前两天发了电力盘点后，有朋友留言想让梳理下风电，风电分为陆风和海风，区域上，中国、欧洲为核心市场，2024年中国贡献全球新增海风装机超50%，欧洲占比34%，日韩、东南亚、拉美等新兴市场加速起步，2030年后有望成为需求增长极。海外整机市场由西门子歌美飒、维斯塔斯、GE Vernova主导，但国内企业凭借风机大型化、成本优势，在海外市场逐步突破。驱动逻辑需求端，国内方面，“十五五”规划明确“加快...
Source Link前两天发了电力盘点后，有朋友留言想让梳理下风电，风电分为陆风和海风，区域上，中国、欧洲为核心市场，2024年中国贡献全球新增海风装机超50%，欧洲占比34%，日韩、东南亚、拉美等新兴市场加速起步，2030年后有望成为需求增长极。海外整机市场由西门子歌美飒、维斯塔斯、GE Vernova主导，但国内企业凭借风机大型化、成本优势，在海外市场逐步突破。驱动逻辑需求端，国内方面，“十五五”规划明确“加快...
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