文 | 国家能源局 9月2 4日，国家能源局局长王宏志《以更大力度推动我国新能源高质量发展》在《学习日 报》发布。其中提到： 党的十八大以来，我国新能源产业通过规模跃升和开放竞争，持续推动技术创新和产品迭 代，实现成本快速下降， 陆上风电累计降本6 0%以上，光伏发电累计降本8 0%以上， 当 前新能源平均度电成本已比煤电低三成，用电集中的午高峰成为电价低谷。 2 0 24 年 全 国 新 能 源 重 点 项 目 完 成 投 资 额 约 1.2 万 亿 元 ， 占 电 力 领 域 重 点 项 目 投 资 超 过 5 0%，占全国固定资产投资超过2%。在部分资源优异省区，新能源发电及装备制造贡献 了全省（区）2 0%以上固定资产投资。 在新能源快速发展的推动下， 新一代煤电、抽水蓄能、新型储能等多元调节存储技术快 速发展。 面向新形势新需要， 新能源的发展方式正加速向集成应用升级，各类新技术、新模式、 新业态蓬勃涌现， 助力增强新能源资源配置能力和利用效率，提升新能源就近就地消纳 水平，具体表现在： 一是多能融合，以绿电制氢氨醇为代表的多能转换技术正加速探索与示范应用，气 电掺氢、煤电掺氨，以及化工、交通、冶金 ...

Summary of Wind Power Industry Conference Call Industry Overview - The wind power industry is expected to show significant improvements in its fundamentals in 2025, with strong performance from export chains and component manufacturers in the first half of the year, and anticipated growth from domestic offshore wind and turbine companies in the second half [1][3]. Key Projections - The installed capacity for onshore wind power is projected to reach 100 GW in 2025, representing a year-on-year growth of 30%-40% [5][11]. - Offshore wind power capacity is expected to double to around 10 GW in 2025, indicating rapid growth in both onshore and offshore segments [5][11]. Project Reserves and Support - There is a substantial reserve of domestic offshore wind projects, including approximately 17-18 GW of projects that have been tendered but not yet started, over 20 GW that have been approved but not tendered, and 40-50 GW of competitive projects [6][9]. - Policy support for deep-sea development is expected to bolster future installations [6]. International Market Dynamics - In the first eight months of 2024, overseas Final Investment Decision (FID) projects totaled 8 GW, surpassing the total for the previous year, with 12 GW of projects under construction, up from 10 GW last year [7][8]. - The European market, particularly the UK, France, and Germany, has significantly contributed to these figures, despite challenges in the US market [7][8]. Catalysts for Growth - Key catalysts for industry growth in the second half of 2024 include: 1. A robust tender reserve of approximately 160-170 GW for 2024, with about 60-70 GW of projects yet to be constructed [12]. 2. Favorable economic conditions for wind power, with internal rates of return (IRR) remaining attractive for investors [12]. 3. Strong order books for major turbine manufacturers, with orders increasing by over 10% compared to the end of 2024 [12][15]. Investment Recommendations - The wind power sector is currently viewed as a strong investment opportunity, with expectations of accelerated performance across the entire industry chain in the second half of 2024 [14]. - It is recommended to focus on leading companies in sub-sectors such as submarine cables, piles, turbines, and components to capitalize on the upcoming growth cycle [14]. Long-term Outlook - The medium to long-term outlook remains positive, with expectations of continued high growth in both domestic and international markets, supported by large-scale project reserves and favorable policies [9][10]. - By 2026, global installed capacity is projected to reach 10 GW or more, indicating more than double the growth compared to previous years [9]. Conclusion - The wind power industry is poised for significant growth, driven by strong fundamentals, substantial project reserves, and favorable market conditions both domestically and internationally. Investors are encouraged to consider strategic allocations in this sector to leverage upcoming opportunities.

