-- 伍德麥肯茲(Wood Mackenzie)週二發布的一份報告顯示,2025年全球風電裝置容量將成長創紀錄的45%,達到176吉瓦。 報告指出,中國製造商佔據主導地位,新增裝置容量佔總新增裝置容量的78%,中國也成為首個單年新增裝置容量超過100吉瓦的國家。 分析師指出,儘管拉丁美洲市場出現萎縮,但中國以外的市場活動成長了22%,其中美國、印度和德國仍是主要的裝置容量貢獻者。 伍德麥肯茲指出,中國原始設備製造商(OEM)的海外業績在2024年成長了兩倍多,在22個市場新增裝置容量達8.5吉瓦。 金風科技(Goldwind)和遠景能源(Envision)引領該產業,成為首批單年新增裝置容量超過20吉瓦的製造商。 報告補充道,這一成長主要集中在新興市場,在這些地區,具有競爭力的價格和更快的交付週期使中國供應商能夠迅速搶佔市場份額。 然而,儘管中國出口成長,西方原始設備製造商(OEM)仍然是中國以外地區的首選供應商,佔據了中國以外市場75%的份額,業務遍及近50個國家,創歷史新高。 在印度,市場顯著復甦,國內裝機量幾乎翻了一番。本土企業併網裝置容量達2.7吉瓦,其中Suzlon重返全球前15強。
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