Nordex Akte X

bevor das passiert und Kleinanleger, die jetzt mühevoll seit Fukushima rausgedrängt wurden,wieder einsteigen, kommt bestimmt noch ne ganz andere Sache! Ja was wohl?

 

 

	2010	2009	2008
Bilanzsumme in Mio. EUR	986,98	840,38	854,28
Eigenkapitalquote in %	37,57	41,39	37,98
Verschuldungsgrad in %	166,15%	141,61%	163,31%
dynamischer Verschuldungsgrad	3.027,89	5.141,47	-890,85
Bilanzierungsmethode	IFRS	IFRS	IFRS

 

http://www.onvista.de/aktien/kennzahlen/...ental.html?ID_OSI=12107316

.. man sollte schon mehrere Jahre vergleichen!

 

 

Was denn? Eine Übernahme? Sprich nicht in Rätseln! :o)  

..mal kucken welche art von partnerschaft den chinesen vorschwebt...da wird richterrich wohl nicht mehr gebraucht  

.....versteht es nicht, das Windenergie nur durch Subventionen möglich ist.




........anschnallen es geht wieder mal runter.  

...


.....bei 0,50€, sollte dieses Jahr noch greifen.  

Stimme Dir inhaltlich zu.

Nur weil die Bevölkerung, ausgelöst durch Fukushima, grün denkt heißt das noch lange nicht das es wirtschaftlich ist Windmühlen zu bauen. Und was passiert wenn die staatliche Subvention wegfällt bzw. gekürzt wird erkennt man am aktuellen Kursverlauf. Das Problem ist, daß zwar jeder nach gründem Strom schreit aber die wenigsten bereit sind mehr zu bezahlen.

Von den technischen Problem bei der Erzeugung (Transport des Stroms von der Windmühle zum Verbraucher bzw. an Land bei Offshore Anlagewn, die Zwischenspeicherung, das Abdecken von Stromspitzenzeiten usw. usw.) mal ganz abgesehen. Und selbst wenn Windenergie der Zukunftsträger sein wird (was ich nicht glaube) wer sagt denn das da primär Nordex von profitiert? Für mich hat Nordex aktuell ein größeres Risiko Q-Sells 2.0 zu werden als die Chance wie Phönix aus der Asche aufzusteigen.

P.S: Wer gestern verkauft hätte, der hätte weniger Verlust als heute:-) 

 

außerdem ist Onshorewindenergie mittlerweile genau so günstig wie Strom durch Erdgas oder Kohle!

 

www.handelsblatt.com/unternehmen/industrie/...rgeschaeft/4464726.html

Siemens: Trennung von Wind- und Solargeschäft

Die Divisionen der Erneuerbaren Energien bei Siemens gehen künftig getrennte Wege. Nach einem enttäuschenden Quartal spaltet der Konzern seine Wind- und Solarsparte................

.

"...ErlangenDer Elektrokonzern Siemens zieht Konsequenzen aus dem enttäuschendem Lauf seiner Solarsparte und spaltet seine Division für Erneuerbare Energien auf. Ab dem 1. Oktober soll das Geschäft mit der Wind-, Solar- und Wasserkraft auf die zwei neuen Divisionen „Wind Power“ und „Solar & Hydro“ verteilt werden..."

 

 und jeder ißt ausländisches Obst, wenn das Wort "Subventionen" schon verwendet wird dann bitte Chancengleichheit für ALLE!

 

Der Windparkentwickler Windreich AG trennt sich von einem Großteil seiner Anteile an dem Offshore-Windpark "Global Tech I", der gerade in der Nordsee gebaut wird. Das in Wolfschlugen bei Esslingen ansässige Unternehmen wolle nach der Projektfinanzierung weitere Investoren bis zur Höhe von 15,05 Prozent an dem Projekt beteiligen, teilte ein Sprecher mit. Dies entspreche einem Kaufpreis von rund 125 Millionen Euro. Bislang halte der Windparkentwickler 16,05 Prozent der Anteile. "Unsere Unternehmensgruppe wird mit den Erlösen aus dem Verkauf dieser ...

http://www.seiten.faz-archiv.de/faz/20110803/fd2201108033188225_8.html 

 

was meinst mit "lange nicht wirtschaftlich"? den Geschäftszweig "Onshore" oder "Offshore"?

