台灣離岸風電發電容量,2年後增15倍 - 股票
By Emily
at 2017-08-11T08:29
at 2017-08-11T08:29
Table of Contents
既然原po嗆聲點名了
我就講給你聽問題在哪
1.建置成本
兩部示範風機花費40億
大概是燃煤電廠成本的15倍
2. 維護費用
這筆錢當然是給外國賺走,全世界能做新建施工的工作船隊不多,據上緯經驗船隊租金一天800萬元
中鋼曾經想要自建船隊,喊卡退出
燒錢太驚人了
3. 工期
東北季風不能施工
每年只有4~9月可以工作
但6~9月是颱風季
颱風一來工作船就只能撤回高雄港
4. 資金
上緯轉投的風電公司,資本額10億
也就是說,他沒錢
5. 施工專用港口
目前是借台船的船塢來裝卸貨
要大規模擴建,至少得再生一座麥寮深水港
6. 本土化
有能力做風機主要元件的只有幾家公司
中鋼,台塑重工,東元電機,上緯
上緯資本額最小,未來要增資時
老闆會願意把經營主導權拱手讓人?
7. 供售電合約
這點才是讓眾財團卻步的主因
大家都知道民營電廠有所謂的合約供應量
供電未達容量就得賠錢,一次賠8位數
風電這種靠天吃飯的,沒人想去跟台電談
--
我就講給你聽問題在哪
1.建置成本
兩部示範風機花費40億
大概是燃煤電廠成本的15倍
2. 維護費用
這筆錢當然是給外國賺走,全世界能做新建施工的工作船隊不多,據上緯經驗船隊租金一天800萬元
中鋼曾經想要自建船隊,喊卡退出
燒錢太驚人了
3. 工期
東北季風不能施工
每年只有4~9月可以工作
但6~9月是颱風季
颱風一來工作船就只能撤回高雄港
4. 資金
上緯轉投的風電公司,資本額10億
也就是說,他沒錢
5. 施工專用港口
目前是借台船的船塢來裝卸貨
要大規模擴建,至少得再生一座麥寮深水港
6. 本土化
有能力做風機主要元件的只有幾家公司
中鋼,台塑重工,東元電機,上緯
上緯資本額最小,未來要增資時
老闆會願意把經營主導權拱手讓人?
7. 供售電合約
這點才是讓眾財團卻步的主因
大家都知道民營電廠有所謂的合約供應量
供電未達容量就得賠錢,一次賠8位數
風電這種靠天吃飯的,沒人想去跟台電談
--
Tags:
股票
All Comments
By Steve
at 2017-08-15T17:27
at 2017-08-15T17:27
By Tristan Cohan
at 2017-08-19T19:31
at 2017-08-19T19:31
By Olivia
at 2017-08-23T00:03
at 2017-08-23T00:03
By Quanna
at 2017-08-27T13:38
at 2017-08-27T13:38
By Liam
at 2017-08-27T22:09
at 2017-08-27T22:09
By Dorothy
at 2017-08-31T16:34
at 2017-08-31T16:34
By Thomas
at 2017-09-05T16:25
at 2017-09-05T16:25
By Isla
at 2017-09-10T08:49
at 2017-09-10T08:49
By Kumar
at 2017-09-14T14:48
at 2017-09-14T14:48
By Yedda
at 2017-09-18T20:18
at 2017-09-18T20:18
By Rae
at 2017-09-20T04:52
at 2017-09-20T04:52
By Odelette
at 2017-09-20T07:33
at 2017-09-20T07:33
By Ursula
at 2017-09-20T17:54
at 2017-09-20T17:54
By Eden
at 2017-09-25T08:55
at 2017-09-25T08:55
By Joe
at 2017-09-28T10:50
at 2017-09-28T10:50
By Belly
at 2017-09-29T12:43
at 2017-09-29T12:43
By Faithe
at 2017-10-01T20:02
at 2017-10-01T20:02
By Zora
at 2017-10-04T22:14
at 2017-10-04T22:14
By Ingrid
at 2017-10-06T02:49
at 2017-10-06T02:49
By Rachel
at 2017-10-10T10:03
at 2017-10-10T10:03
By Oscar
at 2017-10-12T00:56
at 2017-10-12T00:56
By Kelly
at 2017-10-12T20:25
at 2017-10-12T20:25
By Ida
at 2017-10-12T23:13
at 2017-10-12T23:13
By Joseph
at 2017-10-14T14:15
at 2017-10-14T14:15
By Emily
at 2017-10-15T23:28
at 2017-10-15T23:28
By Tracy
at 2017-10-20T20:55
