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【行業(yè)資訊】2029年，中國這個市場將成為全球第一！[industry information] in 2029, China will become the number one market in the world!
發(fā)布時間：
2021-03-24
全球知名能源咨詢顧問公司伍德麥肯茲（WoodMackenzie）的一份報告顯示，全球海上風(fēng)電運(yùn)維(O&M)市場預(yù)計(jì)每年增長16%，到2029年將達(dá)到120億美元，屆時中國將成為最大的市場。根據(jù)報告，按地區(qū)劃分，歐洲仍是最大的海上運(yùn)維市場，到2029年將達(dá)到66億美元，而亞洲和美國快速擴(kuò)張的市場可能會給國內(nèi)以及國際投資者帶來新的挑戰(zhàn)和機(jī)遇。2021年2月25日，根據(jù)全球風(fēng)能理事會（GWEC）發(fā)布的最
全球知名能源咨詢顧問公司伍德麥肯茲（Wood Mackenzie）的一份報告顯示，全球海上風(fēng)電運(yùn)維(O&M)市場預(yù)計(jì)每年增長16%，到2029年將達(dá)到120億美元，屆時中國將成為最大的市場。
根據(jù)報告，按地區(qū)劃分，歐洲仍是最大的海上運(yùn)維市場，到2029年將達(dá)到66億美元，而亞洲和美國快速擴(kuò)張的市場可能會給國內(nèi)以及國際投資者帶來新的挑戰(zhàn)和機(jī)遇。
2021年2月25日，根據(jù)全球風(fēng)能理事會（GWEC）發(fā)布的最新數(shù)據(jù)：目前，全球海上風(fēng)電裝機(jī)已經(jīng)超過35GW，幾乎是五年前的三倍。英國依然是海上風(fēng)電裝機(jī)最多的國家，總裝機(jī)量超過10GW，中國則超過德國，成為全球海上風(fēng)電裝機(jī)第二多的國家。
而2020年，全球海上風(fēng)電新增裝機(jī)超過6GW，為歷史最高水平。中國連續(xù)第三年成為海上風(fēng)電最大市場，2020年新增海上風(fēng)電并網(wǎng)容量超過3GW，占到全球增量的一半。歐洲市場保持穩(wěn)定增長，荷蘭以近1.5GW的新增裝機(jī)排在全球第二位，比利時、英國、德國排在第三到五位。
此前，歐洲風(fēng)能協(xié)會WindEurope發(fā)布了2020年度歐洲海上風(fēng)電統(tǒng)計(jì)數(shù)據(jù)。2020年歐洲海上風(fēng)電新增裝機(jī)291.8萬千瓦，比2019年減少了70多萬千瓦的新增規(guī)模，但累計(jì)裝機(jī)仍超過了25GW大關(guān)，最終達(dá)到2501.4萬千瓦的規(guī)模。
統(tǒng)計(jì)顯示，歐洲2019年新增并網(wǎng)風(fēng)機(jī)356臺，涉及12座海上風(fēng)電場，5個國家。
從國內(nèi)市場看，在“3060”碳排放目標(biāo)的指引下，廣東、江蘇、浙江等沿海省份近期陸續(xù)發(fā)布十四五新能源規(guī)劃，重點(diǎn)推進(jìn)海上風(fēng)電發(fā)展，僅上述三省新裝機(jī)容量就超過32GW，海上風(fēng)電迎來發(fā)展“黃金期”。
國信證券認(rèn)為，粵蘇浙三省積極推進(jìn)海上風(fēng)電發(fā)展，掃清海上風(fēng)電龍頭企業(yè)的估值障礙，全球海上風(fēng)電市場是具有10年5倍成長性的黃金賽道，國內(nèi)龍頭企業(yè)憑借與國際比肩的技術(shù)積累和市場基礎(chǔ)，有望在十四五期間順利打開國際市場。
"我們希望看到針對高補(bǔ)貼項(xiàng)目（包括近岸和小型渦輪機(jī)）開發(fā)的O＆M戰(zhàn)略正在發(fā)展，以適應(yīng)大型渦輪機(jī)和補(bǔ)貼減少的新市場格局。隨著整體運(yùn)維市場的增長，這些變化將為海上風(fēng)電領(lǐng)域的現(xiàn)有和新的參與者帶來新的機(jī)會。"伍德麥肯茲的高級分析師Shimeng Yang說。
隨著制造商將更多資源用于更新和更大型號的渦輪機(jī)的O＆M服務(wù)，該報告著重指出，老化的渦輪機(jī)機(jī)隊(duì)為獨(dú)立服務(wù)提供商和內(nèi)部專家提供了“重大機(jī)遇”。
伍德麥肯茲研究助理Finlay Clark表示：“隨著渦輪機(jī)復(fù)雜性和項(xiàng)目規(guī)模的不斷飆升，必須采用同樣創(chuàng)新的運(yùn)維實(shí)踐來應(yīng)對適應(yīng)渦輪機(jī)容量快速增長的設(shè)計(jì)和制造創(chuàng)新。
“中國將成為全球最大的海上風(fēng)電運(yùn)維市場。”
分析強(qiáng)調(diào)，預(yù)計(jì)中國將超過英國，成為全球最大的單一海上風(fēng)電運(yùn)維市場，在整個2020年代增長41GW，導(dǎo)致總裝機(jī)容量達(dá)到49GW，相當(dāng)于20億美元的運(yùn)營費(fèi)用（opex）機(jī)會。
According to a report by wood Mackenzie, a world-renowned energy consulting firm, the global offshore wind power operation and maintenance (O & M) market is expected to grow by 16% every year and reach US $12 billion by 2029, when China will become the largest market.
