Introduction
In the context of the development of global wind power and China's "dual carbon" policy, renewable clean energy power generation is a key area and main layout point of China's future development, and the wind power generation industry has entered the fast lane, and the future development environment will continue to improve. Among them, the deep sea will become an important part of China's offshore wind power development, and it is expected that relevant policies and plans are expected to be gradually implemented in 2024, which will further open up the development space of offshore wind.
industry
informationBasic information about the industry
Wind power generation is a clean energy technology, the principle of wind power generation is to use wind power to drive wind turbine blades to rotate, and then increase the speed through the speed increase device to drive the generator to generate electricity, the wind energy into mechanical energy, and then into electricity. A wind turbine (wind turbine) consists of blades, gearboxes, motors, bearings, wind towers, nacelle covers, control systems and other components, and according to current windmill technology, it can start generating electricity at a breeze speed of about three meters per second (the degree of the breeze). Wind power generation can be divided into onshore wind power generation and offshore wind power generation.
China's wind power has mainly gone through five stages
1986-2002
In the initial stage of demonstration and industrialization, the construction of wind farms in China began in 1986 when the Malan Wind Farm was connected to the grid in Rongcheng, Shandong Province, marking the beginning of China's Fengdian. In the following ten years, China's wind power construction has experienced the initial demonstration and industrialization establishment stage, and the installed capacity has grown slowly.
2003-2010
The policy drives the rapid upward movement of the industry, and the models are upgraded by leaps and bounds. At this stage, China's new wind power installed capacity surged, with an average annual compound growth rate of 1121%。Since 2003, with the promulgation of the "Measures for the Management of the Preliminary Work of Wind Power Concession Projects" and the launch of the "Wind Power Concession Project", the construction of wind farms has entered the stage of large-scale and localization, and the installed capacity has grown rapidly.
2011-2012
Industry adjustment and reshuffle - "survival of the fittest". Previously, the wind power industry developed too fast, which made problems such as the construction of power grids lagging behind wind power construction, and the frequent occurrence of quality and safety problems of domestic wind turbines.
2013-2015
Out of the cold winter, the recovery is picking up. After the adjustment and reshuffle, the overheating momentum of China's wind power industry has been basically curbed, and the compound growth rate of new installed wind power capacity from 2013 to 2015 was 383%, the development model has basically realized the transformation from focusing on scale, speed and installation to focusing on efficiency, quality and electricity.
2016-present
Affected by the overdraft in 2015, the new installed capacity of the industry slowed down from 2016 to 2017, and the phenomenon of wind curtailment and curtailment intensified again. At this time, domestic policy support for the wind power industry is increasing, curtailment of wind power began to ease in 2017, and the reform of the power market has opened up new space for the growth of new energy.
By reviewing the changes in the wind power installation cycle in China and integrating the main factors affecting the installed capacity at different stages, it can be seen that the national policy subsidy and the level of grid-connected consumption are the two core factors affecting the installed wind power capacity.
Schematic diagram of wind power generation equipment.
Types of wind power generation equipment
Horizontal-axis wind turbines
For wind power generation, lift-type horizontal axis wind turbines are mostly used. Most horizontal-axis wind turbines have a counterpoint that rotates as the wind direction changes.
Vertical axis wind turbines
The axis of rotation of the wind turbine is perpendicular to the direction of the ground or air flow, and the vertical axis wind turbine does not need to face the wind when the wind direction changes, which is a major advantage over the horizontal axis wind turbine, which not only simplifies the structural design, but also reduces the gyroscopic force of the wind wheel against the wind. It is mainly divided into resistance type and lift type. The resistance type vertical axis wind turbine mainly uses the resistance generated by the air flowing through the blades as the driving force, while the lift type uses the lift generated by the air flowing through the blades as the driving force. Because the resistance decreases sharply with the increase of rotation speed during the rotation of the blades, and the lift force increases, the efficiency of the vertical axis wind turbine of the lift type is much higher than that of the resistance type.
