行業(yè)報告-中國風電行業(yè)發(fā)展形勢和展望

中國風電開展形勢和展望

China

Wind

PowerDevelopment

Status

andOutlook2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010秦海巖Qin

Haiyan中國可再生能源學會風能專業(yè)委員會Chinese

Wind

Energy

Association2021年中國風電開展回憶

2021

China

Wind

PowerIndustry

Review2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010新增裝機預計超過1000萬千瓦Est.

New

Installed

Capacity

Surpass

10GW2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010累計裝機預計超過2200萬千瓦Est.

ACCMU.

Installed

Capacity

Surpass

22GW2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010各省風電開發(fā)創(chuàng)佳績

Provinces

made

great

achievements2021年，內(nèi)蒙古自治區(qū)風電裝機并網(wǎng)容量突破500萬千瓦Inner

Mongolia

integrated

capacity

reached

5GW

in

20212nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010累計風電裝機容量超過200萬千瓦的省份：provinces

whose

accumulated

capacity

exceed

2GW：內(nèi)蒙、河北、遼寧Inner

Mongolia;

Hebei;

Liaoning累計風電裝機容量超過100萬千瓦的省份：provinces

whose

accumulated

capacity

exceed

1GW吉林、甘肅、黑龍江、山東、江蘇Jilin;

Gansu;

Heilongjiang;

Shandong;

Jiangsu2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010各省風電開發(fā)上規(guī)模wind

power

development

of

provinces

are

on

large

scales風電開發(fā)商獲佳績

Developers

made

great

achievementsandwas

listed

on

the

stock

market

of

H2ondnDWgEGKCohninga

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102021年，龍源電力累計風電裝機容量達450萬千瓦；同年，龍源電力赴香港成功上市Longyuan

Electric

Group

Corporation’s

installed

capacity

reached

4.5G風電開發(fā)商獲佳績

Developers

made

great

achievements2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102021年，大唐集團公司累計風電裝機突破300萬千瓦Datang

Corporation’s

accumulated

capacity

reached

3GW

in

2021.風電開發(fā)商獲佳績

Developers

made

great

achievements2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102021年，in

2021,(Accumulated

Capacity)龍源累計風電裝機超過450萬千瓦Longyuan

Electric

Group

Corporation

:

beyond

4.5GW大唐累計風電裝機超過300萬千瓦Datang

Corporation:beyond

3GW華能累計風電裝機超過100萬千瓦HuaNeng

Group:beyond

1GW:國華、華電、中廣核、京能集團均到達或超過100萬千瓦Guohua

Electric

Power;Huadian;CGN:beyond

or

reach

1GW并網(wǎng)容量大幅提高On-grid

capacity

increased

greatly2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010新增風電并網(wǎng)容量897萬千瓦newly

increased

on-grid

wind

power:8.97GW累計并網(wǎng)容量到達1613萬千瓦，同年比增長92.26%Accumulated

on-grid

capacity

reach

16.13GW

up

92.26%

over

the

same

periodof

last

year風電發(fā)電量269億千萬時，同年比增長105.85%,up

105.85%over

the

sameperiod

of

last

year

generating

capacity

reach

26.9

billion

kWh新增裝機容量排名前10機組制造商New

Installed

Market

Share

of

Top

10

Manufacturer2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010供給鏈整體得提高

Supply

chain

improved2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010中航惠騰、中復連眾、中材科技三家企業(yè)兆瓦級葉片產(chǎn)量之和超過

4200套；HT

Blades,

Zhongfu

Blades

and

Sinomatch

Blades,

this

threemanufactures

total

MW

class

blade’s

output

reached

4200

units.中航惠騰、中復連眾、中材科技均已具備3MW葉片生產(chǎn)能力HT

Blades,

Zhongfu

Blades

and

Sinomatch

Blades

have

theability

to

produce

3MW

class

blades供給鏈整體得提高Supply

chain

are

improved

integrally2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010偏航、變槳軸承供給能力充足Sufficient

