Compared with Guangdong, Jiangsu and other provinces, Guangxi has large-scale offshore wind power resources that have not yet been developed, and the latecomer advantage is obvious. In addition, the Party Committee of the Autonomous Region attaches great importance to the development of the offshore wind power industry, and clearly regards offshore wind power as one of the key directions of the energy and industrial development of the Autonomous Region during the 14th Five-Year Plan. However, Guangxi's offshore wind power industry started late, the industrial chain system is not yet mature, and the project economy is average. Suggestion: Make use of existing oil and gas field resources in Guangxi to replace the resources of offshore wind power projects, accelerate project development, and create a late-mover advantage.
Since the 13th Five-Year Plan, Guangxi has vigorously adjusted its industrial structure, energy structure, and transportation structure, effectively increased the use of clean energy, and resolutely won the battle to defend the blue sky. From the perspective of non-fossil energy power generation, during the "13th Five-Year Plan" period, Guangxi's non-fossil energy power generation accounted for more than 50% on average, far exceeding the national average, and increasing year by year, and clean energy such as hydropower, wind power, and photovoltaic energy was fully consumed for three consecutive years; In 2020, Guangxi fully consumed 49.6 billion kWh of hydropower, 10.6 billion kWh of wind power, 1.7 billion kWh of photovoltaic power and 16.8 billion kWh of nuclear power. From the perspective of energy consumption structure, the proportion of electric energy substitution is increasing year by year. Guangxi Power Grid Corporation focuses on coal-fired self-supplied power plants, electric furnaces, rail transit and other fields, and vigorously carries out "replacing coal and oil with electricity", and has completed a total of 103 electric energy substitutions during the 13th Five-Year Plan period600 million kWh, 107 percent of the target9%。
According to the National Bureau of Statistics, by the end of 2020, Guangxi Province had generated 1,889 electricity annually800 million kWh, a year-on-year increase of 61%。Among them, thermal power generation is 1064700 million kWh, accounting for 56%; Hydropower generation 556100 million kWh, accounting for 29%; Nuclear power generation 168400 million kWh, accounting for 9%; Wind power generation 91300 million kWh, accounting for 5%; Photovoltaic power generation 9300 million kWh, accounting for 05%。
Guangxi is rich in marine resources, with a coastline of 1,595 kilometers. In addition to sharing the spatial resources of the Beibu Gulf and the South China Sea with Guangdong, Hainan and Vietnam, it also has about 1,005 square kilometers of tidal flats and about 6,000 square kilometers of shallow sea within 20 meters of water depth, which is the only coastal province among the 12 provinces, autonomous regions and municipalities in the western region of China.
In June 2020, departments at all levels in Guangxi held several working meetings on the promotion of offshore wind power masts in Guangxi to accelerate the measurement and evaluation of wind resource data of offshore wind power in Guangxi. At present, Guangxi has set up 11 masts in the waters of the Beibu Gulf, and some of the masts have been measuring the wind data for more than one year, and the preliminary analysis shows that the average wind speed in the waters of the Beibu Gulf is 75-8.Between 5 meters and seconds, the resource conditions are better. According to the China Meteorological Administration, Guangxi's offshore wind power technology can be developed at 14.85 million kilowatts in the case of an offshore range of 100km and a water depth of less than 50m.
In September 2020, Guangxi issued the "Three-Year Action Plan for Accelerating the Development of the Seaward Economy and Promoting the Construction of a Strong Marine Zone in Guangxi (2020-2022)", proposing to focus on promoting the construction of backbone projects such as offshore wind power demonstration projects in the Beibu Gulf, offshore wind power and offshore ranch pilot projects, Guangxi Beibu Gulf offshore wind power base, Guangxi offshore wind power industrial park, and Nanning wind power science and technology park. By 2022, an offshore wind power equipment industrial park will be preliminarily built, and an annual installed capacity of wind power equipment will be more than 1 million kilowatts, and an installed offshore wind power capacity of more than 500,000 kilowatts will be preliminarily completed. Focusing on the development of wind power and the construction of supporting industrial chains, and taking the offshore wind power industry cluster and offshore wind power industrial park as the core, we will drive the wind power equipment manufacturing industry and the offshore wind power service industry to develop and gradually form a development layout of "two parks and three centers".