 

den interessantesten Teil hast du weg gelassen.

 

Während Siemens als Anbieter von Windkraftanlagen besonders auf hoher See weltweit Erfolge feiert, hinkt gerade das Solargeschäft noch hinterher.

Und wo hat Nordex seine Stärken ......????:)

 

Auch mit der Zunahme der Produktion von Windenergie in den einzelnen Staaten Europas hat sich  der Windverband beschäftigt: demnach steigt die Windproduktion in Irland um 52 Prozent, was das Land zum absoluten Spitzenreiter in der Windproduktion bis 2020 macht.

Der gesamte Küstenstreifen von Irland zählt zu den Winstarken Gebieten.

Und Nordex hat eine WKA, die für solche Gebiete als eine der besten gilt.

http://maps.seai.ie/wind/

 

 

1. ich hab nix weggelassen sondern ich darf nicht mehr den kompletten Text zitieren, seit dem mich der user "meingott" mehrmals deshalb gemeldet hatte! Ich darf nur noch einen Teil zitieren, das ist schade aber bedank dich bei "meingott"

 

2.  Nordex hat vorallem seine Stärke in der erschreckend niedrigen Börsenbewertung verglichen mit der soliden Bilanz, außerdem macht Nordex stets Gewinne und zieht einen Auftrag nach dem anderen an Land!  Wieviel muss wohl ein Unternehmen, welches mit lächerlichen 330 Mio Euro an der Börse bewertet ist reinbringen um im Soll zu sein?

 

3. Nur weil Siemens im Offshorebreich gut ist, willst du da jetzt einen Nachteil für Nordex kontruieren?  Dann erkläre mal genauer wo hier der Nachteil liegen soll.

 

Erklär mal was du meinst.

 

......... noch deutlicher ausgedrückt habe, aber du hast mich ja mal völlig falsch verstanden.

 

Siemens besondern Offshore & Nordex besonders onshore :) 

fällt jetzt der Groschen????

 

Das würde sicherlich passen!

 

Am Ende übernimmt Siemens noch Nordex und Solarworld für seine zwei neuen Sparten.... das wäre der Hammer oder?

 

...gebe zu den Begriff "noch lange nicht wirtschaftlich" sehr pauschal benutzt zu haben.

Ist aber nicht von entscheidender Relevanz. Das ist so als müßte man sich zwischen 2 Dingen für das kleinere Übel entscheiden. Auf den Punkt gebracht halte ich beide Bereiche On- als auch Offshore für unwirtschaftlich. Offshore jedoch deutlich mehr da hier massive Probleme beim Transport an Land (des auf See gewonnenen Stroms) bestehen. Die benötigten Kabel sind einfach zu lang. Der Widerstand im Kabel wächst mit der Länge an. Faktisch wird es für den Strom sehr schwer, wenn er durch ein langes Kabel muß.  Die Off Shore Anlgaen müßten aber tendenziell "weit draußen" stehen. Das ist eines der zentralsten Probleme bei Off-Shore Anlagen.

 

 

wie die Menschen in Nordrhein-Westfalen an der Energiewende teilhaben können“, sagte Remmel. Die Landesregierung unterstützt diese Art von Projekten, um das selbstgesteckte Ziel, bis 2020 den Anteil der Windenergie an der Stromversorgung von 3 Prozent auf 15 Prozent auszubauen, erreichen zu können. „Solche Vorhaben wollen wir durch unseren Windenergieerlass forcieren, denn die Energiewende bietet großes Potenzial für die regionale Wertschöpfung“, so der Minister weiter.

 http://www.iwr.de/wind/archiv/11/08/0406.html

 

Zweig "Offshore" gebe ich dir Recht, jedoch der Zweig "Onshore" sollte für die Windindustrie unwirtschaftlich sein, dann gebe es keine Nordex und Co? 

 

aber Onshore ist mittlerweile auf dem selben Kostenlevel wie Strom aus Erdgas und Kohle angekommen, informier dich lieber mal und denk dir nicht so viele Dinge einfach aus.

