以江苏为例浅析中国大陆海上风电投资策略

Analysis on Investment Strategy of Chinese Mainland’s Offshore Wind Power: A Case Study of Jiangsu Province

为了缓解能源供需矛盾并且有效化解能源和环保危机,合理开发利用东南沿海地区丰富的海上风力资源俨然成为了当下新能源行业的研究热点,备受投资者们青睐。迄今为止,以江苏为首的八个省市均有海上风电项目并网,但面对这股海上风电建设浪潮我们不禁思考:现阶段中国大陆大力发展海上风电是否为最佳时机,海上风电场大规模建设的必要性如何?本文将从电力系统分析和海上风电投资经济性分析着手,以江苏为例通过解剖麻雀方式浅析中国大陆海上风电投资策略。

To release supply-demand contradiction of energy and resolve the crisis of energy and environ-mental protection, the rational development and utilization of the abundant offshore wind re-sources in the southeast coastal area have become a hotspot in the new energy industry, and thus, are favored by investors. So far, offshore wind power projects have paralleled in the grid in eight provinces and cities led by Jiangsu. But confronted with such wave of construction, we cannot help thinking: is it urgent for China to develop offshore wind power in the moment? How necessary it is to invest massively offshore wind power? This paper will start with the analysis of power system and the economic analysis of offshore wind power investment, and then take Jiangsu as an example to analyze the investment strategy on the way of dissecting sparrow.