Related Segment in Stock Market Soars, Benefiting from Wind Power Investment Boom

๊ฒŒ์‹œ๋จ: Feb 9, 2023 15:06
As the investment boom in Chinaโ€™s wind power industry has extended from last year into the beginning of this year, the share prices of related listed firms rose drastically today on February 9.

As the investment boom in China’s wind power industry has extended from last year into the beginning of this year, the share prices of related listed firms rose drastically today on February 9.

Data shows that the scale of wind power bid volume in January reached 11.97GW, a year-on-year increase of 21% and a chain increase of 62%.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[๋ถ„์‚ฐํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ๊ฐ€๊ฒฉ ๊ฒฉ์ฐจ ์ง€์†]
3์‹œ๊ฐ„ ์ „
[๋ถ„์‚ฐํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ๊ฐ€๊ฒฉ ๊ฒฉ์ฐจ ์ง€์†]
๋” ๋ณด๊ธฐ
[๋ถ„์‚ฐํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ๊ฐ€๊ฒฉ ๊ฒฉ์ฐจ ์ง€์†]
[๋ถ„์‚ฐํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ๊ฐ€๊ฒฉ ๊ฒฉ์ฐจ ์ง€์†]
๋ถ„์‚ฐํ˜• ๊ฐ€๊ฒฉ์€ ์˜ค๋Š˜๋„ ์—‡๊ฐˆ๋ฆฐ ํ๋ฆ„์„ ๋ณด์˜€๋‹ค. ์ผ๋ถ€ ์ „๋ฌธ ๋ชจ๋“ˆ ๊ธฐ์—…์€ ์ €๊ฐ€ ์ˆ˜์ฃผ๋ฅผ ์ด์–ด๊ฐ”๊ณ , ์„ ๋‘ ์ผ์ฒดํ˜• ์—…์ฒด๋“ค์€ ์›๊ฐ€ ๋ถ€๋‹ด์œผ๋กœ ์ธํ•ด ๊ฐ€๊ฒฉ์„ ๋Œ€์ฒด๋กœ ์œ ์ง€ํ–ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ๋Š” ์ƒยทํ•˜๋ฅ˜ ๊ธฐ์—… ๊ฐ„ ๊ฐ€๊ฒฉ ํ˜‘์ƒ์ด ์ง€์†๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, ์ „๋ฐ˜์ ์œผ๋กœ ์†Œํญ ์•ˆ์ •์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ๋‹ค. ์˜ค๋Š˜ ๋ถ„์‚ฐํ˜• 210R ๋ชจ๋“ˆ ๊ฐ€๊ฒฉ์€ 0.714~0.726์œ„์•ˆ/W๋กœ ์ž ์ • ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ–ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
[์ตœ์ƒ์œ„ ์ƒ์‚ฐ์—…์ฒด๋“ค์€ ์—ฌ์ „ํžˆ PV ์œ ๋ฆฌ ๊ฐ€๊ฒฉ์„ ํ˜‘์ƒ ์ค‘์ด๋‹ค]
3์‹œ๊ฐ„ ์ „
[์ตœ์ƒ์œ„ ์ƒ์‚ฐ์—…์ฒด๋“ค์€ ์—ฌ์ „ํžˆ PV ์œ ๋ฆฌ ๊ฐ€๊ฒฉ์„ ํ˜‘์ƒ ์ค‘์ด๋‹ค]
๋” ๋ณด๊ธฐ
