风机大型化与退役潮双重发力,增速器或面临较大供给缺口
news flash·2025-07-15 01:03
Core Insights - The wind power industry in China is currently experiencing a rapid development phase, with new installed capacity consistently breaking records [1] - Experts indicate that wind power, with a cost per kilowatt-hour close to that of solar power, higher yield rates, and more stable output, is likely to attract more new energy indicators [1] - The industry is undergoing a dual transformation characterized by "large-scale wind turbines" and "replacement of retired units," leading to increased demand for high-capacity units [1] - The shift towards larger turbines is driving the need for core components, such as wind power gearboxes, which may face significant supply shortages [1]