According to the "China Marine Energy Development Report 2023" (hereinafter referred to as the "Report") recently released by the Energy Economics Research Institute of CNOOC Group, China's offshore wind power has returned to a high-speed growth track driven by factors such as the decline of the whole machine, the low cost of construction and installation, and the improvement of grid access conditions. In the eyes of industry insiders, China's offshore wind power development potential is huge in the future, and the "offshore wind power +" integrated development model will become a hot spot.
The number of new installations will rise rapidly.
According to the report, as of the end of this year, the cumulative grid-connected installed capacity of offshore wind power in China was 36.5 million kilowatts, a year-on-year increase of 198%, accounting for 8% of the country's wind power generation capacity5%；In 2023, the new installed capacity of offshore wind power will be 6.04 million kilowatts, more than any other historical year except 2021.
President and Secretary of the Party Committee of CNOOC Energy Economics Research Institute pointed out that this year, the pace of offshore wind power construction in China has been slow and fast, and many provinces and cities have promoted the competitive allocation of projects, showing a trend of transformation from offshore to deep sea, from single projects to large bases.
In 2024, China's new installed capacity of offshore wind power will exceed 10 million kilowatts, of which the new installed capacity of offshore wind power in Guangdong, Shandong, Zhejiang, and Fujian will rank in the forefront, and the construction pace of Liaoning and Guangxi will increase rapidly, and the construction of large offshore wind power bases will gradually take shape.
Zhou Yuanbing, president of the Global Energy Interconnection Development and Cooperation Organization Research Institute, believes that the global offshore wind power technology development potential exceeds 50 billion kilowatts, and China's offshore and deep-sea technology development potential exceeds 3 billion kilowatts.
Significant progress has been made in engineering equipment technology.
This year, China's offshore wind power has accelerated its development, thanks to the progress and innovation of offshore wind power engineering equipment technology.
It is understood that offshore wind power engineering equipment is mainly divided into two categories: offshore wind power special engineering ships and construction service ships. Among them, special engineering ships for wind power mainly include wind power installation ships and operation and maintenance ships, and construction service ships are mainly divided into crane ships, cable-laying ships, self-elevating platforms, multi-purpose ships, etc. Taking the jack-up platform as an example, in December this year, the first 75-meter water depth offshore jack-up survey and inspection platform developed and built by the East China Institute of PowerChina was delivered, which is currently the largest and most advanced marine new energy comprehensive exploration platform in China. According to industry insiders, this platform has set a new benchmark for the construction of offshore wind power and deep-sea technology and equipment in China.
Li Wei, chief engineer of the New Energy Engineering Institute of China Power Construction East China Institute, said in an interview with a reporter from China Energy News that with the development of offshore wind power to the deep sea, the large-scale development of deep-sea wind farms, large-scale wind turbines, and offshore power transmission and transformation technology will be the future development trend, especially the lightweight, integrated design and construction of offshore converter stations will be improved.
For another example, China's first deep-sea floating wind power platform "CNOOC Guanlan", which was officially connected to the grid for power generation in May this year, means that major progress has been made in key technologies such as the integrated design of wind turbines and floating foundationsIn September, the world's first floating wind-fishery integration project developed and constructed by China Energy Group was successfully launched, marking a breakthrough in the integrated design technology of deep-sea floating wind power and fishery aquaculture.
The utilization rate of offshore wind power equipment in China is higher than that of similar foreign products. In 2024, the demand for offshore wind power special engineering ships and construction service ships will continue to grow. * said that this year, the number of offshore wind power installation ships in China ranks first in the world.
According to the report, in 2023, 17 new offshore wind power installation ships will be delivered in China, accounting for 65 of the world4%, a record for all-time delivery. With the batch delivery of offshore wind power installation vessels in the past two years, the tight supply and demand situation has been greatly eased, and the number of offshore wind power installation ship deliveries is expected to drop significantly next year.
Integration and development into a hot direction.
Industry insiders agree that the "offshore wind power +" integrated development model will become a hot spot for future development. This year, the "Action Plan for Accelerating the Integrated Development of Oil and Gas Exploration and Development and New Energy (2023-2025)" issued by the National Energy Administration clearly requires that the demonstration of the deep integration of offshore wind power and offshore oil and gas fields be carried out. Guangdong, Hainan, Jiangsu, Liaoning and other provinces have successively issued documents on the three-dimensional and hierarchical establishment of local sea space use rights to encourage the three-dimensional establishment of rights for offshore wind power use of the sea.
Nowadays, in addition to distributed offshore wind power to supply power to oil and gas platforms, enterprises are taking advantage of the overlapping conditions of geographical space to explore the integrated development model of centralized offshore wind power and oil and gas exploration and development. It is understood that the integrated development scenarios and models of offshore wind power, marine aquaculture, and offshore hydrogen production are being demonstrated and verified one after another. Mingyang Intelligent's "jacket fan + cage" wind and fishery integration equipment was put into operation, the first integrated wind power operation and maintenance platform "Huadian Hongsheng No. 1" in offshore deep-water areas started construction, the team of Sichuan University completed the sea trial of seawater direct electrolysis hydrogen production, and CIMC and Huadian Heavy Industry are developing offshore fixed and floating hydrogen production equipment and complete systems.
In the eyes of industry insiders, the development of integrated, integrated and integrated offshore wind power is an important direction. Industrial development models such as "offshore wind power + energy storage" and "offshore wind power + deep-water cage" not only help the development of offshore wind power, but also continuously extend the marine industry chain and attract innovative enterprises to form an agglomeration effect.