全球风电供应格局深度调整 中国风电机组供应商表现亮眼

Core Insights - The Global Wind Energy Council's report indicates that the global wind power market is set to achieve a record 127 gigawatts of new installed capacity in 2024, with a significant contribution from Chinese manufacturers [1][2] - Despite the record-breaking performance, many wind turbine manufacturers are still facing financial pressures, and potential trade barriers are weakening the resilience of the wind power supply chain [1][3] Wind Turbine Sales and Market Dynamics - In 2024, a total of 29 wind turbine suppliers installed 23,098 turbines, marking the highest sales volume in history despite macroeconomic pressures and supply chain disruptions [2] - The report highlights that 18 suppliers are from the Asia-Pacific region, 8 from Europe, and 2 from North America, with the top four manufacturers globally all being Chinese for the first time [2] - The average capacity of newly installed wind turbines is approximately 5.5 megawatts, reflecting a 9% year-on-year increase, with onshore turbines surpassing 5 megawatts and offshore turbines averaging 9.8 megawatts [2] Supply Chain Challenges - The wind power supply chain is experiencing mixed conditions, with strong downstream demand but ongoing challenges such as macroeconomic pressures, delayed grid access, rising investment costs, and potential trade risks [3][4] - Over half of Western turbine manufacturers are still facing year-on-year declines in net profit, despite some improvements in profitability for several suppliers [3][4] Financial Performance of Suppliers - Domestic wind equipment suppliers in China are under pressure due to declining turbine sales prices, with overall revenue in the wind equipment sector expected to drop by 3.5% to 192 billion yuan in 2024 [4] - Western manufacturers like GE Vernova and Siemens Gamesa are also facing challenges, with GE Vernova reporting significant losses in offshore wind projects due to delays [4] Need for Collaborative Support - The Global Wind Energy Council predicts continued growth in wind power installations, emphasizing the need for industry and government collaboration to eliminate structural barriers and optimize market design [5] - The report stresses the importance of a friendly market environment for building local supply chains, cautioning against restrictive policies that could disrupt the wind power supply chain [6] Recommendations for Market Improvement - The industry must address supply chain bottlenecks and improve market design to achieve renewable energy development goals, with calls for streamlined approval processes and accelerated grid investment [6]