REE集团与远景能源合影留念 永隆省128MW近海风电项目群分为两个场区，将同时开工建设，场区平均风速超7米/秒，是越南新一轮8号电力规划下首批获投资许可证的项目，也是越 南首次采用大叶轮直径、高单机容量海上智能风机的里程碑项目。目前该项目已正式开工建设，预计2026年10月底全容量并网。 此次合作是远景国际化战略在越南市场的又一次成功实践，标志着中国海上风电技术在国际市场取得重要突破。针对越南近海风场高湿度、高盐雾的环境 特点，远景秉持技术敬畏之心，摒弃行业内针对越南市场"陆机下海"的降本做法，以海上风电机组的高标准响应项目需求，在满足客户对机组性能、可靠 性、EHS、本地化等众多严苛要求的同时，保障项目质量和客户超20年长期运营的投资价值。 自2022年推出以来，远景能源同平台的EN-226/8.5海上智能风机迄今累计斩获订单超2.8GW，是低风速海域公开招标获单最多的明星机型，以更大单位千 瓦扫风面积带来的高性能、极致可靠性和完整交付性获得行业认可，已在广西、山东、浙江等海域批量交付并稳定运行超过3年。此外，远景还携手越南 本土塔筒供应商及业主，成功攻克塔筒本地产能不足、大型海上机组塔筒制造的难题。 2 ...

Core Viewpoint - Envision Energy is set to achieve a milestone of over 100 million kilowatts of installed wind power capacity globally by 2025, becoming the fastest wind turbine manufacturer to reach this mark, showcasing the potential of China's wind power industry and its commitment to long-termism and green technology innovation [1][3]. Group 1: Company Achievements - Envision Energy has maintained its position as the world's leading wind turbine order recipient for four consecutive years, with over 20 operational headquarters and R&D centers globally, and more than 60 manufacturing bases [5]. - The company has developed a comprehensive green energy ecosystem, integrating the entire value chain and industry chain of green energy, and has introduced groundbreaking products such as the Galileo AI wind turbine and the world's largest green hydrogen project [3][8]. - Envision's projects have become significant diplomatic symbols for China, including the first 100 MW wind project in Kazakhstan and the largest wind power project in Africa, demonstrating the company's global impact [5]. Group 2: Technological Innovations - Envision Energy has pioneered the concept of "intelligent wind turbines" and has made substantial advancements in physical artificial intelligence, which enhances renewable energy generation, storage, and grid management [3][8]. - The "Yuanjing Tianji" meteorological model and "Yuanjing Tianshu" energy model are central to Envision's AI systems, enabling real-time analysis and coordination of energy data to optimize renewable energy systems [8]. - The company plans to launch the world's largest AI power system by 2025, integrating all cutting-edge product technologies to drive global prosperity in the renewable energy sector [8].

Core Insights - The wind power industry is transitioning from a "scale competition" to a "value competition," focusing on "power generation value" rather than just "power generation capacity" [1][4] - The marketization of renewable energy pricing is driving this shift, as traditional revenue models based on high output are becoming less viable [2][4] Industry Trends - The trend of large-scale wind turbine production is slowing down, with fewer manufacturers releasing larger turbine models in 2025 [2] - The introduction of policies like the "Document No. 136" has increased uncertainty in revenue for wind power projects, leading to a reevaluation of growth strategies [2][4] Technological Developments - Companies are emphasizing "high reliability" and "smart generation" as essential components for investment safety and operational efficiency [4][6] - The integration of artificial intelligence and system collaboration is seen as crucial for enhancing reliability and optimizing power generation [5][8] Market Dynamics - The industry is moving towards integrated development, combining wind power with other energy sources to create comprehensive energy solutions [9][11] - The focus is shifting from merely generating power to ensuring stable and predictable revenue streams for clients [6][11] Future Outlook - Companies that can leverage AI technology and provide integrated solutions are expected to lead the industry transformation [11] - The emphasis on building a sustainable industrial ecosystem is becoming increasingly important for the future of wind power in China [11]

Core Insights - China's wind turbine exports are expected to increase by 71.9% year-on-year in 2024, with a growth rate exceeding 20% in the first half of 2025, driven by technological advancements and industrial upgrades [1] - The industry is shifting from merely selling equipment to providing value through local partnerships, lifecycle services, and technology standardization, aiming to create a resilient and sustainable global wind energy ecosystem [1][2] - The emphasis on understanding and responding to the real demands of overseas markets is crucial for the success of Chinese wind energy companies in global competition [2] Industry Developments - Technological innovations have led to the development of more efficient and intelligent wind turbines, significantly reducing the cost per kilowatt-hour and enabling installations in diverse geographical conditions [1] - At the 2025 Beijing International Wind Energy Conference, several groundbreaking products were launched, showcasing China's leadership in wind energy technology and ecosystem development [1] Market Strategy - Chinese wind energy companies are encouraged to adopt a win-win philosophy by sharing management experiences and cultivating local talent to build localized supply chains, which can alleviate concerns in overseas markets [2] - The integration of logistics, installation, and service into the supply chain is becoming increasingly important, with approximately 50% of Goldwind's overseas revenue coming from non-turbine business [3] Localization Efforts - Localization is essential for successful overseas operations, including local service teams, supply chains, and ESG (Environmental, Social, and Governance) practices [4] - Goldwind is actively developing local supply chains in Brazil, focusing on enhancing local manufacturing capabilities while maintaining cost control [3] Long-term Vision - The long-term strategy of cultivating customer relationships and market presence is emphasized, with a caution against making unsustainable commitments to capture market share [4]

