远景能源娄益民：仅靠发电上网的风电项目，已触及天花板

Core Insights - The 2025 Beijing International Wind Energy Conference emphasizes the goal of achieving a cumulative installed wind power capacity of 1.3 billion kilowatts by 2030 and 2 billion kilowatts by 2035, with a long-term target of 5 billion kilowatts by 2060, contributing to carbon neutrality in the energy sector [1][2] - The wind power industry is transitioning from a focus on single project development to comprehensive energy solutions, indicating a shift towards high-quality development amidst previous irrational competition [2][4] Industry Growth Potential - As of mid-2025, China's cumulative wind power installed capacity reached 570 million kilowatts, accounting for 22.7% of total installed capacity, with significant growth potential highlighted in the "Wind Energy Beijing Declaration 2.0" [2] - The wind and solar power sectors are projected to achieve a total installed capacity of over 3.6 billion kilowatts by 2035, representing a sixfold increase from 2020 levels, with an annual addition of approximately 220 million kilowatts needed [2] Supply Chain Competitiveness - China possesses over 70% of the global supply of wind power components, establishing a complete and efficient supply chain that enhances competitiveness in the wind power sector [3] Industry Self-Regulation - A self-regulatory agreement was signed by 12 domestic wind turbine manufacturers to promote fair competition and address issues stemming from previous irrational competition, indicating a collective effort to stabilize the industry [4][5] - The focus is shifting from merely creating economic benefits to ensuring energy security, with a recognition that wind power must serve as a reliable foundation within the energy system [5] Transition to Comprehensive Solutions - The industry acknowledges that traditional models of relying solely on power generation are no longer sustainable, necessitating the adoption of integrated energy solutions such as green electricity direct connection and energy storage systems [5]