Since the beginning of this year, China Power Construction, Dongfang Electric and other companies have successively disclosed large-scale bid-winning announcements, and new energy investment has grown rapidly. Some listed companies have formed new core competitiveness through diversified power product portfolios (photovoltaics, energy storage, virtual power plants).
Investment in electricity is growing rapidly.
Chang Yang, secretary of the board of directors of Jinko Power, told a reporter from China ** Daily that in 2023, Jinko Power's new installed capacity of various power stations will usher in rapid growth, and the company's ability to build and operate high-quality power assets will be further improved.
In response to the further increase in the proportion of market-based electricity transactions, Jinko Power has enhanced its core competitiveness in comprehensive energy management in the context of accelerating the construction of new power systems through a diversified power product portfolio and operational capabilities such as intelligent operation and maintenance, power**, and power trading.
Gain greater benefits through energy storage and active participation in demand-side response. Chang Yang said that in 2023, the company's energy storage business will usher in a new breakthrough, with more than 200MWh of new independent energy storage projects; At the same time, the electricity sales business developed rapidly, with the annual transaction volume exceeding 13 billion kWh, an increase of about 100%.
The relevant person in charge of Jinkai New Energy told the reporter of China ** Daily that in the past three years, the company has effectively coped with the challenge of electricity price fluctuations and optimized the asset structure.
As of the end of the third quarter of last year, the grid-connected installed capacity of Jinkai New Energy was 4,369 megawatts, including 3,019 megawatts of photovoltaic, 1,226 megawatts of wind power, and 124 megawatts of biomass and energy storage.
In places with abundant wind and solar resources, good consumption and electricity price advantages, the company has carried out corresponding layouts, and the new energy power station projects currently in operation are mainly distributed in Xinjiang, Shandong, Hebei and other regions. The person in charge said that at the same time, the company has increased investment in Beijing-Tianjin-Hebei, Yangtze River Delta and other regions with strong power demand, and formed a certain scale of investment in advantageous areas as soon as possible to ensure the return on investment of the project.
The China Electricity Council recently said that China's power investment is growing rapidly. In 2023, investment in non-fossil energy power generation increased by 31% year-on-year5%, accounting for 892%。Solar power investment grew the fastest year-on-year, followed by wind and nuclear power.
Intensively won the bid for major projects.
Since the beginning of this year, listed central enterprises have intensively disclosed the announcement of winning bids for major projects.
Dongfang Electric signed the contract and won the bid. On February 22, Dongfang Electric announced that Dongfang Electric successfully won the bid for the 2 1000 MW steam turbine project in Zheneng Wuwei, the second 1 660 MW unit project in the third phase of Guoneng Shengli and the second 1 660 MW unit project in the fourth phase of Huadian Longkou.
Dongfang Electric said that after the completion of the two units of the Zheneng Wuwei project, it can give full play to the advantages of high-quality coal and new energy resources in Gansu Province; After the completion of the second unit of the third phase of Guoneng Shengli, the environmental quality of the oilfield base will be further improved; After the completion of the second unit of Huadian Longkou Phase IV, it will become an irreplaceable heat source unit for people's livelihood in Longkou area.
PowerChina announced that its subsidiary, PowerChina East China Survey, Design and Research Institute, won the bid for EPC general contracting package 1 of Huaneng Yuhuan No. 2 offshore wind power project, with a bid amount of about 519.1 billion yuan.
According to the main business situation disclosed by PowerChina in January, PowerChina achieved 1034 new contracts in January5.3 billion yuan, a year-on-year increase of more than 15%, won the bid for a number of major projects in strategic fields such as national water network construction and green and low-carbon transformation, and the company's market development ushered in a "good start".
Ding Yanzhang, Secretary of the Party Committee and Chairman of PowerChina, said at the 2024 work conference that the company's business structure will be promoted to focus on "water, energy, city and data", the investment structure will be tilted to strategic emerging industries such as new energy, water affairs and other industries related to the national economy and people's livelihood, and the industrial structure will be transformed to "engineering contracting + 'investment, construction and operation' integrated service of the whole industrial chain", so as to promote scientific and technological innovation with greater efforts, highlight the core position of scientific and technological innovation in leading, promoting and guaranteeing strategic transformation, and accelerate the cultivation and development of new kinetic energy and new advantages.
New energy storage is developing rapidly.
Since the beginning of this year, many places have actively deployed and expanded investment in the field of new energy. Gansu announced the draft investment plan for major construction projects in 2024, which will add 12 million kilowatts of new energy installed capacity; Inner Mongolia proposed that new energy equipment manufacturing strive to complete an investment of more than 100 billion yuan; Guangdong is striving to build a globally competitive new energy storage industry innovation highland, with a total of 146 key energy storage projects under construction or signed to be built, with a total investment of about 278.7 billion yuan.
According to data recently released by the National Energy Administration, in 2023, the country's new energy investment will grow rapidly, and the amount of new energy investment will increase by more than 34% year-on-year. New energy storage is developing rapidly, with an additional installed capacity of about 22.6 million kilowatts and 48.7 million kilowatt hours. According to the National Energy Administration, China's comprehensive energy investment has grown rapidly, and a number of source-grid-load-storage integration and multi-energy complementary projects in Northwest China have been accelerated. The investment in electrochemical energy storage in six provinces (autonomous regions and municipalities) of Xinjiang, Gansu, Hunan, Shandong, Chongqing and Guangdong has grown rapidly. A number of green electricity hydrogen production projects in Inner Mongolia and Xinjiang are progressing in an orderly manner.
In addition, the investment in supporting regulated power supply has grown rapidly. In 2023, the investment in supporting regulated power supplies will increase by more than 12% year-on-year. Nuclear power projects under construction are in full swing, and investment in large-scale hydropower projects continues to recover.