行业报告-中国风电行业发展形势和展望【课件】

1、中国风电开展形势和展望China Wind Power Development Status and Outlook秦海岩 Qin Haiyan中国可再生能源学会风能专业委员会Chinese Wind Energy Association2021年中国风电开展回忆2021 China Wind Power Industry Review新增装机预计超过1000万千瓦Est. New Installed Capacity Surpass 10GW累计装机预计超过2200万千瓦 Est. ACCMU. Installed Capacity Surpass 22GW各省风电开发创佳绩 Provinc

2、es made great achievements 2021年，内蒙古自治区风电装机并网容量突破500万千瓦Inner Mongolia integrated capacity reached 5GW in 2021累计风电装机容量超过200万千瓦的省份：provinces whose accumulated capacity exceed 2GW：内蒙、河北、辽宁Inner Mongolia; Hebei; Liaoning累计风电装机容量超过100万千瓦的省份：provinces whose accumulated capacity exceed 1GW吉林、甘肃、黑龙江、山东、江苏 J

3、ilin; Gansu; Heilongjiang; Shandong; Jiangsu 各省风电开发上规模 wind power development of provinces are on large scales 风电开发商获佳绩 Developers made great achievements 2021年，龙源电力累计风电装机容量达450万千瓦；同年，龙源电力赴香港成功上市Longyuan Electric Group Corporations installed capacity reached 4.5GW in 2021, and was listed on the stoc

4、k market of Hong Kong 风电开发商获佳绩Developers made great achievements 2021年，大唐集团公司累计风电装机突破300万千瓦Datang Corporations accumulated capacity reached 3GW in 2021.风电开发商获佳绩Developers made great achievements 2021年，in 2021, (Accumulated Capacity) 龙源累计风电装机超过450万千瓦 Longyuan Electric Group Corporation : beyond 4.5GW

5、 大唐累计风电装机超过300万千瓦 Datang Corporation: beyond 3GW华能累计风电装机超过100万千瓦 HuaNeng Group: beyond 1GW:国华、华电、中广核、京能集团均到达或超过100万千瓦Guohua Electric Power; Huadian;CGN : beyond or reach 1GW并网容量大幅提高On-grid capacity increased greatly新增风电并网容量897万千瓦newly increased on-grid wind power : 8.97GW累计并网容量到达1613万千瓦，同年比增长92.26%A

6、ccumulated on-grid capacity reach 16.13GW up 92.26% over the same period of last year风电发电量269亿千万时，同年比增长105.85%, up 105.85% over the same period of last year generating capacity reach 26.9 billion kWh新增装机容量排名前10机组制造商New Installed Market Share of Top 10 Manufacturer供给链整体得提高Supply chain improved 中航惠腾、中

7、复连众、中材科技三家企业兆瓦级叶片产量之和超过4200套；HT Blades, Zhongfu Blades and Sinomatch Blades, this three manufactures total MW class blades output reached 4200 units.中航惠腾、中复连众、中材科技均已具备3MW叶片生产能力HT Blades, Zhongfu Blades and Sinomatch Blades have the ability to produce 3MW class blades供给链整体得提高Supply chain are improved

8、 integrally 偏航、变桨轴承供给能力充足 Sufficient supply ability of pitch and yaw bearing瓦轴、洛轴、天马等企业开始小批量生产主轴轴承、齿轮箱轴承 ZWZ Bearing, LYC Bearing,Tianma Bearing begine to produce main bearing and gearbox bearing in small amount. 齿轮箱产品走向国际市场 Gearbox are entering into international market金风、华锐、东汽等机组制造商开始具备制造控制系统能力Gol

9、dwind, Sinovel and DEC are constructing their Manufacturing capability control system.设备研制再创佳绩 R&D of Equipment made a great achievement ，华锐首台3MW海上风电机组完成吊装.On 20th March 2021, the first Sinovels 3MW offshore wind turbine was installed 设备研制再创佳绩R&D of Equipment made a great achievement 设备研制再创佳绩R&D of

10、Equipment made a great achievement ，沈阳工大首台3MW风电机组下线 On 10th October 2021,SUTs first 3MW wind turbine was assembled产品出口稳步开展 Export on Stable growth机组制造商manufacturer台数Units单机容量Rated Power (kW)容量Capacity(kW)出口国家Export to Country华锐Sinovel10150015000India印度金风Goldwind315004500USA美国上海电气Sewind212502500Thail