supply

ability

of

pitch

and

yaw

bearing瓦軸、洛軸、天馬等企業(yè)開始小批量生產(chǎn)主軸軸承、齒輪箱軸承ZWZ

Bearing,LYC

Bearing,Tianma

Bearing

begine

to

produce

main

bearing

and

gearbox

beariin

small

amount.齒輪箱產(chǎn)品走向國際市場Gearbox

are

entering

into

international

market金風、華銳、東汽等機組制造商開始具備制造控制系統(tǒng)能力Goldwind,Sinoveland

DEC

are

constructing

their

Manufacturing

capability

control

system.設備研制再創(chuàng)佳績R&D

of

Equipment

made

a

great

achievement，華銳首臺3MW海上風電機組完成吊裝.On20thMarch

2021,

the

first

Sinovel’s

3MW

offshore

wind

turbine

was

insta2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010設備研制再創(chuàng)佳績R&D

of

Equipment

made

a

great

achievement2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010設備研制再創(chuàng)佳績R&D

of

Equipment

made

a

great

achievement，沈陽工大首臺3MW風電機組下線On

10th

October

2021,SUT’s

first

3MW

wind

turbine

was

assembled2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010產(chǎn)品出口穩(wěn)步開展

Export

on

Stable

growth出口國家2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010機組制造商manufacturer臺數(shù)Units單機容量RatedPower

(kW)容量Capacity(kW)Export

toCountry華銳Sinovel10150015000India印度金風Goldwind315004500USA美國上海電氣Sewind212502500Thailand泰國常牽新譽CPC

New

Unite115001500Thailand泰國115001500USA美國匯總Total1725000產(chǎn)品出口穩(wěn)步開展

Export

on

Stable

growth，新譽1.5MW機組出口泰國發(fā)運儀式Ceremony

of

CPC

New

Unite’s

1.5MW

Turbine

export

to

Thailand2.26,

20212nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010產(chǎn)品出口穩(wěn)步開展

Export

on

Stable

growth，新譽1.5MW機組出口美國發(fā)運儀式Ceremonyof

CPC

New

Unite’s

1.5MWTurbine

exportto

USA

8.5,

20212nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010產(chǎn)品出口穩(wěn)步開展

Export

on

Stable

growth2021年中復連眾葉片出口英國、日本起運2021,Zhongfu

Blades

Export

to

UK

and

Japan2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010產(chǎn)品出口穩(wěn)步開展

Export

on

Stable

growth2021年中材葉片出口東南亞國家2021,

Sinomatch

Blades

export

to

Southeast

Asian

countries2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010產(chǎn)品出口穩(wěn)步開展

Export

on

Stable

growth南高齒2021年出口美國GE

1.5MW齒輪箱約400臺,出口日本2MW齒輪箱約50臺

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電網(wǎng)瓶頸依然存在Grid

Bottleneck

Still

Exist大規(guī)模、遠距離輸送的問題需要解決；Large

scale

long

distance

transmission

problems

need

to

be

solved2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010未來開展形勢展望

Outlook2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010中國承諾40-50%減排目標40-50%

Emission

Goal

Commitment“1990至2005年，Chinese

Wind

Energy

AssociationFeb

3,

2010單位國內(nèi)生產(chǎn)總值二氧化碳排放強度下降46%。在此根底上，我們又提出，到2021年單位國內(nèi)生產(chǎn)總值二氧化碳排放比

2005年下2nd

D降WEG

China

Member

Meeting資源電價推動風電進一步開展

Resource

Classified

Tariff

Introduced2021年8月1日風資源分區(qū)上網(wǎng)標桿電價2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

201020年經(jīng)營期固定電價20

years高于特許權招標和工程核準電價Higher

than

concession

bidding

and

approvedprice投資者自行判斷投資收益Investor

self-estimate

profit資源電價推動風電進一步開展

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日對可再生能源法修改的主要內(nèi)容。編制可再生能源開發(fā)利用規(guī)劃，應當遵循因地制宜、統(tǒng)籌兼顧、合理布局、有序開展的原那么，對風能、太陽能、水能、生物質(zhì)能、地熱能、海洋能等可再生能源的開發(fā)利用作出統(tǒng)籌安排。國家實行可再生能源發(fā)電全額保障性收購制度。政府按照全國可再生能源開發(fā)利用規(guī)劃，確定在規(guī)劃期內(nèi)應當?shù)竭_的可再生能源發(fā)電量占全部發(fā)電量的比重，制定電網(wǎng)企業(yè)優(yōu)先調(diào)度和全額收購可再生能源發(fā)電的具體方法可再生能源法修改2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010Renewable

