S&PGlobalCommodityInsights-Wind technology an_Indra Mukherjee.pdf

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1、 2024 S&P Global.Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.GLOBAL CLEAN ENERGY TECHNOLOGYWinds of change:Tech and supply chain trendsChina Wind Power 2024Indrayuth Mukherjee/Associate Director/Clean Energy TechnologyOct.1

2、6,2024 2024 S&P Global.2024 S&P Global.TopicsGlobal wind installed capacity footprint and future growth projectionThe evolving competitive landscape of wind turbine supplyEvolution of product development strategies of key wind turbine vendors groupsThe current global wind turbine manufacturing suppl

3、y chain and the way forwardSource:S&P Global Commodity Insights.2024 S&P Global.3S&P Global Commodity Insights forecasts the addition of 1 terawatt of new wind capacity worldwide by 2030,with China expected to contribute half of this growthData compiled September 2024.Gross capacity additions have b

4、een shown.The inner donut shows historical capacity additions from 2015 to 2023.The outer donut shows forecast capacity additions from 2024 to 2030.Source:S&P Global Commodity Insights.50%17%33%51%21%28%ChinaRest of the WorldUS and EuropeOnshore wind additions by geographic segment625 GW(201523)800

5、GW(est.202430)55%3%42%50%10%40%ChinaRest of the WorldUS and EuropeOffshore wind additions by geographic segment66 GW(201523)200 GW(est.202430)2024 S&P Global.4The competitive landscape for wind turbine supply is divided into 2 groups of OEMs based on their geographic focusData compiled September 202

6、4.Goldwind=Goldwind Science and Technology Co.Ltd.;Envision=Envision Energy Ltd.;Ming Yang=Ming Yang Smart Energy Group Ltd.;Windey=Windey Energy Technology Group Co.Ltd.;Sany=Sany Heavy Industry Co.Ltd.;Dongfang=Dongfang Electric Corp.Ltd.;SE Wind=Shanghai Electric Group Co.Ltd.;CRRC=CRRC Group Co.