Runoff two-wheel effect wind wheels
It is a new type of wind power generation equipment, and its core technology is to use the runoff two-wheel effect between the upper and lower runners of the wind turbine to improve the power generation efficiency. Traditional wind power generation equipment has only one horizontal runner, and when the wind direction changes, the runner will be affected by the lateral wind, which will affect the power generation efficiency. The runoff two-wheel effect wind wheel adds a vertical runner to the upper and lower parts of the horizontal runner to reduce the influence of lateral wind on the runner through the diversion of wind, so as to improve the power generation efficiency. The advantages of the equipment also include: it can use low-speed wind resources to generate electricity, low noise, and low environmental impact. Therefore, runoff two-wheel effect wind turbines are considered to be an important development direction of wind power generation in the future.
The situation of core components of wind power
Wind turbines are mainly composed of three parts: impeller, nacelle and tower. Among them, the impeller is responsible for converting wind energy into mechanical energy, and then converting it into electrical energy through the generator, the size and shape of the wind turbine blades directly determine the energy conversion efficiency, and also directly determine the power and performance of the unit, which is the "soul" of the wind power generator, accounting for 22% of the cost of the wind turbine.
Wind turbine blades are the core components of wind turbines that convert natural wind energy into wind turbine electrical energy, and are also the main basis for measuring the design and technical level of wind turbines. With the accelerated development of the wind power industry, the capacity of wind power generation units continues to grow, the requirements for the volume, length and quality of wind power blades are getting higher and higher, the practical operation difficulty of blade production, production process process control, blade maintenance and other aspects is increasing, and the demand for technology and process innovation in the wind power blade industry continues to grow.
As shown in the figure, the main structure of the traditional wind turbine blade includes 01 windward shell, 02 leeward shell and 03 web (front and trailing edge web). Among them, the windward side and the leeward side are sandwich structures composed of 04 inner and outer skin, 05 core material, 06 main beam, trailing edge beam (not shown in the figure) and bonding angle (not shown in the figure).
Wind turbine blade industry chain
From top to bottom, the wind turbine blade industry chain can be divided into upstream raw materials, midstream blades and downstream wind power generation.
Wind turbine blade production technology
At present, the mainstream technical process routes of blade production include vacuum infusion molding process, prepreg laying process, pultrusion process, etc.
Vacuum infusion molding process
The vacuum infusion molding process is to lay the fiber reinforced material directly on the mold, lay a peeling layer on the fiber reinforced material, the peeling layer is usually a thin layer of low porosity, low permeability fiber fabric, the peeling layer is laid with a high permeability medium, and then covered and sealed with a vacuum film. The mold is sealed with a film coating, and the vacuum pump is pumped to a negative pressure state. The release cloth is a layer of low-porosity fiber fabric that is easy to peel off, the guide cloth is a medium with high permeability, and the guide pipe is distributed on top of the guide cloth. The resin enters the whole system through the hose, guides the main direction of the resin flow through the guide tube, and the guide cloth distributes the resin to every corner of the layup, and peels off the release cloth after curing, so as to obtain a layup structure with high density and low glue content.
Prepreg laying process
The prepreg method is named after the prepreg reinforcement material used. In this process, partially cured resins and reinforcements are laid in a single mold and heat-cured. In order to avoid resin-rich zones and eliminate gas-stored voids, sufficient spillage of resin from the prepreg is required, and commercially available prepregs on the market today generally require higher curing temperatures (90 110). The main advantage of using prepregs is that the fiber-reinforced materials are well aligned during the production process, so that parts with low fiber defects and excellent performance can be manufactured.
Pultrusion process
The pultrusion process is generally used in the production of continuous molded products with a certain cross-section. In this continuous molding process, the reinforcing material is cured through a resin-impregnated tank. Pultrusion products have high fiber content and stable quality, and are suitable for mass production because they are continuous molding, easy to automate.
Filament winding process
The pultrusion process is generally used in the production of continuous molded products with a certain cross-section. In this continuous molding process, the reinforcing material is cured through a resin-impregnated tank. Pultrusion products have high fiber content and stable quality, and are suitable for mass production because they are continuous molding, easy to automate.