Energy

Law

Amended電網(wǎng)企業(yè)與按照規(guī)劃建設，依法取得行政許可的發(fā)電企業(yè)簽訂并網(wǎng)協(xié)議，全額收購符合并網(wǎng)技術標準的可再生能源并網(wǎng)發(fā)電工程的上網(wǎng)電量。發(fā)電企業(yè)有義務配合電網(wǎng)企業(yè)保障電網(wǎng)平安。接網(wǎng)費用以及其他相關費用，電網(wǎng)企業(yè)不能通過銷售電價回收的，可以申請可再生能源開展基金補助。修改的條文，規(guī)定電網(wǎng)企業(yè)全額保障性收購可再生能源發(fā)電上網(wǎng)電量，同時規(guī)定了電網(wǎng)企業(yè)為此增加的本錢可以從開展基金得到補助。制定實施細那么才可操作，起到鼓勵作用。70%設備外鄉(xiāng)化率取消

70%

Equipment

Local-Made2021年11R月e2q5日u，ir?國e家m發(fā)en改t委關c于a取n消c風el電e工d程工程采購2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010設備國產(chǎn)化率要求的通知?〔發(fā)改能源【2021】2991號〕發(fā)布。取消了建設風電場對購置風電設備必須滿足70%以上國產(chǎn)化率的要求。70%Local-maderequirement

canceled

byNDRCin2021更多的國際競爭與合作More

International

competition

and

cooperation

canbe

seen稅收政策2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010Tax

Credit2021年，財政部 國家開展改革委 工業(yè)和信息化部、海關總署、國家稅務總局、 國家能源局聯(lián)合發(fā)布了?關于調(diào)整重大技術裝備進口稅收政策的通知? 〔財關稅[2021]55號〕國家支持開展大功率風力發(fā)電機〔組〕及其配套部件風力發(fā)電機〔組〕整機

WTGS:單機額定功率為1.2MW級、2MW級及以上，年銷售量≥50臺以上；Rated>1.2MW,2MW

and

above,Sales

more

than

50

per

year配套部件：葉片、齒輪箱、發(fā)電機、控制系統(tǒng)、變流器Components:Blade,Gearbox,Generator,Control

System,Converter單機額定功率≥1.2MW的整機配套Rated≥1.2

MW葉片年銷售量≥150片，發(fā)電機年銷售量≥50臺Blade

Sales

more

than

150

per

year,

Generator

Sales

more

than50

per

year千萬千瓦風電基地規(guī)劃Locations

of

10GW

size

wind

power

base2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

20102nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010千萬千瓦風電基地規(guī)劃10GW

size

wind

power

base

planning六個省區(qū)的七個千萬千瓦級風電基地規(guī)劃到

2021年Up

to

2021,10GW

size

wind

power

baseplanning

in

6

provinces總裝機容量到達12630萬千瓦126.3GW

wind

power

capacity風電上網(wǎng)電量約2810億千瓦時281

billion

kWh

wind

power

on-gridenergy在中國北部區(qū)域，風能資源非常豐富，土地遼闊，但是電力負荷小，電網(wǎng)薄弱，Rich

in

wind

resources

and

wide

in

land,while

low

in

electrical

load,

weak

ingrid

in

North

China.不能按照歐洲“分散上網(wǎng)，就地銷納〞的模式開展，只能是“大規(guī)模-高集中-高電壓-遠距離輸送〞的模式，對電網(wǎng)企業(yè)是很大的挑戰(zhàn)It’s

a

big

challenge

for

grid

company2nd

DWEG

China

Member

Meetingto

develop

according

to “l(fā)CahirnegseeWindsEnceragylAseso、ciationFeb

3,

2010千萬千瓦風電基地規(guī)劃1.2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010潮間帶和潮下帶灘涂風電場：多年平均大潮高潮線以下至理論最低潮位以下5m水深內(nèi)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.近海風電場：理論最低潮位以下5m～

