2010中国风能产业国际竞争态势研究报告

kenblues

目 录
引 言.............................................................................................................................. 1
1 研究由来........................................................................................................... 1
2 研究范围........................................................................................................... 2
3 研究方法........................................................................................................... 2
第1 章 2009 年中国风电装备产业竞争态势............................................................. 4
1.1 2009 年中国风电发展取得历史性跨越....................................................... 4
1.2 2009 年中国本土风电装备制造企业在全球的地位大幅攀升................... 5
1.3 2009 年中国本土风电机组制造企业已经在国内本土市场占据明显的优
势地位................................................................................................................... 12
1.4 2009 年中国本土风电装备产品已经走出国门参与国际竞争................. 16
1.5 2009 年中国跻身全球海上风电场开发国家行列，中国本土企业开始角
逐海上风电装备市场........................................................................................... 17
1.6 中国本土企业基本掌握了1 兆瓦级风机制造技术，正在向掌握多兆瓦级
风机制造技术进军............................................................................................... 22
1.7 中国本土企业的直驱永磁技术具有相对竞争优势，发展态势良好...... 26
1.8 中国本土关键零部件产品技术水平明显提高，供应能力明显增强...... 27
1.8.1 叶片企业............................................................................................ 27
1.8.2 齿轮箱企业........................................................................................ 27
1.8.3 风力发电机企业................................................................................ 28
1.8.4 轴承企业............................................................................................ 28
1.8.5 控制系统企业.................................................................................... 28
1.9 多个重大风电项目出台表明未来数年内我国风电装备产业仍将保持高
速发展态势，但内外环境变化使中国本土市场竞争更加激烈....................... 29
1.10 展望：中国风电装备产业获取国际竞争优势，涌现世界品牌，需要关
注产业链竞争....................................................................................................... 30
第2 章 国外主要风电机组整机企业........................................................................ 31
2.1 Vestas公司 ................................................................................................... 31
2.1.1 Vestas公司概况 ................................................................................. 31
2.1.2 Vestas 公司风电机组产品、技术与管理 ....................................... 33
II 目 录
2.1.3 Vestas 公司在全球的拓展与经营 ................................................... 35
2.1.4 Vestas 公司在中国市场的拓展与经营 ........................................... 40
2.2 Gamesa公司 ................................................................................................. 42
2.2.1 Gamesa公司概况 ............................................................................... 42
2.2.2 Gamesa公司风电机组产品、技术与管理 ....................................... 43
2.2.3 Gamesa公司在全球的拓展与经营 ................................................... 44
2.2.4 Gamesa 公司在中国市场的拓展与经营 ......................................... 49
2.3 GE Wind ....................................................................................................... 50
2.3.1 GE Wind概况 ..................................................................................... 50
2.3.2 GE Wind风电机组产品、技术与管理 ............................................. 51
2.3.3 GE Wind在全球的拓展与经营 ......................................................... 52
2.3.4 GE Wind在中国市场的拓展与经营 ................................................. 57
2.4 Nordex公司.................................................................................................. 58
2.4.1 Nordex公司概况................................................................................ 58
2.4.2 Nordex公司风电机组产品、技术与管理........................................ 59
2.4.3 Nordex公司在在全球的拓展与经营................................................ 61
2.4.4 Nordex公司在中国市场的拓展与经营............................................ 65
2.5 Suzlon公司 .................................................................................................. 66
2.5.1 Suzlon公司概况 ................................................................................ 66
2.5.2 Suzlon公司风电机组产品、技术与管理 ........................................ 67
2.5.3 Suzlon公司在全球的拓展与经营 .................................................... 69
2.5.4 Suzlon 公司在中国市场的拓展与经营 .......................................... 74
2.6 Enercon 公司 .............................................................................................. 75
2.6.1 Enercon公司概况 .............................................................................. 75
2.6.2 Enercon公司风电机组产品、技术与管理 ...................................... 76
2.6.3 Enercon公司在全球的拓展与经营 .................................................. 77
2.7 Siemens公司 ................................................................................................ 80
2.7.1 Siemens公司概况 .............................................................................. 80
2.7.2 Siemens公司的风电机组产品、技术与管理 .................................. 81
2.7.3 Siemens公司在全球市场的拓展与经营 .......................................... 81
2.8 REpower公司 .............................................................................................. 85
2.8.1 REpower公司概况 ............................................................................ 85
目 录III
2.8.2 REpower公司风电机组产品、技术与管理 .................................... 86
2.8.3 REpower公司在全球的拓展与经营 ................................................ 86
2.9 Acciona 公司 .............................................................................................. 89
2.9.1 Acciona公司概况 .............................................................................. 89
2.9.2 Acciona公司风电机组产品、技术与管理 ...................................... 90
2.9.3 Acciona公司在全球的拓展与经营 .................................................. 91
2.10 Alstom公司 ................................................................................................ 93
2.10.1 Alstom公司概况 .............................................................................. 93
2.10.2 Alstom公司风电机组产品、技术与管理 ...................................... 94
2.10.3 Alstom公司在全球的拓展与经营 .................................................. 94
第3 章 国外主要叶片企业........................................................................................ 97
3.1 LM Glasfiber A/S ......................................................................................... 97
3.2 SINOI Ltd .................................................................................................... 98
3.3 SGL Rotec .................................................................................................... 98
3.4 Euros ............................................................................................................ 98
3.5 Aeroblade ..................................................................................................... 99
3.6 EADS Astrium ............................................................................................. 99
3.7 NGup ............................................................................................................ 99
3.8 GBT General Blade Technology ................................................................ 100
3.9 ALKEG Blades .......................................................................................... 100
3.10 TPI Composite Inc ................................................................................... 100
3.11 Molded Fiber Glass .................................................................................. 101
3.12 Knight &Carver ....................................................................................... 101
3.13 Tecsis Wind .............................................................................................. 102
3.14 KM ........................................................................................................... 102
第4 章 国外主要齿轮箱企业.................................................................................. 103
4.1 Winergy GmbH .......................................................................................... 103
4.2 Hansen Transmissions BV ......................................................................... 104
4.3 Bosch Rexroth AG ..................................................................................... 104
4.4 Voith Turbo GmbH & Co.KG .................................................................... 105
4.5 Eickhoff Maschinenfabrik GmbH .............................................................. 105
4.6 Jahnel Kestermann GmbH ......................................................................... 105
IV 目 录
4.7 RENK ......................................................................................................... 106
4.8 Zollern ........................................................................................................ 106
4.9 Eschesa ....................................................................................................... 106
4.10 Wikov MGL a.s ........................................................................................ 107