[์ตœ์ƒ์œ„ ์ƒ์‚ฐ์—…์ฒด๋“ค์€ ์—ฌ์ „ํžˆ PV ์œ ๋ฆฌ ๊ฐ€๊ฒฉ์„ ํ˜‘์ƒ ์ค‘์ด๋‹ค]
[์ตœ์ƒ์œ„ ์ƒ์‚ฐ์—…์ฒด๋“ค์€ ์—ฌ์ „ํžˆ PV ์œ ๋ฆฌ ๊ฐ€๊ฒฉ์„ ํ˜‘์ƒ ์ค‘์ด๋‹ค]
์ค‘๊ตญ ์œ ๋ฆฌ ๊ฐ€๊ฒฉ์€ ์˜ค๋Š˜ ์ผ์‹œ์ ์œผ๋กœ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ, ๊ธฐ์—…๋“ค์€ ์›”์ดˆ์— ์ •ํ•œ ๊ฐ€๊ฒฉ ๊ฒฐ๊ณผ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ํ•˜๋ฅ˜ ๋ชจ๋“ˆ ์ƒ์‚ฐ์—…์ฒด๋“ค๊ณผ ํ˜‘์ƒ ์ค‘์ด๋‹ค. ํ˜„์žฌ๊นŒ์ง€ ์™„๋ฃŒ๋œ ์œ ๋ฆฌ ๊ฑฐ๋ž˜์˜ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ์€ 10~10.3์œ„์•ˆ/ใŽก์ด๋ฉฐ, ์„ ๋‘ ๋ชจ๋“ˆ ์ƒ์‚ฐ์—…์ฒด๋“ค์€ ์—ฌ์ „ํžˆ ๊ฐ€๊ฒฉ ํ˜‘์ƒ์„ ์ง„ํ–‰ ์ค‘์œผ๋กœ ์‹ฌ๋ฆฌ์  ๊ธฐ๋Œ€ ๊ฐ€๊ฒฉ์€ 10์œ„์•ˆ/ใŽก ๋ฏธ๋งŒ์ด๋‹ค.
3์‹œ๊ฐ„ ์ „
[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
6์‹œ๊ฐ„ ์ „
[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
๋” ๋ณด๊ธฐ
[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ ์ „๋ ฅ๋ถ€๋Š” ์ž๊ตญ ์ˆœ๊ณ„๋Ÿ‰ ์ œ๋„์— ๋”ฐ๋ผ ์ ๊ฒฉ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ์˜ ์ž‰์—ฌ ์ „๋ ฅ์— ๋Œ€ํ•ด kWh๋‹น 10.50ํƒ€์นด(0.086๋‹ฌ๋Ÿฌ)์˜ ์š”๊ธˆ์„ ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ, 2030๋…„ 2์›” 28์ผ๊นŒ์ง€ 3๋…„๊ฐ„ ์œ ํšจํ•˜๋‹ค. ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ์žฅ์น˜๋ฅผ ๊ฐ–์ถ˜ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ์˜ ์ตœ๋Œ€ ๋ฐœ์ „ ๋น„์šฉ์€ kWh๋‹น 8ํƒ€์นด๋กœ ์„ค์ •๋˜์—ˆ์œผ๋ฉฐ, ์ •๋ถ€๋Š” 20%์˜ ์ด์œค๊ณผ 11.25%์˜ ํ”„๋ฆฌ๋ฏธ์—„์„ ์ถ”๊ฐ€ํ–ˆ๋‹ค. 2027๋…„ 2์›” 28์ผ๊นŒ์ง€ ์„ค์น˜๋˜์–ด 2025๋…„ ์ˆœ๊ณ„๋Ÿ‰ ์ง€์นจ์— ๋”ฐ๋ผ ์ ๊ฒฉํ•œ ์‹œ์Šคํ…œ์€ ์ธ์„ผํ‹ฐ๋ธŒ ์š”๊ธˆ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ๋‹ค. ์ •๋ถ€๋Š” ์—ฌ๋ฆ„์ฒ  ์„ฑ์ˆ˜๊ธฐ ์ˆ˜์š” ์‹œ 3GW๋ฅผ ์ดˆ๊ณผํ•˜๋Š” ์ผ์ผ ์ „๋ ฅ ๋ถ€์กฑ ๋ฌธ์ œ๋ฅผ ํ•ด๊ฒฐํ•˜๊ธฐ ์œ„ํ•ด ๋‚ด๋…„ ์—ฌ๋ฆ„๊นŒ์ง€ ์ˆœ๊ณ„๋Ÿ‰์„ ํ†ตํ•ด ์ตœ์†Œ 5GW์˜ ํƒœ์–‘๊ด‘ ์šฉ๋Ÿ‰์„ ์„ค์น˜ํ•˜๋Š” ๊ฒƒ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
Related Segment in Stock Market Soars, Benefiting from Wind Power Investment Boom - Shanghai Metals Market (SMM)