风电行业转出新空间 锚定50亿千瓦装机目标

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] - China aims to achieve a wind power installed capacity of 50 billion kilowatts by 2035, with significant contributions from both onshore and offshore wind resources [2][3] - The industry is experiencing a transformation from policy-driven to market-driven dynamics, emphasizing the importance of artificial intelligence in enhancing operational efficiency and competitiveness [4][5] Industry Development - China's wind power installed capacity has maintained the world's largest position for 15 consecutive years, with an annual increase of over 10 million kilowatts [1] - The country has set a new target for non-fossil energy consumption to exceed 30% of total energy consumption by 2035, with wind and solar power capacity aimed to reach six times that of June 2020 [1][2] - The "Three North" regions have over 75 billion kilowatts of economically viable onshore wind resources, while offshore wind resources within 300 kilometers are entering large-scale commercial development [2] Technological Innovation - The integration of AI technology in wind power equipment is becoming a key focus, with companies like Envision Energy launching AI-driven wind turbines and energy storage systems [4][5] - AI applications are enhancing operational efficiency, enabling real-time responses in electricity trading, and improving the stability of wind farms under complex grid conditions [5] - The shift towards AI-driven solutions is expected to redefine the competitive landscape of the energy sector, moving away from traditional metrics like installed capacity [5] International Expansion - Chinese wind turbine exports are on the rise, with a projected increase of 41.7% in new export capacity for 2024, reaching a cumulative export capacity of 2,078.78 million kilowatts [6] - The industry is transitioning from merely exporting equipment to providing comprehensive solutions that include technology, standards, and services [6][7] - Leading companies like Envision Energy are securing significant international orders, reinforcing China's position in the global wind power market [6][7]