{"id":467,"date":"2010-02-20T10:39:56","date_gmt":"2010-02-20T10:39:56","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/20\/dans-un-marche-mondial-en-expansion-le-leader-vestas-a-marque-le-pas-en-2009\/"},"modified":"2012-07-12T12:09:10","modified_gmt":"2012-07-12T12:09:10","slug":"dans-un-marche-mondial-en-expansion-le-leader-vestas-a-marque-le-pas-en-2009","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/20\/dans-un-marche-mondial-en-expansion-le-leader-vestas-a-marque-le-pas-en-2009\/","title":{"rendered":"Dans un march\u00e9 \u00e9olien mondial en expansion, le leader Vestas a marqu\u00e9 le pas en 2009"},"content":{"rendered":"<p>Dans un environnement en forte progression malgr\u00e9 la crise \u00e9conomique qui, si l&#039;on en croit les chiffres chinois, aurait connu des installations d&#039;\u00e9oliennes en 2009 se montant \u00e0 <strong><span>37,5 GW<\/span><\/strong> et repr\u00e9sentant une progression de 31% en volumes, les livraisons du leader mondial Vestas ont marqu\u00e9 le pas \u00e0 <strong><span>6,13 GW<\/span><\/strong>. Ceci correspond \u00e0 une part du march\u00e9 mondial\u00b0 en 2009 de 16,4% pour un industriel qui en revendique 20%. Un fait plus inqui\u00e9tant a \u00e9t\u00e9 la <span style=\"text-decoration: underline\">baisse des prises de commandes<\/span> de cet industriel \u00e0 un peu plus de 3GW durant l&#039;exercice (FIG.I) qu&#039;il esp\u00e8re bien compenser en 2010.<\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e201310f210be0970c-pi.jpg\"><img decoding=\"async\" alt=\"Vestas-commandes-2007-P2010\" class=\"asset asset-image at-xid-6a00d83451b18369e201310f210be0970c \" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e201310f210be0970c-450wi.jpg\" \/><\/a> <\/p>\n<p>&#160;Durant 2009, l&#039;industriel danois a d\u00fb stopper sa politique effr\u00e9n\u00e9e de recrutement dans un environnement stable en volume et un chiffre d&#039;affaire en croissance de 10% (FIG.II). Ces chiffres montrent que les prix du MW install\u00e9 dans l&#039;\u00e9olien sont rest\u00e9s globalement stables. Le ratio CA\/MW livr\u00e9s est pass\u00e9 de 0,98 \u00e0 1,08 Meuros\/MW entre 2008 et 2009. Il y a dans ce constat la grande diff\u00e9rence entre le business \u00e9olien qui maintient ses prix et ses marges et l&#039;activit\u00e9 photovolta\u00efque qui a vu les prix s&#039;effondrer entre d\u00e9but 2008 et fin 2009. Cette stabilit\u00e9 des prix traduit toute la difficult\u00e9 du secteur \u00e0 faire des gains de productivit\u00e9 au sein d&#039;un <span style=\"text-decoration: underline\">march\u00e9 mondial compl\u00e8tement morcel\u00e9<\/span>. Vestas par exemple poss\u00e8de 31 sites industriels dans le monde dont 8 qui assemblent des nacelles, 8 qui produisent des pi\u00e8ces d\u00e9tach\u00e9es, 7 qui produisent les pales des h\u00e9lices, 5 pour l&#039;\u00e9lectronique de puissance et 3 qui produisent les tours. Tout cela pour vendre 3320 \u00e9oliennes en 2009. Un tel mod\u00e8le a-t-il un avenir?<\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a8b9e611970b-pi.jpg\"><img decoding=\"async\" alt=\"Vestas-2009\" class=\"asset asset-image at-xid-6a00d83451b18369e20120a8b9e611970b \" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a8b9e611970b-450wi.jpg\" \/><\/a> <\/p>\n<p>Vestas qui a lanc\u00e9 le d\u00e9veloppement d&#039;une turbine de 6 MW va p\u00e2tir en Europe du Nord de son retard dans les \u00e9oliennes offshore dont Siemens domine le march\u00e9. Ce retard devrait handicaper l&#039;industriel dans les ann\u00e9es \u00e0 venir, en particulier dans le maintient de sa part de march\u00e9. Malgr\u00e9 cela, Vestas pr\u00e9voit des entr\u00e9es de commandes en forte reprises en 2010. Elles devraient se situer entre 8 et 9 GW (FIG.I) dont la moiti\u00e9 seraient encore europ\u00e9ennes, 30% am\u00e9ricaines et 20% asiatiques. La r\u00e9alisation de cette pr\u00e9vision n&#039;est pas \u00e9vidente, en particulier sur le march\u00e9 europ\u00e9en. Il sera difficile pour le danois de rentrer pr\u00e8s de 4 GW de commandes en Europe avec un positionnement fragile en offshore. S&#039;il y arrive, ce sera s\u00fbrement au d\u00e9triment des prix et des marges.<\/p>\n<p>&#160;Le March\u00e9 a salu\u00e9 ces perspectives de Vestas par une augmentation du cours de son action de 7% cette semaine. Malgr\u00e9 cela le cours \u00e0 290&#160;DKK est encore en retrait de 9% depuis le d\u00e9but de l&#039;ann\u00e9e.<\/p>\n<p><em><strong><span>\u00b0Remarque<\/span><\/strong><\/em>: la Chine a d\u00e9clar\u00e9 13 GW install\u00e9s de puissance \u00e9olienne (ce que certainement personne n&#039;a v\u00e9rifi\u00e9). La puissance \u00e9olienne mondiale install\u00e9e au cours de l&#039;ann\u00e9e, hors de Chine, a donc atteint 24,5 GW. Il appara\u00eet alors que Vestas a s\u00fbrement livr\u00e9 au moins 20% du march\u00e9 \u00e9olien &quot;hors Chine&quot; en 2009.<\/p>\n<p><a href=\"http:\/\/www.vestas.com\/Admin\/Public\/DWSDownload.aspx?File=%2fFiles%2fFiler%2fEN%2fInvestor%2fFinancial_presentations%2f2009%2f2009_AR_PRES_UK.pdf\" target=\"_blank\" title=\"Vestas\">VOIR<\/a> la pr\u00e9sentation de Vestas<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dans un environnement en forte progression malgr\u00e9 la crise \u00e9conomique qui, si l&#039;on en croit les chiffres chinois, aurait connu des installations d&#039;\u00e9oliennes en 2009 se montant \u00e0 37,5 GW et repr\u00e9sentant une progression de 31% en volumes, les livraisons du leader mondial Vestas ont marqu\u00e9 le pas \u00e0 6,13 GW. Ceci correspond \u00e0 une [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":21712,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[4],"class_list":["post-467","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-eolien","tag-eolien"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dans un march\u00e9 \u00e9olien mondial en expansion, le leader Vestas a marqu\u00e9 le pas en 2009 - leblogenergie.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/20\/dans-un-marche-mondial-en-expansion-le-leader-vestas-a-marque-le-pas-en-2009\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Dans un march\u00e9 \u00e9olien mondial en expansion, le leader Vestas a marqu\u00e9 le pas en 2009 - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"Dans un environnement en forte progression malgr\u00e9 la crise \u00e9conomique qui, si l&#039;on en croit les chiffres chinois, aurait connu des installations d&#039;\u00e9oliennes en 2009 se montant \u00e0 37,5 GW et repr\u00e9sentant une progression de 31% en volumes, les livraisons du leader mondial Vestas ont marqu\u00e9 le pas \u00e0 6,13 GW. 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