近日,國家(jia)能源局發布《風(feng)(feng)電(dian)(dian)發展“十三五”規劃(hua)》(下稱“《風(feng)(feng)電(dian)(dian)規劃(hua)》”)。《風(feng)(feng)電(dian)(dian)規劃(hua)》明確(que)提出,到(dao)(dao)2020年底,我國風(feng)(feng)電(dian)(dian)累計并(bing)網(wang)裝機(ji)容量要確(que)保達到(dao)(dao)2.1億(yi)千瓦以上,風(feng)(feng)電(dian)(dian)年發電(dian)(dian)量確(que)保達到(dao)(dao)4200億(yi)千瓦時,約占全國總發電(dian)(dian)量的6%。“三北”地區要全面達到(dao)(dao)最低保障(zhang)性收購(gou)利(li)用小(xiao)時數的要求。
《風電發展“十三五”規劃》發布
《風電(dian)(dian)規(gui)劃(hua)》寫明要(yao)加快(kuai)開(kai)發(fa)(fa)(fa)中東部和(he)南方地區陸上(shang)(shang)(shang)風能(neng)資(zi)(zi)源(yuan)(yuan)。按照(zhao)“就(jiu)近接入、本地消納”的原則,發(fa)(fa)(fa)揮風能(neng)資(zi)(zi)源(yuan)(yuan)分(fen)布廣泛和(he)應用靈活的特點,在做好環境保護(hu)、水土(tu)保持(chi)和(he)植被(bei)恢復工作的基礎上(shang)(shang)(shang),加快(kuai)中東部和(he)南方地區陸上(shang)(shang)(shang)風能(neng)資(zi)(zi)源(yuan)(yuan)規(gui)模化開(kai)發(fa)(fa)(fa)。結合電(dian)(dian)網(wang)(wang)布局和(he)農村電(dian)(dian)網(wang)(wang)改造升級,考慮資(zi)(zi)源(yuan)(yuan)、土(tu)地、交(jiao)通運輸以(yi)及施工安裝等(deng)建設條件,因地制(zhi)宜推動接入低壓配電(dian)(dian)網(wang)(wang)的分(fen)散(san)式(shi)風電(dian)(dian)開(kai)發(fa)(fa)(fa)建設,推動風電(dian)(dian)與(yu)其(qi)它分(fen)布式(shi)能(neng)源(yuan)(yuan)融合發(fa)(fa)(fa)展。到2020年,中東部和(he)南方地區陸上(shang)(shang)(shang)風電(dian)(dian)新增并(bing)網(wang)(wang)裝機容量(liang)(liang)4200萬千(qian)瓦以(yi)上(shang)(shang)(shang),累計并(bing)網(wang)(wang)裝機容量(liang)(liang)達到7000萬千(qian)瓦以(yi)上(shang)(shang)(shang)。
《風(feng)(feng)電(dian)(dian)規(gui)劃》強調(diao)(diao),要有序(xu)推進“三(san)北(bei)”地(di)區(qu)(qu)風(feng)(feng)電(dian)(dian)就地(di)消(xiao)(xiao)(xiao)納(na)(na)利(li)(li)(li)用。棄(qi)風(feng)(feng)問題嚴重(zhong)的(de)省(區(qu)(qu)),“十(shi)三(san)五(wu)”期(qi)(qi)間(jian)重(zhong)點解決(jue)存量(liang)風(feng)(feng)電(dian)(dian)項(xiang)目的(de)消(xiao)(xiao)(xiao)納(na)(na)問題。風(feng)(feng)電(dian)(dian)占比較低、運(yun)行情況良好的(de)省(區(qu)(qu)、市),有序(xu)新增風(feng)(feng)電(dian)(dian)開發和(he)就地(di)消(xiao)(xiao)(xiao)納(na)(na)規(gui)模(mo)。到(dao)2020年(nian),“三(san)北(bei)”地(di)區(qu)(qu)在(zai)基本解決(jue)棄(qi)風(feng)(feng)問題的(de)基礎上,通過促進就地(di)消(xiao)(xiao)(xiao)納(na)(na)和(he)利(li)(li)(li)用現有通道(dao)(dao)外(wai)送,新增風(feng)(feng)電(dian)(dian)并網(wang)裝(zhuang)機容(rong)量(liang)3500萬千瓦(wa)左右,累計并網(wang)容(rong)量(liang)達到(dao)1.35億千瓦(wa)左右。《風(feng)(feng)電(dian)(dian)規(gui)劃》指出,要利(li)(li)(li)用跨省跨區(qu)(qu)輸電(dian)(dian)通道(dao)(dao)優化資源配(pei)置(zhi)。