 

"Die Offshore Anlgaen müßten aber tendenziell "weit draußen" stehen."

Das gilt aber vor allem für die Offshoreanlagen vor den deutschen Küsten. Die Engländer sind da nicht so Zimperlich mit den Küstenbewohnern, dort kann wesentlich dichter an der Küstenlinie gebaut werden.

Das führt auch dazu das dort die Projektkosten wesentlich geringer ausfallen.

 

translate.google.de/translate

deutsch

 

oder  englisch...

 

LONDON -- The impact of the economic crisis can be seen in BTM's latest  report, which again shows record new installations, but a much lower  growth rate than in 2009. The rise of Chinese turbine manufacturers and  the US financial situation have changed the balance of the market.

     

Yet  another record year for newly installed wind capacity – to the tune of  39.4 GW – the year 2010 brought total installed capacity worldwide to  around 200,000 MW, an impressive increase in cumulative worldwide  installations of some 25 percent. However, in terms of the volume of  annual installed capacity the increase was a far more modest three  percent. Indeed, the effects of the global economic crisis can clearly  be seen in this stagnation of growth: for the past five years annual  installed capacity has grown by an annual average of 27.4 percent.

KEY PLAYERS IN THE WIND SECTOR

Vestas is still the world's top turbine manufacturer in terms of its percentage of market volume, but GE Energy lost its title as the second largest supplier to China's Sinovel.  Together Vestas and Sinovel delivered 10,228 MW of capacity in 2010.  The two leading suppliers' share of the total deliveries to the market  was 25.9 percent in the year, which is a one percent increase compared  with that of 2009 from the two players.

Sinovel took full advantage of the boom in the Chinese market,  enabling it to move up from the third position in 2009 to second in  2010. Conversely, GE Energy dropped to third place due to the economic  downturns in the US market. And, GE Energy is closely followed by  another Chinese supplier, Goldwind, which installed almost the same number of turbines as GE in 2010. German Enercon ranks at No. 5 in the world, and is followed by Indian-based Suzlon Group at No. 6.

In their home wind power market Chinese domestic turbine  manufacturers made further gains, while foreign-owned manufacturers only  achieved a 10.5 percent market share in 2010 – a 3.5 percent drop from  the previous year. Along with Sinovel and Goldwind, two other Chinese  manufacturers were listed in this year's top 10 in terms of global  capacity delivered. Dongfang, the third largest Chinese manufacturer, first entered the top 10 list in 2009, and United Power entered for the first time in 2010. Meanwhile, other Chinese companies Mingyang, Sewind and Hara XEMC,  listed as No. 11, No. 14 and No. 15 in the world respectively, are  emerging to challenge the positions of the traditional market leaders  from Europe and the US.

It is worth noting that 2010 also saw more MW-rated Chinese  manufactured turbines exported. During the year, five Chinese turbine  suppliers installed 13 machines in five different foreign markets.  Following its first three 1.5-MW direct drive wind turbines installed in  the US in 2009, Goldwind installed six units of its 750-kW-rated gear  drive turbines in Cuba. Meanwhile, Mingyang and A-Power installed their first wind turbines in the US market in 2010 and HEAG also installed three 1.5-MW turbines in Chile and White Russia.

THE TOP 10 SUPPLIERS OF 2010

Vestas Wind Systems (5842 MW)

Vestas Wind Systems maintained its position as the largest  manufacturer of wind turbines in the world in 2010, both in terms of  annual installations and cumulative installed capacity. lts market share  increased from 12.5 percent in 2009 to 14.8 percent in 2010, despite  the economic environment. Vestas was the top supplier to Sweden and was  present among the top three suppliers in all the 10 largest markets in  the world, apart from China and Canada.

Sinovel (4386 MW)

Sinovel has performed well over the past three years. The Chinese  company entered the top 10 list in 2007 and became the second largest in  the world in 2010. It increased nearly two percent of its global market  share in 2010. The year also saw Sinovel connecting 34 of its 3-MW  offshore turbines to the grid in Shanghai, China, which is the first  project of this kind in Asia. For more on this groundbreaking project  see our March-April 2011 edition.

