Wind power is relatively easy to predict, less than about 4GW; photovoltaic is quite difficult to predict, and it can be more than 6GW with all-out efforts. If you are conservative and focus on efficiency, 4GW is more appropriate.
one. Wind power: 4gw
1. Over 1.5gw of offshore wind power: 600mw in Hainan, 500mw in Yuhuan, Zhejiang, 300mw in Ruian (half equity), and 500mw in North K area of Shandong by the end of the year.
2. Northeast onshore wind power is about 1.2gw: there are some projects in Liaoning, Jilin and Heilongjiang. If the Jilin Songyuan gas turbine-solar hybrid project can be launched, the Jilin wind power bidding will increase by hundreds of thousands of kilowatts.
3. Other onshore wind power is more than 1gw: Shandong 200mw, Guangxi 100mw, Chongqing 200mw+, Henan 200mw, Anhui 50mw, Shanxi 100mw, Hebei 200mw
The onshore wind power resources in the company’s territory are in short supply and the competition is fierce.
two. Photovoltaic: conservative point 4gw
It is expected that the price adjustment of photovoltaic modules will be basically in place in the middle of the year, so it is not appropriate to vigorously promote photovoltaic projects in the first half of the year.
Concentrated PV: 1gw in Jiangxi, 300gw in Hubei, 1gw in Shandong, 300mw in Jiangsu, several hundred MW each in Hebei and Shanxi, Zhejiang, Fujian and Guangdong will also have some projects. Liaoning PV is currently mainly owned by Huaneng Renewables.
Distributed PV: It is hoped that the company will strictly control and only develop provinces south of the Yangtze River.
three. gas turbine
This year’s bidding: Pengzhou 2x9f, a project in Shandong 2x9f. From the perspective of efficiency, I hope that the company will directly use h-class gas turbines and replace 2x9f with 1x9h.
In addition, the Songyuan gas turbine project may also be launched.
Four. coal power
At present, the company is relatively conservative, and it is certain that the bidding projects this year should include: Taicang 2x1000MW, Dezhou 2x660MW thermal power.
The Yuhuan and Haimen projects are expected to be postponed appropriately, waiting for the sea breeze and 650 ultra-supercritical technology.
The biggest highlight of Huaneng in 2023 is the company’s restructuring.
$Huaneng International (SH600011)$ $Huaneng International Electric Power Co., Ltd. (00902)$
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