直击北京风能展：风电行业从“内卷”到“外展” 新能源全面入市催生集成化创新

Core Insights - The 2025 Beijing International Wind Energy Conference and Exhibition highlighted the need for integrated innovation in the wind power sector, emphasizing the transformation of industry advantages into value advantages [1][5] - The "Beijing Wind Energy Declaration 2.0" set ambitious targets for wind power capacity, aiming for a cumulative installed capacity of 50 billion kilowatts by 2060 [2][5] - The introduction of AI models in wind turbines aims to enhance operational efficiency and revenue generation through predictive analytics and intelligent diagnostics [3][7] Industry Developments - The wind power industry has seen a rebound in turbine bidding prices since Q4 of last year, indicating a shift away from excessive competition [1] - The integration of multiple energy sources and industries is becoming a necessary trend, with calls for government policies to support green hydrogen, direct green electricity connections, and zero-carbon parks [5][6] - Companies are focusing on cost control and optimizing bidding processes to improve project profitability in a volatile market [2][3] Technological Innovations - AI technologies are being utilized to predict electricity demand and prices, thereby improving the profitability of wind farms [3][7] - New products like the "Galileo AI Wind Turbine" and integrated energy storage solutions are being showcased, demonstrating advancements in energy management and operational resilience [3][6][7] - The development of "suitable network-type" technologies and smart grids is essential for addressing the challenges posed by high proportions of renewable energy in the power system [4][5] Market Trends - The shift towards a power market with increased participation from renewables has led to greater price volatility, necessitating innovative business models and technological advancements [2][4] - The focus on integrated development includes collaboration between renewable energy and traditional industries, as well as the promotion of new energy applications in industrial heating [6][7] - Companies like Goldwind and Envision Energy are actively pursuing strategies to enhance project returns through integrated energy solutions and advanced storage technologies [6][7]