中信建投:歐洲風機基礎、海纜供應瓶頸為中國企業帶來出口機遇
中信建投研報指出,歐洲潛在海風裝機旺盛,歐洲年新增裝機預計將從2023年3.8GW增長至2030年24.1GW,年均複合增長率約為30%。預計2026年歐洲固定式海風基礎(單樁等)將出現明顯供需缺口,據測算,2024年歐洲本地風機基礎供應供給將出現瓶頸,2026年後將出現顯著產能缺口;2027年,缺口達到50萬噸以上,2029年後,缺口將達到100萬噸以上,甚至超過200萬噸;根據GWEC,2025年,歐洲中壓、高壓海纜需求約為1萬km,超高壓海纜需求約為1000km;供給方面,2023年,歐洲中壓、高壓海纜產能約5700km,超高壓海纜產能約為4000km,對比2025年產業需求,預計歐洲中壓、高壓產能將面臨產能瓶頸。歐洲風機基礎、海纜供應瓶頸為中國企業帶來出口機遇。
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