The coastal provinces follow up in the future?Shandong Lijiao has puzzles at sea, and there are two most beneficiary links in the layout of listed companies

According to the "Maritime Photovoltaic Construction Engineering Action" recently released by Shandong Province, Shandong will create a "Bohai Rim, along the Yellow Sea" double millions of kilowatts of sea photovoltaic bases, of which 31 are located in the sea photovoltaic field site at the "Bohai Rim" base, and the total installation machine scale 19.3 million kilowatts. The "along the Yellow Sea" base layout 26 sea photovoltaic venues at the sea, with a total installed capacity of 22.7 million kilowatts.

On April 16th, China Resources Electric East Camp Luchen 100,000 kilowatt -kilowatt sea photovoltaic projects were the first maritime photovoltaic pilot project in Shandong Province with a total investment of 560 million yuan and a installed capacity of 100 MW. It can be supplied by 140 million kilowatt -hours of green electricity.

In the past two years, Shandong Province has been at the forefront of the country in the development and construction direction of maritime. Everbright Securities pointed out that land resources restrict the development of photovoltaics in coastal areas. If the promotion effect of Shandong Province is better, it is expected that other coastal provinces may follow up. Driven by policies, sea photovoltaic lights meet at high light.

Driven by national policies, the coastal provinces of my country have begun to focus on the development of the marine photovoltaic industry. Dongguan Securities stated that with the implementation of provincial -level energy construction policies, it will further ensure the growth of the scale of new energy installation during the "Fourteenth Five -Year Plan" period and promote the scale of large -scale photovoltaic at sea.

As of May 2022, there were 28 confirmed sea photovoltaic sea projects in my country, with a total of 1658.33 hectares. Among them, there are 18 Jiangsu, 4 Shandong, 3 Zhejiang, 2 in Liaoning, and 1 Guangdong. Zhejiang Province has the largest confirmation area, 770.89 hectares.

It is reported that sea photovoltaic power generation uses photovoltaic power generation to establish power stations, which has the characteristics of high power generation, small land occupation, and easy combination of other industries. Compared with land photovoltaic, marine photovoltaic has a natural environmental advantage: the water surface is open and there is no obstruction, the sunshine is long and full. In the angle of power generation, water photovoltaic power generation is 5%-10%higher than that of land photovoltaic.

There are two categories of pile bases in the water surface photovoltaic power plant: fixed and floating type. If the water depth is less than 5m, it is installed with a pile rack high type, and the water depth can be installed with floating type.

Everbright Securities Sun Weifeng and Feng Menggan stated in a research report released on July 27 that because the pile foundation fixed marine photovoltaic power plant is fixed in the offshore or beach coating area, it is mainly suitable for the shallow water depths, and it is moving towards a deeper area. It will face great pressure from technology and economy; and floating marine photovoltaic power stations can better overcome the above problems, or it will become the mainstream form of the future marine photovoltaic power plant.

According to the "Technical Specifications of the Overall Design Plan for Floating Photovoltaic Floating Photovoltaic Systems on the Sea" (a new energy, 2022) analysis, with the continuous improvement of floating photovoltaic technology at sea and the increase in scale effects brought by the increase in installed capacity The single tile cost of the corresponding power plant will gradually decrease, and it is expected to fall from 10 yuan/watt to 4.25 yuan/watt. In the long -term perspective, the cost of floating and anchoring systems on the sea may be reduced by about 50%.

The floating marine photovoltaic power plant system mainly has four major systems, namely the floating system, anchoring system, laying system, and grounding system. Everbright Securities Sun Weifeng said that the floating and anchoring links will benefit the most. The incremental market space of the Shandong Provincial Marine Philosophy Power Station corresponding to the floating body and anchor may reach 27.2 billion yuan and 1.9 billion yuan. In the floating system, you can pay attention to Nagawa Co., Ltd. and Sunshine power; in the anchor system, you can pay attention to the giant puppet and the Asianxing anchor chain.

Specifically, Nagawa shares signed the "Water Floating Photovoltaic Strategic Cooperation Framework Agreement" with Zhongji Baffles in June, which is responsible for providing supporting facilities for the sea photovoltaic floating material. Sunshine power supply is a domestic leader photovoltaic equipment manufacturer. It has strong research and development of photovoltaic products and high market share. Juli Cable is a domestic cable leader, signed a maritime photovoltaic agreement with CICC to provide it with supporting products at the sea photovoltaic anchor system. Yaxing anchor chain is a company that specializes in the production of anchor chain and marine bang chain and accessories. Its products are widely used in marine petroleum platforms, maritime electric fields, marine pastures and other fields.

Commercial cases of floating photovoltaic power plants at overseas offshore: Singapore Maritime Photovoltaic Power Station Project -Johor Strait 5MW Sea Floating Power Station. It is one of the world's largest floating photovoltaic system. The system is expected to produce about 6.02 million kilowatt -hours of electricity each year, which is equivalent to 1250 four -bedroom houses for one year, and can reduce 4258 tons of carbon. emission.

However, the development of sea photovoltaic has obvious problems compared to land photovoltaic development. Industry insiders said that, such as the operation and maintenance of the high steps, equipment anti -corrosion, construction, and geological conditions, salt fog, tide, sea ice, sea flow, typhoons, waves, etc. Maritime photovoltaic design conditions are complex, cost -sensitive, design schemes are affected by environmental conditions, high project security requirements, difficult to control economic indicators, and the difficulty of design and maintenance of the fog industry, and the difficulty of construction and maintenance. The industry still needs continuous technological innovation.

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