Joint Memorandum on Realising the Opportunities and Potential of the Chinese wind market开发中国风电市场与潜力联

据国际能源机构（IEA）统计，中国的电力需求在 2004至2030年间有望增长250%，届时二氧化碳的排放 量将增加一倍多，2030年达到10,425Mt。目前中国的能 源消费结构依赖于价格易波动的煤、天然气和石油等化 石能源，受到日益严重的生态环境破坏的制约。国家环 保总局及国家统计局有关报告估计，2004年中国环境污 染的国民经济成本为5118亿人民币（640亿美元），占 国民生产总值的3.05%，即当年中国“绿色GDP”占GDP总 量的97%。风能是一种清洁的永续能源，不存在燃料价格风险，在 风机寿命期内发电成本稳定，不存在外部能源依赖性， 没有环境成本，因此，风力发电在降低中国电力供应风 险和长期发电成本，以及减少对燃料价格依存度方面能 够发挥重要作用。而且，风力发电可以加强中国的能源 供应安全，节约宝贵的自然资源，培育国产工业的发 展，促进农村电气化。清洁的风电可以明显降低与发电 相关的环境成本，减少二氧化碳的排放。这些优势还将 带来明显的经济效益，特别是诸如北部和西北风力资源 丰富的边远地区，可以作为风机制造的理想选址。中国在太阳能热利用方面已经占据了领先地位，风能的 开发利用可以作为一个新的增长领域。促进风能的开发利用可以扶持中国民族设备制造业的发展，并形成中国 本土的风机供应链以及全球风机制造及服务基地。中国 已经具备了雄厚的制造业基础，因此，发展全球领先的 风力发电和设备制造业对中国而言并非难事。全球的风力发电产业正以惊人的速度增长，在过去10年 平均年增长率达到28%，有70多个国家的装机容量超过 了15,000 MW，全球安装总量达到了74,000 MW，意味 着每年在该领域的投资额达到了180亿欧元（或230亿美 元）。2006年，全球风电资金中9%投向了中国，总额 达162.7亿人民币，或16.2亿欧元。因此我们相信，风电产业的发展对中国而言具备经济和 环保双重价值。中国通过可再生能源法的实施，已经向 着正确的发展方向做出了很多工作和努力。自2006年 1月1日可再生能源法正式生效以来，中国新增风电装机 容量超过了1,300 MW，风电市场增长迅速。

China’s electricity demand is expected to increase by 250%  between 2004 and 2030, according to the International  Energy Agency. The CO2 output during this time will more  than double, reaching 10,425Mt by 2030. China’s current  national energy portfolio is dependent on flfl uctuating coal,  gas and oil prices and the increasing cost of the related  environmental damage. A report published by the Chinese  State Environmental Protection Agency (SEPA) and the  National Bureau of Statistics (NBS) estimated that pollution  cost the country 511.8 billion yuan (US$64 billion) in  economic losses in 2004, or 3.05% of the total economic  output, putting the country’s “green GDP” at 97 percent of  the original GDP. Wind power is a clean and inexhaustible power generation  solution with zero fuel price risk, a fifi xed cost throughout  the lifetime of the turbine, no external energy dependencies  and no environmental cost. Wind energy can therefore play  an important role in reducing the risk and long-term cost  of electricity generation in China and the exposure to fuel  price volatility. Moreover, wind energy will enhance the  country’s security of energy supply, save valuable natural resources, foster domestic industry development and help  rural electrififi cation. By producing clean power, wind energy  will also signififi cantly decrease power generation-related  environmental costs and CO2 emissions. This could provide  signififi cant economic benefifi t, some of it in more remote  locations such as North and North-west China where wind  resources are best and manufacturing could be located.China already has proved itself a leader in terms of the  use of solar energy, and wind energy can become the new  area of growth. Promoting wind power in China will foster  the development of the local wind equipment industry,  eventually leading to a China-based supply chain for the  turbine industry, global turbine manufacturers of Chinese  origin and China-based global service providers. Given  China’s traditionally strong manufacturing base, the country  could easily become a global leader in terms of wind power  generation and equipment manufacturing.The global wind energy industry has been growing at a  breathtaking rate, by an average of 28% per annum in the  last 10 years. During the year 2006, over 15,000 MW of  wind power capacity have been installed in more than 70  countries, bringing the global total installed capacity up to  74,000 MW. This can be translated into an annual investment  volume of over €18 bn or US$23 bn. In 2006, around 9% of  this amount was invested in China, representing an economic  value of 16.27 bn RMB or €1.62 bn.We therefore believe that growing wind energy in China  makes both economic and environmental sense. The Chinese  government has already taken considerable steps in the right  direction with the Renewables Energy Law, which entered  into force on 1 January 2006. Since then, over 1,300 MW of  wind power have been installed in China, and the market is  growing rapidly.