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新时代如何重塑风电价值?全产业链“反内卷”锚定50亿千瓦大目标
Core Viewpoint - The wind power industry is transitioning from "scale victory" to "value symbiosis," emphasizing the need for wind turbines to evolve from mere power generation devices to providers of system solutions [1][2]. Industry Goals - The "Beijing Wind Energy Declaration 2.0" outlines clear targets for China's wind power industry: 1.3 billion kilowatts of installed capacity by 2030, at least 2 billion kilowatts by 2035, and over 5 billion kilowatts by 2060 [1]. - As of August 2025, China's wind power grid capacity reached 580 million kilowatts, doubling since 2020, with wind power accounting for approximately 11% of total electricity consumption [1]. Market Dynamics - The industry is expected to see annual new installations exceeding 100 million kilowatts, driven by China's abundant wind resources, particularly in the "Three North" regions [2]. - The National Energy Administration has set ambitious goals for wind and solar power, aiming for a total installed capacity of 3.6 billion kilowatts by 2035, indicating significant growth potential for the wind power sector [2]. Innovation and Competition - The wind power sector has enhanced its innovation capabilities and competitiveness, with advancements in large-capacity units and long blades leading to reduced investment and construction costs [2]. - The industry faces challenges related to balancing scale and efficiency, with calls for demonstration projects and expanded provincial electricity markets to mitigate risks associated with local competition [3]. Industry Collaboration - The "Declaration 2.0" advocates for a return to value creation and quality assurance, addressing issues of low-price competition that have led to project quality decline and profit compression [4][5]. - Industry leaders emphasize the need for collaboration across the supply chain to ensure stability and enhance global competitiveness, moving from individual efforts to collective development [5][6]. Global Positioning - The Beijing International Wind Energy Conference showcased over 200 international companies, highlighting global confidence in China's wind power industry [6]. - Chinese companies are encouraged to participate in international standard-setting and to shift from product exports to integrated outputs of technology, standards, and services [6]. - The transition from being the "global scale leader" to a "global leader" in wind power reflects China's commitment to high-quality development and its role in achieving global carbon neutrality goals [6].