深远海再推荐-海风用海管理新政发布

Summary of Conference Call on Offshore Wind Power Management Policy Industry Overview - The conference call discusses the recent updates in offshore wind power management policies in China, particularly focusing on deep-sea wind power development and the role of the Ministry of Natural Resources [2][4][6]. Key Points and Arguments 1. Policy Update: The Ministry of Natural Resources issued a notification on January 2, 2024, to strengthen the management of offshore wind power projects, emphasizing the need for developers to select sites within the national resource space planning [2][4]. 2. Shift in Approval Authority: The new policy indicates a shift in approval authority from the National Energy Administration to the Ministry of Natural Resources, highlighting the growing importance of deep-sea wind power as near-shore development becomes saturated [2][4]. 3. Strict Site Selection Requirements: Developers are required to adhere to strict site selection criteria within the national planning framework, which aims to optimize the allocation of marine resources [3][4]. 4. Economic Viability: Near-shore wind power projects yield a return on investment of 8%-10%, while deep-sea fixed wind power projects yield about 7%. Floating wind power projects may see returns drop to 5%-6%, although improvements are anticipated in the future [4][20][21]. 5. Ecological Pilot Projects: The policy includes a comprehensive ecological pilot scheme for deep-sea resource utilization, marking the first time the central government has made explicit regulations in ecological industry policy, which is significant for industry development [5][6]. 6. Coordination Between Departments: The coordination between provincial natural resources departments and the National Energy Administration is crucial for optimizing marine policies and market projects, which will help in the continuous evolution of policies [7][8]. 7. Floating Wind Power Management: The new policy introduces an open management model for floating wind power projects, adapting to deep-sea and international market needs, thereby enhancing industry competitiveness [9][18]. 8. Investment Costs: The investment cost for deep-sea fixed wind power is estimated at 15-18 RMB per watt, while floating structures may reach 20-22 RMB per watt, indicating higher costs but potential for future economic improvements [20][21]. 9. Future Development Directions: Fixed deep-sea wind power is expected to show good economic viability and become a promising direction in the renewable energy sector within the next 3-5 years, while floating structures will gradually optimize and reduce costs [22]. Additional Important Insights - Market Dynamics: The offshore wind power sector is currently facing challenges such as high electricity prices, but as marketization progresses, investment advantages may improve [14]. - Core Industry Conflicts: The main conflicts in the offshore wind power industry revolve around resource coordination and site usage, which are being addressed through the new policies [15]. - Beneficiaries of Deep-Sea Development: Companies involved in subsea cable production, such as Dongfang Cable and Zhongtian Technology, are expected to benefit significantly from the deep-sea wind power development due to increased demand and technological upgrades [16][18]. This summary encapsulates the critical aspects of the conference call regarding the offshore wind power management policy, highlighting the industry's current state, future directions, and the implications of the new regulations.