Under the goal of carbon neutrality, new energy power generation is expected to become a key point in the optimization and transformation of energy structure.
The volume and price factors of the new energy operation industry have ushered in important marginal improvements, and at the same time, the superimposed external environment continues to catalyze, wind and solar operators are expected to become the main force to promote energy transformation, and new energy operators will assume the role of energy transformation vanguard in the future. #绿电 #
According to the statement of the nine major power central enterprise groups on the "14th Five-Year Plan" wind power and photovoltaic installation targets, it is expected that during the "14th Five-Year Plan" period, the new installed capacity of the nine major power central enterprises will account for more than 80% of the national target, and the average annual new installed capacity of wind and photovoltaic will increase by more than four times compared with the average annual installed capacity of 2016-2019.
According to the 2020 data, the net profit of China Power Construction's power investment and operation business accounted for 20%.
Source: Guotai Junan
Compared with onshore wind power, offshore wind power operators are more concentrated, operators of large and medium-sized central enterprises account for the vast majority of the proportion, local energy groups use local resource advantages to occupy a small part of the share, almost no private enterprises appear in offshore wind power operators.
Therefore, large central enterprises with both technical advantages, capital advantages and resource advantages have absolute dominant position in offshore wind power development, and with the gradual maturity of offshore wind power technology, local energy groups with local resource advantages have gradually accelerated the pace of offshore wind power development, and local energy groups such as Fujian Funeng, Guangdong Yuedian and Zhongmin Energy have accelerated the progress in the new approval and start of offshore wind power.
After the decline of state subsidies, local subsidies and green power transactions are expected to take over the baton to help the development of offshore wind power and improve the cash flow and profitability of offshore wind power new energy operators.
According to the "Distribution Characteristics and Assessment of Wind Energy Resources at a Height of 70 Meters in Fujian Coastal Areas", the annual average effective wind energy hours and percentage rates in Fujian coastal areas are 7837.3h and 82.9%, respectively。 Under the target of Fujian Province's consumption weight responsibility, offshore wind power may assume most of the consumption indicators and promote the development and utilization of offshore wind energy resources in Fujian Province。
The carbon neutrality top-level policy has landed, and the follow-up scenery development will have both growth and certainty. The "Opinions on the Complete, Accurate and Comprehensive Implementation of the New Development Concept to Do a Good Job in Carbon Peaking and Carbon Neutrality" clarifies the requirements for carbon peaking and carbon neutrality from the top-level design. Carbon neutral policy landing superimposed subsidy era ended, the future industry will grow in a more stable way, it is expected that the wind / light CAGR will reach 13.8% / 17.8% during the 14th Five-Year Plan period, the growth is prominent.