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【金牌纪要库】风电行业迎“实质性复苏”,风机中标均价较去年低点增长近30%,该环节利润曾被严重侵蚀,修复之路或贯穿至2026年
财联社·2025-09-26 15:33

Core Viewpoint - The wind power industry is experiencing a substantial recovery, with the average bidding price for wind turbines increasing by nearly 30% compared to last year's low point, indicating a potential profit recovery path extending to 2026 [1] Group 1: Industry Insights - The competitive landscape in the wind power sector is highly defined, with the highest entry barriers, and leading companies collectively holding over 70% market share [1] - Current segments in China exhibit the highest export competitiveness, as domestic suppliers can offer high-quality products at 20%-30% lower prices, allowing these companies to penetrate overseas supply chains [1]