我国海上风电进入市场化竞速期

Core Insights - China has become the world's largest offshore wind power market, leading global development in this sector under the "dual carbon" goals [1] - The offshore wind power industry in China is entering a market-driven competitive phase, characterized by accelerated deep-sea development, continuous technological upgrades, and multi-industry integration [1] Group 1: Deep-Sea Development Acceleration - The Three Gorges Jiangsu Dafeng 800 MW offshore wind project has set a new record for the farthest offshore distance in China at 85.5 kilometers [2] - The project will install 98 wind turbines, with an expected annual power generation of over 2.8 billion kWh, reducing CO2 emissions by over 2.37 million tons [2] - The successful advancement of this project validates the feasibility of deep-sea wind power development and helps expand market growth opportunities for wind power developers [2] Group 2: Technological Breakthroughs - China has achieved multiple breakthroughs in offshore wind power technology, including the launch of a 26 MW offshore wind turbine and improvements in subsea flexible DC transmission and deep-sea booster station technologies [4] - Innovations from companies like Mingyang Group have led to significant advancements in floating wind turbine technology, enhancing cost-effectiveness and scalability in deep-sea wind power development [4] - Goldwind has also made strides in offshore wind power, developing a 16 MW offshore wind turbine and 120-meter carbon fiber blades [4] Group 3: Industry Challenges and Solutions - The offshore wind power industry faces challenges such as technical difficulties in deep-sea development and long-term threats from marine corrosion [6] - The average corrosion rate of metal structures in offshore environments is 5-8 times higher than that of onshore equipment, necessitating a focus on material and structural innovations [6] - To address these challenges, a reliable lifecycle assurance system must be established, aiming to extend the lifespan of key components to over 25 years [6] Group 4: Strategic Development Initiatives - To navigate the complexities of construction and technical challenges, the industry should focus on four key strategies: developing new floating foundations, optimizing policy environments, exploring space-efficient uses of offshore wind and marine ranching, and enhancing experience sharing among coastal provinces [7] - These strategies aim to reduce lifecycle costs and enhance the overall value of the marine economy [7]