In 2023, the installed capacity of wind power industry will usher in explosive growth

Abstract from Security Times

    "The new installed capacity of onshore wind power in China mainly comes from the three northern regions, which are difficult to ensure normal construction due to the impact of the epidemic." A wind power practitioner told reporters bluntly. Statistics from the National Energy Administration show that from January to November 2022, domestic wind power installed capacity of 22.52GW, down 8.83% year-on-year; Among them, 1.38GW of new installed capacity was added in November, a year-on-year decline of 75%.

    The newly installed capacity is less than expected, and the bidding for fans is still hot.

    From the current announced bidding situation, wind power bidding in 2022 is expected to reach about 100GW, of which land wind reaches about 85GW and sea wind about 15GW. Wu Xeliang, chairman of Huayong Electric, told reporters that under the trend of large megawatts, the power generation cost of wind power has plummeted, and now the annual return rate of land wind has reached 8% to 10%, attracting a lot of capital to invest in the wind power market.

    "At present, the cost of wind power has basically dropped to the bottom, and from the investment point of view, it can bring stable and considerable profit returns to the owners, so everyone is very active in the bidding." Tianshun Wind Energy Secretary Zhu Bin told reporters that the new installed capacity in the past two years is less than expected, which means that the relevant power generation enterprises must speed up the next layout, increasing the certainty of the industry in the next few years.

    At the first "New Energy Asset Management Conference" held on November 18, 2022, Qin Haiyan, secretary-general of the wind Energy Professional Committee of the China Renewable Energy Society and vice chairman of the World Wind Energy Association, revealed that the average annual installed capacity of wind power in the country from 2023 to 2025 is about 60GW to 70GW, which gives the development of the wind power industry a "reassurance".

    What will the wind power industry look like in 2023? Li Caiqiu, an industry insider, said that 2023 will be an unusual year for China''s wind power, "First of all, the cost of wind power will usher in the first low point in history, followed by the installed scale of wind power will usher in the first peak in history, or 80GW."

    For the wind power industry in 2023, the views of various institutions are more consistent. Pacific Securities Research report believes that the 2022 high recruitment scalar lays a solid foundation for the rapid growth of wind power installed capacity in 2023, and wind power is about to open a new high growth cycle. It is expected that the new installed capacity of wind power in 2023 is expected to reach more than 80GW, an increase of 57%.

    Open source securities research report believes that excluding the interference of force majeure factors, 2023 is expected to be a big year for fan delivery. Under the trend of large-scale fan, the reduction of single watt cost will promote the continuous growth of wind power.

Win Power forward the news for information,not representing approval for some certain opinions in the passage.