资源描述
2009 1210 2023 02 11 2023 2016-2021 95%2022-2025 49GW 2030 107.3GW 6 90.6-91.8GW 2022-2030 377.5GW CAGR 31%54.6%29.5%ESMAP 50m 64%60m 245.4MW 200MW 81.5%387.4MW 355.7MW 91.8%2025 3 2026 2026-2030 2GW 12.2GW CAGR 57.3%0.6GW 6.2GW CAGR 79.5%/64.5%50%4 WindFloatAtlantic2 Tetraspar Demonstration 3.5/3.7/kW 27.1%8.4%Carbon Trust 52%2.3MW Hywind I 30MW Hywind Pilot Plant MW 66.8%Aker Solutions Furukawa Electric Hellenic Cables S0360522080001%()294 0.04()67,852.98 7.28()54,759.41 7.71%1M 6M 12M 4.2%-10.6%-5.5%1.3%-9.9%5.7%SUV L7 2023-02-09 F7 2023-02-08 2023 1 2023-02-08-28%-14%1%16%22/02 22/04 22/07 22/09 22/11 23/022022-02-102023-02-09 300 2009 1210 1 2 3+2009 1210 3.6.6.9.13.13.15 1.15 2.16 3.19.20.21.22.23+.25.26.26 2009 1210 4 1 2016-2021 MW.6 2 2021%.6 3 2022-2025 GW.6 4 GW.6 5.7 6 2021%.7 7 GW.8 8 GW.8 9 GW.9 10 GW.9 11.10 12/.10 13.11 14/.12 15/.12 16.13 17 MW.13 18.14 19.14 20.14 21.15 22.16 23.17 24.17.18 26.18 27.19 28.19 29.19 30.20 31/kW.20 32/kW.20 33/.21 2009 1210 5 34 CAPEX.21 35.21 36.21 37.22 38.22 39.23.23 41.23 42.25 43.25 44.26 45.26 2009 1210 6+2021 GWEC 2016-2021 95%2021 55.9GW 47%22%14%1 2016-2021 MW 2 2021%GWEC GWEC 2022-2025 4 10 15 20GW 12 8GW 2025 75.5GW CAGR30%3 2022-2025 GW 4 GW 05000100001500020000250002016 2017 2018 2019 2020 2021,47%,22%,14%,5%,4%,7%02468101214广东 江苏 山东 福建 浙江 河北 广西 上海 海南 辽宁2022-2025 0.05.010.015.020.025.02017 2018 2019 2020 2021 2022 2023E 2024E 2025E GW 2009 1210 7 5 1700 2025 2800 1500 2025 1000 500 410 1030 480 640 450 2022-2035 2025 2-3 300 750 300 180 11 50-150 1230 2025 4050 GWEC 2021 28.3GW 50.6%98.8%2030 135.6GW 2040 30 8-11GW 2050 40GW 6 2021%,8.0%,8.1%,0.3%,0.0%,27.2%,0.1%,10.5%,0.1%,0.0%,0.7%,0.0%,45.0%2009 1210 8 7 GW 2030 2035 2040 2045 2050 50 18 40 30 30 40 70 21 12.9 35 5.9 8-11 5.8 8 3 7 WindEurope IEA GWEC 2021 1.7GW 3%2030 90.6-91.8GW 8 GW 2030 2040 2050 30 10 30-45 12 7 30 1.6-2.8 3.2-20.5 5.6-40.5 METI World Bank US Department of Energy GWEC 2022-2030 5.1GW 37.6GW CAGR 28.5%2021 2022-2030 4.1GW 41.5GW CAGR 33.6%2022-2030 377.5GW CAGR 31%54.6%29.5%2009 1210 9 9 GW GWEC ESMAP 5259/2982/1897GW 50m 64%40m 40m 10 GW ESMAP 01020304050607080902021 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E 0%20%40%60%80%100%0100020003000400050006000美国 中国 日本 英国 韩国 越南 50m 50-1000m 2009 1210 10 11 H-BLIX 60m 12/E&P 2022 20 245.4MW 0.4%12 387.4MW 2009 Hywind I 200MW Province Grand Large Groix&Bella-le 4 Aqua Ventus I Goto City 355.7MW 2023-2025 2009 1210 11 13(MW)(MW)2009 Hywind I Statoil 2.3 2.3 Siemens 2011 WindFloat Atlantic Phase 1 EDPR,Repsol,Chiyoda,Mitsubishi 2 2 Vestas 2013 Fukushima Forwardphase 1 Marubeni Corporation 2 2 Hitachi 2013 Kabashima Toda Corporation 2 2 Hitachi 2015 Fukushima Forwardphase 2 Marubeni Corporation 7 7 Mitsubishi 2016 Fukushima Forwardphase 3 Marubeni Corporation 5 5 Hitachi 2016 Sakiyama Toda Corporation 2 2 Subaru 2017 Hywind Pilot Plant Statoil 30 6 Siemens 2018 Floatgen IDEOL 2 2 Vestas 2018 IDEOL Kitakyushu Demo IDEOL&Hitachi Zosen 3 3 Aerodyn 2018 Kincardine Phase 1 Pilot Offshore,Cobra 2 2 MHI Vestas 2019 W2Power EnerOcean 2 2 EnerOcean 2019 WindFloatAtlantic 2 EDPR,ENGIE,Repsol,PPI 25 8.3 MHI Vestas 2020 Ulsan Demo Unison,KETEP,Mastek Heavy Industries,SEHO Engineering,University of Ulsan 0.75 0.75 Unison 2021 Tetraspar Demonstration innogy SE,Shell,Steisdal OT 3.6 3.6 Siemens 2021 Pivot Buoy X1Wind 0.22 0.22 Vestas 2021 Kincardine