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在手订单超百亿!轨交减振全球第一,风电叶片国内“唯二”,不香嘛?
市值风云· 2025-12-02 10:09
Group 1 - The global wind power market remains highly prosperous, with a record new installed capacity of 117 GW expected in 2024, increasing to 138 GW in 2025, and continuing to grow at a CAGR of 8.8% until 2030 [4] - TPI, a leading global wind turbine blade manufacturer, filed for bankruptcy protection in August 2025 due to ongoing losses and insolvency, currently undergoing debt restructuring [6] - TPI holds approximately 10% of the global blade market share in 2023, with a higher market share of 27% in non-China markets, indicating significant shifts in the competitive landscape of the global wind blade market [6]
Vestas Shelves Plan for Polish Wind Turbine Factory on Low European Demand
WSJ· 2025-10-20 12:33
Core Viewpoint - The wind turbine maker has announced plans to establish a new blade factory in Szczecin to support the expansion of offshore wind parks in Europe [1] Group 1 - The new blade factory is part of the company's strategy to enhance production capabilities for offshore wind energy [1] - The initiative aligns with the growing demand for renewable energy solutions in Europe [1]