In April 2021, the Guangxi Offshore Wind Farm Project Planning Report received all the support from the military, and at the same time passed the pre-examination organized by the General Institute of Hydropower and Water Conservancy Planning and Design, and was officially submitted to the National Energy Administration for approval. According to the planning results, Guangxi's offshore wind power is planned to have a capacity of 22.5 million kilowatts, forming several contiguous development areas, including 3 million kilowatts in the offshore shallow sea area, 18.8 million kilowatts in the middle and far sea shallow sea area, and 700,000 kilowatts in the deep sea area. According to estimates, during the 14th Five-Year Plan period, the offshore wind power development capacity of Guangxi Beibu Gulf will reach 5 million kilowatts.
On May 7, 2021, the Guangxi Energy Bureau issued the "Letter on Soliciting Opinions on Guangxi's 2021 Wind Power and Photovoltaic Competitive Allocation Scoring Methods and Application Plans for the Second Time". Among them, in the competitive allocation score of wind power projects, the score accounts for a relatively high proportion of the preliminary work, accounting for 36 points, which means that at the moment when the ecological red line cannot be crossed, whether the developer's project planning can pass the environmental protection threshold is a key part; The second is energy storage configuration, accounting for 15 points, and the company promises to be equipped with 10% energy storage devices when declaring the installed capacity of the project; The landing of supporting industries, accounting for 10 points, needs to drive more than 3 upstream machine manufacturers, generators, gearboxes and other enterprises to settle down.
It is expected that at the end of the "14th Five-Year Plan", Guangxi will initially form an offshore wind power industry chain while completing the planned capacity installation.
In November 2020, the South Wing Project of CSSC Guangxi Offshore Wind Power Industrial Base was launched, which is the first offshore wind power industrial base in Guangxi, with the project mainly building two 100,000-ton gravity wharves, 40,000-ton slideways, 20,000-ton slideways and prefabricated sites, structural workshops, process pipeline workshops (including collection and distribution yards), painting workshops, sectional storage yards and pre-outfitting yards, comprehensive warehouses, etc. It mainly develops the design and manufacturing business of large-scale offshore equipment such as offshore wind power jackets, offshore oil and gas production facilities, offshore platform blocks, and land modules. After the project is put into production, it will form an annual installed capacity of 1.5 million kilowatts of offshore wind power jacket and block manufacturing, 40,000 tons of offshore engineering jacket and offshore platform block manufacturing capacity, the annual steel processing capacity of the project will exceed 140,000 tons, and the annual output value will be 2 billion yuan. It is expected to be completed and put into operation by the end of 2021.
In November 2020, Qinzhou City**, China Huaneng Group Corporation and Siemens Energy*** signed a cooperation framework agreement on the development project of Huaneng Siemens Guangxi Beibu Gulf Offshore Wind Power Industry Base in Nanning. The project includes three parts: the Beibu Gulf Wind Power Base, some offshore wind power resource development and extension industry projects. The total investment of the project is about 110 billion yuan, and the designed annual output value is about 30 billion yuan. In terms of the Beibu Gulf wind power base, the project will lay out an offshore wind power industrial park in Qinzhou, build an offshore wind power home port for ASEAN, and create a world benchmark demonstration project, which is conducive to improving the level of high-end equipment manufacturing in Beibu Gulf, optimizing Guangxi's energy structure, opening up the ASEAN wind power market, and promoting green development. In terms of the development of some offshore wind power resources, the model of the project is industrial replacement of resources and equipment traction development. In terms of extended industrial projects, the two sides are considering further strengthening cooperation in hydrogen energy development and other aspects, and using some offshore wind power to produce hydrogen to help reduce carbon emissions in surrounding industries.
Since 2019, Huaneng, State Power Investment, China Energy Group, Datang and other state-owned power enterprises have successively gone to Guangxi to seek opportunities for offshore wind power cooperation.
