中经评论：风电行业拐点将至

Core Insights - The wind power industry is showing positive changes after a prolonged adjustment period, with most disclosed companies reporting year-on-year increases in revenue and net profit [1] - The industry is experiencing a recovery in bidding prices, indicating a reduction in vicious price competition and alleviation of pressure within the supply chain [1][2] - The wind power sector is transitioning from policy-driven to market-driven dynamics, necessitating companies to enhance operational capabilities and embrace new technologies [3][4] Group 1: Industry Recovery - After years of intense competition, wind turbine prices have significantly dropped from around 3,000-4,000 yuan per kilowatt to approximately 1,000 yuan, leading to widespread losses among companies [1] - In the first half of this year, all bidding prices for various models exceeded their minimum cost prices, with some models seeing substantial increases in their lowest bidding prices [2] - The China Renewable Energy Society's Wind Energy Professional Committee believes that the general recovery in wind turbine bidding prices signifies a successful phase in curbing low-price competition [1][2] Group 2: Strategic Shifts - The wind power industry has a more stable market structure compared to the photovoltaic sector, with higher entry barriers and greater production flexibility, facilitating the "anti-involution" efforts [2] - Over 40 development and turbine manufacturing companies have reached a consensus to optimize bidding rules, increase the weight of technical evaluations, and eliminate minimum price bidding [2] - Leading wind power companies are shifting from price competition to value competition, with some opting out of ultra-low-price projects [2] Group 3: Future Goals and Challenges - China aims to achieve a total installed capacity of wind and solar power that is six times that of 2020 by 2035, targeting 3.6 billion kilowatts [2] - The wind power sector is undergoing a transformation towards market-driven operations, requiring companies to focus on refined operations and enhance their product development strategies [3] - The industry is encouraged to integrate wind power with other technologies such as hydrogen, ammonia, and energy storage to improve stability and create new business models [3][4] Group 4: Global Market Opportunities - Unlike the photovoltaic sector, Chinese wind power companies currently have a low market share overseas, which presents both a growth opportunity and a platform to enhance competitiveness and brand influence [4] - The recovery in the market conditions is creating favorable conditions for the wind power industry's transformation, focusing on quality and efficiency improvements [4]