Core Insights - The article highlights the transition of China's wind power industry from a focus on "generation capacity" to "generation value" as the market evolves towards competition in the electricity market [1][6][9] Group 1: Industry Developments - China's wind power industry has achieved a significant milestone with the largest offshore wind turbine capacity of 26 MW and the world's first 16 MW floating offshore wind system [1] - The country aims to reach a wind power installation target of 50 billion kW by 2060, with a focus on enhancing the competitiveness of wind energy in the market [5][4] - The wind power sector has maintained its position as the world's largest for 15 consecutive years, with an annual addition of over 10 million kW [4] Group 2: Market Dynamics - The shift towards market-driven pricing for renewable energy means that wind power projects will no longer benefit from guaranteed purchase prices, necessitating a focus on market competition [1][6] - The concept of "cost of electricity value" is being adopted to enhance market competitiveness, moving away from the traditional focus on "cost of electricity" [6][7] Group 3: Technological Innovations - Companies like Goldwind Technology are implementing strategies to optimize power generation based on price fluctuations, enhancing the operational efficiency of wind turbines [7][8] - The integration of artificial intelligence in wind energy systems is being emphasized, with companies like Envision Energy and CRRC Group launching AI-driven solutions to improve energy management and operational efficiency [9][10] Group 4: Future Outlook - The future competitiveness of energy companies will increasingly depend on their capabilities in artificial intelligence and data management rather than just installed capacity [10] - The industry is expected to undergo a transformation towards a more intelligent and integrated energy ecosystem, driven by advancements in AI technology [9][10]

Core Insights - The wind power industry in China is transitioning from a focus on "generation capacity" to "generation value" as market dynamics change, particularly with the move towards market-driven pricing for electricity [1][4][3] Group 1: Industry Developments - China has maintained its position as the world's largest wind power market for 15 consecutive years, with an annual installation rate exceeding 10 million kilowatts [2] - The country aims to achieve a wind power installed capacity of 50 billion kilowatts by 2060, with significant contributions expected from wind energy [3][2] - The "Three North" region has over 75 billion kilowatts of economically viable wind energy resources, while offshore wind resources within 300 kilometers are entering large-scale commercial development [2] Group 2: Technological Innovations - The industry is adopting a "value per kilowatt-hour" strategy, moving away from merely increasing turbine size to optimizing the economic value of electricity generated [4][5] - Goldwind Technology has introduced the GWH204-Ultra series turbines, which enhance output during high-value trading periods through advanced materials and intelligent systems [5][6] - The integration of artificial intelligence in wind energy systems is becoming prevalent, with companies like Envision Energy and CRRC Group launching AI-driven solutions to improve operational efficiency and revenue [7][8] Group 3: Market Dynamics - The shift towards market-driven pricing has led to a reevaluation of traditional profit models, emphasizing the need for precise forecasting and adaptive generation strategies [4][6] - The new paradigm requires wind power companies to respond to price fluctuations and optimize generation accordingly, moving from a fixed-price subsidy model to a competitive market environment [4][6] - The focus on artificial intelligence is expected to enhance the industry's ability to manage the uncertainties of renewable energy generation and pricing [8]

Core Insights - The Chinese wind power industry is rapidly advancing towards high-quality development, with a focus on overcoming challenges in deep-sea wind power and adapting to harsh environments [1][2] - China aims to achieve a wind power installed capacity of 50 billion kilowatts by 2035, with significant contributions from both onshore and offshore wind resources [2][3] - The industry is experiencing a transformation from policy-driven to market-driven dynamics, emphasizing the importance of artificial intelligence in enhancing operational efficiency and competitiveness [4][5] Industry Development - China's wind power installed capacity has maintained the world's largest position for 15 consecutive years, with an annual increase of over 10 million kilowatts [1] - The country has set a new target for non-fossil energy consumption to exceed 30% of total energy consumption by 2035, with wind and solar power capacity aimed to reach six times that of June 2020 [1][2] - The "Three North" regions have over 75 billion kilowatts of economically viable onshore wind resources, while offshore wind resources within 300 kilometers are entering large-scale commercial development [2] Technological Innovation - The integration of AI technology in wind power equipment is becoming a key focus, with companies like Envision Energy launching AI-driven wind turbines and energy storage systems [4][5] - AI applications are enhancing operational efficiency, enabling real-time responses in electricity trading, and improving the stability of wind farms under complex grid conditions [5] - The shift towards AI-driven solutions is expected to redefine the competitive landscape of the energy sector, moving away from traditional metrics like installed capacity [5] International Expansion - Chinese wind turbine exports are on the rise, with a projected increase of 41.7% in new export capacity for 2024, reaching a cumulative export capacity of 2,078.78 million kilowatts [6] - The industry is transitioning from merely exporting equipment to providing comprehensive solutions that include technology, standards, and services [6][7] - Leading companies like Envision Energy are securing significant international orders, reinforcing China's position in the global wind power market [6][7]

