In the second half of the year, the wind power will welcome the "installation peak" listed company "catching the wind" is busy

Reporter Xie Lan

Lear reporter Li Rulai

On August 2nd, Yunnan could invest in a announcement that the company received the approval of the Yunnan Provincial Development and Reform Commission and agreed to the construction of Liangzi Wind Farm project in Jiuxitang, Dayao County, Chuxiong Prefecture, Yunnan Province. The total installed capacity of the project is 50,000 kilowatts, mainly building 10 single -machine capacity of 5,000 kilowatts.

The relevant person in charge of Yunnan Energy Investment told the "Securities Daily" reporter: "The company has multiple projects to obtain the approval of the construction of the Yunnan Provincial Development and Reform Commission.

According to the National Energy Industry Statistics from January to June released by the National Energy Administration, as of the end of June, the national power generation capacity was about 2.44 billion kilowatts, an increase of 8.1%year-on-year. Among them, the installed capacity of the wind power was about 340 million kilowatts, an increase of 17.2%year -on -year, and the new installed capacity was 12.94 million kilowatts (that is, 12.94GW).

It is worth mentioning that the relevant reports of the General Institute of Hydropower and Water Conservancy Planning and Design show that it is expected to add more than 56GW of wind power in 2022 (including 6GW of sea wind power). This means that the new wind power installation capacity still has a large growth space. Compared with the first half of the year, the wind power may usher in the "installation peak" in the second half of the year.

Listed companies have sufficient wind power project reserves

Under the "double carbon" goal, the state introduced documents such as the "Fourteenth Five -Year Plan" modern energy system plan to support new energy development such as wind power and photovoltaic, and promote the rise of the new energy industry. Zhejiang Business Securities stated that the guidance of industrial policies supports the demand for medium- and long -term wind power. At the same time, the decline in installation costs is also expected to promote the rapid growth of installed capacity.

With policy support, the bidding volume of wind power projects continued to increase in 2022. According to incomplete statistics from BOC Securities, as of July 22, the public bidding capacity of the national fan has exceeded 52.98GW, which is close to the bidding volume of last year. It is expected that the number of bidding for the whole year is expected to exceed 80GW. In this context, wind power projects to be developed are currently reserved.

Among them, the wind power industry led a large -scale installation capacity of the "hand -held" company. For example, Yunnan Energy Investment has deployed five wind farms development projects, and it is planned to add 1.82GW to the scale of the wind power capacity. 3GW; Longyuan Electric Power won the new energy project installed capacity of 9.465GW, of which the wind power installed scale was 2.172GW.

On July 22, Yue Electric Power A also said during investigation by investors that the company's new energy power such as wind power has been installed about 1.97 million kilowatts, of which about 770,000 kilowatts on land, and about 1.2 million kilowatts of offshore wind power. In 2022, the company continued to increase new energy investment and actively promoted project construction. It is expected that the new energy installation capacity will exceed 2 million kilowatts.

Relevant policies also open "green lights" for the construction of green energy projects such as wind power, and guide financial institutions to increase support for significant carbon and emission reduction benefits projects. In 2021, the National Development Bank proposed to set up a special loan of "dual carbon" with a total scale of 500 billion yuan during the "14th Five -Year Plan" period. Since then, the provincial and municipal governments and financial institutions have actively responded to relevant policies to support the construction of green energy projects.

By leaning on the capital market, the demand for funds to implement new energy strategies for wind power companies has gradually met. On July 5th, in order to meet the demand for the construction of the two wind power projects, Yunnan Nengzhong's two subsidiaries applied for a fixed asset loan from the bank's loan by the company's loan, and the total borrowings did not exceed 3.766 billion yuan and 1.876 billion yuan, respectively. On July 28, Yunnan could invest 1.866 billion yuan to be approved by the Securities Regulatory Commission, and the raised funds will be invested in the construction of wind farm projects.

Big base and centralization into construction trends

From the perspective of the national wind power construction trend, wind power projects are transitioning from a comprehensive model of multiple power generation methods. The construction scale and power generation capacity of comprehensive new energy bases are also far greater than a single wind power project.

On July 27, Li Chuangjun, director of the New Energy and Renewable Energy Department of the National Energy Administration, said that as of now, the first large -scale wind power photovoltaic base project has been fully started. The second batch of base project lists have also been issued, mainly in Inner Mongolia, Ningxia, Xinjiang, Qinghai, Gansu and other regions. At present, it has been included in the solid and stable economy of the State Council. Actively promote the construction of the project.

"In the case of the construction plan for large -scale 'scenery' bases, comprehensive bases and large -scale development or become the mainstream model for the construction of new energy projects." "Securities Daily" reporter said.

The construction of a large "scenery" base will be "landed" by energy development companies one by one. According to statistics from the International Energy Network, in the first half of this year, China Energy Construction, China Resources Group, China Electrical Construction, Datang Group, and State Electric Power Development Listing Company signed 43 "landscape storage" projects, and the project planning scale was 51.52 GW, total investment of 358.597 billion yuan. Among them, Huadian Group's Multi -Energy Complement Base Project projects in Xinjiang's Wishwi "Activalence Power Reserve" started on April 16.

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