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直击北京风能展: 风电行业从“内卷”到“外展” 新能源全面入市催生集成化创新
Zheng Quan Shi Bao· 2025-10-21 22:13
Core Insights - The 2025 Beijing International Wind Energy Conference and Exhibition highlighted the need for integrated innovation in the wind power sector, emphasizing the transformation of industrial advantages into value advantages through new models and business formats [1][5] Group 1: Industry Developments - The "Beijing Wind Energy Declaration 2.0" sets ambitious targets for wind power capacity, aiming for an annual increase of no less than 12 million kilowatts during the 14th Five-Year Plan, with cumulative capacity reaching 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [2] - The introduction of AI models in wind turbines aims to enhance revenue through demand forecasting and price prediction, while also improving product development and operational efficiency [3][7] - The integration of multiple energy sources and industries is becoming a necessary trend, with a focus on policies that support green hydrogen, direct green electricity connections, and zero-carbon parks [5][6] Group 2: Technological Innovations - Companies are leveraging AI for intelligent diagnostics and planning in wind energy, with significant advancements in predictive modeling for weather and operational efficiency [3][7] - The development of "suitable network-type" technologies and smart grids is essential for addressing the challenges posed by high proportions of renewable energy in the power system [4] - New energy storage solutions, such as those from Goldwind Technology, are designed to enhance project profitability by integrating storage with wind energy generation [6] Group 3: Market Dynamics - The shift to a market-driven electricity pricing model has increased uncertainty for investment returns in renewable energy projects, necessitating cost control measures [2] - The competitive landscape for wind turbine procurement is evolving, with a focus on selecting optimal suppliers through detailed technical discussions [2] - The integration of renewable energy with traditional industries is seen as a pathway for optimizing and upgrading existing manufacturing processes [6]