风电设备退役潮悄然袭来 资源化利用喜忧参半

Group 1 - The wind turbine industry is facing a significant challenge with the impending retirement of over 34,000 wind turbines by 2030, leading to concerns about the recycling and disposal of these large structures [1][4] - The lack of a comprehensive regulatory framework has resulted in improper disposal practices, with some companies failing to follow environmentally sound procedures for handling retired turbine blades [2][6] - Companies like Longjin Energy have begun to innovate in the recycling of wind turbine blades, establishing production lines capable of processing 1,500 tons of retired blades annually, and are expanding their operations through joint ventures [3][4] Group 2 - The Chinese government has initiated policies to promote the recycling of retired wind and solar equipment, including the release of guidelines to establish a systematic approach to recycling [4][5] - The recycling of components such as generators and towers is feasible, with significant potential value in recovered materials like steel and copper, estimated to reach around 24 billion yuan by 2030 for 1.5 MW turbines [5] - The most challenging aspect of recycling remains the turbine blades, which are primarily made of fiberglass and resin, necessitating advanced processing techniques to avoid environmental contamination [5][6] Group 3 - The responsibility for recycling retired wind turbines primarily lies with the wind farm owners, who often outsource this task, raising concerns about the capabilities of the contracted companies [6] - The establishment of a comprehensive database to track retired turbines is deemed essential for effective management and recycling efforts within the industry [6] - There is a growing concern that an influx of companies entering the recycling market could lead to resource shortages, highlighting the need for careful industry monitoring and regulation [6]