Phase 2 Pilot Offshore,Cobra 48 9.5 MHI Vestas 2021 5.5 5.5 2022 Hywind Tampen Equinor 95 8.6 Simens Gamesa 2022 AFLOWT DP Energy,Floating Power Plant 6 6.0 TBC 2023 6.2 6.2 2023 PLOCAN Floating Power Plant 8 8.0 Floating Power Plant 2023 Province Grand Large EDF EN 25.2 8 Simens Gamesa 2023 Groix&Bella-le Shell/Eolfi,28.5 9.5 MHI Vestas 2023 EFGL Leucate Ocean Winds,Engine.EDPR 30 10 MHI Vestas 2023 4.0 4 2023 7.3 7.25 2009 1210 12 2023 6 6.25 2023 Aqua Ventus I EDF EN 25.2 8.4 Siemens-Gamesa 2024 Eolmed(Gruessan)pilor Farm Quadran 30 10 MHI Vestas 2024 Goto City Toda Corporation 16.8 2.1 Hitachi 2025 200.0 CWEA Carbon Trust/339.8MW 53.7%6 37.8MW 6%2021 2021 2025 229.2MW 36.2%/17.9GW 50.5%2035 15GW 29.9%2030 9GW 17.9%1.6%14/15/CWEA Carbon Trust Ocean Winds 4C offshore offshoreWIND Principle Power,15.9%,4.3%,6.0%,12.6%,0.9%,0.1%,1.6%,36.2%,18.3%,4.0%,1.6%,17.5%,1.0%,2.9%,3.9%,34.8%,29.2%,6.8%,2.4%2009 1210 13 16 2022.4.2 2022.6.1 2022.8.24 12-15MW 2025 3 GWEC 2021-2025 59.5MW 839.4MW CAGR 93.8%2026-2030 2GW 12.2GW CAGR 57.3%5.5MW 280MW CAGR 167.1%0.6GW 6.2GW CAGR 79.5%17 MW GWEC 30m 30m 60m 020004000600080001000012000140002020 2021E 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E 2009 1210 14 60m 18 19 BSEE CWEA Carbon Trust/63.3%26.7%10%6MW 3000t 4.4/kW 6MW 3500t Tetraspar Demonstration 3.7/kW 6MW 2000t Pivot Buoy 13.4/kW 20,64.5%,9.7%,25.8%2009 1210 15 100 40m 40m 100m 6MW2000t 6MW3000t 6MW3500t)Pivot Buoy13.4/kW 4.4/kW Tetraspar Demonstration3.7/kW)GWEC+21 Offshore Wind Asia 1 15MW 18MW MySE16.X-260 H260-18MW GWH252-16MW 1/EnerOcean EnBW Hexicon W2Power Nezzy2 TwinWind 2022 9 29 Nezzy Nezzy 2009 1210 16 MySE8.3-180 16.6MW 2 X1 Wind Eolink T-Omega Wind 3/Seawind Ocean TouchWind 22 enbw hexicon eolink 2 2009 1210 17 23 Iberdrola 24 2009 1210 18 9 4+Total Energies Equinor 3 3 6 1 2 Semar 50%25 26 Semar 1 2 3 4 2009 1210 19 27 S 28 29 3 2009 1210 20/30 4/11753/13483/14067/12500/kW Hywind I 17.8/kW WindFloatAtlantic 2 Tetraspar Demonstration 3.5/3.7/kW 4 31/kW 32/kW OW Ocean Winds EDP NS Energy 100001100012000130001400015000山东 浙江 广东 海南/kW)05101520/kW)2009 1210 21 31%NREL/76.7%81.4%/8.4%/27.1%Azure International 90%31%33/34 CAPEX NREL Azure International Carbon Trust 52%16%12%2.3MW HyWind I 30MW Hywind Pilot Plant MW 66.8%35 36 Carbon Trust Equinor+0%10%20%30%40%50%60%70%80%90%100%固定式海风 漂浮式海风,1%,26%,6%,19%,31%,14%,1%0%10%20%30%40%50%60%70%80%90%100%样机平台系泊锚安装风机其他（电缆等）拆除商业化 2009 1210 22 37/Aerodyn 38 Aker Solutions Furukawa Electric Hellenic Cables 1180 13.28cm 35 2009 1210 23 39 40 offShoreWind Principle Power/Ideol Saipem Wison 41 Principle Power WindFloat Ideol Ideol 2009 1210 24 CSSC Wison Wison Saipem Hexafloat Tri-Star Float FPSO Naval Energise Groix Stiesdal TetraSpar CWEA Vryhof MacGregor Vryhof MacGregor R6 2009 1210 25 42 43 MacGregor+Equinor RWE Hexicon BW Ideol-CoensHexicon Aquaterra Energy Seawind Ocean 3.2GW 2009 1210 26 44 HyWind I/Hywind Pilot Plant Hywind Tampen Aker Offshore Wind Aker Kvaerner/PCI 45 2009 1210 27/2022 5 2 2022 2022 2 2022 1 2 2022 2022 2022 2009 1210 28 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82871425 0755-83024576 0755-82756804 0755-82756803 0755-82871425 021-20572536 021-20572551 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 0755 82756805 2009 1210 29(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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