从“有风就发”到“看价发电” 中国风电变“聪明”了

Core Insights - China's wind power installed capacity has ranked first in the world for 15 consecutive years, with a new era of annual additions exceeding 10 million kilowatts [1][3] - The total installed capacity of wind power in China is projected to reach 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [5] - The integration of AI technology in wind power equipment is enhancing operational efficiency and profitability [5][7] Wind Power Capacity and Development - As of now, China's newly connected wind power capacity exceeds 57.84 million kilowatts, with a cumulative capacity of 580 million kilowatts, accounting for 15.7% of the national power generation capacity [1] - Wind power generation from large-scale enterprises contributes to 10.1% of the total electricity consumption in the country [1] - The "Three North" regions have over 75 billion kilowatts of economically and technically exploitable onshore wind energy resources [3] Technological Advancements - The introduction of AI-integrated wind turbines allows for flexible power generation based on electricity price fluctuations, extending the lifespan of turbines by 5 years and increasing yield by 2% to 2.5% [5] - The first AI wind-storage integrated machine has been developed, enhancing revenue from wind farms by over 20% [7] Market Dynamics and Challenges - Starting June 1, 2023, all new energy projects will enter the electricity market, with prices determined through market transactions, posing new challenges for wind power companies [9] - Smart algorithms are now involved in the entire electricity trading process, significantly improving efficiency and addressing the instability of renewable energy generation [11] Regional Development and Economic Impact - The city of Fuxin, once known for coal, is transforming into a hub for wind power, with significant investments in wind turbine manufacturing [12][14] - Fuxin has become a key location for the onshore wind power equipment industry cluster in Liaoning Province, with major domestic wind power companies establishing operations there [16]