At present, the installed capacity of wind power grid connection in China has ranked first in the world for 12 consecutive years.

In order to achieve the goal of “double carbon”, new energy such as wind power has developed rapidly in recent years, and the expansion of wind power projects by listed companies has also been “one after another”.

On the evening of March 1, Yunnan energy investment (002053. SZ) issued a fixed increase plan. The company plans to raise 1.866 billion yuan from no more than 35 specific investors, including Yunnan Energy Investment Group Co., Ltd. (hereinafter referred to as “Yunnan energy investment group”) and Yuntianhua Group Co., Ltd. (hereinafter referred to as “Yuntianhua group”), to invest in three wind farm projects in Yunnan Province.

“There are mainly onshore wind power projects in Yunnan.” On March 2, a person from Yunnan energy investment told the 21st Century Business Herald that the company’s fund-raising and development of wind power projects mainly focused on “clean energy + salt” to expand its main business and improve its core competitiveness. “At the same time, it is also in line with the background of the great development of green energy in Yunnan.”

Compared with onshore wind power, the expansion of offshore wind power is also accelerating. Taisheng wind energy (300129. SZ) released the “company’s plan for issuing a shares to specific objects in 2021 (Revised Draft)” on March 2, and continued to raise 1.081 billion yuan to supplement working capital.

In the interview, the 21st Century Business Herald reporter learned that the development prospect of offshore wind power is more optimistic by the market. It is expected that the installed capacity will reach 60GW by 2025, more than double the current growth space, and the bidding situation of offshore wind power this year will exceed expectations.

Expand, continue to expand

According to the fixed increase plan of Yunnan energy investment, the proposed 1.866 billion yuan will be used to invest in three wind farm projects, namely 449 million yuan “Qujing Tongquan wind farm project”, 471 million yuan “Huize Jinzhong wind farm phase I project” and 946 million yuan “Honghe Yongning wind farm project”.

At present, Yunnan energy investment has built and operated seven wind farms with a total installed capacity of 370mW (MW). If the implementation of this raised investment project is completed, Yunnan energy investment will add 1450mw of wind power installed capacity, which is nearly three times higher than the previous installed capacity, which can be seen from the great expansion.

The above-mentioned Yunnan energy investment person said that the total investment of the three wind farm projects is about 9.3 billion. “Except for this fund-raising, the company will solve the remaining funds through its own funds or other financing methods.”

Yunnan energy investment and expansion of wind farm project is only a microcosm of the expansion of China’s wind power installed capacity in the past year.

According to the national power industry statistics of 2021 recently released by the national energy administration, in 2021, the new installed capacity of wind power in China was 47.57gw (gigawatts). From the distribution of new installed capacity, the Middle East and South accounted for about 61%, and the “Three North” accounted for 39%. The layout of wind power development was further optimized.

By the end of December 2021, the installed capacity of wind power in China was about 3.28gw, a year-on-year increase of 16.6%; The average utilization rate was 96.9%, an increase of 0.4 percentage points over the same period last year.

At present, the installed capacity of wind power grid connection in China has ranked first in the world for 12 consecutive years.

“We recently learned that enterprises have high enthusiasm for developing wind power projects.” A new power industry analyst of a coupon merchant told the 21st Century Business Herald that the average utilization rate of wind power in China last year was 96.9%, up 0.4 percentage points year-on-year. “It shows that the utilization rate of wind power has increased. Under the background of ‘double carbon’, the prospect of wind power industry is still good.”

Offshore wind power is more “sought after”

In the early stage of China’s wind power development, wind turbines were mostly installed in onshore wind rich areas. Therefore, China’s previous wind power was mainly onshore wind power. However, in recent years, China’s offshore wind power has developed faster.

Recently, the National Energy Administration announced the construction and operation of wind power in 2021. In 2021, among the 47.57gw of wind power newly installed in China, offshore wind power suddenly emerged, with 16.90gw newly installed in the whole year, a year-on-year increase of 452%. Onshore wind power added 30.67gw, a year-on-year decrease of 55%.

“From the perspective of resource endowment, the potential development space of China’s offshore wind energy resources is huge, and the far-reaching sea will also be the key development field of China’s offshore wind in the future.” On March 2, Zhu bin, the Board Secretary of Tianshun wind energy, told the 21st Century Business Herald that he was more optimistic about the development prospect of offshore wind power. “After all, offshore wind power is one of the high-quality new energy resources, which is of great significance to the low-carbon transformation of power.”

He believes that under the pressure and opportunities of parity, China’s offshore wind power industry shows strong flexibility and great potential. “Last year, onshore wind power achieved parity, and this year offshore wind power is about to enter the era of parity. Only in this way can owners have a better rate of return and continue to promote the development of offshore wind power industry. When parity can be achieved depends on the efforts of the industrial chain.”

According to the research data of industrial securities, by the end of 2021, the cumulative installed capacity of offshore wind power in China has reached 26.39gw, ranking first in the world.

In order to lay out the 14th five year plan and future wind power construction, the state and southeast coastal provinces have made relevant plans for offshore wind power. By the end of 2025, China’s offshore wind power installation will reach 60GW. Guangdong, Jiangsu and other provinces with good wind energy resources have gradually accelerated the construction of existing offshore wind power bases and gradually promoted the development of offshore wind power in the direction of deep sea and open sea.

“Last year, the installed capacity of offshore wind power in the world was only 19.5gw, and China added 16.90gw, accounting for 87%. It can be imagined how fast our offshore wind power is developing.” The above-mentioned new power industry analysts frankly said that from the perspective of investment, we should layout some concept stocks of offshore wind power. “In the next three years, our offshore wind power installation will more than double, and this growth space is still not small.”

Recently, Haili wind power (301155. SZ) announced that it had signed the project construction agreement with the Management Committee of Rudong Coastal Economic Development Zone, Jiangsu Province, and planned to invest in the construction of high-end wind power equipment manufacturing project, with a total investment of about 1 billion yuan.

The fixed increase fund-raising of Taisheng wind energy is also to supplement working capital to develop offshore wind power. On March 2, a person from the Securities Department of the company told the 21st Century Business Herald that compared with onshore wind power, offshore wind power business is larger