杨智能能源集团是中国最大的风力涡轮机制造商之一,该公司预计随着可再生能源项目进入规划阶段,订单将在年初低迷开局后回升。
Yang Smart Energy Group, one of China’s biggest wind turbine manufacturers, expects orders to pick up after a slow start to the year as renewable power projects progress through planning stages.
公司副总裁叶凡在周四的简报会上表示,尽管截至六月的六个月内风力涡轮机需求有所下降,“我们预计下半年将出现增长”。他表示,公司预计全年订单将达到25吉瓦,因为上半年已超过10吉瓦。该公司报告称,2025年订单量为18.3吉瓦。
While demand for wind turbines was lower in the six months through June, “we expect to see an increase in the second half,” company Vice President Ye Fan said at briefing on Thursday. Orders were expected to reach 25 gigawatts for the year after surpassing 10 gigawatts in the first half, he said. The company reported 18.3 gigawatts of orders in 2025.
近年来,中国风电行业在快速部署之后,国内订单和装机量均出现放缓。风电项目需求疲软和收益下降可能使行业重蹈十年初价格战的覆辙,这一警告来自一个主要行业组织。
China’s wind industry has seen a slowdown in both domestic orders and installations after rapid deployment in recent years. The softer demand and weaker returns on wind power projects risk pushing the sector toward a repeat of the price war that roiled the market at the start of the decade, a major industry group has warned.
叶凡表示:“行业可能存在一些焦虑,但目前仍可控。设备的销售价格和客户的购买意愿并未下降。”
“There might be some anxiety in the industry but at present, it is still controllable. The sales price of the equipment and the purchasing willingness of customers has not decreased,” Ye said.
叶凡称,订单近期下降主要源于电网瓶颈导致的发电能力限缩,以及仍处于规划阶段的大规模可再生能源项目建设。但他指出,政府支持性政策的影响正在逐步显现。“可再生能源的发展存在滞后。基于当前预测,我们仍预计今年将有约100吉瓦的风电并网,”他说。
The recent decline in orders flowed mainly from the curtailment of generation capacity due to grid bottlenecks and the construction of large-scale renewable power projects still in the planning phase, according to Ye. But the impact of supportive government policies is starting to filter through. “There is a lag in the development of renewable power. Based on current projections, we still expect about 100 gigawatts of wind power to be connected to the grid this year,” he said.
公司也在继续推进欧洲市场的扩张,包括探索在西班牙建设制造工厂的可能性。今年早些时候,英国曾拒绝其在苏格兰建设工厂的计划。
The company is also continuing to pursue expansion in Europe, including exploring building a manufacturing plant in Spain, after the UK rejected its plan to build a facility in Scotland earlier this year.
“欧洲是我们长期以来一直在耕耘的市场。我们将继续积极参与这个市场,并且仍在探索合适的可能性,”该公司国际市场副总裁张其英在同一场发布会上表示。
“Europe is a market that we have been cultivating for a long time. We will continue to actively participate in this market and we are still exploring suitable possibilities,” Zhang Qiying, the company’s vice president for the international market, said at the same briefing.