Core Viewpoint - Fujian Province is actively promoting the development of renewable energy and accelerating its green transformation through a newly issued action plan aimed at achieving comprehensive green transition in the economy and society [1][2]. Group 1: Action Plan Overview - The action plan emphasizes the development of non-fossil energy as a core task, including the upgrade of onshore wind power, acceleration of offshore wind projects, and safe development of nuclear power [1][3]. - By 2030, the proportion of non-fossil energy consumption in Fujian is expected to exceed 30% [3]. Group 2: Implementation Pathways - The action plan outlines three specific pathways for energy green and low-carbon transformation: 1. Strengthening the clean and efficient use of fossil energy, with strict control over coal consumption growth during the 14th Five-Year Plan period and gradual reduction in coal consumption proportion during the 15th Five-Year Plan [2]. 2. Promoting the development of non-fossil energy, including the construction of offshore wind power bases and the exploration of marine energy [3]. 3. Accelerating the establishment of a new power system, enhancing the provincial power grid, and promoting the construction of new energy storage facilities [3]. Group 3: Government Support and Policies - Central and local governments have introduced various policies to support the development of renewable energy, focusing on consumption mechanisms, industrial guidance, and market reforms [4]. - Specific measures include the development of advanced energy industries in cities like Beijing and Jiangsu, with goals to cultivate leading enterprises and strategic emerging industry clusters by 2030 [4]. Group 4: Challenges and Solutions - The rapid development of the renewable energy industry has led to increased challenges such as consumption difficulties and pressure on the power system [5]. - Recent policies from the central government aim to address these challenges, including mechanisms for promoting local consumption of renewable energy [6].

Core Viewpoint - Danzhou Yangpu is actively constructing a comprehensive offshore wind power industry ecosystem, focusing on the entire industrial chain from upstream power generation to downstream applications, while aiming to support the Hainan Free Trade Port's development with clean energy [1] Summary by Relevant Sections Clean Energy Capacity - Danzhou Yangpu's total installed clean energy capacity has exceeded 3 million kilowatts, providing strong green power for the Hainan Free Trade Port construction [1] - The offshore wind power capacity has reached 1.2 million kilowatts, while photovoltaic power capacity stands at 850,000 kilowatts [1] - Additional clean energy sources include onshore wind power (99,000 kilowatts), gas power (1.43 million kilowatts), waste heat power (27,750 kilowatts), biomass power (130,000 kilowatts), and small hydropower (48,000 kilowatts), forming a diversified green energy supply system [1] Supporting Infrastructure - The wind power industrial park's supporting projects, including docks and roads, are progressing steadily [1] - The designed annual throughput capacity of the supporting dock is 5.36 million tons, capable of accommodating one 50,000-ton vessel and two 20,000-ton vessels simultaneously [1] - The completed roads will facilitate efficient and convenient transportation for large equipment such as wind turbines [1] Charging Infrastructure - A total of 17,475 charging piles (18,290 guns) and 249 charging stations have been established, along with 6 battery swap stations (246 batteries), achieving a vehicle-to-pile ratio of approximately 1:1.19, ranking among the top three in the province [1] - This infrastructure is accelerating the development of the Hainan Free Trade Port as a "green engine" for high-quality growth [1]

Core Insights - Mingyang Smart Energy has signed a strategic cooperation agreement with UK energy technology company Octopus Energy to accelerate the development of onshore wind power in the UK [1] - The partnership aims to develop up to 6GW of local renewable wind power capacity through Octopus Energy's "Winder" wind resource platform [1] - Initial collaboration will focus on onshore wind energy, with plans to explore other energy solutions including solar power and battery storage systems in the future [1]

其中，海上风电约1250万千瓦居内地第一，陆上风电约620万千瓦，光伏发电约5750万千瓦，生物质发 电约480万千瓦。"1250万千瓦海上风电每年发电量可等效节省标煤约1087万吨，减少二氧化碳排放量约 2893万吨。"南方电网广东电网新能源服务中心并网管理组组长李博说。 海陆一体阳江三山岛海上柔直输电工程关键线路江门段(简称：江门段)8月15日正式动工。其间，中国 南方电网广东电网公司透露，截至7月底，广东省新能源累计并网容量突破8000万千瓦。 资讯编辑：陈群 021-26096771 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 ...

