CWP2025-Global wind turbine overview SPGI-CI Final 标普.pdf

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1、 2025 S&P Global.Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.Global wind turbine overviewMarkets,Technology,and the Battle for ScaleIndra Mukherjee/Associate Director/Clean Energy TechnologyOctober 20,2025 2025 S&P Global.2

2、预计到 2035 年，全球风电新增装机容量将实现快速增长，中国将在其中占据主导地位，引领行业的发展方向Data compiled August 20250501001502002503003502020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035China(mainland)Rest of Asia-PacificEuropeNorth AmericaLatin AmericaAfrica&Middle EastGlobal wind additions by region 2020-20

3、35(GW)Average annual wind additions:2020-2024=108 GW|131,400 turbines 2025-2029*=180 GW|121,600 turbines2030-2035*=258 GW|159,000 turbines58%10%19%8%3%2%2.5 TW(Gross additions 2025-35)2025 S&P Global.0501001502002503003502020202120222023202420252026202720282029203020312032203320342035Onshore windOff

4、shore windGlobal wind additions by technology 2020-2035(GW)10%90%14%86%15%85%3陆上风电将主导新增装机容量，而海上风电的装机增长则主要集中于中国、欧洲及部分亚太市场Data compiled August 2025154 GW54 GW137 GW21 GW0.5 GWChinaRest of Asia PacificEuropeNorth AmericaLatin AmericaAfrica/Middle East1262 GW184 GW328 GW174 GW71 GW64 GWOffshoreOnshoreGl

5、obal wind additions by technology and region 2025-2035(GW)367 GW2,083 GWRegion 2025 S&P Global.4中国风电整机商在2024年交付了全球 75%的新增风电机组，且多家企业持续扩大其在国际市场的影响力Data compiled August 2025GoldwindEnvisionMingyangWindeySANYDongfangCSSCSE WindCSICUnited PowerSinovelSuzlonINOX WindVestasSiemens EnergyNordexGE VernovaENE

6、RCON05101520253035400510152025ChineseOther regionalWesternGlobal wind turbine vendor positioning overview,202420 geographiesNew capacity supplied in 2024(GW)Number of markets supplied to 2025 S&P Global.5国内竞争加剧促使中国风电整机商积极开拓国际市场，并取得了良好的发展势头Data compiled August 2025Note:Top 3 Chinese=Goldwind Science