at 2017-10-20T20:55
By Erin
at 2017-10-25T02:16
at 2017-10-25T02:16
By Thomas
at 2017-10-27T18:24
at 2017-10-27T18:24
By Connor
at 2017-10-28T16:05
at 2017-10-28T16:05
By Hamiltion
at 2017-11-02T02:29
at 2017-11-02T02:29
By Dorothy
at 2017-11-03T04:21
at 2017-11-03T04:21
By Emily
at 2017-11-04T19:57
at 2017-11-04T19:57
By Hardy
at 2017-11-05T16:27
at 2017-11-05T16:27
By Christine
at 2017-11-07T08:41
at 2017-11-07T08:41
By Agnes
at 2017-11-08T16:58
at 2017-11-08T16:58
By Charlie
at 2017-11-09T13:05
at 2017-11-09T13:05
By Emily
at 2017-11-10T21:59
at 2017-11-10T21:59
By Callum
at 2017-11-15T01:08
at 2017-11-15T01:08
By Frederica
at 2017-11-15T22:29
at 2017-11-15T22:29
By Selena
at 2017-11-17T17:05
at 2017-11-17T17:05
By Ida
at 2017-11-21T01:48
at 2017-11-21T01:48
By Candice
at 2017-11-24T21:45
at 2017-11-24T21:45
By Callum
at 2017-11-27T06:13
at 2017-11-27T06:13
By Audriana
at 2017-11-27T12:40
at 2017-11-27T12:40
By Thomas
at 2017-11-29T19:33
at 2017-11-29T19:33
By Barb Cronin
at 2017-12-02T00:26
at 2017-12-02T00:26
By Barb Cronin
at 2017-12-03T04:09
at 2017-12-03T04:09
By Genevieve
at 2017-12-03T10:36
at 2017-12-03T10:36
By William
at 2017-12-07T07:47
at 2017-12-07T07:47
By Rachel
at 2017-12-10T00:23
at 2017-12-10T00:23
By Agatha
at 2017-12-11T12:16
at 2017-12-11T12:16
By Noah
at 2017-12-11T14:14
at 2017-12-11T14:14
By Victoria
at 2017-12-13T16:16
at 2017-12-13T16:16
By Mary
at 2017-12-16T17:13
at 2017-12-16T17:13
By Frederic
at 2017-12-19T02:34
at 2017-12-19T02:34
By Madame
at 2017-12-19T11:44
at 2017-12-19T11:44
By Kumar
at 2017-12-20T23:11
at 2017-12-20T23:11
By Isabella
at 2017-12-23T14:16
at 2017-12-23T14:16
By Liam
at 2017-12-23T20:18
at 2017-12-23T20:18
By Lauren
at 2017-12-27T18:48
at 2017-12-27T18:48
By Megan
at 2017-12-30T18:47
at 2017-12-30T18:47
By Oscar
at 2018-01-01T01:08
at 2018-01-01T01:08
By Delia
at 2018-01-04T17:50
at 2018-01-04T17:50
Related Posts
美股創1個月最大跌幅 恐慌指數暴漲38%
By Kyle
at 2017-08-11T01:02
at 2017-08-11T01:02
9945 潤泰新
By Ina
at 2017-08-10T22:15
at 2017-08-10T22:15
台股
By Leila
at 2017-08-10T22:12
at 2017-08-10T22:12
分點券商
By Gilbert
at 2017-08-10T21:52
at 2017-08-10T21:52
林全:擴增科學園區土地 爭取投資
By Heather
at 2017-08-10T21:40
at 2017-08-10T21:40