Today's total market value is 256.1 billion yuan! List of asset data of 7 major wind turbine manufacturers

According to incomplete statistics from Polaris Wind Power Grid, from the beginning of 2019 to the date of publication, nearly 40 wind power companies have been competing to be listed or in the process, involving the whole machine leader, developer giants, many equipment manufacturers, solution providers, etc.

Today, the author will mainly analyze the listed wind power manufacturers from the four dimensions of total market capitalization, total assets, operating income and net profit for your reference.

1. Total market capitalization

The formula for calculating the total market capitalization is: total market capitalization = closing price × total share capital. On October 24, 2022, the total market value of listed wind power manufacturers was 256.106 billion yuan.

At present, there are 7 wind turbine manufacturers that have been successfully listed, namely Goldwind Technology, Mingyang Intelligent, Electric Wind Power, Dongfang Electric, Yunda Shares, Sany Renewable Energy, Taiyuan Heavy Industry, in addition, in the new energy asset portfolio of China Shipbuilding Group, the listed company China Shipbuilding Technology intends to acquire wind power new energy assets such as China Haizhuang for 9.198 billion yuan.

2. Total assets

In the first half of 2022, the total assets of listed machine manufacturers totaled 400.7 billion yuan, of which the total assets of the "big brother" of wind power machines exceeded 100 billion yuan (124.071 billion yuan), Dongfang Electric's overall total assets were 109.895 billion yuan, and the total assets of Yunda Co., Ltd. and Sany Renewable Energy increased the highest year-on-year, 41.65% and 72.91% respectively.

3. Operating income & net profit

Recently, Mingyang Intelligent and Sany Renewable Energy disclosed their third-quarter performance forecasts, and as of the date of publication, several others have not yet been announced.

From January to September 2022, Mingyang Intelligent is expected to achieve a net profit of 3.3-3.65 billion yuan, an increase of about 1.139 billion yuan to 1.489 billion yuan compared with the same period last year, a year-on-year increase of 52.68% to 68.88%.

From January to September 2022, Sany Renewable Energy is expected to achieve operating income of 6.2-6.5 billion yuan, an increase of 572 million yuan to 872 million yuan compared with the same period of the previous year, an increase of 10.17% to 15.50% year-on-year; It is expected to achieve a net profit of 1.03 billion yuan to 1.08 billion yuan.

From the perspective of operating income in the first half of 2022, Goldwind Technology, Mingyang Intelligence, and Dongfang Electric (including their other power supply sector revenue) will remain above 10 billion; The operating income of Mingyang Intelligent, Yunda Co., Ltd., Dongfang Electric, Sany Renewable Energy and Taiyuan Heavy Industry has grown steadily.

4. Fan orders & sales revenue

From the perspective of wind turbine orders in the first half of 2022, Goldwind's fan sales revenue was 10.829 billion yuan, with a sales capacity of 4.09GW, a year-on-year increase of 37.77%, and new wind turbine orders: 15.50GW of external pending execution + 8,19GW of external bids unsigned + 23.69GW of external orders in hand (2.71GW overseas) + 0.43GW internally;

The sales revenue of Mingyang intelligent wind turbines and related accessories was 13.241 billion yuan, the sales capacity was 3.45GW, a year-on-year increase of 47.63%, the new orders for wind turbines: 9.14GW, and the external sales of offshore wind power were 1.27GW;

The sales capacity of wind turbines of Yunda Co., Ltd. was 2.52GW, a year-on-year increase of 60.75%. New orders for wind turbines: 3.98GW, with a total of 14.14GW of orders in hand, in addition, 205MW were newly signed overseas;

New orders for electric wind turbines: 3.44GW (1.93GW unsigned), with a total of 9.87GW of orders in hand;

Sany Renewable Energy Wind Turbine sales revenue was 3.726 billion yuan, and the orders in hand were 7.50GW (including winning the bid but not signing);

The operating income of Dongfang Electric's renewable energy equipment and wind power segment was 6.889 billion yuan.