my country's offshore wind power will usher in the first year of its launch, and the projects started this year are expected to reach 1.566 million kilowatts, which is three times the cumulative installed capacity in the past few years.
At the 2014 Shanghai International Offshore Wind Power and Wind Power Industry Chain Conference held recently, Yi Yuechun, deputy chief engineer of China Water Resources and Hydropower Planning and Design Institute, said that with the country's emphasis on offshore wind power development and the official introduction of on-grid tariffs, my country's offshore wind power The speed of wind power construction will be significantly accelerated.
Industry analysts pointed out that this means that my country's 100 billion yuan offshore wind power market will be officially launched, and wind power equipment manufacturers, especially leading companies with high-power model production capacity and related accessories companies, will benefit from it.
The construction curtain will start
According to the reporter's understanding, offshore wind power has now become the forefront of global wind power development, and all countries regard the development of offshore wind power as an important direction for the development and utilization of renewable energy. In recent years, with the support of national policies, my country's offshore wind power construction has also achieved preliminary results.
The data shows that since CNOOC started the experiment of developing and constructing a 1.5-kilowatt project in the Bohai Sea in 2007, my country's offshore wind power has been put into production of 389,000 kilowatts, ranking fifth in the world's offshore wind power.
On July 2, at the 2014 Shanghai International Offshore Wind Power and Wind Power Industry Chain Conference, Yi Yuechun, deputy chief engineer of China Water Resources and Hydropower Planning and Design Institute, said that with the country's emphasis on offshore wind power development and the official introduction of on-grid tariffs, China The construction of offshore wind power has accelerated significantly. Projects started in 2014 alone may reach 1.566 million kilowatts, which is three times the cumulative installed capacity in the past few years, and projects started in 2015 and 2016 will reach 3.55 million kilowatts.
Previously, on June 19, the National Development and Reform Commission issued the offshore wind power price policy, which stipulated that the on-grid electricity price including tax for intertidal wind power projects put into operation before 2017 was 0.75 yuan per kWh, and the on-grid price including tax for offshore wind power projects was 0.85 yuan per kWh. Yuan; Offshore wind power projects put into operation in 2017 and later will separately study and formulate on-grid tariff policies according to the technological progress of offshore wind power and changes in project construction costs, combined with the bidding and bidding situation of concessions. This is also the first time that my country has set a price for offshore wind power.
Yi Yuechun told reporters that clarifying the on-grid electricity price will help investment and development enterprises to substantially promote the construction of offshore wind power projects. Except for some areas with relatively high construction costs, this policy can play a good incentive role in most offshore wind power projects. . However, he also said that the current development of offshore wind power projects still faces problems such as different cost levels and wind power development and construction costs.
Wang Zhongying, director of the National Renewable Energy Center, also said that after the release of the feed-in price, it is difficult to say whether the construction of domestic offshore wind power projects will undergo fundamental changes. At present, the main bottleneck of project development is development rights rather than technology and funds. Domestic marine development still lacks a complete overall strategic plan. Fishery land, military land, oil and gas development and transportation and navigation land occupy a considerable part of the indicators, and the amount of land that can be used for offshore wind power projects is quite small.
In fact, according to the reporter's understanding, there are very few offshore wind power projects in China. In 2013, only 390,000 kilowatts of new offshore wind power projects were added across the country. According to the previous plan, the national target for installed offshore wind power during the "Twelfth Five-Year Plan" period was 5,000,000 kilowatts. From the current situation, it is difficult to achieve the planning goals.
To this end, Yi Yuechun revealed to reporters that the National Energy Administration recently issued a notice, requiring the energy authorities of all provinces to report offshore wind power projects that have already carried out preliminary work. Development and construction in recent years. After these projects are connected to the grid in the future, they will enjoy the previously announced on-grid tariff policy for offshore wind power.
Liu Xiao, an analyst at Guotai Junan, told reporters that according to the on-grid tariffs issued, under the condition of 2,500 to 2,700 hours of utilization per year, the internal rate of return of offshore wind power operations will reach between 8% and 18%, which is comparable to the income of onshore wind farms. Similar or slightly higher, it has the economy of large-scale development.
Usher in 50 billion business opportunities
my country has abundant reserves of offshore wind power projects. According to the latest census results of offshore wind energy resources, the development potential of offshore wind power at a depth of 5 to 25 meters in China is about 200 million kilowatts, the development potential of offshore wind power at a height of 50 meters is about 200 million kilowatts, and the development potential of offshore wind power at a height of 70 meters is about 500 million kilowatts.
According to Yi Yuechun, as of last year, there were 17 offshore wind power projects approved by the National Energy Administration, with a total installed capacity of 4.1 million kilowatts. Projects started in 2014 alone may reach 1.566 million kilowatts, three times the cumulative installed capacity in the past few years. At present, the offshore wind power plans of Shanghai, Jiangsu, Shandong, Hubei, Guangdong and Liaoning have been approved by the state; the wind power plans of Hainan are being submitted for approval; the offshore wind power plans of Fujian and Zhejiang have been reviewed. In addition, more than 11 million kilowatts of wind power projects across the country are in the pre-feasibility study and the pre-feasibility study stage, among which the pre-feasibility study report for more than 7 million kilowatts of offshore wind power projects has been prepared.
Yi Yuechun also said that in terms of R&D and manufacturing capabilities, China can already produce large-capacity offshore wind turbines of 5 MW and 6 MW. Listed companies such as Sinovel, Goldwind, and Shanghai Electric with the above-mentioned production capacity will form a good demonstration effect in the industry.
However, it is worth noting that at present, the manufacture of large-capacity units of 5 MW and above for domestic offshore wind power construction is still in the stage of prototype development and experimental testing, and there is a lack of construction equipment suitable for various construction conditions. , Insufficient research and testing, and low levels of power transmission in offshore substations and submarine cables.
According to the reporter's understanding, in the total investment in offshore wind power projects, the investment in equipment such as complete machines and wind towers accounts for about 60%. Based on the current average installed cost of offshore wind power at 15,000 yuan per kilowatt, the investment in offshore wind power equipment is expected to exceed 50 billion yuan in the next two years.
In view of the higher quality requirements of wind turbine equipment for offshore wind power, leading enterprises with rich operation and maintenance experience and the production capacity of high-power models and related accessories enterprises will benefit more.