能源广角丨风电行业拐点将至

Core Insights - The wind power industry is showing positive changes after a prolonged period of deep adjustment, with most wind equipment companies reporting year-on-year increases in both revenue and net profit in their third-quarter reports [2] - The industry has experienced a significant recovery in bidding prices, indicating a reduction in vicious price competition and alleviation of pressure within the supply chain [3] Group 1: Industry Recovery - The wind power sector has transitioned from a phase of severe price competition, where turbine prices dropped to around 1,000 yuan per kilowatt, to a situation where all bidding prices are now above the minimum cost price [2] - The Chinese Renewable Energy Society's Wind Energy Professional Committee believes that the rebound in turbine bidding prices signifies a successful phase in curbing low-price competition and improving industry conditions [2][3] Group 2: Policy and Market Dynamics - The wind power industry has been proactive in responding to national policies aimed at reducing internal competition, with over 40 development and equipment companies reaching consensus on optimizing bidding rules and increasing the weight of technical evaluations [3] - The industry is set to achieve ambitious targets, with plans to increase total installed capacity of wind and solar power to over six times the 2020 level by 2035, aiming for 3.6 billion kilowatts [3] Group 3: Strategic Shifts - The industry is shifting from a scale-driven approach to a value-driven strategy, focusing on enhancing the operational capabilities and reliability of existing turbine models [4] - There is a growing emphasis on integrating wind power with other energy technologies, such as hydrogen and energy storage, to improve stability and create new business models [5] Group 4: Global Market Opportunities - Chinese wind power companies currently have a low market share overseas, contrasting with the dominance of Chinese photovoltaic companies in the global market [5] - The industry is encouraged to enhance its international presence and competitiveness, leveraging its supply chain advantages to capture more market share abroad [5]