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能源新纪元系列:风电行业趋势洞察

Investment Rating - The report indicates a positive outlook for the wind power industry, highlighting its potential as a key pillar for achieving a low-carbon future [1]. Core Insights - The global energy installed capacity is expected to grow at a CAGR of 5.4% from 2015 to 2040, with a significant decline in the share of coal and oil in power generation, emphasizing the growth potential of renewable energy, particularly wind power [1]. - The average Levelized Cost of Energy (LCOE) for onshore wind power has decreased to approximately 0.033perkWhby2023,makingitoneofthemostcompetitiveenergysources[9].By2028,themarketshareofwindpowerinstalledcapacityisprojectedtoincreasefrom10.10.033 per kWh by 2023, making it one of the most competitive energy sources [9]. - By 2028, the market share of wind power installed capacity is projected to increase from 10.1% in 2021 to 16.7% in 2030, driven by improved economic viability and expanding applications [14]. Summary by Sections Introduction - The report discusses the structural transformation of the energy system driven by global sustainable development trends, with wind power emerging as a crucial component for achieving green development [1]. Background: Wind Power Industry Development Status - The wind power industry has shown significant growth, with a projected increase in global installed capacity and a notable decline in costs, particularly for onshore wind [9][14]. Trends in Wind Power Industry - The report identifies several key trends, including the rapid rise of offshore wind power, which is expected to account for over 20% of total new installed capacity by 2028, with a CAGR of 28% from 2023 to 2028 [99]. - The report emphasizes the importance of digitalization and high-value service models in enhancing competitiveness within the wind power after-service market [35]. Future Outlook - The report anticipates that the global wind power after-service market will steadily rise, with an expected market value of 28 billion by 2030, driven by increasing installed capacity [25]. - The report highlights the need for companies to adapt to changing market conditions and technological advancements to maintain competitive advantages and achieve sustainable growth [77].