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TechVentures partner Lin Ting: promising wind power accessories market
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TechVentures partner Lin Ting: promising wind power accessories market


In TechVentures, I specialized in clean energy investment. In my opinion, first consider where the investment company industry, the market, if the market itself is only 10 billion, two billion, then we certainly will not vote. Chain analysis will be done at different points in time to see which part of the value chain positioning is the highest, we find a value proposition as part of a high.


TechVentures oral partner Lin Ting


In TechVentures, I specialized in clean energy investment. In my opinion, first consider where the investment company industry, the market, if the market itself is only 10 billion, two billion, then we certainly will not vote. Chain analysis will be done at different points in time to see which part of the value chain positioning is the highest, we find a value proposition as part of a high.


Top wind energy industry is the material, many materials, technologies such as blade technology in epoxy resin, China is not the majority, or to rely on imports, or out of China do not recognize the customer; times the upper reaches of the components, like bridging wind power; do the whole middle and lower reaches of the wind farm is doing, wind can not vote, because most are losing money, the machine can not play, because that is the country's. Wind farm developer is actually the power of the developer, the developer of China's electric power to five, and with some of the local power company, to do the whole key is to get the wind farm orders must have a national background or with five Power has a good relationship is possible. This shows that we can only do aftermarket.


Bridging the last round of wind power production of wind turbine hub, the cabin seat, spindle of the three major parts. In 2008 just up the wind energy industry, bridging in this industry which has been able to produce large-scale wind power hub, indicating very powerful. At that time do wind power facilities of the enterprises, the production of large pieces of fan hub also only four or five home.


Each production cycle for large machine tools for more than two years, price is also $ 5 million to tens of millions range; and bridging of wind power each device needs only about half of the production cycle; In addition, this type of heavy industry plants have special requirements, required width of 25 meters above the road (Crane) tonnage of 50 tons, the cost of building such a plant is basically three times the general industrial plant.


Bridge Alliance has its own design, casting, processing capacity. Have the ability to be in process equipment design, process design of the above advantage than others, because people are buying their own advantage, this is definitely not as good as your own devices to understand more deeply. Technically, the customer acceptance does not endorse, and read process to see the quality of the product is not in line with customer requirements, higher yields, higher efficiency, better matching of materials, such costs will be low.


Now the production of large wheels of the company across the country twenty or thirty, the overall strength of the wind power is about bridging the third. Third scale. In 2009 industrial output value of wind power bridged five billion sales revenue. Its customers now essentially a domestic and foreign each half, Denmark's main overseas customers Vestas, India's Suzlon, the Netherlands, EWT, Japan's Mitsubishi and so on. When companies turn to the financial crisis is very timely, Dongfeng such domestic auto companies are also their customers.


Overall, investment in wind power bridging the value of the intellectual base is reflected in the participation in the layout of the wind power industry, an industry leader in investment, increase the intellectual base of the brand and ultimately make money.


The wind energy market is still very strong, although the capacity is too large, but the excess capacity is poor, quality is not the capacity, bridging, or in short supply, so no excess.


New energy industry, in any field are worth the investment, the key is to look at objects which are part of the industrial chain, which segments, which company.


We are also very concerned about the field of electric vehicles. Key depends on which part of the chain to vote for. We have also seen a lot of batteries, nickel metal hydride batteries, lithium iron phosphate battery technology is not very mature. Lithium iron phosphate is well, I also saw the company again, has been used in the battery, but consistency, security, power on the market have not yet verified, so read some of the manufacturers, the basic still used in electric tools, vacuum cleaner abroad above the car's battery is not used above, the most advanced electric bicycles will be used in the above.


In the industry chain, the most upstream of the materials, battery materials, batteries, a battery is not enough light, but also motor and control system, followed by two high-tech. Then the electric car design and manufacturing. Finally, there are charging stations, battery charging stations and there was, but that is a large energy storage battery. Charging station there are a variety of charging devices, in fact, charging a relatively high-tech equipment, to be very efficient fast. There charging station operations, and now we all see the electric car is a big industry, CNPC, CNOOC, National Grid have come, private enterprises is difficult to do.


The electric car manufacturing, due to funding requirements involved in all aspects of resource requirements to integrate a very large project, not from scratch can be done, and are based on the original car manufacturers do, we do not think there investment opportunities, perhaps in the batteries, motors, electronic control and charging devices above may invest.


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