Resin Transfer Molding (RTM).
The resin transfer molding process is a semi-mechanized composite molding process, workers only need to put the designed dry fiber preform into the mold and close the mold, and the subsequent process is completely completed and guaranteed by the mold and injection system, without any resin exposure, and thus the technical and environmental requirements for workers are far lower than the hand lay-up process and can effectively control the product quality. The RTM process adopts a closed-mold molding process, which is especially suitable for forming the whole wind turbine blade at one time (fibers, sandwich cores and joints can be co-formed in one mold cavity) without the need for secondary bonding.
Compression molding process
The reinforcing material and resin are first placed in a double-flap mold, then the mold is closed, heated and pressurized, and then the mold is released for post-curing. The advantages of this process are the high fiber content and low porosity, as well as short cycle times, precise dimensional tolerances and good surface finish.
Hand lay-up process
Hand lay-up is a traditional process for the production of composite wind turbine rotor blades. In the hand lay-up process, the fiber substrate is laid in a single mold, and then the glass cloth and resin are applied with rollers or brushes, cured at room temperature, and then released from the mold. The lay-up method can be used to manufacture large, complex-shaped products at low cost. Because it does not have to be affected by heat and pressure. Simple equipment and tooling are sufficient, and the cost is lower than other feasible solutions.
development
statusThe status quo of the industry
With the introduction of the "14th Five-Year Plan" and the policy of carbon peaking and carbon neutrality, renewable and clean energy power generation has become a key area and main layout point for China's future development. At the national policy level, we will continue to promote support construction. In the "14th Five-Year Plan", the state has specified that the capacity of wind and solar power generation will reach more than 1.2 billion kilowatts by 2030. In terms of spatial layout, it is necessary to accelerate the construction of large-scale wind power with a focus on deserts, Gobi and desert areas, and at the same time steadily promote the construction of offshore wind power bases.
China's energy market is developing rapidly
The country's energy consumption has maintained rapid growth. Data shows that in 2022, China's GDP will exceed 120 trillion yuan. The rapid development of the economic scale of various industries has driven the total consumption of China's energy market to maintain rapid growth.
According to the National Bureau of Statistics, in 2022, China's total energy consumption will reach 54100 million tons of standard coal, a year-on-year increase of 324%；The Energy Economics Research Institute of CNOOC released a report on December 10, 2023, predicting that China's total energy consumption can reach 56 this year700 million tons of standard coal, a year-on-year increase of about 47%。At the same time, the proportion of clean energy in total energy consumption continues to increase, and renewable energy will become a new force to ensure electricity in 2023, with the first machine continuously exceeding the 1.3 billion and 1.4 billion mark, reaching 14500 million kilowatts, accounting for more than 50% of the country's power generation capacity, historically exceeding the installed capacity of thermal power. Therefore, the development characteristics of China's energy market provide a good environment for the wind power industry.
The global wind power market is experiencing rapid growth
According to the Global Wind Energy Council (GWEC)**, the global installed capacity of wind power will usher in rapid growth, and it is expected that the annual installed capacity will reach 157GW by 2027. The installed capacity of Haifeng will also grow rapidly in the next few years, and the installed capacity is expected to reach GW from 2023 to 2025, of which the Chinese market will be relied on in 2024 and the European market in 2025. From 2026, the installed capacity of sea breeze in Europe will reach the 10GW level, and in 2029, it will reach the 20GW level. In addition, starting in 2025, the installed capacity of sea breeze in the Asia-Pacific region (except China) will also increase, and overseas markets are expected to contribute significant order increments to the domestic sea breeze industry.
