风电机组大型化放缓趋势明显 “主机+核心部件”模式兴起

Core Viewpoint - The trend of large-scale wind turbine units has significantly slowed down this year, with industry focus shifting away from large-scale technology releases at the Beijing Wind Energy Exhibition in October [1] Industry Trends - The slowdown in large-scale wind turbine development is attributed to the wind energy technology entering a "no man's land," presenting new challenges and safety risks associated with blind expansion [1] - Wind turbine manufacturers are extending their supply chains into core components, such as blades, motors, and gearboxes, indicating a shift towards a "main unit + core components" model [1] Technological Innovation - The focus of technological innovation in wind turbines is shifting from merely increasing electricity generation to enhancing the reliability of the units [1] - A system-level architecture optimization is necessary for wind energy companies to maintain product competitiveness, with deep integration of the supply chain being a primary direction for the industry [1]