风电整机商脱困曙光初现,此轮涨价能否持续至整体破局?

风芒能源
Sep 23

文 |狮子数据 |冯晓萌受困于低价,风电整机商深陷“增收不增利”泥潭已超3年。进入2025年,随着行业反内卷的深化,整机商摆脱盈利困境的曙光显现。多家研究机构统计结果均显示,自2024年11月起,风电机组价格企稳回升。其中,据国金证券研究所统计,2025年1~8月,国内风机中标均价(不含塔筒)为1572元,相较2024年全年上涨约11%;2025年上半年,海风机组价格同步企稳,中标均价维持在...

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