Core Viewpoint - The International Renewable Energy Agency (IRENA) reports that renewable energy has become the cheapest source of electricity globally, with a record growth expected in 2024, avoiding $467 billion in fossil fuel usage [1][6]. Group 1: Renewable Energy Growth - In 2024, global renewable energy capacity is projected to increase by 582 GW, marking a 19.8% rise from 2023, the highest annual growth rate in history [4]. - The surge in capacity is primarily driven by the rapid expansion of solar and onshore wind energy, supported by mature supply chains and strong policy frameworks [4][6]. Group 2: Economic Competitiveness - Renewable energy is not only crucial for environmental protection but also economically superior to fossil fuels, as evidenced by technological advancements and competitive supply chains [3][6]. - In 2024, 91% of newly commissioned utility-scale capacity has a levelized cost of electricity (LCOE) lower than the cheapest new fossil fuel alternatives [7]. Group 3: Cost Trends - The LCOE for new utility-scale onshore wind projects is the lowest among renewable sources at $0.034 per kWh, followed by solar PV at $0.043 per kWh and hydropower at $0.057 per kWh [7]. - From 2010 to 2024, the total installation costs for solar PV have decreased to $691 per kW, onshore wind to $1,041 per kW, and offshore wind to $2,852 per kW [8]. Group 4: Regional Cost Competitiveness - In the onshore wind sector, China ($0.029 per kWh) and Brazil ($0.030 per kWh) have LCOEs below the global average [12]. - In the solar PV sector, China ($0.033 per kWh) and India ($0.038 per kWh) also have costs below the average [13]. - Average offshore wind prices in Asia are $0.078 per kWh, slightly lower than Europe’s $0.080 per kWh [14]. Group 5: Future Outlook - By 2029, global installation costs for solar PV are expected to drop to $388 per kW, onshore wind to $861 per kW, and offshore wind to $2,316 per kW [15]. - The report indicates that technological maturity and strengthened supply chains will drive long-term cost reductions, although geopolitical risks and supply chain bottlenecks may lead to short-term cost increases [16].

Core Viewpoint - The development of zero-carbon parks faces significant challenges, including conflicts between traditional centralized energy systems and emerging distributed energy systems, which hinder the effective implementation of zero-carbon initiatives [1][2]. Group 1: Zero-Carbon Park Characteristics - Zero-carbon parks are fundamentally based on distributed energy systems, which are essential units in the energy transition process [2]. - The future energy system architecture should prioritize distributed energy systems while incorporating centralized systems as a supplementary component [2]. - The traditional large energy system is characterized by regulatory frameworks that ensure fair access for users, but innovations that reduce energy sales can disrupt the recovery of fixed network costs [2]. Group 2: Global Trends and Cost Dynamics - There is no official definition for "zero-carbon parks," but common goals include achieving net-zero greenhouse gas emissions through various methods such as energy efficiency improvements and renewable energy utilization [3]. - The construction conditions for zero-carbon parks in China are becoming increasingly mature, evidenced by significant reductions in renewable energy production costs. For instance, the levelized cost of solar photovoltaic power is projected to drop from 0.90 yuan/kWh in 2014 to around 0.20 yuan/kWh by 2024, a decrease of 78% [3]. - Onshore wind power costs are also declining, from 0.55 yuan/kWh to approximately 0.18 yuan/kWh, a reduction of 67% [3]. Group 3: Opportunities for Low-Carbon Transition - During the 14th Five-Year Plan period, the construction of zero-carbon parks will be a key focus for local governments in promoting low-carbon transitions [4]. - Local governments are seen as the primary agents of reform, as they have the authority to implement mechanisms that facilitate the development of distributed energy systems [4]. - Zero-carbon parks present an opportunity for localities to leverage distributed energy systems to drive industrial low-carbon transitions and create synergies between low-carbon energy, industry, and the economy [4]. Group 4: Recommendations for Development - A shift in mindset is necessary to understand zero-carbon park construction through the lens of energy system transformation rather than traditional project-based thinking [5]. - Integrating energy system transformation logic into electricity system reforms is crucial, including adjustments to electricity pricing structures to reduce reliance on sales volume [5]. - Accelerating the reform of heating systems within zero-carbon parks is essential, as achieving zero-carbon heating supply is more feasible than in electricity, which could significantly impact traditional heating utility business models [5]. Group 5: Balancing Interests - The reform and innovation of mechanisms for zero-carbon parks must seek a balance between the interests of large and small energy systems, which poses a significant challenge for local governments [6].

