According to incomplete statistics of Western Securities, in January 22, the bidding volume of domestic fans was 10.56GW, which was + 266% compared with the same period last year, and + 41% compared with the same period last year, including 7.16GW for onshore fans, + 148% from the same period last year, and-4% from the previous year, and 3.40GW for offshore fans.
According to CICC Power New Group, it is expected that the new installation of global wind power will reach 119GW (China 66GW) in 2025. Bank of China International Yang Shaohui analysis pointed out that at present, the wind power industry is in a stage of rapid development, land wind has achieved parity, large-scale sea breeze continues to reduce costs, parity is imminent, all links will continue to benefit.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Tianneng heavy Industry is one of the leading domestic fan tower production enterprises, the company has a total of 12 production bases (including under construction), with a total production capacity of 630000 tons.
Taisheng Wind Energy is one of the earliest companies specializing in the production of wind turbine towers in China. its main products are onshore wind power towers, offshore wind power towers, pipe racks, pipe piles, booster station platforms, etc., with an existing production capacity of more than 500000 tons, of which offshore wind power production capacity is 200000 tons.
