随着传统化石能源带来的环境问题日益凸显，以及能源安全意识的不断提升，开发利用可再生能源 成为各国可持续发展战略的重要组成部分。海洋能是重要的绿色可再生能源，包括潮汐能（含潮差能和 潮流能）、波浪能、温差能、盐差能等，具有可精准预测、就近消纳、清洁低碳等优势，符合我国"双 碳"目标和能源结构转型需求，为沿海地区及海岛提供了重要的能源补充方案。本文通过分析海洋能开 发利用现状，梳理产业链，剖析问题，并以广州市南沙区为例，为沿海地区发展海洋能产业提出针对性 建议。 我国海洋能开发利用的现状图景 我国海域辽阔、岸线绵长、岛屿众多，海洋能资源丰富，具备规模化开发利用海洋能的优越条件， 加快海洋能规模化利用具有重要的战略意义和现实需求。截至2023年年底，我国海洋能总装机规模超过 1.2万千瓦，位居世界第四，海洋能已进入规模化利用和产业化发展的前夕。 在政策层面，我国将海洋能开发纳入《中华人民共和国能源法》等法律体系，从立法层面确立其战 略地位。自然资源部、国家发展改革委等六部门联合出台了《关于推动海洋能规模化利用的指导意 见》，明确提出到2030年海洋能装机规模达到40万千瓦的目标，从顶层设计层面强化了海洋能的战略地 ...

Core Viewpoint - The development of China's marine economy must focus on high-quality growth and innovation, as emphasized by President Xi Jinping during the Central Financial Committee meeting [1] Group 1: Marine Economy Development - The Ministry of Natural Resources and the National Development and Reform Commission have jointly issued 19 tasks and policy measures to promote the large-scale utilization of marine energy [1] - The "Penghu" platform, China's first semi-submersible wave energy aquaculture platform, demonstrates how to achieve green power supply and intelligent deep-sea aquaculture [1][3] Group 2: Technological Advancements - The "Penghu" platform, designed by the Guangzhou Institute of Energy Research, is equipped with 60 kW wave energy and 60 kW solar power generation systems, along with energy storage devices and automated feeding systems [4][12] - The platform's design allows for significant automation, reducing the number of workers needed for aquaculture operations from five to two [4][11] Group 3: Successful Harvests - The "Penghu" platform successfully harvested 150,000 pounds of the valuable fish species, red drum, demonstrating its effectiveness in extreme marine conditions [6][7] - The "Gesheng 1" platform, a larger counterpart, has a capacity to cultivate 450 to 600 tons of fish, showcasing the scalability of these marine farming technologies [7][12] Group 4: Resilience and Future Plans - The "Penghu" platform successfully withstood the impact of Super Typhoon "Sula," which reached wind speeds of 61.5 meters per second, proving its robustness [14][15] - Future plans include the development of multi-energy complementary platforms that integrate wave, wind, and solar energy to enhance economic efficiency and sustainability in marine operations [15]

Core Viewpoint - The development of China's marine economy must focus on high-quality growth and innovation, as emphasized by President Xi Jinping during the Central Financial Committee meeting [1] Group 1: Marine Economy Development - The Ministry of Natural Resources and the National Development and Reform Commission have released 19 tasks and policy measures to promote the large-scale utilization of marine energy [1] - The "Penghu" platform, China's first semi-submersible wave energy aquaculture platform, demonstrates how to achieve green power supply and intelligent deep-sea aquaculture [1] Group 2: Aquaculture Innovations - The "Penghu" platform has successfully harvested 150,000 pounds of the valuable fish species, red drum, showcasing its effectiveness in aquaculture [4] - The platform's design allows for a significant reduction in labor, with the operational workforce decreasing from five to two for one "Penghu" platform, and from nine to three for the larger "Gesheng 1" platform [3][4] Group 3: Technological Advancements - The "Penghu" platform is equipped with a wave energy generation system of 60 kW and solar power generation of 60 kW, along with energy storage devices and automated feeding systems [3] - The research and development of wave energy technology began over 40 years ago, with significant advancements made since 2010, including the establishment of a marine renewable energy fund [6][7] Group 4: Resilience and Future Plans - The "Penghu" platform successfully withstood the impact of Super Typhoon "Sula," demonstrating its stability and resilience in extreme weather conditions [10][11] - Future plans include the development of a large floating multi-energy complementary platform that integrates wave, wind, and solar energy, aiming to enhance economic efficiency and sustainability in marine operations [11]

