According to statistics, as of early April 2023, the total bid scale for wind turbines since 2023 is 30.6 GW, including a land-based wind power bid scale of 27.9 GW and an offshore wind power bid scale of 2.8 GW. The bidding scale for January, February, and March 2023 was 11.61 GW, 8.89 GW, and 6.97 GW respectively, with a bidding scale of 3.18 GW in April (not yet fully counted).
The substrate of composite collectors has a direct impact on battery performance. In terms of performance, PP is better than PET; in terms of cost, PET has the advantage; from a scale perspective, PP is more challenging than PET. However, downstream customers (battery factories) will make choices based on factors such as comprehensive performance, cost, scalability, and application scenarios. The development of the composite collector industry is optimistic, and we recommend PP substrate companies Dongjiu Technology and Copper Mountain Electronics, and suggest paying attention to Guofeng New Materials.
With the development of technology, the exploration of unknown fields has gradually begun. Faced with high-risk, high-intensity tasks, unmanned operations have been utilized. Originally developed for military purposes, drones were used for reconnaissance and target practice. Due to the increasing demand for civilian use, drones have been introduced into the civil market for aerial photography, surveying, crop protection, disaster relief, transportation, and more. As various industries continue to explore the applications of drones, the requirements for their carrying capacity and performance are also becoming higher.
Accordingtothe"14thFive-YearPlan"forthemodernenergysystem,theamountofwindandphotovoltaicpowergenerationisexpectedtodoubleduringtheperiod.Specifically,thenewlyinstalledcapacityofwindpowerisexpectedtore...
At the beginning of the new year, the National Energy Administration issued the "Key Points for Energy Regulation in 2023", clarifying the overall ideas and main tasks for energy regulation in 2023. It specifically proposes seven requirements and deployments: focusing on market regulation, safety regulation, industry regulation, monopoly regulation, qualification credit regulation, administrative law enforcement, and party building leadership. The work points are comprehensive and pragmatic, fully reflecting the determination and responsibility of the country to carry out more vigorous, comprehensive, deep-seated, and higher-level regulatory work in the field of energy in the new year. The document will raise the regulatory work of power market system construction to a new height.
On November 22nd, the National Energy Administration released the national power industry statistics for January to October. As of the end of October, the cumulative installed capacity of power generation in the country was about 2.5 billion kilowatts, an increase of 8.3% year-on-year. Among them, the installed capacity of wind power was about 350 million kilowatts, an increase of 16.6% year-on-year; the installed capacity of solar power was about 360 million kilowatts, an increase of 29.2% year-on-year.
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