GE Energy (3796 MW)

GE Energy is still the third largest wind turbine manufacturer in the  world, but its overall market share has decreased from 12.4 percent in  2009 to 9.6 percent in 2010. With a strong manufacturing base, GE is  naturally the largest supplier to the U.S. market, where it has more  than 50 percent of the market share, and the second largest supplier to  its neighbor, Canada.

Goldwind (3740 MW)

This pioneer in the Chinese wind power market installed 3740 MW in  2010. Its global market share increased from 7.2 percent in 2009 to 9.5  percent, a figure which represents one of the best performances among  the top 10 turbine suppliers in 2010.

Enercon (2846 MW)

The German manufacturer Enercon installed 2846 MW in 2010, but its  global market share dropped to 7.2 percent from 8.5 percent in 2009.  Enercon was, nonetheless, the biggest supplier last year to both the  German market – where it has a 55 percent market share – and France; it  was also the third largest in Italy and Canada. It is represented in  more countries than other suppliers, but at the same time is absent from  the world's two largest wind power markets – the U.S. and China.

Suzlon Group (2736 MW)

Suzlon Energy, the major Indian company, completed the acquisition of REpower  in 2009 and now holds over 90 percent of the shares and voting rights  in the company. Suzlon installed 1876 MW in 2010 while its subsidiary  group REpower succesfully installed 859 MW over the year. Together the  two players accounted for 6.9 percent of world market share, which  overall makes the Suzlon Group the world's sixth largest wind turbine  supplier. Furthermore, Suzlon was the No. 1 supplier to India in 2010.  Meanwhile, REpower claimed the No. 2 spot for wind turbine suppliers to  France and was the third largest supplier to its German home base  market.

Dongfang (2624 MW)

Dongfang, the third largest Chinese manufacturer and the world's No.  7, installed 2624 MW in its homeland during 2010. The company entered  the top 10 list for the first time in 2009 and maintained its global  market share in 2010.

Gamesa (2587 MW)

Spanish group Gamesa fell back to become the eighth largest supplier  in 2010 from being the third largest in 2008. The company's world market  share dropped from 12 percent in 2008 to 6.6 percent over the year. It  did, however, maintain its leading position in Spain, and was also the  largest supplier to the Italian market.

Siemens Wind (2325 MW)

Germany's engineering major Siemens installed 2325 MW in 2010,  representing a 2.6 percent increase in market share when compared with  2009. It is a coincidence that its overall global market share was 5.9  percent in both 2009 and 2010. Siemens Wind was the largest supplier to  both the UK and Canadian markets last year and retained its position as  the largest supplier to the global offshore market.

United Power (1600 MW)

United Power was established in 2007 by China Guodian Corporation,  one of China's 'big five' state-owned utilities. The company, listed as  the world's No. 12 in 2009, installed more than 1600 MW in China in  2010, making it one of the top 10 players for the first time.

OTHER TOP 10 CONTENDERS

All candidates for a place in the Top 10, the next five manufacturers in line in terms of market share include Nordex,  a recurring player in the top 10 list in recent years, which was ranked  No. 12 in 2010. It follows eleventh place Mingyang, which successfully  exploited the booming domestic market. Japanese industrial conglomerate Mitsubishi  supplied some 643 MW over 2010, while Chinese players Sewind and Hara  XEMC delivered 598 MW and 507 MW respectively and have already pushed a  number of the established turbine suppliers from Europe out of the top  15 rankings.

SUPPLY SIDE: GLOBALISATION AND CONSOLIDATION

For the industry as a whole, the year-on-year growth rate in 2010 in  fact decreased from 35 percent in 2009 to just 3%. Remarkably, it is the  first year that the market has shown a slowdown in growth since 2004.  Indeed, to achieve this three percent market growth rate in 2010 seems  almost miraculous, and results largely because wind power installation  rates fell by nearly 50 percent in the U.S., the world's second largest  wind market.

China made the greatest contribution to the global wind power  installations in 2010 and it is important to note that 48 percent of the  world's installations over the year took place in the country. Vestas  Wind Systems and GE Energy are still two large manufacturers of wind  turbines in the world and now together hold 24.4 percent of the global  market. However, their leading position was challenged by leading  Chinese turbine suppliers in 2010. Sinovel has already replaced GE  Energy as the worId's second largest turbine supplier and four other  Chinese supply companies in the Top 10 list together account for a total  of 31.2 percent of the global market share. Indian Suzlon Group  consolidated its leading position in the wind industry by completing the  acquisition of the Martifer Group's stake in REpower in 2009, although  its global market share actually decreased by 2.8 percent in 2010.

