2023 is 945 ” of “ bear before the key after opening a year. The significant change that wind cable industry produced 2022, immediate impact the market this year is moved toward.

2022, the challenge of wind report and Gao Guang coexist. Get epidemic situation and maritime wind report grabbing outfit hind to enter adjust period wait for an element to affect, wind report is added newly and net installation amount anticipates not as good as. 2021 to 2022, wind report is added newly and the net adds up to 85.2GW, lag behind at saving “ each far report of 945 ” wind plans to measure.

Besides, overall industry competition pressure lasts, low competition comes from onshore Yan Shen maritime. Overall the method of company scramble market is more multivariate also, the aggravate of competition of equipment industry position in resource advantage area, through resource displacement, increase the means such as governmental force to take sheet.

But at the same time, innovation of volume of wind report invite public bidding is tall 2022, scene large base builds the job to be advanced steadily, report of dispersive type wind examines and approve administrative technological process to simplify, the level also is beginning to solve but the problem of breach of allowance of second birth the sources of energy. The interest good policy that frequency gives helps industry of force wind cable large-scale, high proportion, commercialize, the development of high quality.

China unsaturated polyester resin (UPR)

A large number of 01 demand are waited for release

Market competition aggravate

2022, dimensions of mark of the bristle with anger below wind report, invite public bidding achieves the history new tall, sustain the pay good year that made wind report 2023. The meeting of job of the sources of energy that bureau of the sources of energy holds is forecasted, domestic wind report added outfit machine newly to be amounted to about 2023 6, 5 million kilowatt, amplitude 72.73% .

Outfit machine demand anabiosised 2023, integral market is produced can be in nervous condition, but still can satisfy each the home is overall the consign demand of business. A large number of collect are collected reach base project to be released centrally, the price still is the main factor with effect development decision-making company.

2022, overall industry price war lasts, what onshore fan equipment makes public invite public bidding is medium mark a price 2 from January, 179 yuan / kilowatt falls to 1 December, 893 yuan / kilowatt, annual falls amount to 13.1% . Maritime more serious, annual drops 23.5% . During 935 ” of comparative “ exceed 4, 000 yuan / kilowatt, of onshore fan win the bid price falls already passed half.

China unsaturated polyester resin (UPR)

Rose in October 2022, sole rise marks a price in onshore fan, but left 2023 year enter once more drop passageway, gave low of present price case in Feburary. Maritime fan drops broken 2, 400 yuan / kilowatt, greet par the first year of an era or the reign of an emperor.

Last year, overall change of business competition pattern, the market again to the head overall business concentration, echelon formation consolidates further market position. Each are big overall the property that the enterprise increases resource to carry falls child, undertake resource cooperates ahead of schedule. 2023, overall the enterprise predicts to continue to increase resource to develop strength, promotion seizes only integrated capacity.

02

Regain 3 north

Special high-pressured approve construction is carried fast

Program of base of large and clean the sources of energy allots 945 ” of “ , construction of project of 3 batches of large base of domestic is started quickly, the market that makes the key wind resource such as Inner Mongolia, Jilin, Xinjiang, Gansu Province visit an area anabiosises quickly.

2022, court of 3 north district, win the bid the capacity grows considerably, occupy score to be not amounted to 50.2% with 52.2% , be added newly and net capacity is occupied comparing is to be as high as 63.9% more. Unconscious, Xinjiang, Jilin becomes each inside big overall the key distribution area of industry industry be born.

Develop to prop up wind report to focus style, special high-pressured approve and construction are carried fast.

2022, electrified wire netting will be special high-pressured project set is investment key, during planning 945 ” of “ , devoted electrified wire netting invests 2.4 trillion yuan, put forward to do ” of good “ sanded Ge Huang large scene base sends passageway plan research, advance construction of system of pay of disappear of supply of new energy resources.

In January 2023, electrified wire netting is held worked 2023 the conference, the requirement accelerates various electrified wire netting to coordinate development, do good program and early days work, catch good major project, had served development of new energy resources.

Much province is in put forward to accelerate in governmental working report 2023 the passageway sends construction outside high pressure especially. Qinghai government strives the 2nd sends passageway start working construction outside high pressure especially, gansu Province puts forward to make good wine send outside the spring special high-pressured project early days works, chongqing key pushs plain change special high-pressured communication project, yunnan accelerates project of new energy resources and form a complete set to send a project, strive new go into operation 1, 5 million kilowatt.

03

Index gets manner change

Begin an affiliation with coal report

2022, power station of new energy resources builds index to allocate means happening to change, outside investing except the industry, the ability of peak of attune of power source side, crucial factor that optimizes resource of integrated bear side to become development business natural resources to compete.

To produce advantage of area of rich collect of natural resources of new energy resources, realize large-scale disappear accept, the development mode of large scene base to “ scene extreme misery store ” is much can complementary mode tilts.

Igneous report is the person basically be offerred of capacity demand, flexibility transforms the bear adjustment capability that can promote coal electric machinery group, release more n space for accept of disappear of new energy resources, stability of security of help electrified wire netting moves, make one of important instruments that promote offer of disappear of new energy resources.

Bureau of the sources of energy is encouraged use “ new the sources of energy + the development mode of coal report ” , drive flexibility of report of coal of form a complete set of large scene base to transform. Save index of new energy resources to allocate a file to encourage coal phone company and new energy company to begin materiality affiliation more, flexibility of the report that it is coal transforms report of alone configuration wind to develop scale.

