海上风电产业从“单点竞争”迈向“生态共赢”

Core Insights - China leads the world in offshore wind power installation, with a cumulative grid-connected capacity of 41.27 GW by the end of 2024, accounting for nearly half of the global total [2][4] - The offshore wind power industry in China is transitioning from a loose competitive model to a collaborative innovation model across the entire industry chain, emphasizing risk-sharing and benefit-sharing [1][2] - The establishment of the Offshore Wind Power Modern Industry Chain Alliance marks a new phase of systematic advancement in China's offshore wind power sector [1][2] Industry Development - The offshore wind power sector in China has seen continuous growth, with new installations leading globally for seven consecutive years and cumulative installations leading for four years [2][4] - A comprehensive policy framework has been established since 2007, supporting the development of offshore wind power through various regulations and guidelines [2][4] - Coastal provinces like Jiangsu and Guangdong have initiated large-scale offshore wind projects, with installed capacities exceeding 10 GW, indicating strong market demand and development momentum [3][4] Technological Advancements - China has developed a complete industrial chain for offshore wind power, covering all aspects from design to maintenance, capable of supporting annual new installations of tens of millions of kilowatts [2][4] - Technological innovations, such as the domestically produced 26 MW offshore wind turbine and advancements in flexible DC transmission, are driving the sector forward [4][5] - The focus on deep-sea development is becoming essential as nearshore resources become increasingly scarce, with new regulations guiding offshore wind projects to deeper waters [5] Regional Focus - Liaoning Province is highlighted as a key area for offshore wind power development, with significant resources and a complete industrial chain supporting its growth [4][5] - Dalian is positioning itself as a hub for offshore wind power, with plans for large-scale projects and investments aimed at expanding its capacity [5] - The local government is actively promoting the integration of offshore wind power with other industries, such as hydrogen production and aquaculture, to enhance resource utilization [5]