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【行业资讯】2029年,中国这个市场将成为全球第一![industry information] in 2029, China will become the number one market in the world!
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【行业资讯】2029年,中国这个市场将成为全球第一![industry information] in 2029, China will become the number one market in the world!

【摘要】:
全球知名能源咨询顾问公司伍德麦肯兹(WoodMackenzie)的一份报告显示,全球海上风电运维(O&M)市场预计每年增长16%,到2029年将达到120亿美元,届时中国将成为最大的市场。根据报告,按地区划分,欧洲仍是最大的海上运维市场,到2029年将达到66亿美元,而亚洲和美国快速扩张的市场可能会给国内以及国际投资者带来新的挑战和机遇。2021年2月25日,根据全球风能理事会(GWEC)发布的最
 
全球知名能源咨询顾问公司伍德麦肯兹(Wood Mackenzie)的一份报告显示,全球海上风电运维(O&M)市场预计每年增长16%,到2029年将达到120亿美元,届时中国将成为最大的市场。
根据报告,按地区划分,欧洲仍是最大的海上运维市场,到2029年将达到66亿美元,而亚洲和美国快速扩张的市场可能会给国内以及国际投资者带来新的挑战和机遇。
2021年2月25日,根据全球风能理事会(GWEC)发布的最新数据:目前,全球海上风电装机已经超过35GW,几乎是五年前的三倍。英国依然是海上风电装机最多的国家,总装机量超过10GW,中国则超过德国,成为全球海上风电装机第二多的国家。
而2020年,全球海上风电新增装机超过6GW,为历史最高水平。中国连续第三年成为海上风电最大市场,2020年新增海上风电并网容量超过3GW,占到全球增量的一半。欧洲市场保持稳定增长,荷兰以近1.5GW的新增装机排在全球第二位,比利时、英国、德国排在第三到五位。
此前,欧洲风能协会WindEurope发布了2020年度欧洲海上风电统计数据。2020年欧洲海上风电新增装机291.8万千瓦,比2019年减少了70多万千瓦的新增规模,但累计装机仍超过了25GW大关,最终达到2501.4万千瓦的规模。
统计显示,欧洲2019年新增并网风机356台,涉及12座海上风电场,5个国家。
从国内市场看,在“3060”碳排放目标的指引下,广东、江苏、浙江等沿海省份近期陆续发布十四五新能源规划,重点推进海上风电发展,仅上述三省新装机容量就超过32GW,海上风电迎来发展“黄金期”。
国信证券认为,粤苏浙三省积极推进海上风电发展,扫清海上风电龙头企业的估值障碍,全球海上风电市场是具有10年5倍成长性的黄金赛道,国内龙头企业凭借与国际比肩的技术积累和市场基础,有望在十四五期间顺利打开国际市场。
"我们希望看到针对高补贴项目(包括近岸和小型涡轮机)开发的O&M战略正在发展,以适应大型涡轮机和补贴减少的新市场格局。随着整体运维市场的增长,这些变化将为海上风电领域的现有和新的参与者带来新的机会。"伍德麦肯兹的高级分析师Shimeng Yang说。
随着制造商将更多资源用于更新和更大型号的涡轮机的O&M服务,该报告着重指出,老化的涡轮机机队为独立服务提供商和内部专家提供了“重大机遇”。
伍德麦肯兹研究助理Finlay Clark表示:“随着涡轮机复杂性和项目规模的不断飙升,必须采用同样创新的运维实践来应对适应涡轮机容量快速增长的设计和制造创新。
“中国将成为全球最大的海上风电运维市场。”
分析强调,预计中国将超过英国,成为全球最大的单一海上风电运维市场,在整个2020年代增长41GW,导致总装机容量达到49GW,相当于20亿美元的运营费用(opex)机会。
According to a report by wood Mackenzie, a world-renowned energy consulting firm, the global offshore wind power operation and maintenance (O & M) market is expected to grow by 16% every year and reach US $12 billion by 2029, when China will become the largest market.
 
According to the report, Europe is still the largest offshore operation and maintenance market by region, reaching US $6.6 billion by 2029, while the rapidly expanding markets in Asia and the United States may bring new challenges and opportunities to domestic and international investors.
 
On February 25, 2021, according to the latest data released by the Global Wind Energy Council (GWEC), the global offshore wind power installed capacity has exceeded 35gw, almost three times that of five years ago. The UK is still the country with the most offshore wind power installed, with a total installed capacity of more than 10 GW, while China is the second largest country in the world with more offshore wind power installed than Germany.
 
In 2020, the new installed capacity of global offshore wind power will exceed 6Gw, the highest level in history. China has become the largest offshore wind power market for the third year in a row. In 2020, the new offshore wind power grid connected capacity will exceed 3gw, accounting for half of the global increment. The European market has maintained a steady growth. The Netherlands ranks second in the world with nearly 1.5gw of new installed capacity, while Belgium, the UK and Germany rank third to fifth.
 
Earlier, windeurope, the European Wind Energy Association, released statistics on European offshore wind power in 2020. In 2020, the new installed capacity of offshore wind power in Europe will be 2.918 million KW, which is more than 700000 kW less than that in 2019. However, the cumulative installed capacity will still exceed the 25gw mark, and finally reach the scale of 25.014 million KW.
 
Statistics show that 356 new grid connected wind turbines will be added in Europe in 2019, involving 12 offshore wind farms and 5 countries.
 
From the domestic market, under the guidance of the "3060" carbon emission target, Guangdong, Jiangsu, Zhejiang and other coastal provinces have recently successively issued the new energy planning of the 14th five year plan, focusing on promoting the development of offshore wind power. The newly installed capacity of the above three provinces alone exceeds 32gw, ushering in the "golden period" of offshore wind power development.
 
Guosen Securities believes that Guangdong, Jiangsu and Zhejiang actively promote the development of offshore wind power and remove the valuation obstacles of leading offshore wind power enterprises. The global offshore wind power market is a golden track with a growth rate of 5 times in 10 years. Domestic leading enterprises are expected to successfully open the international market during the 14th Five Year Plan period by virtue of their technology accumulation and market foundation.
 
"We would like to see the development of O & M strategies for high subsidy projects (including offshore and small turbines) to adapt to the new market pattern of large turbines and reduced subsidies. With the growth of the overall operation and maintenance market, these changes will bring new opportunities for existing and new participants in the offshore wind power field. "SHIMENG Yang, a senior analyst at wood McKenzie, said.
 
As manufacturers devote more resources to O & M services for newer and larger turbine models, the report highlights that the aging turbine fleet presents "significant opportunities" for independent service providers and in-house experts.
 
Finlay Clark, research assistant at wood McKenzie, said: "as turbine complexity and project size continue to soar, the same innovative O & M practices must be adopted to cope with the design and manufacturing innovations that adapt to the rapid growth of turbine capacity.
 
"China will become the largest offshore wind power operation and maintenance market in the world."
 
The analysis emphasizes that China is expected to surpass the UK and become the world's largest single offshore wind power operation and maintenance market, with an increase of 41gw throughout the 2020's, resulting in a total installed capacity of 49gw, equivalent to an OPEX opportunity of US $2 billion.