上海企业风电装备出口量增价涨

Core Insights - The Yangtze River Delta is emerging as a hub for wind power equipment manufacturing, with strong overseas demand for wind power equipment [1] - In August, exports of electric vehicles, lithium batteries, and photovoltaic products from Shanghai increased by 37.1%, 112.1%, and 39% respectively [1] - Morgan Stanley's recent report indicates that the Chinese wind power industry has experienced intense competition in recent years, with companies previously focusing on price over volume. However, a turning point has been reached this year, with leading companies prioritizing long-term performance and total lifecycle costs, focusing on quality [1] - Data shows that the average bidding price for onshore wind turbines (excluding towers) has increased by approximately 8 percentage points year-on-year, while the average bidding price for offshore wind turbines (excluding towers) has risen by about 12 percentage points year-on-year [1]