威力传动:全球风电持续扩容为增速器市场提供需求基础

Core Viewpoint - The global and Chinese wind power installation capacity is experiencing continuous growth, establishing a solid demand foundation for the wind power gearbox market [1] Industry Summary - According to the Global Wind Energy Council, the global wind power installed capacity is expected to reach an additional 981 GW from 2025 to 2030, with an average annual increase of 164 GW [1] - In China, the newly added wind power installation capacity from January to November 2025 is projected to be 82.5 GW, representing a year-on-year growth of 59.5% [1] Company Summary - The company is leveraging its technological advantages to capture a larger share of the high-end gearbox market, driven by the proliferation of high-power models due to technological iterations [1]