行业报告-中国风电行业发展形势和展望

中国风电开展形势和展望

China

Wind

PowerDevelopment

Status

andOutlook2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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

PowerIndustry

Review2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010新增装机预计超过1000万千瓦Est.

New

Installed

Capacity

Surpass

10GW2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010累计装机预计超过2200万千瓦Est.

ACCMU.

Installed

Capacity

Surpass

22GW2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010各省风电开发创佳绩

Provinces

made

great

achievements2021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

20212nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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Jilin;

Gansu;

Heilongjiang;

Shandong;

Jiangsu2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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

achievementsandwas

listed

on

the

stock

market

of

H2ondnDWgEGKCohninga

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102021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

Corporation’s

installed

capacity

reached

4.5G风电开发商获佳绩

Developers

made

great

achievements2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102021年，大唐集团公司累计风电装机突破300万千瓦Datang

Corporation’s

accumulated

capacity

reached

3GW

in

2021.风电开发商获佳绩

Developers

made

great

achievements2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102021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

greatly2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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%Accumulated

on-grid

capacity

reach

16.13GW

up

92.26%

over

the

same

periodof

last

year风电发电量269亿千万时，同年比增长105.85%,up

105.85%over

the

sameperiod

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

Manufacturer2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010供给链整体得提高

Supply

chain

improved2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010中航惠腾、中复连众、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

threemanufactures

total

MW

class

blade’s

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

theability

to

produce

3MW

class

blades供给链整体得提高Supply

chain

are

improved

integrally2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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

beariin

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Goldwind,Sinoveland

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.On20thMarch

2021,

the

first

Sinovel’s

3MW

offshore

wind

turbine

was

insta2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010设备研制再创佳绩R&D

of

Equipment

made

a

great

achievement2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010设备研制再创佳绩R&D

of

Equipment

made

a

great

achievement，沈阳工大首台3MW风电机组下线On

10th

October

2021,SUT’s

first

3MW

wind

turbine

was

assembled2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010产品出口稳步开展

Export

on

Stable

growth出口国家2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010机组制造商manufacturer台数Units单机容量RatedPower

(kW)容量Capacity(kW)Export

toCountry华锐Sinovel10150015000India印度金风Goldwind315004500USA美国上海电气Sewind212502500Thailand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

Unite’s

1.5MW

Turbine

export

to

Thailand2.26,

20212nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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Ceremonyof

CPC

New

Unite’s

1.5MWTurbine

exportto

USA

8.5,

20212nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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

Japan2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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

countries2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010产品出口稳步开展

Export

on

Stable

growth南高齿2021年出口美国GE

1.5MW齿轮箱约400台,出口日本2MW齿轮箱约50台

NGC

export

1.5MW

400

gearboxes

to

GE

in

2021,and

export

app.50

sets

to

Japan2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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

solved2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010未来开展形势展望

Outlook2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010中国承诺40-50%减排目标40-50%

Emission

Goal

Commitment“1990至2005年，Chinese

Wind

Energy

AssociationFeb

3,

2010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比

2005年下2nd

D降WEG

China

Member

Meeting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2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

201020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

approvedprice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

Introduced2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010可再生能源法修改2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010Renewable

Energy

Law

Amended2021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2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010Renewable

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-Made2021年11R月e2q5日u，ir?国e家m发en改t委关c于a取n消c风el电e工d程工程采购2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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%Local-maderequirement

canceled

byNDRCin2021更多的国际竞争与合作More

International

competition

and

cooperation

canbe

seen税收政策2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010Tax

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[2021]55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

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

than50

per

year千万千瓦风电基地规划Locations

of

10GW

size

wind

power

base2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010千万千瓦风电基地规划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

baseplanning

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-gridenergy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

land,while

low

in

electrical

load,

weak

ingrid

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It’s

a

big

challenge

for

grid

company2nd

DWEG

China

Member

Meetingto

develop

according

to “lCahirnegseeWindsEnceragylAseso、ciationFeb

3,

2010千万千瓦风电基地规划1.2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010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

ofspringtide

level

and

5m

below

lowest

tide

surface.

Those

areas

are

not

assarted

and

needspecial

engineering

treatment.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

farm：means

the

wind

farms

have

the

foundation

directly

locatedontheseabed

and

need

ship

for

wind

turbine

installation.

The

seabed

will

be

aroundto

50m

below

lowest

tide

surface.

The

non-resident

island

wind

farms

are

include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

farms

have

the

foundation

floated

on

the

waterand

need

ship

for

wind

turbine

installation.

The

seabed

will

be

at

least

50m

belowlowest

tide

surface.

The

non-resident

island

wind

farms

are

included.海上风电场规划Preparation

of

offshore

wind

farm

planning海上风电的范围Scope

of

offshore

wind

power电网的积极配合Support

From

Grid2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010?社会责任报告?承诺２０１０年加大科技攻关，推动清洁能源上网发电；State

Grid

committed

in

its

CSR

report

about

its

promoting

of

clean

energy

grid

connect２０１０年将加大科技经费投入，达１４９亿元，建成国家风电技术与检测研究中心、太阳能电研发实验中心，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

centergeneration

R&D

center

and

promote

state

solar-wind

hybrid

storage

and

transmission

tobreakthrough

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

improvifuture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2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010UVH

Start

to

construction,

Transmission

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

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-NorthZhejiang-Shanghai1000kV

AC

UVHtransmssion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

UVHtransmission

project已经或即将开工的特高压工程Constructed

or

underconstructed

UVH

transmission

projects2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010智能电网规划2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010Smart

Grid

Plan2021年至2021年规划试点阶段From2021to2021Plan&PilotPhase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；FocusonStrongSmartGrid plan,technicalandmanagementstandardmaking,implementingtechnologyandequipmentR&Dandkindsofpilotprojectworks2021年至2021年全面建设阶段From2021to2021ComprehensiveConstructionPhase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；AccelerateUVHgridandurbanconnectedgridconstruction,establishsmartgridoperationcontrolandinteractiveservicesystem,keytechnology&equipmentbreakthroughandwidelyapplication;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。ToestablishconsolidatedStrongSmartGrid,improvetechnologyandequipmenttoainternationaladvancedlevel强制性市场份额的数量目标2nd

D