In recent years, under the background of the global "dual carbon" policy, wind power has become an important new direction for the energy transition of the global economy in addition to photovoltaics, to complete the 14th Five-Year Plan goals of various provinces, corresponding to the 2024-2025 sea wind grid connection needs to reach 30GW, the current stock of sea wind projects to speed up the pace of approval and construction, it is expected that the scale of sea wind construction will reach 15GW in 2024, and the grid connection will reach 10GW+ within the year. In addition, in 2023, the National Energy Administration said that it will issue the "Administrative Measures for the Development and Construction of Deep-sea Offshore Wind Power" and formulate a national plan for deep-sea offshore wind power, which will become an important part of offshore wind power development, and it is expected that relevant policies and plans are expected to be gradually implemented in 2024 to further open up the development space of offshore wind.
China has become the world's leading wind power manufacturing country by increasing investment in wind power technology research and development, improving technical level and production capacity. By the end of 2022, the cumulative installed capacity has exceeded 180,000 units, with a capacity of more than 3900 million kilowatts, a year-on-year increase of 141%；Among them, the cumulative installed capacity of onshore is 3600 million kilowatts, accounting for 92 percent of the total cumulative installed capacity3%, the cumulative installed capacity of offshore is 30.51 million kilowatts, accounting for 77%。
On December 20, 2023, the National Energy Administration released the national power industry statistics from January to November, and as of the end of November, the cumulative installed capacity of wind power in the country was about 4100 million kilowatts, a year-on-year increase of 176%, an increase of 41.39 million kilowatts. At the same time, the cumulative utilization of wind power equipment was 2,029 hours, an increase of 21 hours over the same period of the previous year, and the investment in wind power projects reached 202 billion yuan, a year-on-year increase of 337%。In the context of global wind power development and China's "dual carbon" policy, China's wind power market will continue to maintain a growth trend in the future.
development
trend Industry development trends
The main trends in the future development of China's wind power industry are reflected in the following points:
1. Rapid development of offshore wind power
China has abundant offshore wind energy resources, especially in the East and South China Seas. In the future, offshore wind power will become a major growth area for wind power generation. Encourage the development of offshore wind projects and invest in offshore wind infrastructure.
Second, the continuous increase in installed capacity
With the continuous advancement of technology and the increase in market demand, China's installed wind power capacity will continue to increase. Various targets have been set, such as the renewable energy target in the 14th Five-Year Plan, which will drive the construction of more wind power projects.
3. Technological innovation and cost reduction
Wind power technology will continue to innovate to improve efficiency and reliability. At the same time, the expansion of production scale and the accumulation of experience will help reduce the production cost of wind power generation and make it more competitive.
Among them, technological innovation is the most core and key part, and it is an important driving force to promote the development of the wind power industry, which can be summarized in the following four directions:
Larger wind turbines. With the continuous improvement of wind turbine technology, the single capacity of wind turbines continues to increase, thereby reducing the cost per unit of electricity and the footprint of wind farms. Currently, the world's largest wind turbine is General Electric's (GE) Haliade-X13MW, which has been tested in the Netherlands and will be used in the UK's Dogray offshore wind project. In addition, wind turbine companies such as Siemens, Mingyang, and Vestas have also launched large-scale wind turbines of more than 10MW, which are expected to enter commercial application in the next few years.
The fan is intelligent. With the development of digitalization, Internet of Things, artificial intelligence and other technologies, the intelligent level of wind turbines has been continuously improved, thereby improving the performance and reliability of wind turbines and reducing operation and maintenance costs and risks. At present, the intelligence of wind turbines is mainly reflected in the following aspects: remote monitoring and control of wind turbines, real-time data collection, analysis and adjustment of wind turbines through sensors, communication networks and cloud platforms; Adaptive control of the wind turbine, which realizes the automatic adjustment of the wind turbine through machine learning and optimization algorithms to adapt to the complex environment of the wind farm; The best maintenance of wind turbines realizes the failure and prevention of wind turbines through big data and artificial intelligence, so as to prolong the life of fans and reduce the frequency of maintenance.
