中国风电装机量五年翻番！全球度电成本低至0.2元 海上风电未来仍有降本空间

Core Viewpoint - Wind energy has become a major force in global energy transition, recognized for its technological maturity, environmental friendliness, and potential for large-scale application [1] Group 1: Wind Power Development in China - China has rapidly developed into a global leader in wind power, with significant advancements in technology, scale, offshore wind development, and digital applications [2] - In 2004, China's cumulative installed wind power capacity was less than 1 million kW, representing only 1.2% of the global total. By 2014, this figure surpassed 100 million kW, accounting for 27% of global capacity [2] - By 2025, China's cumulative installed wind power capacity is expected to exceed 600 million kW, doubling from 2020 levels, with an average annual increase of over 60 million kW during the 14th Five-Year Plan period [2] Group 2: Offshore Wind Power - As of September 2023, China's offshore wind power capacity reached 44.61 million kW, maintaining its position as the global leader, accounting for over half of the world's total offshore wind capacity [2][3] - The global offshore wind power capacity is projected to reach 83.2 GW by the end of 2024, a 10.6% increase from 2023, with China holding the largest share [3] Group 3: Cost Reduction in Wind Power - The cost of wind power has significantly decreased, making it a competitive option in the global energy market. By 2024, over 90% of renewable energy projects will have lower generation costs than the cheapest fossil fuels [4] - The average cost of onshore wind power in China has dropped to between 0.1 and 0.15 CNY/kWh, while offshore wind power averages around 0.33 CNY/kWh [4] - Future projections indicate that offshore wind project costs will decrease to between 8,700 and 11,700 CNY/kW by 2025, and further to 7,800 to 10,500 CNY/kW by 2030 [5] Group 4: Challenges in Global Energy Transition - Despite the advantages of wind power, the global energy transition faces challenges such as regional development imbalances and technological bottlenecks [7] - The COP28 aims for a threefold increase in renewable energy capacity by 2030, but achieving this requires overcoming supply chain limitations and addressing regional disparities in technology and infrastructure [7] - Global cooperation is essential to support countries, especially in the Global South, in utilizing clean energy effectively [8]