Core Viewpoint - The Guangdong Marine Energy Industry Technology Innovation High-Quality Development Seminar highlighted Guangdong's achievements in marine energy development and its commitment to exploring new technologies, models, and business formats for high-quality growth in the marine economy [1][2]. Group 1: Marine Economic Development - Guangdong aims to transform its marine resource advantages into developmental strengths, contributing to the creation of a "new maritime Guangdong" and promoting high-quality economic and social development [1]. - The provincial government has set a target for the marine production value to exceed 2 trillion yuan by 2024, with traditional marine industries expected to grow by 7.5% and emerging marine industries by 8.3% [2]. - The offshore wind power sector has seen significant growth, with installed capacity reaching 12.51 million kilowatts, a tenfold increase since the end of the 13th Five-Year Plan, making Guangdong a national leader in this field [2]. Group 2: Technological Innovation - Guangdong is implementing an innovation-driven development strategy, establishing national-level energy research and innovation platforms to enhance collaborative development between industry, academia, and research [3]. - Notable technological advancements in offshore wind power include the establishment of the Yangjiang 500 kV offshore wind power reactive power compensation station and the world's first ultra-deepwater drilling vessel, "Dream," which signifies a breakthrough in deep-sea resource development [3][4]. - The province is also pioneering in deep-sea oil and gas development with the first fully green-designed offshore oil field and the first offshore CCUS project, promoting a new model of marine energy recycling [3]. Group 3: Energy Integration Models - Guangdong is exploring new paths for the integrated development of marine energy, focusing on a "green energy + blue granary" model that reshapes the marine economy [6]. - The province has developed a series of innovative projects, including the world's largest anti-typhoon wind-fish integration platform and the first semi-submersible wave energy farming platform, which contribute to a new industrial chain that integrates wind, fishery, and tourism [6]. - China General Nuclear Power Group is actively involved in exploring "energy +" integration models, including wind-fish integration and comprehensive energy islands, providing new solutions for marine economic development [6]. Group 4: Strategic Collaborations - The seminar featured several strategic collaborations, including projects focused on green ship fuel production and supply, offshore wind power-driven hydrogen production, and anti-typhoon floating photovoltaic demonstration projects [7]. - These collaborations reflect Guangdong's leading role in energy technology innovation and industrial synergy, contributing to China's modernization efforts [7]. - The event also included thematic reports and project presentations aimed at advancing Guangdong's marine energy industry to new heights [7].

