$LONGi Green Energy (SH601012)$ $Mingyang Intelligence (SH601615)$ $Tongwei (SH600438)$ Recently started to study the new energy industry, and finally realized that China’s energy transformation is a big step, not only related to the current Western containment National energy security is also an important tool for major powers to break through the blockade leading the international energy pattern in the future! From power batteries , electric vehicles to photovoltaics, wind power, and UHV power transmission , these Chinese companies have quickly broken through and become world-leading giants in recent years. Obviously, the new energy industry is not only a state-supported industry with huge space , but also an industry that our country leads in the world ; Investors should not miss out.
However, the popular new energy batteries and new energy vehicles seem to have reached the height of the market dream rate , and the relative valuations of photovoltaic and wind energy are not outrageous. Photovoltaic and wind energy are the world’s leading technologies and production capacity. How to choose ? Next, let’s look at a set of data charts, which may give us some hints. The following are the installed capacity of various energy sources in my country in 19-21: 210GW, 282GW and 330GW of wind power generation in 19-21; 200GW, 253GW and 310GW of photovoltaic power generation in 19-21. Basically, the gap between wind power and photovoltaic installed capacity is relatively small .
The second set of data charts, the power generation of various energy sources in 19-21: 405.7 billion kWh, 470 billion kWh and 566.7 billion kWh of installed wind power generation in 19-21; 325.9 billion degrees. Why is the installed capacity of wind power and photovoltaics basically similar , but the final power generation is very different , even in 21 years, the power generation of wind power is about twice that of photovoltaics ?
Finally, we combine the above two sets of data to calculate the annual effective power generation time of various energy sources ( 1 year = 8760 hours ). Power generation time = power generation / installed capacity , power generation is 100 million kilowatt hours, and the corresponding unit of installed capacity is 100 GW = 100 million kilowatts. The following set of data is the average annual effective power generation time of various energy sources, which is a key indicator to measure power generation efficiency and energy stability.
Specifically, the stability of nuclear power is the best , with an average of more than 7,100 hours , reaching 7,736 hours in 21 years; followed by the core power generation resources of thermal power in the current period, with an average of more than 4,200 hours and 4,449 hours in 21 years. Hydropower is more than 3000 hours , 21 years is 3036 hours.
The following focuses on wind power and photovoltaic power generation. In 2019, wind power is 1932 hours , photovoltaic is 1119 hours , and wind power is 813 hours more than photovoltaic effective power generation time ; in 20 years, wind power is 1654 hours , photovoltaic is 1030 hours , and wind power is 639 hours more than photovoltaic effective power generation time ; 21 years wind power is 1990 hours , the photovoltaic is 1065 hours , and the wind power is 825 hours longer than the photovoltaic effective power generation time .
It can be seen here that the wind power time of wind power is much longer than that of photovoltaic ; especially after more development of offshore wind energy in the later stage, it is expected to close the gap with hydropower by close to 3000 hours.
From the above authoritative data and the effective power generation time we deduced, the “machine” of wind energy is better than photovoltaic in terms of supply stability . At the same time, offshore wind energy will further improve the stability of wind energy with the improvement of wind turbine technology and installation capacity. sex. 2. Wind energy, especially offshore wind energy, can be consumed nearby , and it is less dependent on breakthroughs in energy storage technology. 3. Offshore wind energy deserves special attention.
The “danger” of photovoltaics, 1. In recent years, a large number of stations have been built, but after the grid is parity, because the effective time of power generation is significantly lower than that of wind power , and the northwest area is mainly away from the southeast power center, the use efficiency is low. 2. The efficient utilization of photovoltaics relies heavily on breakthroughs in energy storage technology , especially chemical energy storage technology.
Combined with the current valuations of the PV and wind energy industries, wind energy, especially offshore wind energy , seems more attractive!
The above thoughts are personal opinions of individuals who are new to the new energy industry, and are not used as any recommendation basis. Welcome golfers to discuss and help! #新Energy# @Today’s topic is very much looking forward to getting the corrections from the big guys @李月路@西尔隆基@ really is a few leeks , thank you again!
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