At the moment when "the whole county photovoltaic" is being promoted, "wind power to the countryside into the village" is also expected to be on the agenda.
　　 On September 10, the 4th Wind Energy Development Enterprise Leaders Forum was held in Beijing. Wang Dapeng, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, said at the meeting that the next step will be to adhere to the principle of ecological priority, local conditions, and diversified integration, and strive to improve the delivery and local consumption capabilities in the "Three Norths" area. Optimize the base and standardized development of wind power; combine the development of hydropower in the southwest region and coordinate the development of integrated water, wind, and solar power bases; focus on promoting the development of wind power in the middle and southeast regions, especially in the vast rural areas. Wind Plan".
　　 Zheshang Securities predicts that the short-term increase in demand for wind power to the countryside will be 50 GW, and the long-term potential of 1,000 GW of decentralized wind power will be provided. Guosen Securities also estimated that the "Thousand Townships and Ten Thousand Villages Wind Control Plan" and the policy of renovating old units are expected to promote my country's "14th Five-Year Plan" period from 50GW to 60-70GW, and the growth rate from 2023 to 2025 is expected to increase from the original rate. 10% increased to 25%.
 
　　The regulatory industry has reached a certain consensus
　　 The "Thousands of Towns and Ten Thousand Villages Wind Control Plan" appeared for the first time in the "Notice on Wind Power and Photovoltaic Power Development and Construction in 2021 (Draft for Solicitation of Comments)" issued by the National Energy Administration on February 26 this year. At that time, the draft opinion proposed "actively promote the construction of distributed photovoltaic power generation and decentralized wind power. Combining with the rural revitalization strategy, launch the "Thousands of Villages and Villages Wind Control Plan" and the "Thousands of Villages and Villages Muguang Action". However, in the official manuscript released on April 19 thereafter, there was no expression of the "Thousands of Towns and Ten Thousand Villages Wind Control Plan".
　　 The "Thousand Towns and Ten Thousand Villages Wind Control Plan" was once again officially confirmed, which means that the development of decentralized wind power is expected to usher in strong policy support.
        Calculations from the China Wind Energy Association show that there are 690,000 administrative villages in the country. If 100,000 of them are villages, 200 square meters can be found on scattered land such as fields, houses in front of the village, country roads, etc. for the installation of two sets of 5 With a megawatt wind turbine, 1,000 gigawatts of wind power can be installed nationwide. In the future, with the implementation of the "Thousands of Towns and Ten Thousand Villages Wind Control Plan", the large-scale development of decentralized wind power will open up the space for wind power growth, and the domestic wind power industry will obviously benefit.
　　 In addition to the "Thousands of Towns and Ten Thousand Villages Wind Control Plan", the wind power industry is also actively recommending the implementation of the "Hundred Counties, Thousands of Villages and Ten Thousands Project" across the country. That is, in 100 counties across the country, the first batch of 5,000 villages were selected, using scattered unused land in rural areas, and each village installed 2 wind turbines for a total of 10,000 units, and centralized planning and packaging approval were carried out on the county level. On the whole, the regulatory authorities and the wind power industry have reached a consensus on promoting the development of decentralized wind power, but the further large-scale development of decentralized wind power still needs specific policy support similar to the promotion of the entire county by rooftop distributed photovoltaic.
       “Since 2021, the number of bids for wind turbines for decentralized wind power projects has been significantly increased. According to incomplete statistics, China Resources Group’s bidding for decentralized wind turbines in the first half of the year is about 0.46GW. These projects are planned to be connected to the grid by the end of 2021; consider China Resources’ market share According to the situation, it is estimated that the domestic installed capacity of distributed wind power in 2021 is expected to reach 5GW and above." Ping An Securities forecast.
 
　　 Decentralized wind power opens up room for growth
　　 Decentralized wind power is a wind power project that is located near the power load center and does not aim at large-scale long-distance transmission of power. The generated power is connected to the grid nearby and consumed locally. As an important component of the wind power business, the growth space of decentralized wind power is gradually opening up.