Another characteristic of the 2010 supply pattern was that the 'top'  lost market share to the 'bottom'. Before 2007 it was usually the case  that the group of companies below the Top 10 accounted for five to six  percent of the total market. This started changing two years ago. ln  2008 it was 15.8 percent, mainly caused by the rapid growth of Chinese  companies. Last year it increased further to 20.2 percent.

Consolidation among turbine suppliers has been a particularly strong  feature over the past three years. Following the acquisition of Scanwind, Darwind and DeWind  by GE Energy, and the Hara XEMC acquisition of Daewoo in 2009, Areva  completed the purchase of Multibrid in the summer of 2010. At the end of  2010, United Technologies Corp. (UTC) completed its purchase of Clipper by acquiring all remaining shares.

The offshore sector has expanded, with a total capacity of 1444 MW  installed in 2010, which represents a 109 percent annual increase. Nine  new offshore wind farms, with a combined power generating capacity of  1405 MW, were installed in Europe, especially the UK. The remainder of  new offshore capacity was in China, where Sinovel installed the first  Chinese offshore wind project in Shanghai in 2010. Although the new  offshore installations in 2010 represented only 3.7 percent of the  global total, many projects are in the pipeline over the next couple of  years, particularly in the UK and Germany. China and South Korea are  also expected to emerge as significant markets for offshore wind.

DEMAND SIDE AND MARKET GROWTH

In terms of annual installations 2010 saw a modest increase of just  three percent. This outcome happened in the second year after the  financial/economic crisis struck the world, including some of the wind  industry's most important markets in the US and Europe. Nonetheless,  highlights on the demand side include:

• Cumulative installed capacity by the end of 2010 reached 199,520 MW.  Around 24,000 new wind turbines were erected across more than 50  different countries.
• Europe lost its previous position as the largest wind power  continent, though 27.9 percent of all new installation in 2010 took  place in Europe. Four years ago the European share was 51 percent.
• The Americas dropped dramatically compared to 2009. This was caused  by a dramatic fall in the US market, where 5115 MW of new capacity was  added. That was around half of the installations in 2009. Altogether the  Americas accounted for a 16.8 percent share.
• Asia experienced significant growth, including the OECD Pacific  region which increased its cumulative capacity from 42,037 MW in 2009 to  63,645 MW in 2010, a growth of 51.4 percent. China was by far and away  the leading country, with 18,928 MW of new capacity in 2010. India also  saw an increase to see 2139 MW of new installations. The region as a  whole accounted for 54.8 percent of the year's global total.
• Among the top 10 markets, China kept its position as the largest in  2010, followed by the US. Germany installed 1551 MW in 2010 while the UK  and Spain improved their positions, with 1522 MW and 1516 MW  respectively.
• Penetration of wind power in the world's electricity supply has  reached 1.92 percent, the proportion expected to be produced in 2011.
• In the offshore market, nine new projects were installed. The total  offshore installation in 2010 was 1444 MW. Most of the new offshore wind  is installed in the UK, but Denmark and Belgium contributed with  large-scale projects. Germany saw its second and third projects  developed: Baltic 1 and Bard 1 (phase 1). China, which entered the  offshore arena in 2009 with Donghai Bridge, completed the project in  2010. The cumulative capacity of offshore wind came to 3554 MW in 2010.

TECHNOLOGY TRENDS – DIRECT DRIVE CONCEPT

Another interesting change in the wind industry is in the supply of  direct drive wind turbines. Until recently, this was the sole preserve  of the German company Enercon,  but a large part of new installations in China have come from direct  drive turbines, most significantly from Goldwind and Hara XEMC. ln  total, direct drive turbines supplied by these three companies in 2010  accounted for 16.8 percent of recorded global supply, a 2.9 percent  increase from 2009.

