In 2023, the installed wind power capacity failed to reach the expected level, but it is expected to improve in 2024.
In the first eight months of 2023, the national wind power installed capacity reached approximately 28.92GW, and the annual installed capacity is expected to reach 55-60GW. However, some factors affect the progress of wind power installation. First of all, the tightening of power grid access approval policies in the Three-North region has put pressure on the capacity of installed wind power, and the problem of wind curtailment has become more serious, thus affecting the progress of onshore wind power installations. Secondly, the shelving of offshore wind power projects has also affected the installation progress in 2023. In the first half of 2023, the newly added sea wind capacity connected to the grid in China was only 1.1GW, mainly due to shelved projects, such as the inability to advance projects due to channel problems in Guangdong. According to our incomplete statistics from the China Bidding and Bidding Public Service Platform, the offshore wind bidding capacity from January to September 2023 is 5.6GW. There are still many projects waiting for construction. It is expected that 2024 will become an important year for the construction of offshore wind power projects.
Many leading companies have released wind turbine models above 10MW, and the trend of large-scale wind power has brought opportunities to the sliding bearing market.
The need to reduce the cost of wind turbines has accelerated the trend of large-scale wind turbines. In 2023, 7 leading companies have released onshore wind turbine models above 10MW, including 18MW offshore wind turbines and onshore wind turbines above 10MW released by Dongfang Electric, 15MW wind turbines and 13/16MW offshore wind turbines released by Sany Heavy Energy The units include the H260-12.5MW offshore wind turbine released by CSSC, the 14-16MW offshore wind turbine released by CRRC Zhuzhou, the Seawind series 15MW offshore wind turbine launched by Yunda Co., Ltd., and the new onshore wind turbine released by Goldwind Technology and offshore units, in which the power range of onshore units is from 6.X-10.X and the power range of offshore units is from 12.X-16.X. The trend of large-scale wind power, combined with the demand for cost reduction, has promoted the development of the "slip instead of roll" trend. Sliding bearings have larger load-bearing capacity and lower maintenance costs and are suitable for higher capacity fans. Compared with wind power gearboxes using rolling bearings, the cost of wind power gearboxes using sliding bearings can be reduced by 15%. In the future, sliding bearings are expected to benefit from the opportunities brought by the large-scale development of wind power.
(Source: Financial Industry)