China unsaturated polyester resin (UPR)

04

Apply setting diversity

Release more increment space

2022, wind energy to diversity from form of onefold the sources of energy integrated the sources of energy applies setting transition, wind report + hydrogen can, wind report + report of grass, wind + warm oneself, wind report + countryside is revitalized, wind report + the condition of development new job such as garden area emerges in endlessly.

“ wind report + what ” can promote land not only is integrated use value, promote the offer of disappear of on the spot of new energy resources, OK still the profit pattern that compose establishs diversity, drive transition of green of area the sources of energy, open space of market of increment of wind cable industry.

2022, garden of 0 carbon industry is like the emerge in large numbers like emerge. Suffer carbon to discharge double accuse policy tie, high cost can industry and idea of area change development, the much province such as Anhui, Jiangsu, Qinghai, Gansu Province, Shandong puts forward clearly to make garden of 0 carbon industry and system of 0 carbon power. Inner Mongolia puts forward, scale of pay of disappear of new energy resources of area of 0 carbon garden was amounted to 2022 50% , achieve inside 3 years 80% . Last year in August, sichuan decided 17 nearly 0 carbon discharge garden area to try bit of list, construction enters materiality phase.

2022, policy urges 1000 country of “ ” of action of wind of drive of 10 thousand villages. In those days in June, jilin province allotted a “ wind report + countryside promotes ” provincial plan. This province is in put forward in governmental working report 2023, new make known to lower levels 3, scene of 001 administrative village generates electricity index, realize administrative village to be enclothed completely, ensure total 2024 put into production amounts to effect.

Report of “ maritime wind + the ” that make hydrogen becomes maritime the sources of energy to develop a tendency integratedly. Compose of plan of Fujian Province Zhangzhou builds “ to make hydrogen - hydrogenation - catenary of industry of Chu Qing ” . Shanghai is accelerated break through report of maritime use fresh water to solve water to control hydrogenous bottleneck, reduce seawater to control hydrogenous cost. Tang Shan city encourages “ maritime wind report + hydrogenous ammonia ” is shirt-sleeve, advance maritime wind report + briny desalt, electroanalysis water makes hydrogenous overall arrangement.

Report of “ maritime wind + marine grass ” already entered essence to boost level. In December 2022, windward report and marine grass confluence expand demonstrative project of test of confluence of windward report of sea of 300MW of marine grazing land of town of city of Shandong province prosperous and 3 gorge group and Lai city of great capacity research test project all realizes total capacity and the net generates electricity.

05

“ is started with big acting small ”

Ability of old old fan changes warm up

Dish the vivid asset that put an amount is OK and ecbolic huge market. Change according to sending appoint institute of the sources of energy is calculated, aircrew undertakes transforming under the 1.5MW capacity that 15 years exceed to moving during 945 ” of “ , replacement demand exceeds 1, 8 million kilowatt, market dimensions anticipates amount to 63 billion yuan.

Old old unit upgrades it is OK to transform promotion project capacity and electricenergy production, improve the economic benefits of wind electric field. 2022, much ground open enlarge of field of old old wind is allowed or wait for a look to transform the job.

In April 2022, executive large-scale “ transforms project —— Chongqing 4 times with changing small ” to add a look greatly electric field of level ground wind changes extend project total capacity and net. In December, the “ that put on record changes Long Yuan of project —— Ningxia with the look ability such as report of wind of big acting small ” the look ability such as He Lan hill changes a project to approve set and the net generates electricity.

China unsaturated polyester resin (UPR)

Ningxia is wind report development prior visits one of areas, it is home make clear “ with file form the province area with policy of big acting small ” . 2022, this province accelerates research to build electric field of old old wind to reclaim recycle mechanism, breed fan to make, use, reclaim the whole industry catenary of recycle.

In July 2022, ningxia is clear with He Lan the area such as hill, sun hill, sweet hill attachs most importance to a dot, accelerate advance 4 million kilowatt “ of electric field of old old wind is transformed newlier with big acting small ” . September, this province puts forward to simplify “ of wind electric field examines and approve formalities with the ground with big acting small ” .

06

With zoology protection is united in wedlock

High quality develops consensus

Under target of ” of “ double carbon, industry of cable of wind of demand of large-scale, tall proportional construction must high quality develops. 2022, the health that the interest good policy that frequency gives is wind report, can develop continuously escort the Emperor convoy.

2022, hair change appoint, bureau of the sources of energy allots " the executive plan that about promoting new era high quality of new energy resources develops " , support is changed in Shi Mo, desert changes the mining area such as land and area of coal mining settlement to develop the project of new energy resources that has zoology environmental protection and repair beneficial result.

Zoology rehabilitate kind the demand using the land that development of project of new energy resources can ensure new energy resources to develop not only, still can realize new energy resources and zoology environment to coordinate development. Future, the development of wind report is used still extend ground of adjust measures to local conditions to coal mining cropland of settlement area, oil gas, Shi Mo is changed and salinization ground.

Wind report price war is continuous, fan equipment accident reachs increase of batch quality blemish. 2023, fan enters low consign period, need vigilant enterprise to compress cost to bury the equipment safety hidden danger below, and the supply that fast iteration brings about fan type, blade profile catenary quality problem.

2023, wind phone company should increase investment of research and development, it is driving force in order to produce character amount, form healthy market atmosphere, for wind report more large-scale production, deploy and efficient stability use ready-made.

2024
Newsolar Conference
15-18 December

New York City