The concept of wind power grid-connected is heating up, and the construction and expansion of sea breeze market is expected to benefit.

According to recent reports, the first batch of 304MW offshore wind power project of China Guangdong Nuclear Power Co., Ltd. located in Laizhou, Shandong Province has been successfully connected to the grid for power generation. This project is the first research and test project for the integration of offshore wind power and marine pasture. This project is a pilot project of "deep-water cage+offshore wind power", "deep-sea aquaculture+leisure sea fishing" and the integrated development model of marine pasture, deep-sea aquaculture fishery and offshore wind power. After the project is put into production at full capacity, the annual on-grid electricity consumption can reach 6,543.8 billion kWh, and about 300,000 tons of standard coal can be saved every year.

Sea breeze will become a hot spot and various industries will be extended.

In recent years, the development model of "offshore wind power+marine pasture" has become a hot spot. The so-called marine pasture refers to the use of natural marine ecological environment to gather economic marine organisms released artificially for stocking. Because the depth and location of offshore wind farms are very beneficial to the development of marine pastures, and the green electricity generated after offshore wind power is put into operation can be used by marine pastures, the two are highly coincident and complementary, so the integrated development of them has also been put on the development agenda of wind power construction in various places.

At present, Guangxi, Shandong and other places put forward in the "14 th Five-Year Plan" energy plan to encourage the integrated development of offshore wind power and marine pasture. The notice of the 14th Five-Year Plan for Marine Economic Development issued by Shandong Province pointed out that the construction of modern marine pasture should be accelerated. Focus on Qingdao, Yantai, Weihai and Rizhao, and build a national marine pasture demonstration area at a high level. Actively explore a new development model of marine pasture complex with the integration of three industries, and promote the integrated development of marine pasture and offshore equipment, offshore wind power, leisure tourism and other industries.

With the gradual promotion of "sea breeze+pasture" form, wind power grid-connected has become the main concept. In addition to the integrated development with marine pastures, offshore wind power is also linked to hydrogen production projects from seawater. In the 20021key construction project plan of Guangdong province, the exploration of the development model of "offshore wind power+seawater hydrogen production" by Yangming Ocean Energy Three-dimensional Innovation and Development Demonstration Project is a key step to promote the commercialization of seawater hydrogen production. In addition, offshore wind power derivative industrial projects such as ocean energy, offshore wind power integrated energy island and marine tourism have also become hot spots in recent years.

Deep-sea development has catalysis, so we can pay attention to related targets.

Recently, the Shanghai Municipal Development and Reform Commission issued the "Measures for Supporting Special Funds for Renewable Energy and New Energy Development in Shanghai" to provide differentiated support for offshore wind power projects. It is mentioned in the document that the deep-sea offshore wind power projects invested by enterprises and offshore wind power projects with a distance of 50 kilometers or more from the site center will be rewarded according to the project construction scale, which will be distributed in five years and 20% each year. Offshore wind power projects less than 50 kilometers away from the center of the plant site will no longer be rewarded.

According to the recent research report of Bank of China Securities, on the premise that the unit comprehensive cost is 14 yuan /W and the annual effective utilization hours are 2,800 hours, if subsidies are made according to the standards of 0.5 yuan /W, it is estimated that the overall internal rate of return of the project will increase by 1. 15 percentage points; In the process of gradually reducing the comprehensive cost, the above subsidies are expected to further expand the promotion of IRR. Subsidies are expected to promote the development of wind power projects in Shanghai to the far-reaching sea, and stimulate the rapid growth of new installed capacity of local sea breeze, and all parties are optimistic about the sea breeze.

In terms of relevant core targets, BOC Securities believes that it is recommended to give priority to leading enterprises in submarine cables, tower piles and bearings whose performance growth rate is expected to match or exceed the growth rate of industry demand. Pay attention to Dongfang Cable, Daikin Heavy Industry, Lihai Wind Power, Taisheng Wind Energy, Tianshun Wind Energy, Jin Lei, Xinqianglian, Hengrun Shares, Riyue Shares, Sany Heavy Industry, Goldwind Technology, etc. It is suggested to pay attention to Hengtong Optoelectronics, Fan Qi Cable, Hankaibul, Tianneng Heavy Industry, Wuzhou New Year, Yangming Intelligent and Dayun.