“数”里行间见证我国风电持续保持高速稳定发展 “AI+”引领新趋势

Core Insights - China's wind power installed capacity has ranked first in the world for 15 consecutive years, entering a new era of adding over 10 million kilowatts annually [1][3] - By 2035, non-fossil energy consumption in China is expected to exceed 30%, with total installed capacity of wind and solar power reaching over six times that of 2020, aiming to surpass 360 million kilowatts [1][3] Wind Power Development - As of now, the newly added wind power capacity in China exceeds 57.84 million kilowatts, with a cumulative installed 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 society [1] Resource Potential - The "Three North" regions have an economic and technical development potential of over 750 million kilowatts for onshore wind energy, while the central and southeastern regions have over 250 million kilowatts [3] - Offshore wind energy resources within 300 kilometers have a development potential exceeding 270 million kilowatts, entering a phase of large-scale commercialization [3] International Expansion - Chinese wind turbine manufacturers are accelerating their international expansion, exporting to 57 countries across six continents, with seven manufacturers establishing or planning to establish overseas factories [5] Future Goals - The reasonable development target for China's wind power is to add no less than 12 million kilowatts annually during the 14th Five-Year Plan, aiming for a cumulative installed capacity of 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [7] Technological Innovations - Wind power equipment companies are introducing AI-integrated innovations, enhancing the operational efficiency of wind turbines by allowing them to adjust output based on electricity price fluctuations, potentially increasing profitability by 2% to 2.5% [8][10] - The first AI-integrated wind and storage unit has been developed, which can significantly enhance the revenue of wind farms by over 20% [10] Market Reforms - A new policy mandates that all renewable energy projects must enter the electricity market, with prices determined through market transactions starting June 1, which presents new challenges for wind energy companies due to price volatility [12] Local Economic Impact - The rapid development of wind power has benefited regions like Fuxin in Liaoning, which is transitioning from a coal-based economy to a wind power industry hub, with significant investments in wind turbine manufacturing [16][18] - Fuxin has established itself as a key player in the wind power equipment industry, with a complete supply chain covering core components such as turbines, towers, motors, and electrical equipment [18]