11、and泰国常牵新誉CPC New Unite115001500Thailand泰国115001500USA美国汇总Total1725000产品出口稳步开展Export on Stable growth，新誉1.5MW机组出口泰国发运仪式 Ceremony of CPC New Unites 1.5MW Turbine export to Thailand2.26, 2021产品出口稳步开展Export on Stable growth，新誉1.5MW机组出口美国发运仪式Ceremony of CPC New Unites 1.5MW Turbine export to USA 8.5, 202

12、1产品出口稳步开展Export on Stable growth2021年中复连众叶片出口英国、日本起运 2021, Zhongfu Blades Export to UK and Japan 产品出口稳步开展Export on Stable growth2021年中材叶片出口东南亚国家 2021, Sinomatch Blades export to Southeast Asian countries 产品出口稳步开展Export on Stable growth南高齿2021年出口美国GE1.5MW齿轮箱约400台, 出口日本2MW齿轮箱约50台 NGC export 1.5MW 400

13、gearboxes to GE in 2021, and export app. 50 sets to Japan电网瓶颈依然存在Grid Bottleneck Still Exist大规模、远距离输送的问题需要解决；Large scale long distance transmission problems need to be solved未来开展形势展望Outlook中国承诺40-50%减排目标40-50% Emission Goal Commitment“1990至2005年，单位国内生产总值二氧化碳排放强度下降46%。在此根底上，我们又提出，到2021年单位国内生产总值二氧化碳排放

14、比2005年下降40%45%- 温家宝资源电价推动风电进一步开展Resource Classified Tariff Introduced2021年8月1日风资源分区上网标杆电价20年经营期固定电价 20 years 高于特许权招标和工程核准电价 Higher than concession bidding and approved price投资者自行判断投资收益Investor self-estimate profit资源电价推动风电进一步开展Resource Classified Tariff Introduced可再生能源法修改 Renewable Energy Law Amended

15、2021年12月26日对可再生能源法修改的主要内容。编制可再生能源开发利用规划，应当遵循因地制宜、统筹兼顾、合理布局、有序开展的原那么，对风能、太阳能、水能、生物质能、地热能、海洋能等可再生能源的开发利用作出统筹安排。 国家实行可再生能源发电全额保障性收购制度。政府按照全国可再生能源开发利用规划，确定在规划期内应当到达的可再生能源发电量占全部发电量的比重，制定电网企业优先调度和全额收购可再生能源发电的具体方法 可再生能源法修改Renewable Energy Law Amended电网企业与按照规划建设，依法取得行政许可的发电企业签订并网协议，全额收购符合并网技术标准的可再生能源并网发电工程的

16、上网电量。发电企业有义务配合电网企业保障电网平安。接网费用以及其他相关费用，电网企业不能通过销售电价回收的，可以申请可再生能源开展基金补助。修改的条文，规定电网企业全额保障性收购可再生能源发电上网电量，同时规定了电网企业为此增加的本钱可以从开展基金得到补助。制定实施细那么才可操作，起到鼓励作用。70%设备外乡化率取消70% Equipment Local-Made Requirement canceled2021年11月25日，?国家发改委关于取消风电工程工程采购设备国产化率要求的通知?发改能源【2021】2991号发布。取消了建设风电场对购置风电设备必须满足70%以上国产化率的要求。70%

17、Local-made requirement canceled by NDRC in 2021更多的国际竞争与合作More International competition and cooperation can be seen税收政策 Tax Credit2021年，财政部 国家开展改革委 工业和信息化部 、海关总署、 国家税务总局、 国家能源局联合发布了?关于调整重大技术装备进口税收政策的通知? 财关税202155号国家支持开展大功率风力发电机组及其配套部件风力发电机组整机 WTGS:单机额定功率为1.2MW级、2MW级及以上，年销售量50台以上；Rated 1.2MW, 2MW and

18、 above, Sales more than 50 per year配套部件：叶片、齿轮箱、发电机、控制系统、变流器Components: Blade, Gearbox, Generator, Control System, Converter单机额定功率1.2MW的整机配套 Rated 1.2 MW叶片年销售量150片，发电机年销售量50台Blade Sales more than 150 per year, Generator Sales more than 50 per year千万千瓦风电基地规划Locations of 10GW size wind power base千万千瓦风电

19、基地规划10GW size wind power base planning 六个省区的七个千万千瓦级风电基地规划到2021年Up to 2021,10GW size wind power base planning in 6 provinces总装机容量到达12630万千瓦126.3GW wind power capacity风电上网电量约2810亿千瓦时281 billion kWh wind power on-grid energy千万千瓦风电基地规划在中国北部区域，风能资源非常丰富，土地辽阔，但是电力负荷小，电网薄弱，Rich in wind resources and wide in

