Direct investment may exceed 1.6 trillion yuan!The construction of the second batch of large -scale base base projects was launched

A few days ago, the National Energy Administration announced that more than 90 % of the first large -scale wind power photovoltaic bases had started construction, and the construction of the second batch of large -scale base base projects has also started. What is the current development of the domestic landscape base? What is the performance of the industrial chain?

Speed ​​upstream of the construction of a large -scale base

The first batch has opened over 90 %

Reporter Xia Meizi: In a desert more than 50 kilometers away from Wuzhong City, Ningxia, more than 200 typhoon power generators and more than 400,000 photovoltaic power generation boards together form a large -scale landscape power generation base. At 1:30 noon, that is, when the light is the strongest in the day, these photovoltaic boards are generating power generation at full load. At night, when the photovoltaic power is not generated, the wind power can still be generated normally, which means that on the same land on this land, There are both wind power and photovoltaic, which uses natural resources to the greatest extent.

It is understood that from the perspective of economic benefits, large -scale landscape bases can reduce procurement costs, share operation and maintenance costs, and effectively improve the overall return of the project.

The construction of a large -scale base is accelerating. At the end of 2021, the National Development and Reform Commission and the Energy Administration issued the first list of large -scale wind power photovoltaic base construction projects focusing on desert, Gobi, and desert areas. The total scale was 97.05GW. The scale of the second batch of large -scale base bases exceeds 450GW, which is much higher than the first batch. The industry expects that the second batch of large -scale base bases will invest more than 1.6 trillion yuan, which can drive the investment of more than 3 trillion yuan in related industries.

Speed ​​upstream of the construction of a large -scale base

Drive the upgrade of the upstream and downstream industrial chain

The construction of a large -scale base is accelerating, and the relevant industrial chain has also ushered in rapid development opportunities.

Zhang Kaizeng, general manager of Yunnan Qujing Silicon Materials Co., Ltd.: The advancement of the large -scale scenery base has also drove the rapid development of the upstream industry. After the establishment of the new factory, the full production was not high last year. However, after entering the Spring Festival this year With a full load production status, the entire industry can be said to be a hot state, and the supply is still in short supply.

In fact, the construction of large -scale bases will bring new growth space to various links such as fans, battery pieces, components, inverters, and power stations in the industrial chain. Big challenge. According to industry insiders, the large -scale base base faces the problem of lagging for the construction of delivery channels. In the first batch of 97GW scenery base projects, nearly 75%need to be sent to the power generation by exporting the power generation.

According to data from the National Energy Administration, as of the end of June this year, the national power generation capacity was about 2.44 billion kilowatts, an increase of 8.1%year -on -year. Among them, wind power installed capacity was about 340 million kilowatts, an increase of 17.2%year -on -year; the installed capacity of solar power generation was about 340 million kilowatts, an increase of 25.8%year -on -year. Insiders believe that while the wind power light installation machine continues to rise, it should also optimize the power scheduling system for its volatility.

Responsible editor: Shao Yuxiang | Audit: Li Zhen | Director: Wan Junwei

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