　　 In 2019, the newly added distributed wind power installed capacity in China was 300MW, which accounted for about 1% of the domestic new hoisted wind power scale. As of the end of 2019, the cumulative installed capacity of distributed wind power nationwide was 935MW, which is a small scale. In European countries such as Germany, the development of decentralized wind power is relatively mature. In 2017, Germany conducted three rounds of wind power project bidding, with a total of 747 bids, corresponding to an average unit scale of about 10MW.
　　 Decentralized wind power is a distributed power source with high energy density. According to estimates by the China Wind Energy Association, if 3MW wind turbines are used, a stand covers an area of about 100 square meters; correspondingly, for distributed photovoltaics, considering the module conversion efficiency of 20.5%, the photovoltaic module area corresponding to a 3MW photovoltaic project is 14,600 Square meters.
　　 The development of domestic decentralized wind power is ushering in an opportunity. Since 2011, the National Energy Administration has issued policies to actively promote the development of decentralized wind power. In 2011, the National Energy Administration issued relevant policies to promote the development of decentralized wind power, clarified the main ideas and boundary conditions of decentralized wind power development, and initiated the exploration of decentralized wind power development models; as the economics and business models are not yet mature, decentralized wind power The development of wind power is slow. In May 2017, the National Energy Administration issued the "Notice on Accelerating the Relevant Requirements for the Construction of Decentralized Wind Power Projects"; in April 2018, the National Energy Administration issued the "Regarding the issuance of the "Interim Management Measures for the Development and Construction of Decentralized Wind Power Projects". Notice, the policy further guides the accelerated development of decentralized wind power.
　　 Since 2018, localities have increased their emphasis on decentralized wind power, and introduced a large number of decentralized wind power projects. According to incomplete statistics, from 2018 to 2020, the decentralized development plans issued by various provinces and localities include more than 16 GW of projects.
       It is worth mentioning that the development environment of decentralized wind power in China has undergone major changes recently. Under the carbon neutral strategy, developers, local governments and other major participants have increased their enthusiasm for decentralized wind power; at the same time, decentralized wind power Wind power can be combined with national strategies such as rural revitalization and is expected to receive further support from policies. Since 2021, the trend of large-scale domestic wind turbines has been obvious. In 2021, the single-machine capacity of the newly tendered distributed wind turbines has increased by 50% compared with the single-machine capacity of the projects put into operation in 2019, which will drive the cost of wind turbines and other wind farm investment costs to drop. In addition, the large-scale wind turbines have expanded the development space, and the new wind power foundation further saves land, which is expected to promote the accelerated development of decentralized wind power.
　　 The proposal of the "Thousands of Towns and Ten Thousand Villages Wind Control Plan" may further promote the enthusiasm and enthusiasm of wind power enterprises to develop and deploy distributed wind power. On September 13th, the wind power sector rose. Zhenjiang (603507.SH), Daikin Heavy Industry (002487.SZ), Zhongji United (605305.SH), Tianshun Wind Energy (002531.SZ) and many other stocks rose at their daily limit. On September 14th, the wind power sector moved up, and energy-saving wind power (601016.SH) rebounded rapidly during the intraday trading, with an increase of more than 2% within 5 minutes; Jixin Technology (601218.SH) and Tianneng Heavy Industry (300569.SZ) have a daily limit , Qingdao Intermediate Range (300208.SZ) superimposed on the Tesla concept daily limit. On September 15, A-share wind power concept stocks continued to rise. As of press time at noon, Shunfa Hengye (000631.SZ), Energy-saving Wind Power (601016.SH) and other nearly 10 stocks have daily limit; Goldwind Technology (002202.SZ), Daikin Heavy Industry (002487.SZ), Xinqianglian (300850) .SZ), Electric Wind Power (688660.SH) and other stocks rose.