Offshore wind power planning is clear Installed capacity continues to grow
Compared with onshore wind power, China's offshore wind energy resources are richer, can significantly save land costs, and closer to the central and eastern power load center, easy to transmission and consumption, conducive to the sustainable development of the industry. Data show that in the offshore water depth range of 5 meters to 50 meters, the technical development of wind energy resources is 500 million kilowatts, and the development of far-reaching sea wind energy is more than three times that of offshore.
In recent years, China's offshore wind power installed capacity has continued to grow. In 2022, China's newly installed offshore wind power capacity of 5.16 million kilowatts, accounting for about 54% of the world; The cumulative lifting capacity of 30.51 million kilowatts, an increase of more than 20%, continued to maintain the world's first. The trend of large-scale wind turbines is obvious, from 2011 to 2021, the average single-unit capacity of new offshore wind power in China increased from 2.7 MW to 5.6 MW, and the average single-unit capacity of new offshore wind turbines offline in 2022 has reached 11.5 MW.
With the acceleration of the layout of offshore wind power projects and the continuous exploration of the Marine environment, the offshore wind power industry has gradually advanced to the high-power and far-reaching sea. The "14th Five-Year Plan for Renewable Energy Development" proposes to optimize the layout of offshore wind power and carry out far-reaching offshore wind power planning. Professionals expect that by the "15th Five-Year Plan" period and beyond, offshore wind power will usher in a period of rapid development of large-scale development and construction.
There is a strong desire to develop offshore wind power
Taking into account the need for green and low-carbon energy transformation, there is a strong willingness to develop offshore wind power. Local subsidies have been introduced in Shanghai, Guangdong, Shandong and Zhejiang, and offshore wind power planning in each province has exceeded 100 million kilowatts. Enterprises actively develop new models to adapt to the rapid development of the industry, in 2022, China announced the offline of new sea wind units reached 12. The upsizing of the units continues to accelerate, Goldwind Technology has rolled off the 16MW model, and China Sea Installation has completed the 18MW main engine assembly, and the rapidly updated large units have greatly reduced the cost of offshore wind power.
The capacity of offshore wind power projects that have been tendered to be built and have not been tendered exceeds 70 million kilowatts, basically concentrated in offshore waters. A total of 41 offshore wind power clusters have been laid out in the national far-reaching Sea offshore wind power plan, with an estimated total capacity of 29 million kilowatts, three times that of offshore.
This year, the national sea breeze bidding has recovered significantly. In June, the Three Gorges issued a bidding announcement for the procurement of submarine cables for Jiangsu Dafeng 800,000 kW offshore wind power project, marking the restart of the sea breeze market in Jiangsu, the largest domestic offshore wind power province, after a year of stagnation. Guangdong 23 million kilowatts of sea breeze competition is rapidly advancing, and the price of electricity is not a competitive factor. On June 28, the world's first 16,000-kilowatt offshore wind turbine was successfully installed in the offshore wind farm of the Three Gorges Group in the northern waters of Fujian Province.
Floating offshore wind is also being deployed. In November last year, the government of Wanning City in Hainan, China signed a strategic cooperation agreement with the Hainan branch of Power China Construction to invest in the construction of the country's first million-kilowatt floating offshore wind power test project.
For domestic and foreign offshore wind power The market for cables and accessories is huge
In the process of offshore wind power generation and grid-connected voltage lifting and lowering, a large number of cables and cable accessories are needed, covering different voltage levels. The characteristics of high voltage levels, high added value and high profit margins bring huge technology upgrades and market opportunities.
In 2022, the global installed capacity of offshore wind power was 9.4 million kilowatts, and by the end of 2022, the global accumulated installed capacity of offshore wind power reached 57.6 million kilowatts. Global offshore wind growth in 2022 will be driven primarily by China. CWEA statistics show that in 2022, the country (except Hong Kong, Macao and Taiwan) offshore wind power new lifting capacity of 5.16 million kilowatts, the cumulative installed capacity of offshore wind power exceeded 30 million kilowatts.
Submarine cables and accessory systems account for about 10% of the total cost of offshore wind power. From research and development to production, to pilot demonstration and engineering construction, a number of domestic cable and accessory leaders have actively participated in this rapidly developing market.
It is expected that the domestic submarine cable and accessories market will reach 20 billion yuan in 2023-2025. In the future, with the development of offshore wind power tothe far-reaching sea, floating dynamic cables, 330kV submarine cables, HVDC submarine cables and other technical fields will be the direction of innovation.
