风电行业转出新空间

Core Insights - The Chinese wind power industry is rapidly advancing towards high-quality development, with a focus on overcoming challenges in deep-sea wind power and adapting to harsh environments [1][2] - The industry aims to achieve a target of 50 billion kilowatts of installed capacity, with significant growth in both domestic and international markets [2][3] Industry Development - Since the 14th Five-Year Plan, China's wind power capacity has consistently ranked first globally for 15 years, entering a phase of adding over 10 million kilowatts annually [1] - The country has exported wind turbine units to 57 countries, with seven manufacturers establishing or planning to establish overseas factories [1] Climate Goals - Wind power is crucial for achieving national climate action goals, with a commitment to increase non-fossil energy consumption to over 30% by 2035 and to expand wind and solar capacity significantly [2][3] Market Dynamics - The wind power sector is transitioning from policy-driven to market-driven dynamics, with a focus on fair competition and reducing price undercutting [4] - The introduction of AI technologies is enhancing operational efficiency and reliability in wind power generation [5][6] Export Growth - The export capacity of Chinese wind turbines is projected to grow significantly, with a 41.7% increase expected in 2024 [7] - The industry is shifting from merely exporting equipment to providing a comprehensive system that includes technology, standards, and services [7][8] Localization Strategy - To navigate uncertainties in international markets, Chinese wind power companies are encouraged to adopt localization strategies, fostering closer collaboration with local developers [8]