Diversification of wind turbine technology routes. The technical route of wind turbines is mainly divided into two types: direct drive and semi-direct drive. A direct-drive fan means that the impeller of the fan is directly connected to the generator without the need for a gearbox, which reduces the weight and noise of the fan and improves the efficiency and reliability of the fan. Semi-direct drive fans refer to the impeller of the fan connected to the generator through a first-stage gearbox, compared with the traditional multi-stage gearbox, the gearbox of the semi-direct drive fan is smaller, lighter, and easier to maintain. At present, the technical route of the global fan market shows a trend of diversification, and different fan companies choose different technical routes according to their own technical advantages and market demand. For example, Vestas and GE mainly use direct drive technology, Mingyang Intelligent and Siemens mainly use semi-direct drive technology, and Goldwind has both direct drive and semi-direct drive technology routes.
Innovative design of the fan. In addition to the scale, intelligence and technical route of the fan, the innovative design of the fan is also an important means to improve the performance of the fan. For example, a double-rotor fan is a type of fan in which two oppositely rotating wind wheels are mounted on the same shaft, which can effectively reduce the wake loss of the fan and improve the power coefficient and efficiency of the fan. At present, the twin-rotor fan is still in the research and development stage, but it has attracted the attention of wind turbine companies and research institutions. For example, Mingyang has developed a 10MW twin-rotor offshore wind turbine that will be used in floating offshore wind projects in China.
Fourth, international market expansion
China's wind power companies will continue to actively participate in international market competition, export wind power generation equipment, and participate in global wind power projects. China's technology and equipment have already been successful in the international market, which will provide growth opportunities for China's wind power industry.
key
enterpriseCompetitive landscape analysis
Goldwind
Goldwind is one of the earliest enterprises in China to enter the field of wind power generation equipment manufacturing, and after more than 20 years of development, it has gradually grown into a leading domestic and global leading wind power overall solution provider. The wind turbines with independent intellectual property rights of the company represent the most promising technical route in the field of wind power generation in the world. Goldwind has ranked first in the domestic wind power market share for 12 consecutive years and ranked first in the global wind power market in 2022, maintaining a leading position in the industry for many years. The wind turbines produced by Goldwind have high power generation efficiency, wide speed range, nacelle structure design for easy maintenance, flexible transportation, good grid-connected performance and high availability. The company has eight R&D centers at home and abroad, and more than 3,000 R&D technicians with rich industry experience. In the first three quarters of 2023, the company achieved operating income of RMB 293200 million yuan, and the net profit attributable to shareholders of the listed company was 12600 million yuan.
For the domestic onshore market, based on the product development experience of the GWH11 platform, Goldwind has completed the development of 14 models of the GWHv12 platform and launched all of them, covering the two major market segments of onshore medium and low wind speed and medium and high wind speed in China. Among them, the high wind speed GWh182-7The 2MW prototype has been connected to the grid, and the maximum impeller diameter of low wind speed in China is GWH204-6The 7MW prototype has been hoisted and connected to the grid. The series of GWHv12 platform models have entered the stage of mass delivery and have become the main delivery models of Goldwind. In order to cope with the increasingly fierce market competition and the market demand for high-speed "Sha Ge Huang", Goldwind has started the development of a series of models on the GWHv17 platform.
Facing the domestic offshore southern market, Goldwind has completed the development of 5 models of the GWHv20 platform, among which GWH252-16, a major national research project undertaken by Goldwind in cooperation with China Three Gorges CorporationThe 0MW prototype has been hoisted and connected to the grid, and is the unit with the largest single capacity and the largest impeller diameter among the world's hoisted models. With the localization of the spindle bearing, the core component of the fan, GWH252-16The localization rate of key components of 0MW has reached 100%, and the localization rate of the whole machine has reached 98%. In response to new needs such as the reduction of site area in the domestic offshore northern market, Goldwind has completed the development of GWH230-9, the GWH21 platformThe 0MW model has refreshed the record of the largest single unit capacity and impeller diameter in the domestic offshore northern market.
