我国风电装机快速增长 上市公司积极布局
Zheng Quan Ri Bao Wang·2025-06-22 13:15

Industry Overview - The offshore wind power industry is a crucial direction for clean energy development in China, with rapid growth in installed capacity and wind power generation accounting for over 12% of total energy generation this year [1] - The global offshore wind power installed capacity is expected to exceed 230 GW by 2030, with China's deep-sea projects becoming a core growth point for international cooperation [3] Market Growth - In 2024, China is projected to add 14,388 new wind turbines with a total capacity of 86.99 million kW, of which onshore wind power will account for 81.37 million kW (93.5%) and offshore wind power will account for 5.619 million kW (6.5%) [2] - The wind power installed capacity in China reached 540 million kW by the end of April, reflecting a year-on-year growth of 18.2% [6] Policy Support - Recent favorable policies have been introduced to support the wind power industry, including stable electricity pricing mechanisms, subsidies, and special funds [2][3] - The Ministry of Natural Resources and other departments aim to achieve an installed capacity of 400,000 kW for marine energy by 2030, enhancing the legal and policy framework for the industry [3] Company Developments - Several listed companies are actively positioning themselves in the wind power market, with some already entering the harvest phase [1] - In 2024, 13 new turbine manufacturing companies are expected to enter the Chinese wind power market, with the top five companies achieving installed capacities of 18.67 GW, 13.63 GW, 12.29 GW, 11.51 GW, and 9.15 GW respectively [4] - Companies in the supply chain, such as Guoji Precision Engineering and Jinlei Technology, are also expanding their production capacities and diversifying their product offerings in response to the growing demand for offshore wind power [5]

我国风电装机快速增长 上市公司积极布局 - Reportify