风电叶片大型化趋势推动核心材料供给端出现变革，叶片技术迭代提升对材料性能的需求。风电叶片制造关键材料进口依赖较高，部分企业在加速布局，国产化势在必行。推荐吉林碳谷、隆华科技、苏博特、中材科技、中国巨石、双一科技及上海石化，建议关注吉林化纤、晨化股份、阿科力、上纬新材、康达新材、天晟新材、维远股份及冲击创业板的中复神鹰。According to CCTV news, it has been learned from the National Energy Administration that up to now, China's wind power grid-connected installed capacity has reached 300.15 million kilowatts, breaking through the 300 million kilowatt mark, double that at the end of 2016, 1.4 times that of the European Union at the end of 2020 and 2.6 times that of the United States. it has ranked first in the world for 12 consecutive years.
At present, wind power accounts for about 13% of the total installed power in the country, and electricity generation accounts for about 7.5% of the electricity consumption of the whole society, an increase of 0.3 and 1.3 percentage points respectively over the end of 2020. The contribution of wind power to the national power supply is increasing.
CITIC pointed out that after the rush to install wind power in 2021, the installed capacity of China's wind power industry is still expected to reach the 40GW in 2021. The "last bus" subsidized by offshore wind power projects will be used as a strong support, and the average annual wind power installation from 2020 to 2025 is expected to be 55GW and 11.8%. The blade is developing in the direction of large-scale, which puts forward higher requirements for the performance of key materials. In the future, wind power materials will develop in the direction of lightweight, high strength and low cost.
The trend of large-scale wind turbine blades promotes changes in the supply side of core materials, and blade technology iteratively enhances the demand for material performance. The import of key materials for the manufacture of wind turbine blades is highly dependent, and some enterprises are accelerating the layout, so localization is imperative. Recommend Jilin carbon Valley, Longhua Technology, Su Bote, Sinopec, China Stonehenge, Shuoyi Technology and Shanghai Petrochemical, it is recommended to pay attention to Jilin Chemical Fiber, Chenghua shares, Akoli, Shangwei New Materials, Kangda New Materials, Tiansheng New Materials, Weiyuan shares and Zhongfu Eagle on the gem.
