2026年，国内风电新增装机预计达130GW，其中陆上风电120GW、海上风电10GW。该预测基于2025年高位风机招标量及近9GW已开工未并网海风项目。分析指出，绿电直连、以旧换新及深远海开发将支撑‘十五五’期间装机稳增。整机厂受益于陆风涨价订单交付、海风与出海占比提升；海风出海受欧洲能源缺口与管桩产能短缺推动；主轴轴承等核心零部件供需偏紧，头部企业产能释放带动业绩增长。
Source Link2026年，国内风电新增装机预计达130GW，其中陆上风电120GW、海上风电10GW。该预测基于2025年高位风机招标量及近9GW已开工未并网海风项目。分析指出，绿电直连、以旧换新及深远海开发将支撑‘十五五’期间装机稳增。整机厂受益于陆风涨价订单交付、海风与出海占比提升；海风出海受欧洲能源缺口与管桩产能短缺推动；主轴轴承等核心零部件供需偏紧，头部企业产能释放带动业绩增长。
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