风电齿轮箱出货量排名出炉！南高齿、远景、德力佳位列前三

Core Insights - The domestic wind turbine gearbox industry in China has accelerated its localization due to policy guidance, market drivers, and manufacturing advantages, leading to the emergence of several companies capable of independent research and production of gearboxes [1][4] - The 2024 global wind turbine gearbox shipment ranking was announced, with the top three companies being NGC, Envision Energy, and Delijia [1][2] Company Performance - NGC is projected to ship approximately 9,000 units in 2024, capturing about 34% of the market share [2] - Delijia is expected to optimize its production processes, with an estimated shipment of around 2,650 units and a market share of about 10% in 2024 [2] - Envision Energy, the only wind turbine manufacturer on the list, is anticipated to ship around 2,700 units, with a shipment capacity exceeding 16 GW and a market share of 11%, ranking second globally in wind turbine gearbox shipments [2] Technological Advancements - Envision Energy has developed and validated its wind turbine gearboxes, which are deeply integrated with wind turbine performance requirements, having shipped over 10,000 units across 12 countries and more than 520 wind farms [2][4] - The gearboxes produced by Envision have not experienced any failures due to material defects, demonstrating a failure rate significantly lower than the industry minimum [2] Industry Trends - China has maintained its position as the world's largest wind power market for 15 consecutive years, with significant improvements in technological innovation and a shift from "catching up" to "leading" in key areas [4] - The localization of wind turbine gearboxes is essential as the reliance on imported components has become increasingly unsustainable due to the rapid pace of technological innovation and market demand in China [4] - The wind turbine gearbox industry is currently at a critical stage of development, focusing on creating a self-controlled, safe, and efficient industrial system to maintain China's leading position in the global renewable energy equipment sector [4]