Core Insights - Offshore wind power is emerging as a key clean energy sector globally, with a cumulative installed capacity of 83.2 GW by the end of 2024, providing green electricity to over 7.3 million households [2][9] - China leads the world in offshore wind power, with a cumulative grid-connected capacity of 44.61 million kW as of September 2025, accounting for over half of the global total [2][9] - Despite strong growth, the global offshore wind sector faces challenges such as supply chain bottlenecks, policy fluctuations, and financing difficulties, leading to a projected decline in new installations in 2024 [2][3] Industry Overview - The global offshore wind power capacity is expected to reach 83.2 GW by the end of 2024, marking a year-on-year increase of approximately 10.6% [9] - China has maintained its position as the world's largest offshore wind market for four consecutive years, with new installations in 2024 estimated at around 4 GW, representing half of the global total [9] - The report highlights that the offshore wind industry is transitioning from fixed to floating installations, with floating wind technology being implemented in seven countries, including Norway, the UK, and China [2][14] Supply Chain Dynamics - The offshore wind supply chain is highly concentrated in the Asia-Pacific region, with China and India as major production centers [3] - The report warns that key segments of the supply chain in countries other than China will face supply bottlenecks before 2030, particularly in Latin America, where the offshore wind industry is almost non-existent [3] - China's supply chain is maturing, with significant advancements in key components such as blades, gearboxes, and generators, achieving a high level of domestic production [3][2] Future Outlook - Offshore wind power is seen as a crucial pathway to achieving carbon neutrality and enhancing energy security, with calls for international collaboration to overcome challenges in policy, financing, and supply chains [3][2] - The report emphasizes the need for countries to strengthen regional cooperation in the offshore wind supply chain to address structural imbalances and uneven development [3] - The average capacity of newly installed offshore wind turbines globally is projected to increase, with significant cost reductions in electricity generation from offshore wind [14][2]

报告共计：109页 今天分享的是：中国可再生能源学会：2025全球海上风电产业链发展报告 2025全球海上风电产业链发展报告总结 全球海上风电产业正加速发展，成为可再生能源领域的重要增长极。截至2024年底，全球海上风电累计装机容量达83.2GW，为超7300万户家庭提供清洁电 力，漂浮式海上风电装机容量达278MW，分布于7个国家，展现出广阔发展空间。 中国已成为全球海上风电引领者，截至2025年9月底，累计并网容量达4461万千瓦，连续五年稳居全球首位。2024年中国新增海上风电装机约4GW，占全球 新增总量的一半，在大功率机组技术、产业链完整性等方面具备显著优势，10MW及以上机组新增装机占比达55.8%，26MW级机组成功并网，刷新全球纪 录。 全球产业链呈现协同发展与结构性失衡并存的态势。亚太地区是主要设备供应中心，欧洲在技术研发与高端服务领域领先，但高端装备制造、专业施工装备 等环节存在瓶颈。拉美地区风能资源丰富，陆上风电累计装机约25GW，但海上风电尚处起步阶段，全产业链面临长期瓶颈，核心部件依赖进口，基础设施 与本地制造能力不足。 技术迭代推动产业升级，风电机组向大型化、轻量化、智能化发展，全 ...