20、 land, while low in electrical load, weak in grid in North China.不能按照欧洲“分散上网，就地销纳的模式开展，只能是“大规模-高集中-高电压-远距离输送的模式，对电网企业是很大的挑战Its a big challenge for grid company to develop according to “large scale、high concentration、high voltage、long distance model while not with EU model 海上风电的范围Scope of offshore wi

21、nd power潮间带和潮下带滩涂风电场：多年平均大潮高潮线以下至理论最低潮位以下5m水深内的海域。Tideland wind farm：means the wind farms located between the elevation of spring tide level and 5m below lowest tide surface. Those areas are not assarted and need special engineering treatment. 2. 近海风电场：理论最低潮位以下5m 50m水深内的海域，含无人岛屿及海礁。Offshore wind far

22、m：means the wind farms have the foundation directly located on the seabed and need ship for wind turbine installation. The seabed will be around 5m to 50m below lowest tide surface. The non-resident island wind farms are included. 3. 深海风电场：理论最低潮位以下50m水深的海域，含无人岛屿及海礁。Deep sea wind farm： means the wind

23、 farms have the foundation floated on the water and need ship for wind turbine installation. The seabed will be at least 50m below lowest tide surface. The non-resident island wind farms are included.海上风电场规划Preparation of offshore wind farm planning电网的积极配合Support From Grid?社会责任报告?承诺年加大科技攻关，推动清洁能源上网发

24、电；State Grid committed in its CSR report about its promoting of clean energy grid connection年将加大科技经费投入，达亿元，建成国家风电技术与检测研究中心、太阳能发电研发实验中心，并推进国家风光储能输送工程建设，以突破制约可再生能源开展的技术瓶颈；State Grid will invest 14.9 bn to establish state wind power tech R&D and testing center, solar generation R&D center and promote s

25、tate solar-wind hybrid storage and transmission to make breakthrough on renewable energy development 特高压建设拉开序幕，输电能力不断提高；UVH transmission line put into construction which guaranteeing trans capacity improving in future智能电网建设规划 Smart Grid plan特高压建设拉开序幕，输电能力将不断提高UVH Start to construction, Transmission

26、Capacity Improving已经投运的特高压工程 UVH Project into operation2021年1月26日，晋东南-南阳-荆门1000kV特高压交流试验示范工程正式投运2021.01.26, Southeast Shanxi-Nanyang-Jinmen 1000kW UVH AC demonstration project 已经或即将开工的特高压工程：Constructed or Underconstruct UVH project向家坝-上海800kV直流特高压输电示范工程 Xiangjiba-Shanghain 800kV DC UVH transmission

27、project淮南-上海淮南皖南浙北上海(沪西)1000kV交流特高压输变电工程Huainan-Shanghai(Huainan-Wannan-North Zhejiang-Shanghai 1000kV AC UVH transmssion锡盟-上海1000kV交流特高压输变电工程Xilinhaote-Shanghai 1000kV AV UVH transmission陕北-长沙陕北晋东南南阳荆门长沙1000kV交流特高压输变电工程North Shaanxi-Changsha(North Shaanxi-Southeast Shanxi-Jinmen-Changsha) 1000kV UV

28、H transmission project已经或即将开工的特高压工程Constructed or underconstructed UVH transmission projects智能电网规划Smart Grid Plan2021年至2021年规划试点阶段 From 2021 to 2021 Plan& Pilot Phase重点开展“坚强智能电网开展规划工作，制定技术和管理标准，开展关键技术研发和设备研制，及各环节试点工作；Focus on Strong Smart Grid plan, technical and management standard making, implemen

29、ting technology and equipment R&D and kinds of pilot project works2021年至2021年全面建设阶段 From 2021 to 2021 Comprehensive Construction Phase加快特高压电网和城乡配电网建设，初步形成智能电网运行控制和互动效劳体系，关键技术和装备实现重大突破和广泛应用；Accelerate UVH grid and urban connected grid construction, establish smart grid operation control and interacti

30、ve service system, key technology& equipment breakthrough and widely application;2021年至2021年引领提升阶段 From 2021 to 2021 Leading and Improving Phase全面建成统一的“坚强智能电网，技术和装备全面到达国际先进水平。To establish consolidated Strong Smart Grid, improve technology and equipment to a international advanced level强制性市场份额的数量目标Mandatory Penetration Amount Goals2007年中国政府公布的可再生能源开展规划首次明确了强制性市场份额的数量目标。 I