借助“三(san)北(bei)”地(di)區(qu)(qu)已開工建設和(he)已規(gui)劃的(de)跨省跨區(qu)(qu)輸電(dian)(dian)通道(dao)(dao),統籌優化風(feng)(feng)、光、火等各(ge)類電(dian)(dian)源配(pei)置(zhi)方(fang)案(an),有效擴大(da)“三(san)北(bei)”地(di)區(qu)(qu)風(feng)(feng)電(dian)(dian)開發規(gui)模(mo)和(he)消(xiao)(xiao)(xiao)納(na)(na)市場。“十(shi)三(san)五(wu)”期(qi)(qi)間(jian),有序(xu)推進“三(san)北(bei)”地(di)區(qu)(qu)風(feng)(feng)電(dian)(dian)跨省區(qu)(qu)消(xiao)(xiao)(xiao)納(na)(na)4000萬千瓦(wa)(含(han)存量(liang)項(xiang)目)。利(li)(li)(li)用通道(dao)(dao)送出的(de)風(feng)(feng)電(dian)(dian)項(xiang)目在(zai)開工建設之前,需落(luo)實消(xiao)(xiao)(xiao)納(na)(na)市場并明確(que)線路的(de)調(diao)(diao)度運(yun)行方(fang)案(an)。
此外(wai),《風電規(gui)劃》還強(qiang)調,要(yao)積極穩(wen)妥推(tui)(tui)進(jin)(jin)海(hai)(hai)上(shang)風電建設。重點(dian)推(tui)(tui)動江(jiang)蘇、浙江(jiang)、福建、廣(guang)東等(deng)(deng)省的海(hai)(hai)上(shang)風電建設,到(dao)2020年四省海(hai)(hai)上(shang)風電開工(gong)建設規(gui)模均達(da)到(dao)百萬千瓦以上(shang)。積極推(tui)(tui)動天(tian)津、河北、上(shang)海(hai)(hai)、海(hai)(hai)南等(deng)(deng)省(市(shi))的海(hai)(hai)上(shang)風電建設。探索(suo)性(xing)推(tui)(tui)進(jin)(jin)遼(liao)寧、山東、廣(guang)西等(deng)(deng)省(區)的海(hai)(hai)上(shang)風電項目。到(dao)2020年,全國海(hai)(hai)上(shang)風電開工(gong)建設規(gui)模達(da)到(dao)1000萬千瓦,力爭累計并網容量達(da)到(dao)500萬千瓦以上(shang)。
鋼管用量將增長
記者了解到,“十三(san)五”期間(jian),風(feng)(feng)(feng)電(dian)(dian)新增裝機容量8000萬千(qian)瓦以上(shang)(shang)(shang),其(qi)中(zhong)海(hai)上(shang)(shang)(shang)風(feng)(feng)(feng)電(dian)(dian)新增容量400萬千(qian)瓦以上(shang)(shang)(shang)。按照(zhao)陸上(shang)(shang)(shang)風(feng)(feng)(feng)電(dian)(dian)投資7800元/千(qian)瓦、海(hai)上(shang)(shang)(shang)風(feng)(feng)(feng)電(dian)(dian)投資16000元/千(qian)瓦測算(suan),“十三(san)五”期間(jian),風(feng)(feng)(feng)電(dian)(dian)建(jian)(jian)設總投資將(jiang)(jiang)(jiang)達到7000億元以上(shang)(shang)(shang)。“未來國(guo)家將(jiang)(jiang)(jiang)加(jia)大(da)海(hai)上(shang)(shang)(shang)風(feng)(feng)(feng)電(dian)(dian)項目建(jian)(jian)設,重(zhong)點推動江蘇(su)、浙江、福建(jian)(jian)、廣東等省海(hai)上(shang)(shang)(shang)風(feng)(feng)(feng)電(dian)(dian)建(jian)(jian)設。據(ju)分(fen)析,風(feng)(feng)(feng)電(dian)(dian)電(dian)(dian)力建(jian)(jian)設力度加(jia)大(da),將(jiang)(jiang)(jiang)有序拉動鋼(gang)材(cai)需求,其(qi)中(zhong)電(dian)(dian)力行業用管(guan)需求占比約(yue)在5%~7%,預估每年將(jiang)(jiang)(jiang)拉動鋼(gang)管(guan)用量在400萬~500萬噸左右。”卓創資訊分(fen)析師初曉表示。