The Mexican Peninsula wind farm installed with 36 2.5MW smart wind turbines was officially put into operation at the end of July. This wind farm located on the Yucatan Peninsula, one of the cradles of ancient Mayan culture, is the second Chinese enterprise Envision Energy in Mexico. Grid-connected wind power project. "The Peninsula Wind Farm can provide more than 300 million kilowatt-hours of clean electricity each year, which will reduce the electricity cost of local residents." said Juan Carlos Vega Milk, head of the Yucatan Peninsula Energy Department.
In May of this year, the Global Wind Power Market-Supply Side Report 2019 released by the Global Wind Energy Council (GWEC) showed that there are eight Chinese companies among the top 15 global wind turbine manufacturers in 2019. Judging from the operating income statistics of global photovoltaic companies in 2019, Chinese companies occupy seven seats in the top ten.
Since 2020, despite the escalating global competition landscape and the impact of the new crown pneumonia epidemic, Chinese wind power and photovoltaic companies have not wavered their determination to go overseas, and are using a "new" look to step by step in the international new energy market.
Solar and wind energy, which has the characteristics of renewable, permanent, zero emission, green and clean, and abundant resources, is becoming one of the fastest growing industries in China in recent years.
According to the data provided by the China Photovoltaic Industry Association, in 2019, my country’s newly added photovoltaic grid-connected installed capacity reached 30.1GW, and the cumulative photovoltaic grid-connected installed capacity reached 204.3GW. The new and cumulative photovoltaic installed capacity continued to rank first in the world. The annual photovoltaic power generation in 2019 was 224.26 billion kWh, an increase of 26.3% year-on-year, accounting for 3.1% of my country's total annual power generation, an increase of 0.5% year-on-year. According to data released by the National Energy Administration, the national wind power generation in 2019 was 405.7 billion kWh, which exceeded 400 billion kWh for the first time, accounting for 5.5% of the total power generation.
The report of the “Global Power Industry Review 2020” released by the British independent think tank Ember in March this year also showed that the global wind and solar power generation increased by 15% in 2019. Among the four major development regions of photovoltaic and wind energy, China’s growth The fastest speed, reaching 16%.
From the perspective of the industrial chain, China's new energy industry has a leading position in the world. According to the China New Energy Overseas Development Alliance, in the photovoltaic industry, China is the only country in the world that has the ability to invest from upstream materials to midstream modules to downstream power plants. Chinese companies own 60% to 70% of the global photovoltaic industry chain resources, which is an important resource essential for the global development of new energy. In addition, China's wind power industry has 40% of the global industry chain resources.
From the perspective of technological innovation, my country also maintains a relatively large international competitive advantage. In the photovoltaic industry, a report from the China Photovoltaic Industry Association shows that in the first half of 2020, my country’s cell output reached 59GW, a year-on-year increase of 15.7%. Among them, the average conversion efficiency of PERC black silicon polycrystalline cells reached 20.6%, the average conversion efficiency of PERC monocrystalline cells was 22.4% to 22.5%, and the highest mass production efficiency was close to 23%, both of which belonged to the world's leading level. In the wind power industry, my country is also at the international leading level in the research and development of large-capacity units, long blades and high tower applications.
"Technical strength leads the world"-Japanese media once commented on China's new energy industry. For more than a decade, many core technologies in the photovoltaic and wind energy industries were first introduced or put into large-scale use by Chinese companies, and China has become increasingly global The core driving force for the development of new energy industry.
It is understood that the Envision Energy Mexico Peninsula wind farm project put into operation this time also experienced fierce competition in the early stage. Hundreds of wind power companies around the world and nearly 500 project proposals participated in the bidding. Relevant personnel of Envision Energy believe that the key for Chinese wind power companies to stand out from the competition lies in "new technology". The 2.5MW smart wind turbine connected to the grid this time can adapt to local extreme temperatures, salinity and humidity, and ensure the wind turbine through an intelligent control system. Always run in the best working conditions to maximize power output.
Under technological innovation, China's leadership in the development of new energy industries is emerging. According to data released by Bloomberg New Energy Finance, China occupies half of the global wind power market. The newly installed capacity in 2019 was 28.9GW, of which onshore wind power installed 26.2GW and offshore wind power installed 2.7GW, accounting for 48% of the global market .
Development has also led to a "new transformation", and some Chinese companies with rich experience in overseas construction are also facing the "wind" to the "light". In July of this year, Shanghai Electric New Energy Company was formally established in Shanghai. Soon after, it signed a contract with Saudi International Power and Water Corporation to jointly become Dubai Mohammed bin Rashid Al Maktoum Solar Park Phase V 900MW The general contractor of an independent power generation project.
It is understood that the solar park project is an important part of Dubai’s "clean energy strategy", with a total installed capacity of 5GW, which is the largest photovoltaic power generation project in the UAE that has taken effect. After the transition to new energy, it quickly entered the global market. In response, Zheng Jianhua, Secretary of the Party Committee and Chairman of Shanghai Electric Group, said that solar power generation is in the ascendant in the world, and the successful signing of the project is the result of market choice, indicating that the capabilities of Shanghai manufacturing have been internationally recognized.
With the development and deepening of overseas markets by Chinese new energy companies, the "new business model" has also stepped forward to improve quality and growth. Previously, photovoltaic company Trina Solar announced that it has signed a project contract with a total transaction value of approximately US$700 million with the Rise Fund of the alternative asset management company TPG Group, which includes 35 overseas photovoltaic power plant projects with a total scale of nearly 1GW, distributed in Europe and Latin America.
According to Trina Solar, this is the largest project sale contract signed by its overseas power station business so far. This is the first overseas project to achieve a breakthrough in the overall mass sale of project packages, and has taken a new business model for the development of overseas projects for photovoltaic companies. An important step.
The “China Energy Development Report 2019” recently released by the General Electric Power Planning and Design Institute mentioned that it is necessary to focus on countries and regions along the “Belt and Road”, accelerate the interconnection of energy facilities, grasp major landmark cooperation projects, and promote energy equipment, technology and Services "go out". At present, Chinese green energy companies are also using new technologies, new transformations, and new models to stabilize the international market.
Some analysts pointed out that in the process of developing new energy sources such as wind power and photovoltaics in China, China is still facing limitations in grid consumption space, insufficient grid synergy and stability, competition with other traditional energy sources, and power system reforms that need breakthroughs. Problems, China’s new energy industry still faces challenges from all sides.
At the just-concluded "SNEC Fourteenth (2020) International Solar Photovoltaic and Smart Energy (Shanghai) Exhibition and Forum", practitioners of new energy are also discussing new trends and new opportunities for industrial development in the new era. Zhu Gongshan, chairman of GCL Group, said that the photovoltaic industry is about to face the opportunity of a "second jump", and the entire industry chain must work hard to move from "single competition" to "chain group competition." At present, the economy and market competitiveness of photovoltaic power generation are getting stronger and stronger, demand is resonating globally, and the installed capacity will surely climb to a new high.
"The new crown pneumonia epidemic has brought a huge impact to the global economy. In the face of such severe difficulties and challenges, China's photovoltaic industry has developed well, showing its vigor and strong ability to continue development." said Gao Jifan, Chairman of Trina Solar, photovoltaic power generation The replacement of traditional energy is accelerating. China's photovoltaic industry has reached the position of the world leader in the upper, middle, and downstream industrial chains, and must contribute to the world's transition to carbon-free energy.
Source: Chemical Network