Core Viewpoint - The photovoltaic industry is experiencing widespread losses among major companies, although some, like Longi Green Energy and Aiko Technology, are significantly reducing their losses due to the penetration of BC batteries into the market [1]. Group 1: Longi Green Energy - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, a reduction of 2.443 billion to 2.843 billion yuan year-on-year [2]. - The company is still facing losses due to the main products' market prices falling below cost, but improved internal management and the introduction of HPBC 2.0 components have led to increased orders and shipments, resulting in a significant reduction in losses [2]. Group 2: Tongwei Co., Ltd. - Tongwei Co., Ltd. anticipates a net loss of approximately 4.9 billion to 5.2 billion yuan for the first half of 2025, compared to a net loss of 3.129 billion yuan in the same period last year [3]. - Despite the growth in photovoltaic installation scale, the company is facing losses due to an imbalance in supply and demand leading to depressed product prices [3]. Group 3: JA Solar Technology - JA Solar Technology expects a net loss of 2.5 billion to 3 billion yuan, compared to a loss of 874.6 million yuan in the same period last year [4]. - The company is experiencing intensified competition and price pressure across the photovoltaic supply chain, exacerbated by international trade protection policies, leading to a decline in sales prices and profitability [4]. Group 4: Junda Co., Ltd. - Junda Co., Ltd. projects a net loss of 200 million to 300 million yuan, compared to a loss of 166.34 million yuan in the same period last year [7]. - The company has significantly increased its overseas sales proportion from 23.85% in 2024 to 51.90% in the first half of 2025 by expanding into new markets [7]. - Junda successfully listed on the Hong Kong Stock Exchange, raising a net amount of 1.29 billion HKD [7]. Group 5: Aiko Technology - Aiko Technology expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a projected net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [9]. - The company has optimized its product structure and significantly increased its overseas sales proportion, leading to improved overall gross margins and operational efficiency [9].

Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum (MCES2025) will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - It will feature various activities including the Youth Scientist 10² Forum, an industry development and innovation technology conference, and specialized forums [1]. Group 2: Organizers and Participants - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University Marine Resource Development Technology Innovation Research Institute [2]. - Notable participants include Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, the director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [2]. Group 3: Youth Scientist 10² Forum - The Youth Scientist 10² Forum will feature presentations from young scientists, with a format of 10 minutes for presentations followed by 5 minutes of expert commentary [8]. - The forum aims to recognize the top 10 outstanding youth reports and award certificates [8]. Group 4: Key Topics and Sessions - The forum will cover various topics including the development trends of the marine clean energy industry, policy foresight for the 14th Five-Year Plan, and the integration and collaboration of the industry [9]. - Specific sessions will address the challenges and innovations in deep-sea development, including construction equipment and power generation technologies [10]. Group 5: Specialized Topics - The forum will include specialized discussions on offshore wind power, offshore photovoltaic, marine energy, and Power to X technologies [4][16]. - Each specialized session will focus on current trends, technological advancements, and practical applications in the respective fields [12][14][15].

Core Viewpoint - The establishment of the Marine Energy Innovation Alliance in the Greater Bay Area marks a significant step towards collaborative development in marine energy technology and industry, aiming to create a national-level innovation platform for marine renewable energy [6][8][12] Group 1: Marine Energy Innovation Alliance - The Marine Energy Innovation Alliance consists of 16 member units, led by the Zhuhai Marine Development Bureau, integrating resources from universities, research institutions, and energy companies [6] - The alliance aims to transition from individual efforts to collaborative strategies in marine energy technology innovation, aligning with national marine development strategies [6][8] - The alliance's formation is expected to enhance the integration of cutting-edge technologies and industry trends, promoting the innovative development of marine energy in the Greater Bay Area [6][8] Group 2: Marine Energy Resources and Development - Zhuhai has a significant advantage in marine energy development, with a coastal area of 9,348 square kilometers and numerous islands, making it a key region for wave energy research in China [8] - The "Nankun" floating wave energy device, developed in Zhuhai, has a maximum daily power generation capacity of 24,000 kWh, sufficient to meet the daily electricity needs of approximately 3,500 households [8] - The region is home to several marine energy generation devices, including the "Wanshan," "Nankun," and "Penghu" units, and has established the first offshore wind power demonstration project in Guangdong Province [9] Group 3: Technological Innovation and Future Directions - The Chinese government has issued guidelines to promote the large-scale utilization of marine energy, emphasizing the need for technological innovation and the development of new production capabilities in the marine sector [11] - The alliance plans to enhance research on key technologies for the large-scale utilization of marine energy, focusing on wave energy, tidal energy, and other renewable sources [11][12] - Establishing a marine energy equipment certification system is part of the strategy to improve the comprehensive development and utilization of marine energy resources [12]