As of the first half of 2023, Goldwind has added 585 grid-connected installed capacity of its self-operated wind farms at home and abroad24MW, and the grid-connected capacity of the transferred equity is 74122MW, with a global cumulative grid-connected installed capacity of 6,92240MW, with an attributable wind farm capacity of 3,20274mw。
The direct-drive permanent magnet technology adopted by Goldwind has competitive advantages such as stability, reliability, and low operation and maintenance costs. Goldwind has complete product offering capabilities and technical reserves to meet the changes in market demand in the future5MW, 2S platform, 2Onshore and offshore product lines including 5S, 3S, 6S and 8MW. Goldwind's R&D investment covers the entire life cycle of wind farms, providing important support for their industrialization and innovation. It has a patent for direct drive permanent magnet technology. It cooperates with the best business in research and development, and some parts are entrusted to the first business for processing. Goldwind is responsible for the overall assembly, so there are no capacity constraints.
Yunda shares
The main business of Yunda Co., Ltd. is the R&D, production and sales of large-scale wind turbines, the investment and operation of new energy power stations, and actively cultivates smart service business, expanding diversified businesses such as energy storage, EPC general contracting of new energy projects, products and services on the grid-connected side, new energy digital products, and comprehensive energy services. The company's existing products are mainly onshore and offshore wind turbines, new energy power station power generation, smart services, energy storage and new energy project general contracting services (EPC), focusing on new energy, smart grid and comprehensive energy development, driven by technological innovation, to provide overall solutions for the whole life cycle. In the first three quarters of 2023, the company achieved operating income of RMB 112300 million yuan, and the net profit attributable to shareholders of the listed company was 2500 million yuan.
For the main models, Yunda Co., Ltd. realizes cost reduction and optimization from the whole machine level through the modularization, standardization and localization of components, and creates a "boutique platform"; At the same time, based on the main models, we will develop a series of fans for different application scenarios such as ultra-low wind speed areas, high wind speed areas in Shagehuang, and overseas markets to enhance the competitiveness of products.
In the first half of 2023, a total of 6 onshore complete aircraft product development will be completedxmw、7.xmw、8.The development of new products on platforms such as XMW has been accelerated. Among them, 6The XMW class wind turbine with complex terrain was recognized as the "Made in Zhejiang Boutique" in 2022; Introducing the new generation 9The XMW platform series products have carried out a number of innovative designs in terms of transportability, sandstorm, and intelligent wake collaborative control, etc., to effectively ensure the transportability, high reliability and high power generation of wind turbines, and better adapt to the construction of the "Shagehuang" wind power base. The four units have obtained the type approval certificate issued by ULSOLUTIONS, a world-renowned certification and testing organization, which means that the design of a series of units of Yunda Co., Ltd. meets the requirements of international standards, helping the company to deeply expand overseas markets: the world's first 13MW onshore wind turbine test platform has been completed in Yunda Ulanqab Intelligent Industrial Park, which provides a controllable test environment for the R&D, design and performance evaluation of wind turbines, and helps improve the quality and reliability of Yunda's large-scale onshore wind power products. Enhance the technical competitiveness of large-scale medium-voltage doubly-fed models in the onshore wind power market.
In terms of self-research of key components, it has successfully broken through the application problems of the variable case control system brought by the Hailu 15 25 megawatt wind turbines, and developed the common bus multi-drive pitch control system products, which has paved a new way for the development of offshore wind power; The self-developed wind power converter has passed various tests, meets the national standards and the technical requirements of the China Electric Power Research Institute, and is about to start small-batch production, solve the key core bottleneck problem of the wind power industry, complete the development of the domestic main controller, and enhance the competitiveness of Yunda wind turbines in terms of performance quality, comprehensive cost, and chain safety; Carry out the self-research and development of gearboxes and generators, deeply grasp the technical capabilities of key components in material application, structural design, analysis and other aspects, and improve the reliability and operation and maintenance level of components while reducing the cost of key departments.
