The national development and Reform Commission and the National Energy Administration recently issued the notice on printing and distributing the list of the first batch of large-scale wind power photovoltaic base construction projects focusing on deserts, Gobi and desert areas.
According to the notice, the project involves Inner Mongolia, Qinghai, Gansu, Shaanxi, Ningxia, Xinjiang, Liaoning, Jilin, Heilongjiang, Hebei, Shanxi, Shandong, Sichuan, Yunnan, Guizhou, Guangxi, Anhui, Hunan and other provinces and Xinjiang production and Construction Corps, with a total construction scale of 97.05gw.
The notice requires all localities to further implement the grid connected consumption conditions according to the list and in combination with the implementation of the renewable energy development plan of the 14th five year plan, reasonably arrange the commencement sequence according to the maturity of the project, one mature and one started for a long time, do not engage in sports commencement, and do not rush to form the "scale" of commencement, After the completion of the project, the "national large-scale wind power photovoltaic base project" will be awarded.
The notice specifies that the national development and Reform Commission and the national energy administration will rely on the monthly scheduling mechanism for the development and construction of existing renewable energy power generation projects, schedule the construction of large-scale wind power photovoltaic base projects on a monthly basis, and coordinate and solve major problems in the process of project construction.
Meanwhile, on December 24, at the 2022 national energy work conference, Zhang Jianhua, Secretary of the Party group and director of the national energy administration, released seven key tasks for next year's energy work.
It is clearly proposed to accelerate the implementation of renewable energy substitution action, promote the nearby development and consumption of wind power photovoltaic in the eastern, central and southern regions, actively promote the cluster development of offshore wind power and the development of wind power photovoltaic bases in the "Three North" regions, pay close attention to the construction of wind power photovoltaic bases in deserts, Gobi and deserts, and start the implementation of "wind control action in thousands of villages and villages" and "Sunshine Action for thousands of families".
a total of 97.05gw, far greater than the total newly installed capacity of Fengguang since this year
On December 17, the National Energy Administration released the statistical data of national power industry from January to November. As of the end of November, the newly installed capacity of PV was 34.83gw and that of wind power was 24.7gw, the sum of which was 59.53gw. This time, the two ministries and commissions released the list of the first batch of large-scale wind power photovoltaic base construction projects, with a total of 97.05gw, which will be far greater than the total newly installed capacity of Fengguang since this year.
application for starting the second batch of large-scale wind power photovoltaic base projects
According to previous media reports, the National Energy Administration recently issued the notice on organizing the second batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas. The notice requires all provincial energy authorities to submit the list of the second batch of new energy bases before December 15. It is understood that the second batch of large-scale wind power photovoltaic base projects will focus on the construction in desert, Gobi and desert areas. At present, enterprises have high enthusiasm for application, and the industry is optimistic about the demand for scenery and installation in the next two years.
the industry is optimistic about the installed demand for scenery in the next two years
At present, China's first phase of projects with an installed capacity of about 100 million KW have been started in an orderly manner recently, mainly distributed in Inner Mongolia, Qinghai, Gansu, Ningxia, Shaanxi and Xinjiang. The national energy administration also said that it is necessary to strengthen the guarantee of policies and measures. In 2022, it is necessary to issue the implementation plan for carbon peak in the energy field, the plan for the modern energy system in the 14th five year plan, the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon transformation of energy, as well as the plans in various sub fields. Therefore, both the industry and investors are optimistic about the installed demand in the next two years.
Wang Bohua, honorary chairman of the photovoltaic industry association, said at the annual conference of China's photovoltaic industry in 2021 that the installed capacity in 2022 may increase to more than 75gw driven by China's huge reserves of photovoltaic power generation projects.
Citic Securities Company Limited(600030) according to the latest research report, the demand of photovoltaic industry is expected to maintain rapid growth and improve quarterly in 2022. It is estimated that the global PV installed capacity is expected to reach 210gw in 2022, with a year-on-year increase of more than 30%, and the demand rhythm is expected to show a "spoon shape", which is improved quarterly. Among them, projects such as China scenery base and "whole county photovoltaic" are accelerated. The approved scale of phase I project of China scenery base exceeds 100gw, and the average annual installed capacity of "whole county photovoltaic" is expected to reach 40gw; In the post epidemic era and the trend of rising electricity prices, the demand of overseas markets has recovered strongly. Among them, the European market and the U.S. market are still the main installed capacity, and the installed capacity in the European market is expected to continue to exceed 20GW; Under the trend of policy encouragement and cost decline, the markets of India, Latin America and other third world countries also occupy an important position.
Citic Securities Company Limited(600030) said that due to the improvement of demand margin and looking forward to the year-on-year growth of new installed capacity next year. 1) For auxiliary materials and inverters that benefit from the growth of installed capacity in the industry and have small fluctuations in gross profit margin, it is recommended to focus on Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) ; 2) As a leading PV module integration enterprise with continuously improved profitability, it is recommended to focus on Longi Green Energy Technology Co.Ltd(601012) and Ja Solar Technology Co.Ltd(002459) ; 2) To some extent, there may be tight supply and demand and equipment links benefiting from technological changes. It is recommended to focus on Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) , Shenzhen S.C New Energy Technology Corporation(300724) , Wuxi Autowell Technology Co.Ltd(688516) , etc.
China Greatwall Securities Co.Ltd(002939) believes that the global PV market is expected to usher in a big demand year in 2022 driven by the decline of raw material prices and policy support. It is expected that the global PV installed capacity will be 225gw and the Chinese PV installed capacity will be 110gw in 2022. The main industrial chain recommends silicon material leaders Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) which are expected to maintain a high level of profitability under the tight supply and demand of silicon material.
In the field of wind power, Haitong Securities Company Limited(600837) believes that with the national positive policy for wind power development and the cost reduction effect brought by the technical development of the wind power industry, China's wind power industry is expected to continue to develop at a high speed and its contribution to the national power supply will continue to improve. The cost reduction effect of large-scale offshore wind turbine is significant, and the price of about 4x00 yuan / kW has basically become the industry benchmark price of offshore wind turbine. Investment suggestions focus on bearings, wind towers ( Dajin Heavy Industry Co.Ltd(002487) , Titan Wind Energy (Suzhou) Co.Ltd(002531) ), submarine cables ( Ningbo Orient Wires & Cables Co.Ltd(603606) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Shanghai Qifan Cable Co.Ltd(605222) ), carbon fibers ( Jilin Chemical Fibre Co.Ltd(000420) , Weihai Guangwei Composites Co.Ltd(300699) ), etc.
Anxin Securities believes that Guangdong's 14th five year plan for offshore wind power has made new arrangements, which will promote the large-scale development of offshore wind power projects, basically complete the planned offshore shallow water projects, promote the construction of offshore deep-water projects in provincial waters, strive for the inclusion of East Guangdong's ten million kilowatt offshore wind power base into relevant national plans, and promote the construction of base projects, The investment in key projects will reach 90 billion yuan. Continue to recommend China's complete fan faucet Xinjiang Goldwind Science And Technology Co.Ltd(002202) (2208. HK).
(Financial Associated Press)
