The Zhitong Finance App learned that on December 30, due to news of huge investment opportunities brought about by accelerated investment in Haifeng, A-share wind power concept stocks fluctuated and rose. As of press release, Jicheng Electronics (002339.SZ) rose and stopped, and Hewang Electric (603063.SH), Xinfengguang (688663.SH), Jinlei (300443.SZ), Longyuan Technology (300105.SZ), Tianshun Wind (002531.SZ), Tianneng Heavy Industries (300569.SZ) and other stocks rose.
According to media reports, with the last fan connected to the grid, the China Power Investment Group's Jieyang Shenquan2 offshore wind power project was connected to the grid at full capacity, marking the completion and operation of China's largest commercial stand-alone capacity offshore wind farm. According to reports, the 11 MW fan used in the Jieyang Shenquan Second Offshore Wind Farm is currently the most powerful single commercial fan in China.
According to institutional analysis, the installed capacity of offshore wind power in China can reach 3009 GW only by considering the development area in the area where the sea depth is 0-50 meters and the average wind power density is greater than 300 watts/square meter. However, as of 2021, the total installed capacity of offshore wind power in China was only 26 GW, accounting for less than 1%, and the remaining development space is huge. The new installed capacity of offshore wind power in 2022-2025 was 6.5/10.5/12/15 GW respectively, with an average compound annual growth rate of 32%. Offshore wind developed significantly faster than land wind.