Core Insights - The Chinese wind power industry is rapidly advancing towards high-quality development, with a focus on overcoming challenges in deep-sea wind power and adapting to harsh environments [1][2] - The industry aims to achieve a target of 50 billion kilowatts of installed capacity, with significant growth in both domestic and international markets [2][3] Industry Development - Since the 14th Five-Year Plan, China's wind power capacity has consistently ranked first globally for 15 years, entering a phase of adding over 10 million kilowatts annually [1] - The country has exported wind turbine units to 57 countries, with seven manufacturers establishing or planning to establish overseas factories [1] Climate Goals - Wind power is crucial for achieving national climate action goals, with a commitment to increase non-fossil energy consumption to over 30% by 2035 and to expand wind and solar capacity significantly [2][3] Market Dynamics - The wind power sector is transitioning from policy-driven to market-driven dynamics, with a focus on fair competition and reducing price undercutting [4] - The introduction of AI technologies is enhancing operational efficiency and reliability in wind power generation [5][6] Export Growth - The export capacity of Chinese wind turbines is projected to grow significantly, with a 41.7% increase expected in 2024 [7] - The industry is shifting from merely exporting equipment to providing a comprehensive system that includes technology, standards, and services [7][8] Localization Strategy - To navigate uncertainties in international markets, Chinese wind power companies are encouraged to adopt localization strategies, fostering closer collaboration with local developers [8]

Core Viewpoint - The wind power industry is at a critical juncture of technological iteration and model innovation, with Envision Energy launching the Galileo AI Wind Turbine, which integrates advanced meteorological and energy models to enhance wind farm revenue by over 20% [1][5][16] Group 1: Industry Challenges - The wind power sector faces dual challenges of "uncertain power generation" and "price volatility," complicating investment return assessments [3][16] - A recent client reported that an investment report for a wind power project could not pass the decision-making committee due to unpredictable revenue [3] Group 2: Technological Innovations - The Galileo AI Wind Turbine combines the "Tianji" meteorological model and the "Tianshu" energy model, utilizing multi-modal data and advanced computational capabilities to provide accurate forecasts for 15-30 days within just three minutes [5][6] - The integration of these models allows for enhanced predictive accuracy and revenue optimization for wind farms, with a reported 20.9% revenue increase for AI-equipped turbines compared to non-AI counterparts [5][6] Group 3: Reliability and Quality - The wind power industry has experienced rapid growth driven by larger turbines, but this has also amplified reliability issues [8][10] - Envision Energy emphasizes the importance of "technical accumulation" and "in-house manufacturing" to ensure high reliability and performance, addressing the industry's fragmented approach to technology [10][11] - The company has developed a comprehensive reliability management system that identifies weak points in the turbine's components and connections, enhancing overall system reliability [10][11] Group 4: Strategic Transition - The wind power sector is transitioning from being merely a "single power generation device" to a core participant in new energy systems, with a focus on "system safety" and "energy certainty" rather than just cost per kilowatt-hour [12][15] - Envision Energy's approach integrates AI and energy solutions, positioning the company to lead the industry towards a more value-driven model rather than mere scale expansion [12][16] Group 5: Market Dynamics - As the energy market becomes more complex, the demand for "certainty" has become paramount for clients, with Envision Energy addressing this through advanced forecasting and intelligent control systems [16] - The company is redefining the role of wind power from a passive energy source to an intelligent entity capable of understanding market dynamics and capturing value [16]

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 industry advantages into value advantages [2][3] - The "Wind Energy Beijing Declaration 2.0" set ambitious targets for China's wind power capacity, aiming for 1.2 million kilowatts of new installations annually during the 14th Five-Year Plan, with a cumulative capacity of 5 billion kilowatts by 2060 [3][6] Industry Trends - The wind power industry is experiencing a rebound in turbine bidding prices, but investment returns are becoming more volatile due to the broader entry of renewable energy into the market [2] - The introduction of AI models in wind turbines is enhancing operational efficiency and revenue generation through predictive analytics and intelligent diagnostics [4][8] Technological Innovations - Companies are focusing on developing "suitable network-type" technologies and smart grids to address the challenges posed by high proportions of renewable energy in the power system [5] - The integration of energy storage solutions with wind power is becoming a key strategy for companies, with products designed to enhance project profitability and operational resilience [7][8] Policy and Market Dynamics - The government is encouraged to improve policies supporting green hydrogen, direct green electricity connections, and zero-carbon parks to foster integrated development in the wind energy sector [6] - The shift towards a power market with increased participation from renewable sources is leading to greater price volatility, necessitating cost control measures for investment firms [3][4]