从"可行"迈向"经济" 海上光伏正崛起
Zheng Quan Ri Bao·2025-12-03 01:53

Core Insights - The offshore photovoltaic industry is transitioning from demonstration to large-scale development, driven by supportive policies and the need to address land resource constraints [1][2][3] - The cumulative installed capacity of offshore photovoltaic in China is expected to exceed 60 million kilowatts by 2027, highlighting the rapid growth of this sector [3] - The integration of offshore photovoltaic with other industries such as wind power and aquaculture is becoming a key strategy for promoting the "Marine Power Nation" initiative [1][2] Industry Development - The offshore photovoltaic sector is gaining momentum due to increasing policy support and market interest, with a collaborative investment landscape involving state-owned enterprises and private companies [3][6] - Major state-owned enterprises like China Energy Investment Corporation and China Huaneng Group are leading large-scale project developments, while private firms like LONGi Green Energy and TCL Zhonghuan are focusing on equipment manufacturing and technological innovation [3][6] Economic and Technical Challenges - Despite its potential, the offshore photovoltaic industry faces significant challenges related to economic viability and construction costs due to harsh marine environments [4][5] - The need for improved system efficiency, safety, and reliability in offshore conditions is critical, necessitating long-term empirical testing and validation [4][5] Technological Innovations - Companies are actively pursuing technological breakthroughs to reduce costs and enhance the durability of offshore photovoltaic systems [6][7] - For instance, LONGi Green Energy's BC2.0 components can significantly reduce sea area usage and initial investment costs for offshore projects [6] - The introduction of the first 110 kV offshore photovoltaic transformer station by TBEA marks a significant advancement in the industry, enhancing energy collection and transmission efficiency [7][8] Operational Efficiency - The industry is exploring "minimal human, unmanned" smart management to lower lifecycle operation and maintenance costs [9] - Innovative integration models, such as "photovoltaic + wind power" and "photovoltaic + aquaculture," are enhancing the economic viability of offshore photovoltaic projects [9]