Core Insights - The total investment in key energy projects in China exceeded 1.5 trillion yuan in the first half of the year, marking a year-on-year increase of 21.6% [3] - Investment in renewable energy generation continues to grow rapidly, with significant increases in onshore wind and solar energy investments [3] - Private enterprises are increasingly investing in the energy sector, with a year-on-year growth of 27.8% in investment [3] Investment Growth - Investment in renewable energy generation saw substantial growth, with onshore wind investment in Guangxi and Xinjiang doubling compared to the same period last year [3] - Centralized solar power investment increased by 24.5%, while distributed solar power investment grew by over 70% [3] - Investment in solar thermal power nearly doubled compared to last year [3] Power Supply Investment - Investment in coal and nuclear power sectors maintained rapid growth, with key coal power projects in East China, Central China, and Western Inner Mongolia being completed [3] - Investments in power grids and pumped storage also showed steady growth [3] New Energy Investment - Investment in hydrogen energy projects doubled in the first half of the year, with multiple green hydrogen projects in Jilin accelerating [3] - Investment in charging and swapping infrastructure grew by nearly 70% [3] - New energy storage and integrated source-grid-load-storage projects saw investment growth of over 30% [3] Private Sector Involvement - Private enterprises completed investments in the energy sector with a year-on-year increase of 27.8% [3] - Investments in distributed solar and onshore wind by private companies grew by over 40% [3] - Investment in charging and swapping infrastructure and centralized solar power by private enterprises increased by around 15% [3]

Core Insights - The total investment in key energy projects in China for the first half of the year exceeded 1.5 trillion yuan, marking a year-on-year increase of 21.6% [1] - Investment in renewable energy generation continues to grow rapidly, with significant increases in onshore wind and solar power investments [1] - Private enterprises are showing a notable increase in investment within the energy sector, particularly in distributed solar and onshore wind projects [1] Investment Growth - Investment in key energy projects reached over 1.5 trillion yuan, with growth rates exceeding 20% across eastern, central, and western regions [1] - New energy investment is increasingly focused on green and innovative projects [1] Renewable Energy Investment - Onshore wind investment in Guangxi and Xinjiang doubled compared to the same period last year [1] - Centralized solar power investment grew by 24.5%, while distributed solar power investment surged by over 70% [1] - Investment in solar thermal power nearly doubled year-on-year [1] Power Supply Investment - Investments in coal and nuclear power sectors maintained rapid growth, with key coal power projects in East China, Central China, and Western Inner Mongolia being completed [1] - Investments in power grids and pumped storage also showed steady growth [1] Emerging Energy Investments - Investment in hydrogen energy projects doubled, with multiple green hydrogen projects in Jilin accelerating [1] - Investment in charging and swapping infrastructure increased by nearly 70% [1] - New energy storage and integrated source-grid-load-storage projects saw investment growth exceeding 30% [1] Private Sector Investment - Private enterprises' investment in the energy sector grew by 27.8% year-on-year [1] - Investments in distributed solar and onshore wind projects by private companies increased by over 40% [1] - Investment in charging and swapping infrastructure and centralized solar projects by private enterprises grew by approximately 15% [1]