企业竞争图谱：2024年风电整机 头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the wind turbine industry Core Insights - The wind turbine industry is experiencing high-quality development driven by China's carbon peak and carbon neutrality goals, with continuous improvements in energy policies and technology [5][10] - The market size of the wind turbine industry is expected to grow significantly, with a compound annual growth rate (CAGR) of 7.96% from 2024 to 2028 [33] Industry Definition - Wind turbines convert wind energy into electrical energy and consist of components such as blades, generators, and control systems [6][10] Industry Classification - The wind turbine industry is classified into onshore and offshore wind turbines based on installation location [7][8] Industry Characteristics - The industry is characterized by policy-driven development, successful progress in large onshore wind farms, and a trend towards larger offshore wind turbines [10][12][13] Development History - The wind power industry in China began in the late 1950s, with significant milestones including the establishment of the first grid-connected wind farm in 1986 [14][15] Industry Chain Analysis - The wind turbine industry chain includes upstream component manufacturers, midstream turbine manufacturers, and downstream wind farm developers [20][21] - Upstream supply of components is abundant, with increasing domestic production rates [21][25] - Midstream manufacturers are becoming more concentrated, enhancing their bargaining power [22][44] Market Size - The market size of the wind turbine industry grew from 20,953 MW in 2018 to 47,460 MW in 2023, with a CAGR of 17.77% [33] - The market is projected to reach 65,743.9 MW by 2028 [33] Competitive Landscape - The market is concentrated, with the top five manufacturers holding a combined market share of 60% as of the end of 2023 [44][45] - Leading companies include Goldwind Technology, Envision Energy, and Mingyang Smart Energy, which dominate the market due to their advanced technology and experience [45][46] Future Outlook - The wind energy sector has significant development potential, with only 18.96% of the available wind energy resources currently utilized [38] - The construction of large-scale wind and solar bases is planned to enhance capacity and efficiency [39]