中国风电以供应链优势引领全球能源转型

Core Viewpoint - The Chinese wind power industry is recognized as a core driver of global energy transformation, leveraging its supply chain advantages and climate leadership to enhance its global competitiveness [3][4]. Group 1: Competitive Advantages - The core advantage of the Chinese wind power industry lies in its "incredible supply chain," supported by a stable domestic policy environment and an expanding market scale [5]. - The continuity of policies has allowed companies to invest in R&D and expand capacity, resulting in a complete industrial ecosystem that includes manufacturing, core components, and operational services [5]. - The domestic supply chain can reduce the order-to-delivery cycle by over 30% and lower costs by 15%-20% compared to international peers [5]. Group 2: Market Growth and Transition - In 2024, China is expected to account for two-thirds of the global new installed wind power capacity, maintaining its position as the world's largest market for 12 consecutive years [6]. - The wind power industry in China has successfully transitioned from policy-driven to market-driven growth, demonstrating resilience and competitiveness even after the removal of subsidies [6]. Group 3: Global Contribution and Climate Impact - The Chinese wind power industry is defined as a "fundamental driver" in the global response to climate change, directly competing with fossil fuels and supporting global supply chains [8]. - In 2024, China's wind power generation is projected to reach nearly 1 trillion kilowatt-hours, equivalent to replacing 310 million tons of standard coal and reducing CO2 emissions by 820 million tons [8]. - China's supply chain accounts for 60% of global wind turbine manufacturing capacity, 75% of blade capacity, and over 80% of photovoltaic module capacity, significantly impacting the cost reduction of renewable energy globally [9]. Group 4: International Cooperation and Future Goals - China's recent wind power development goals and international cooperation initiatives are seen as crucial for boosting global confidence in energy transition [10]. - By 2035, China aims to achieve a total installed capacity of 3.6 billion kilowatts for wind and solar, with a target of exceeding 1.3 billion kilowatts of cumulative wind power capacity by 2030 [10]. - The global energy transition requires collaboration among various regions, including the Middle East, Africa, and Latin America, to address the significant gap in renewable energy installations needed to meet climate goals [10].