海上风电需求增长

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机构预计海上风电需求即将步入快速增长景气周期-股票-金融界
Jin Rong Jie· 2025-09-08 00:17
Core Viewpoint - The 17th China (Jiangsu) Wind Power Industry Development Conference will be held on September 27-28, 2025, in Nanjing, focusing on "Innovation Leading the Deep Blue Wind" [1] Industry Summary - According to Ping An Securities, the period from 2022 to 2024 is seen as a phase for the domestic offshore wind market to address various accumulated issues from the previous development cycle, including military, navigation, and safety concerns. As these issues gradually dissipate, stalled projects are expected to accelerate, leading to a faster pace of offshore wind development in coastal provinces [1] - Ping An Securities anticipates that the domestic offshore wind power demand is about to enter a rapid growth phase. It is projected that new installed capacity for offshore wind in China will reach 11.3 GW by 2025. The continuous decline in offshore wind investment costs and the opening of applications in deep-sea scenarios are expected to sustain future demand growth [1]