In September 2019, Guodian Power, a major power generation listed company under China Energy Group, signed a strategic cooperation framework agreement with Beihai City, Guangzhou. According to the agreement, Guodian Power will invest in the construction of new energy, ports, high-tech, marine economy and other industries in Beihai, invest in the development of a total of 5.1 million kilowatts of offshore wind farm projects in phases during the "13th Five-Year Plan" and "14th Five-Year Plan" period, and build 1.1 million kilowatts of offshore wind farm projects in the first phase.
In September 2020, CGN Wind Power Co., Ltd. signed a new energy industrial base project agreement with Fangchenggang City, Guangxi, which will take offshore wind power as the core and build an offshore wind power equipment manufacturing, offshore wind power industry integration, onshore wind power and photovoltaic to form an offshore wind power industry chain.
In November 2020, Huaneng and Siemens jointly signed the "Huaneng Siemens Guangxi Beibu Gulf Offshore Wind Power Industry Base Development Cooperation Framework Agreement" with Qinzhou City**, and the Guangxi Qinzhou International Offshore Wind Power Industrial Park and Offshore Wind Power Demonstration Project started. According to the agreement, 500,000 offshore wind power demonstration projects will be developed and constructed in advance, 3 million will be completed during the "14th Five-Year Plan" period, and 3 million will be started, so as to promote the commercialization of hydrogen production from offshore wind power and improve the economy of project development under parity conditions. During the "15th Five-Year Plan" period, 6 million will be built, and a total of 12 million will be connected to the grid, and the development of offshore wind power will be deeply integrated with the comprehensive utilization of offshore hydrogen production and marine ranching.
In July 2018, Guangxi issued the Notice of the People's General Office of Guangxi Zhuang Autonomous Region and Other Departments on the Implementation of the Opinions on Building a Green Financial System (Gui Zheng Ban Fa [2018] No. 86), proposing that through about five years of efforts, the scale of green credit will increase year by year, the non-performing loan ratio of green loans will not be higher than the average non-performing loan ratio of small and micro enterprise loans, the issuance of green bonds will begin to take shape, and green insurance products and services will be more abundant. A multi-level green finance organization system, a diversified green financial product and service system, an efficient and flexible market operation mechanism, and a comprehensive policy support system that meet the needs of green economic development have been initially established. Select eligible districted cities, parks, and new districts to take the lead in the field of green finance, and strive to become a national green finance reform and innovation pilot zone.
In August 2020, the Guangxi Autonomous Region Associated Press issued the "Green Credit Development Strategy of Guangxi Rural Cooperative Financial Institutions (2020-2022)", which clearly pointed out that it is necessary to firmly establish the concept of green development, vigorously develop green credit, support the green transformation and upgrading of traditional industries, support the development model of green, low-carbon and environmental protection, and help Guangxi accelerate the construction of green development and ecological civilization. As of the end of December 2020, the balance of loans for the green credit business of Guangxi Rural Credit Cooperatives was 591.1 billion yuan, of which 1 was invested in energy conservation and environmental protection industries8 billion yuan, cleaner production industry 15.4 billion yuan, clean energy industry 3200 million yuan.
Guangxi's offshore wind power started late, and due to various restrictions such as port access, fishery aquaculture, military bases and channels, and oil development bases, there are not many offshore areas that can actually be used for offshore wind power development, which brings great pressure to the development of offshore wind power in Guangxi.
The offshore wind resources in the Beibu Gulf of Guangxi are acceptable, but the industrial chain has not yet been perfected. Moreover, as of now, Guangxi has not announced a subsidy policy for offshore wind power. On the whole, the investment cost of offshore wind power projects is still at a high level, and parity is difficult.
Although many development agreements have been signed and some industrial base projects have started construction, a complete system has not yet been formed. In particular, compared with Jiangsu, Guangdong and other provinces with mature and sound offshore wind power industry systems, there is still a big gap.
It is suggested that the group should strengthen the coordinated development with local enterprises in Guangxi based on its own characteristics, make full use of existing resources, and replace offshore wind power projects to achieve the development goal of mutual benefit and win-win results.
Guangxi is one of the few provinces in the coastal areas of the country where offshore wind power has not yet been developed, and the progress of major developers is not much different, and they are all in the early stage. It is recommended to make full use of the late-mover advantage to speed up the acquisition of project resources.