市场最前沿丨从“一叶风车”的转动，看风电产业绿色突围

Core Insights - The article highlights the rapid development and leadership of China's wind power industry, showcasing its significant contributions to green energy generation and the ongoing energy transition [1][2]. Industry Overview - China's wind power installed capacity has ranked first globally for 15 consecutive years, reaching 600 million kilowatts by November 2025, solidifying its position as a major player in clean energy [1]. - The wind power sector is characterized by a diverse regional development, with significant contributions from areas like Hebei, Jiangsu, Xinjiang, and Inner Mongolia, collectively generating substantial green electricity [2]. Technological Advancements - Continuous technological breakthroughs have been pivotal for the wind power industry's high-quality development, with domestic companies achieving a 60% localization rate for wind turbine main bearings, up from 10% in 2021 [3]. - The cost of onshore wind power has decreased by over 60%, with the average cost per kilowatt now around 4,000 yuan, making it 30% cheaper than coal power [3]. Contribution to Energy Security - Wind power's share in total electricity consumption has steadily increased, from 9.7% in 2020 to 18.6% in 2024, with projections indicating it could approach 25% in the first half of 2025 [5]. - The sector not only supports energy supply but also enhances industrial transformation, as seen in regions like Zhangjiakou and Jiangsu, where green electricity is utilized to reduce costs and improve competitiveness [5]. Environmental and Economic Impact - Wind power plays a crucial role in ecological protection and regional collaborative development, with projects like the green ammonia production facility in Inner Mongolia significantly reducing carbon emissions [6]. - The trading of green electricity has expanded, with transactions reaching 4.9 billion kilowatt-hours in 2025, marking a nearly fourfold increase, thus benefiting both ecological and economic outcomes [6].