研判2025！全球及中国风电安装船行业发展历程、发展背景、订单情况及未来趋势分析：船东投资意愿持续走低，大型化趋势明显[图]

Core Viewpoint - The development of offshore wind power is a consensus among major maritime countries to promote green and low-carbon energy transition, with offshore wind installation vessels (WTIV) being crucial for the construction of offshore wind farms [1][5]. Offshore Wind Installation Vessel Industry Overview - Offshore wind installation vessels are essential for transporting and installing wind turbine components at designated sites, representing a new type of marine engineering vessel [1][2]. - The global offshore wind power installed capacity reached 83.2 GW by the end of 2024, capable of powering 73 million households [1][5]. - In 2024, the global offshore wind power added capacity was 8.0 GW, a 26% decrease year-on-year, primarily due to unmet installation expectations in countries like China, the UK, and the US [1][5]. Market Status of Offshore Wind Installation Vessels Development History - The offshore wind installation vessel industry has evolved through several stages: 1. Emergence (1990-2010): Utilization of cargo ships for offshore wind power. 2. Specialization (2011-2018): Development of self-elevating platforms. 3. Intelligentization (2019-2024): Chinese shipyards achieving significant advancements [6][7]. Order Situation - From 2019 to 2024, a total of 66 offshore wind installation vessels were delivered globally, with 11 vessels delivered in 2024 [8]. - In 2024, only one new vessel order was signed, a significant 80% decline year-on-year, indicating reduced investment willingness among shipowners [8][9]. - China is the leading builder of offshore wind installation vessels, with a substantial share of global hand-held orders: 30 out of 34 new orders in 2023 and 33 out of 37 in 2024 [9][10]. Development Trends of Offshore Wind Installation Vessels - The future of offshore wind installation vessels is expected to focus on larger, more specialized, and environmentally friendly designs [1][10]. - The trend towards larger wind turbines is driving the demand for larger installation vessels, with 2024 deliveries featuring lifting capacities above 1200 tons [8][10]. - The adoption of alternative fuels and energy-saving technologies in offshore wind installation vessels is anticipated to increase, aligning with the green transition goals of project developers [10][11].