50m水深內(nèi)的海域，含無人島嶼及海礁。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深海風電場：理論最低潮位以下50m水深的海域，含無人島嶼及海礁。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.海上風電場規(guī)劃Preparation

of

offshore

wind

farm

planning海上風電的范圍Scope

of

offshore

wind

power電網(wǎng)的積極配合Support

From

Grid2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010?社會責任報告?承諾２０１０年加大科技攻關，推動清潔能源上網(wǎng)發(fā)電；State

Grid

committed

in

its

CSR

report

about

its

promoting

of

clean

energy

grid

connect２０１０年將加大科技經(jīng)費投入，達１４９億元，建成國家風電技術與檢測研究中心、太陽能電研發(fā)實驗中心，并推進國家風光儲能輸送工程建設，以突破制約可再生能源開展的技術瓶頸；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特高壓建設拉開序幕，輸電能力不斷提高；UVH

transmission

line

put

into

construction

which

guaranteeing

trans

capacity

improvifuture智能電網(wǎng)建設規(guī)劃

Smart

Grid

plan特高壓建設拉開序幕，輸電能力將不斷提高2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010UVH

Start

to

construction,

Transmission

Capacity

Improving已經(jīng)投運的特高壓工程UVH

Project

into

operation2021年1月26日，晉東南-南陽-荊門1000kV特高壓交流試驗示范工程正式投運

2021.01.26,Southeast

Shanxi-Nanyang-Jinmen

1000kW

UVH

AC

demonstration

project已經(jīng)或即將開工的特高壓工程：

Constructed

or

Underconstruct

UVH

project向家壩-上?！?00kV直流特高壓輸電示范工程Xiangjiba-Shanghain

±800kV

DC

UVH

transmission

project淮南-上海〔淮南—皖南—浙北—上海(滬西)〕1000kV交流特高壓輸變電工程Huainan-Shanghai(Huainan-Wannan-NorthZhejiang-Shanghai1000kV

AC

UVHtransmssion錫盟-上海1000kV交流特高壓輸變電工程Xilinhaote-Shanghai

1000kV

AV

UVH

transmission陜北-長沙〔陜北—晉東南—南陽—荊門—長沙〕1000kV交流特高壓輸變電工程North

Shaanxi-Changsha(North

Shaanxi-Southeast

Shanxi-Jinmen-Changsha)

1000kV

UVHtransmission

project已經(jīng)或即將開工的特高壓工程Constructed

or

underconstructed

UVH

transmission

projects2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010智能電網(wǎng)規(guī)劃2nd

DWEG

China

Member

MeetingChinese

Wind

Energy

AssociationFeb

3,

2010Smart

Grid

Plan2021年至2021年規(guī)劃試點階段From2021to2021Plan&PilotPhase重點開展“堅強智能電網(wǎng)〞開展規(guī)劃工作，制定技術和管理標準，開展關鍵技術研發(fā)和設備研制，及各環(huán)節(jié)試點工作；FocusonStrongSmartGrid plan,technicalandmanagementstandardmaking,implementingtechnologyandequipmentR&Dandkindsofpilotprojectworks2021年至2021年全面建設階段From2021to2021ComprehensiveConstructionPhase加快特高壓電網(wǎng)和城鄉(xiāng)配電網(wǎng)建設，初步形成智能電網(wǎng)運行控制和互動效勞體系，關鍵技術和裝備實現(xiàn)重大突破和廣泛應用；AccelerateUVHgridandurbanconnectedgridconstruction,establishsmartgridoperationcontrolandinteractiveservicesystem,keytechnology&equipmentbreakthroughandwidelyapplication;2021年至2021年引領提升階段From

2021

to

2021

Leading

and

Improving

Phase全面建成統(tǒng)一的“堅強智能電網(wǎng)〞，技術和裝備全面到達國際先進水平。ToestablishconsolidatedStrongSmartGrid,improvetechnologyandequipmenttoainternationaladvancedlevel強制性市場份額的數(shù)量目標2nd

D