风能大会：26年需求景气度高，深远海催化可期待

Summary of Wind Energy Conference and Q&A Industry Overview - The wind energy industry, particularly offshore wind (海风) and onshore wind (陆风), is experiencing optimistic growth trends. The domestic offshore wind installation target has been raised to 30GW, with significant growth in the European market, especially in floating offshore wind technology [1][2]. Key Points on Offshore Wind Development - A three-year action plan has been initiated in China to advance 100GW of deep-sea projects and reserve an additional 100GW of sites. This indicates a substantial increase in domestic offshore wind installation capacity from the previous 15-20GW to 30GW [2]. - The expected installation volume for 2025 is estimated at 8-10GW, with grid connection volume around 7GW. For 2026, the installation volume is projected to reach 10-12GW, with an acceleration starting in 2027, raising the central target to 20GW [5]. - Key projects include a 2GW project in Zhejiang and a 3GW project in Hainan, both progressing well and providing demonstration effects for future projects [5]. - Major companies like 大金 (Dajin) have maintained a leading position with 29% of overseas delivery share in the first half of the year, with expectations for increased shipments in the second half [5]. Key Points on Onshore Wind Development - The onshore wind sector is also showing positive signs, with grid connection results nearing 100GW. Demand expectations for the next year have shifted from pessimistic to slight growth or stability [6]. - Wind turbine prices have increased by at least 5% since May 2025, with some companies reporting increases of 5-8% or more, which is expected to significantly impact 2026 performance [3][9]. - The urgency for negotiating component prices has decreased compared to last year, with expectations for prices to remain stable [10][11]. Technological Upgrades - The wind energy sector is undergoing significant technological upgrades, including the adoption of new bearing types to improve quality and efficiency. For instance, 5-8MW models are expected to gradually adopt tapered roller bearings (TRB) [12]. Recommended Companies - For offshore wind, recommended companies include 大金 (Dajin) and 东方电缆 (Oriental Cable), along with 海立中天 (Haili Zhongtian) benefiting from both domestic and international markets [2][13]. - In the onshore wind sector, recommended companies include 金风 (Goldwind), 运达 (Yunda), 明阳 (Mingyang), and 三一 (Sany) [13]. - In the components sector, companies like 新相联 (Xinxianlian) and 惊雷 (Jinglei) are highlighted due to their technological advancements [13]. Additional Insights - The overall sentiment towards the wind energy sector remains optimistic, with expectations for both onshore and offshore segments to contribute positively to the market in the coming years [7].