CONTINUED UPSCALING OF TURBINES

Wind turbine generators continue to get larger, but at a very slow  pace. Despite the fact that larger turbines are being marketed in  Europe, the average size of wind turbine installed increased only  slightly to 1655 kW during 2010, an increase of 56 kW from 2009. This  was mainly due to the impact of the new entrant Chinese companies, which  mostly supply 1.5-MW machines, and the fact that most of the GE  turbines installed are its 1.5-MW model.

PRODUCT SIZE SEGMENTATION IN THE 2010 MARKET

There are still no signs of a pause in the up-scaling in the size of  wind turbines. At present the onshore market has been accepting the  largest turbine models, some of which were designed with offshore  installation in mind, although some logistical challenges have to be  dealt with in terms of transport by road of very large components.  Logistics might be a limiting factor for further up-scaling. Certain  geographic areas are simply not accessible for large machines.

Enercon now manufactures the world's largest commercially available  onshore wind turbines, with a rated capacity of 7.5 MW and a rotor  diameter of 127 metres. The REpower 6M 6.15 MW turbine is the largest  commercial turbine currently commercially available for offshore  projects. A 10 MW offshore turbine is under development by OEMs like  Clipper, SWAY, AMSC and Sinovel. Most recently, the results of a  feasibility study for a 20 MW offshore turbine was presented by UpWind, a  research programme supported by the EU.

FORECASTS AND PREDICTIONS FOR 2016-2020

BTM has upgraded its forecast slightly compared to last year's,  predicting an average growth rate of 15.5 percent per year for new  annual installations up to the end of 2015. By then the annual rate of  new capacity is expected to surpass 81,000 MW per year. The cumulative  level of installations expected over all five years is 314,175 MW,  resulting in nearly tripling the current total. A growth of 16 percent  over 2010 is expected in 2011.

For 2016-2020 BTM predicts an improved average growth rate of 11.5  percent. It says that Europe will lose its leading role by 2015 and  account for 29 percent of cumulative demand over the forecast period;  that the Americas, particularly the U.S. and Canada, will increase their  contribution by the end of the forecast period; South and East Asia  will take the leading role and see a rapid increase, particularly in  China and India, and will account for 41.4 percent of all installations  over the forecast period; the OECD Pacific will see stable growth led by  Australia and Japan.

And, by the end of 2015, cumulative installations in the world will  have reached 513.6 GW of which 179 GW will be in Europe, 188.3 GW in  South & East Asia and 121.7 GW in the Americas.

The International Wind Energy Development report is published by BTM Consult - A Part of Navigant Consulting.

 

Nordex war also in 2010 auf Platz 12 weltweit gesehen!

Die Chinesen davor kann man eigentlich nicht so recht zählen, weil sie ihre Mühlen durch Subventionen und somit außer Konkurrenz ausschließlich in China abgesetzt haben!  Die müssen erstmal zeigen wie sie in einem Markt ohne Subventionen zurecht kommen.

 

Ansonsten boomt der Windmarkt wie in den letzten Jahren nicht und einige Analysten und Journalisten wollen das offensichtlich runterspielen!  Dieser Artikel ist kein Jahr alt sondern von heute, ist das nicht erschreckend schwach recherchiert?

blog.zeit.de/gruenegeschaefte/2011/08/04/us-windmarkt-bricht-ein/comment-page-2/#comments

 

Angenommen die Bayern wären in der Saison 2011/12 zur Halbzeit auf Platz 1 und ein Journalist käme mit der überschrift "Dortmund Deutscher Meister" und dann später kleingedruckt    "in 2010"........

 

chinesen kannst  du rausnehmen , da die nicht  im freienmarkt  was  verkaufen ! sondern nur  in china..

das  hier  ist auch interessant  ..

auszug aus  dem bericht  von oben

Enercon (2846 MW)

The German  manufacturer Enercon installed 2846 MW in 2010, but its  global market  share dropped to 7.2 percent from 8.5 percent in 2009.  Enercon was,  nonetheless, the biggest supplier last year to both the  German market –  where it has a 55 percent market share – and France; it  was also the  third largest in Italy and Canada. It is represented in  more countries  than other suppliers, but at the same time is absent from  the world's  two largest wind power markets – the U.S. and China.