风电项目后时代技术改造投资机会研究

Research Based on Investment Opportunities for Technological Innovation in the Post-era of Wind Power Project

随着我国“双碳”工作的持续推进,风电机组装机规模不断扩大。与此同时,达到运行寿命的老旧风电机组也催生出巨大的改造市场。为给即将急剧扩大的风电技改市场提供关于改造投资机会的指导意见,对10余家风电场进行调研,将收集到的数据结合行业政策分析讨论,得到风电技改投资的关键点。

With the continuous promotion of the dual-carbon work in China,the scale of the wind turbine assembly machine continues to expand.At the same time,the old wind turbines that have reached the service life have also created a huge transformation market.In order to provide guidance on the transformation investment opportunities for the rapidly expanding wind power technology transformation market,more than 10 wind farms were investigated,and the collected data were combined with industry policy analysis and discussion to obtain the key points of wind power technology transformation investment.