Wind power new energy policy push, carbon fiber market application speed up

Wind power new energy policy push, carbon fiber market application speed up

1, wind power new energy policy to push, carbon fiber market application speed up

June 1, the National Development and Reform Commission, the National Energy Board and other nine departments issued the "fourteen five" renewable energy development plan, clear renewable energy development goals, the development of new energy to make more detailed planning. Previously, Li Chuangjun, director of the Department of New and Renewable Energy of the National Energy Administration, mentioned in a press interview: (1) promote the implementation of the "Thousand Villages Harness Wind Action" and "Thousands of Households Light Action". (2) in accordance with the "should open as much as possible, can open as much as possible" principle, increase efforts to plan and build large scenery base, promote the development of offshore wind power clusters. Recently several provinces issued "energy development" fourteen five "planning", including Zhejiang, Hubei, Shanghai, etc., a clear development goals of photovoltaic, wind power, hydrogen and other clean energy, including Zhejiang Province proposed to implement the "scenery multiplier" project, clearly in During the "14th Five-Year Plan" period, the installed capacity of scenery should be doubled. China's existing energy facilities level and supply capacity can not fully meet the growing rigid demand for energy. In the era of "carbon neutrality", the growth rate of capital expenditure of fossil energy enterprises has declined significantly, and along with geopolitical risks, international energy prices have risen sharply, and China faces the challenge of mismatch between energy supply and demand. From January to April 2022, 9.58 million kilowatts of wind power were added to the grid, an increase of 2.98 million kilowatts, or 45%, with a significant increase in installed capacity. "2030 carbon peak, 2060 carbon neutral" is a major strategic decision made by the central government, wind power as one of the main sources of clean energy, is the main grip to achieve the double carbon goal, is expected to usher in a major development opportunity.

2, the development of wind power will drive a significant increase in demand for carbon fiber

Wind turbine large-scale is an effective way to reduce the long-term cost of wind power, through the use of long blades to expand the wind area of the wind turbine, help to improve the power generation and stand-alone power. Large-scale wind turbines for blade put forward higher requirements, and carbon fiber material can meet the large-scale required lightweight, high strength, high modulus requirements. 2022 since, China's wind power blade length constantly refresh. As of May 7, YD110 large offshore wind turbine blade (110 meters) manufactured by Yunda and Zhongfu Lianzhong successfully rolled off the line. This is the longest wind power blade that has come off the line in China, incorporating high strength pre-built leaf root and pultruded carbon beam and other processes. Wind power blade can drive a significant growth in demand for carbon fiber, mainly because the global wind power giant Vestas successfully applied the pultrusion process on the blade. But Vestas in July 2002 applied for a carbon fiber strip as the main material to produce wind power blade related patents, restricting other companies to use carbon fiber main beam to make blades. According to the data of Neo Carbon, the penetration rate of carbon fiber application in wind turbine blades will be only 4.7% in 2021. According to the Beijing Declaration on Wind Energy in 2020, in order to achieve the goal of carbon neutrality, the 14th Five-Year Plan should ensure that the average annual installation of wind power is more than 50GW. The patent of pultruded carbon plate process will expire in July 2022, when the process will be rapidly popularized, the dual factors open up the growth space of carbon fiber demand.