According to the report, Europe is still the largest offshore operation and maintenance market by region, reaching US $6.6 billion by 2029, while the rapidly expanding markets in Asia and the United States may bring new challenges and opportunities to domestic and international investors.
On February 25, 2021, according to the latest data released by the Global Wind Energy Council (GWEC), the global offshore wind power installed capacity has exceeded 35gw, almost three times that of five years ago. The UK is still the country with the most offshore wind power installed, with a total installed capacity of more than 10 GW, while China is the second largest country in the world with more offshore wind power installed than Germany.
In 2020, the new installed capacity of global offshore wind power will exceed 6Gw, the highest level in history. China has become the largest offshore wind power market for the third year in a row. In 2020, the new offshore wind power grid connected capacity will exceed 3gw, accounting for half of the global increment. The European market has maintained a steady growth. The Netherlands ranks second in the world with nearly 1.5gw of new installed capacity, while Belgium, the UK and Germany rank third to fifth.
Earlier, windeurope, the European Wind Energy Association, released statistics on European offshore wind power in 2020. In 2020, the new installed capacity of offshore wind power in Europe will be 2.918 million KW, which is more than 700000 kW less than that in 2019. However, the cumulative installed capacity will still exceed the 25gw mark, and finally reach the scale of 25.014 million KW.
Statistics show that 356 new grid connected wind turbines will be added in Europe in 2019, involving 12 offshore wind farms and 5 countries.
From the domestic market, under the guidance of the "3060" carbon emission target, Guangdong, Jiangsu, Zhejiang and other coastal provinces have recently successively issued the new energy planning of the 14th five year plan, focusing on promoting the development of offshore wind power. The newly installed capacity of the above three provinces alone exceeds 32gw, ushering in the "golden period" of offshore wind power development.
Guosen Securities believes that Guangdong, Jiangsu and Zhejiang actively promote the development of offshore wind power and remove the valuation obstacles of leading offshore wind power enterprises. The global offshore wind power market is a golden track with a growth rate of 5 times in 10 years. Domestic leading enterprises are expected to successfully open the international market during the 14th Five Year Plan period by virtue of their technology accumulation and market foundation.
"We would like to see the development of O & M strategies for high subsidy projects (including offshore and small turbines) to adapt to the new market pattern of large turbines and reduced subsidies. With the growth of the overall operation and maintenance market, these changes will bring new opportunities for existing and new participants in the offshore wind power field. "SHIMENG Yang, a senior analyst at wood McKenzie, said.
As manufacturers devote more resources to O & M services for newer and larger turbine models, the report highlights that the aging turbine fleet presents "significant opportunities" for independent service providers and in-house experts.
Finlay Clark, research assistant at wood McKenzie, said: "as turbine complexity and project size continue to soar, the same innovative O & M practices must be adopted to cope with the design and manufacturing innovations that adapt to the rapid growth of turbine capacity.
"China will become the largest offshore wind power operation and maintenance market in the world."
The analysis emphasizes that China is expected to surpass the UK and become the world's largest single offshore wind power operation and maintenance market, with an increase of 41gw throughout the 2020's, resulting in a total installed capacity of 49gw, equivalent to an OPEX opportunity of US $2 billion.
Keyword:
in,the,and,of,wind,offshore,上風(fēng),to,power
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