[新聞] 內銷太差海外倒貨 中國風機出口暴增6成
內銷太差海外倒貨 中國風機出口暴增6成
2024/04/22 07:15
https://img.ltn.com.tw/Upload/business/page/800/2024/04/21/php0aRoTe.jpg
2023年中國風電機組新增出口年增60.2%(取自中國金風科技官網)
陳麗珠/核稿編輯
〔財經頻道/綜合報導〕中國向海外倒貨,藉以提振經濟成長行徑再度曝光。根據中國再
生能源學會風能專業委員會發布《2023年中國風電吊運容量統計簡報》,中國風電機組新
增出口年增60.2%。其中,金風、遠景兩家企業合計佔中國風機出口量9成,光是金風2023
年風機出口量就接近前一年的3倍。
財新報導,2023年,中國風電機組總出口量3665.1MW),共6家中國整機製造企業分別向1
8個國家出口了風電機組,其中金風科技出口總容量最大,為1704.7MW,接近前一年出口
量的3倍;遠景能源出口容量次之,為1624MW,年增4成。
統計指出,金風、遠景兩家企業合計佔中國風機出口量9成,這兩家企業也分別是2023年
全球風電整機製造商新增裝置數量的第一、第二名。
從出口地區觀察,中國風機出口主要集中在「一帶一路」沿線和金磚國家。根據風能專委
會數據,烏茲別克、埃及、南非、寮國和智利是2023年中國風機出口的前五大目的地,合
計佔近7成。業界人士坦言,受制於風資源條件、電網基礎設施、地緣政治等因素,中國
風機出口國家集中度偏高。
報導指出,近年中國國內價格戰廝殺慘烈,整機商獲利下滑,海外高利潤市場對中國風電
整機商的吸引力顯著上升。金風科技管理階層在業績發會上指出,目前產業正處在內卷階
段,對金風來說也是苦練內功,尋找新的成長機會,快速推進「兩海」策略(海外+海上
)。
https://ec.ltn.com.tw/amp/article/breakingnews/4648202
中國金風科技近五年股價跌幅37.1%
管理階層說他們還在苦練內功
向海外出貨是實驗品還是好貨
只有這些好朋友知道風機好不好用。
https://i.imgur.com/COZZ3VH.jpeg
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