator sets for Xinjiang Wind Energy Company and Guangdong Nanao Wind Power Station, which will become a new profit growth point.