2021年中国风能发电行业竞争火力全开市场分析如同巨龙般盘旋于机箱机柜技术的巅峰
行业内领军企业:金风科技(002202)、明阳智能(601615)、吉鑫科技(601218)、运达股份(300772)、上海电气(601727)、东方电气(600875)、银星能源(000862)、龙源电力(0916.HK)、国电电力(600795),大唐新能源技术股份有限公司
本文核心指标:发电产量、安装容量、使用小时数
全国风能发电走势向上扬
从风能发電的安装容量来看,2013-2020年,我國風力發電並網裝機容量逐步增加,呈現長期上升趨勢。從風能發電產量來看,2013-2020年,我國風電發電產量持續增長,增速波動但總體呈正面發展。從行業增長速度來看,風能發電行業整體表現良好,其規模不斷擴大。
風電開發正在向中東部轉移
截至2021年6月底,由於華中地區和華東地區的新增裝機容量較多,即分別達到188萬千瓦和108萬千瓦。此外,在全國累計裝機容量方面,華北地區和西北地區各占一半以上,其中華北區域佔比超過28%,西北區域則為24%。
綜觀而言,不同于华北地区和西北地区长期以来在风能发电领域保持领先地位,但从2021年的数据来看,这两大区域的市场份额有所下降,而华中地区及华东地区则在装机数量上显著增长,因此可见风能产业正在逐步向中东部转移。
內蒙古領先於其他省市之Wind Power Installations, Yunnan Leads in Wind Power Utilization Hours
根據Installations of Wind Power Generation Capacity and Utilization Hours of Wind Power Generation Capacity from January to June 2021, the top three provinces for wind power installations were Inner Mongolia, Xinjiang and Hebei. Among them, Inner Mongolia has installed over 35 million kilowatts of wind power capacity, ranking first nationally.
According to the same data set for utilization hours from January to June 2021, the top three provinces for wind power utilization hours were Yunnan, Fujian and Liaoning. Among them, Yunnan had an average hourly output of over 1500 hours per year.
From these two rankings' top ten provinces by geographical location it can be seen that China's current leading regions in terms of development are the northern regions such as Heilongjiang and Jilin.
Hebei and Inner Mongolia Lead in Wind Energy Production Percentage-wise
As at end-June 2021, six provinces - Heilongjiang (16.5%), Jilin (17.4%), Inner Mongolia (19.7%), Hebei (18.9%), Qinghai (15%) and Gansu (15%) - had all exceeded a production percentage of more than or equal to fifteen percent with regards to their total energy production; among which both Hebei and Inner Mongolia had a production percentage close to twenty percent.
Source: Foresight Industry Research Institute