The weather is good for wind energy
Since its establishment in 2005, Tianshun Wind Energy has always adhered to the deep development in the field of wind power, on the one hand, it has continuously consolidated its global leading position in the field of wind tower segmentation, on the other hand, it has actively carried out relevant diversified business layout in the wind power industry chain, and gradually increased research and investment in new energy storage and hydrogen energy to form a closed loop of the whole industrial chain of new energy manufacturing, power generation and application, and continued to contribute to the "double carbon" emission reduction and corporate social responsibility. Tianshun Wind Energy is mainly engaged in the production and sales of wind towers and parts, the production and sales of wind turbine blades and molds, the production and sales of wind power offshore engineering and related products, and the development, investment, construction and operation of wind farm projects. In the first three quarters of 2023, the company achieved operating income of RMB 64100 million yuan, and the net profit attributable to shareholders of the listed company was 7200 million yuan.
At the same time, through years of research on the offshore wind power industry, the product selection is no longer engaged in the increasingly competitive offshore towers, but the barriers and relatively high entry barriers brought about by the scarcity of resources such as docks, harbor basins, and adjacent land have been selected for underwater foundations and floating platforms. Due to the scarcity of docks, harbor basins, and adjacent land suitable for offshore wind power super-large structural parts (including underwater foundations and floating platforms) in Europe and China, it is expected that this manufacturing process will remain tight in the next few years. Due to the differences in the geological conditions of coastal waters, the applicable offshore foundations in each region are different. Tianshun Wind Energy's offshore products involve multiple categories such as single pipe piles, jackets and booster stations, which correspond to local differentiated needs, and the production line planning has considered the application of deep-sea products. In May 2023, Tianshun Wind Energy completed the acquisition of Jiangsu Changfeng, and has formed an offshore production capacity of 400,000 tons per year. Jiangsu Changfeng has three factories, namely 200,000 tons of single pipe pile production capacity in Sheyang, Yancheng, Jiangsu, 200,000 tons of jacket production capacity in Tongzhou Bay, Jiangsu, and 200,000 tons of jacket distribution capacity in Shanwei, Guangdong (not yet fully put into operation). At the beginning of 2023, the company signed cooperation intentions with Jieyang Huilai County and Yangjiang High-tech Zone respectively; In August, the company signed a strategic cooperation agreement with Zhangzhou Development Zone on the heavy offshore equipment project to further strengthen the offshore layout. At present, the company's production capacity under construction includes German offshore engineering bases, Tongzhou Bay Phase II, Yancheng Phase II, Jieyang and Yangjiang, and Zhangzhou base is also in the early planning and preparation. The coastal provinces of Jiangsu, Zhejiang, Fujian, Guangdong, Guangxi, and Hainan have huge space for the planned volume of sea wind during the 14th and 15th Five-Year Plans, and the demand for production capacity is strong.
industry
patternIndustry advice
Accelerate the upgrading and expansion of the power grid, and improve the access capacity and flexibility of the power grid; Promote cross-regional and cross-national power interconnection and development, and realize the optimal allocation and balanced consumption of wind and wind power; Develop diversified electricity demand and market mechanisms, and increase the consumption channels and incentives for wind and wind power; Promote the integration of wind power, energy storage, hydrogen energy and other technologies, and improve the dispatchability and storage of wind power.
Accelerate the technological progress and innovation of wind turbines, improve the performance and reliability of wind turbines, and reduce the manufacturing and maintenance costs of wind turbines; Promote the scale and intensification of wind farms, improve the efficiency and utilization rate of wind farms, and reduce the construction and operating costs of wind farms; develop financing channels and models for wind and wind power, and reduce the financing costs and risks of wind and wind power; Improve the policy support and subsidy mechanism for wind and wind power, and improve the income level and stability of wind and wind power。
In February, the dynamic incentive plan strengthened the environmental impact assessment and monitoring of wind and wind power, reduced the negative impact of wind and wind power, and improved the environmental friendliness of wind and wind power; Strengthen social communication and participation in wind and wind power, increase social support and consensus for wind and wind power, and improve the social legitimacy of wind and wind power; Strengthen the social benefits and public welfare of wind and wind power, increase the social value and contribution of wind and wind power, and improve the social influence of wind and wind power.