Offshore wind power is expected to become a "blue engine" driving economic and social development

Abstract from People''s Daily

    In 2021, the expression of "vigorously develop wind power" intensively appeared in a number of central meetings and documents, and the wind power industry maintained a good momentum of development. In 2022, although subsidies have withdrawn from the historical stage of the development of the industry, the development of China''s wind power industry is widely optimistic due to the favorable stimulus of the "dual carbon" goal and the country''s strong support for the development of green and low-carbon energy industry. China Economic Times reporter learned that compared with onshore wind power, offshore wind power has greater potential. Large-scale development of offshore wind energy resources is of positive significance for optimizing the energy structure, ensuring energy security, and building a powerful Marine economy, and is expected to become a "blue engine" driving economic and social development.

Offshore wind power ushers in opportunities.

    Beijing special billion Sunshine new energy president Qi Haishen said in an interview with our reporter that the subsidy era has become the past, the era of affordable Internet access is only the "beauty of the youth" industry "rite of passage", no subsidies of photovoltaic and wind power market is the real sense of the market development model, market prospects will be greater, conducive to the emergence of fair competition pattern, It is more conducive to the competition on the world stage.

    "In the context of limited and scarce onshore wind power resources, offshore wind power faces opportunities in 2022 and will become an important development direction for the industry." In recent years, onshore wind power has developed rapidly to shallow sea wind power, and offshore wind power has a trend from shallow sea to far-reaching sea wind power, especially in the future 10 MW + large offshore wind power installed capacity will gradually become a trend, which will put forward new challenges and requirements for offshore lifting, installation operations and post-operation and maintenance work. Some offshore wind power projects need large offshore hoisting vessels are difficult to obtain, and terminal resources have also appeared a stage shortage problem, which requires more efforts in innovation." Qi Haisheng stressed.

    At present, China''s wind power still maintains a high prosperity under the background of "dual carbon" strategy. Data released by the National Energy Administration show that from January to November 2021, the country''s new grid-connected wind power installed capacity of 24.7 million kilowatts, as of the end of November, the cumulative grid-connected installed capacity exceeded 300 million kilowatts, an increase of 29%. From January to November, the cumulative average utilization hours of wind power equipment in the country was 2,031 hours, an increase of 119 hours over the same period in 2020.

    Zhou Jianqi, director of the Enterprise Evaluation Research Office and researcher of the Enterprise Research Institute of the Development Research Center of The State Council, told this reporter that in 2022, China''s wind power industry innovation should be carried out at the following three levels.

    Firstly, at the industry level, strengthen technological innovation and business model innovation. There is no end to technological innovation. China has only achieved significant results in the current stage, but there are still shortcomings in the industrial chain supply chain, and there is also a shortage of cutting-edge technology reserves; Mode innovation is very important. With the continuous enrichment of application scenarios and the growing number of power consumption customers, mode innovation will also develop in the direction of customization, integration and intelligence, and many problems need to be solved.

    Secondly, at the enterprise level, it involves leading enterprises and high-quality suppliers. High quality suppliers include "specialized, refined, and innovative" small giants and special champions. To achieve high-quality and sustainable development, these enterprises also need to undergo timely management upgrades. They also need to explore how to consolidate the industrial chain supply chain and form innovative synergy.

    Thirdly, at the government level, relevant reforms should be promoted and guided, including the reform of the power trading mechanism of microgrids and the platformization reform of power grid enterprises.

Intelligent photovoltaic has great potential in innovation.

    Liu Jimao, the founder of Hongda Photovoltaics, stated in an interview with our reporter that in the past decade, the cost of photovoltaic electricity in China has decreased from 2.5 yuan/kWh in 2010 to 0.4 yuan/kWh in 2020, marking the beginning of the era of photovoltaic parity. With the further increase in demand for electricity and the achievement of the "dual carbon" goal, the demand for photovoltaic installation will further increase in 2022, and the next decade will see several times the growth. The photovoltaic industry has huge market space.

    In order to accelerate the deep integration of the photovoltaic industry with information technology while increasing innovation, and promote the intelligent and characteristic application of the photovoltaic industry, the "Action Plan for Innovative Development of the Intelligent Photovoltaic Industry (2021-2025)" (hereinafter referred to as the "Plan") was issued on January 4, 2022, promoting the deep integration of the photovoltaic industry with the new generation of information technology.

The "Plan" has increased the certainty of the high-quality development of the photovoltaic industry in 2022, solidified the foundation of industrial integration development, and the new formats and business models of intelligent integration will become new highlights, "Qi Haishen said.

    In Qi Haishen''s view, the arrival of the era of affordable internet access is not only supported and encouraged by national policies, but also has a foundation for industrial innovation and a huge application market, which can better showcase the green industry characteristics of the photovoltaic industry, such as its low-carbon, energy, and financial attributes. At the same time, the combination of industry and finance of "green industry+green finance" will also integrate 5G communication, artificial intelligence and other high-tech information Technological convergence into the photovoltaic industry, enabling the photovoltaic industry to develop towards high-quality, high-level and intelligent development.

    In terms of intelligent photovoltaic innovation, the new technology of modules has been relatively slow to update in the past two years. We hope that HJT batteries and TOPCon batteries can replace PERC batteries and perovskite modules can be mass-produced by 2022. "Liu Jimao said of his expectations for the intelligent development of the photovoltaic industry in 2022.

In terms of subsidies, Liu Jimao stated that in 2022, subsidies for centralized photovoltaic power stations and industrial and commercial distributed photovoltaics will be abolished, and distributed subsidies in some regions will decrease, resulting in a decrease in power station profits. However, industrial and commercial electricity prices will rise, so the impact on distributed spontaneous self use projects is not significant.

Zhou Jianqi stated that the premise for the reduction and cancellation of subsidies is that the technology in the new energy industry is becoming increasingly mature, driving a significant decrease in manufacturing costs, and enabling large-scale development in market competition, which is the so-called era of parity.

   But the withdrawal of subsidies does not mean comprehensive parity, but rather the ability to achieve parity and have achieved parity online in more and more application fields, "emphasized Zhou Jianqi.

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