4.11 GE Drivetrain Technologies ..................................................................... 107
4.12 Brad Foote ................................................................................................ 107
4.13 Ishibashi manufacturing C ....................................................................... 108
4.14 Hyosung Corporation ............................................................................... 108
4.15 Shanthi Gears ........................................................................................... 108
4.16 Elecon Engineering Company ................................................................. 109
第5 章 国外主要风力发电机企业.......................................................................... 110
5.1 ABB ........................................................................................................... 110
5.2 The Switch ................................................................................................. 111
5.3 Winergy ...................................................................................................... 111
5.4 VEM ........................................................................................................... 111
5.5 VND/Vestas................................................................................................ 112
5.6 Weier .......................................................................................................... 112
5.7 LDW .......................................................................................................... 112
5.8 Ingeteam ..................................................................................................... 113
5.9 Cantarey Reinosa ....................................................................................... 113
5.10 Elin ........................................................................................................... 113
5.11 Leroy Somer ............................................................................................. 114
5.12 Converteam .............................................................................................. 114
5.13 Sicme Motori ........................................................................................... 115
5.14 IEC Holden .............................................................................................. 115
5.15 TM4 Inc ................................................................................................... 116
5.16 GE Drivetrain technology ........................................................................ 116
5.17 Danotec Motion technologies Inc ............................................................ 116
5.18 TECO-Westinghouse ............................................................................... 117
5.19 WindGen America .................................................................................... 117
5.20 Potencia Industrial S.A. ........................................................................... 117
5.21 Hitachi ...................................................................................................... 118
目 录V
5.22 Mitsubishi ................................................................................................ 118
5.23 Hyundai .................................................................................................... 119
5.24 Hyosung Corporation ............................................................................... 119
5.25 BHEL ....................................................................................................... 120
第6 章 国外主要轴承企业...................................................................................... 121
6.1 SKF ............................................................................................................ 121
6.2 FAG ............................................................................................................ 122
6.3 Rothe Erde GmgH...................................................................................... 122
6.4 Liebherr ...................................................................................................... 123
6.5 Rollix.......................................................................................................... 123
6.6 Keydon ....................................................................................................... 124
6.7 Timken ....................................................................................................... 124
6.8 NTN ........................................................................................................... 125
6.9 NSK............................................................................................................ 126
6.10 JTEKT ...................................................................................................... 126
6.11 IMO .......................................................................................................... 127
6.12 NKE ......................................................................................................... 127
6.13 PSL ........................................................................................................... 128
6.14 Laulagun .................................................................................................. 128
6.15 Galperti Tech S.r.l .................................................................................... 129
6.16 Rotek Incorporated................................................................................... 129
6.17 KRW Leipzig GmbH ............................................................................... 130
6.18 CWB-RIKU Enterprise CmbH ................................................................ 130
6.19 DV-B GmbH ............................................................................................ 131
6.20 RBC Bearings .......................................................................................... 131
6.21 ILJIN ........................................................................................................ 131
第7 章 国外主要风机控制系统企业...................................................................... 133
7.1 Mita Teknik ................................................................................................ 133
7.2 AMSC Windtec .......................................................................................... 134
7.3 Siemens AG ............................................................................................... 134
7.4 Ingeteam ..................................................................................................... 135
7.5 Viasystems ................................................................................................. 135
VI 目 录
7.6 ABB ........................................................................................................... 136
7.7 IDS ............................................................................................................. 136
7.8 Converteam ................................................................................................ 137
7.9 Magnetek .................................................................................................... 137
7.10 Winergy .................................................................................................... 137
7.11 SEG .......................................................................................................... 138
7.12 PCS .......................................................................................................... 138
7.13 KK Electronic .......................................................................................... 138
7.14 EEI Equipaggiamenti Electronic industrali ............................................. 139
7.15 Santerno ................................................................................................... 139
7.16 The Switch ............................................................................................... 140
7.17 Emerson ................................................................................................... 140
7.18 Danoteck Motion Technologies Inc ......................................................... 141
7.19 Xantrex ..................................................................................................... 141
7.20 Plaspo ....................................................................................................... 141
第8 章 风电装备产业链国外竞争者角色分布图.................................................. 143
8.1 风电装备产业链角色分布图分析模型.................................................... 143
8.2 市场地位维度的国外竞争者角色分布图................................................ 144
8.3 1.5MW以上产品维度的国外竞争者角色分布图 ................................... 146
8.4 海上风电维度的国外竞争者角色分布图................................................ 148
8.5 商业模式维度的国外竞争者角色分布图................................................ 149
8.6 经营理念维度的国外竞争者角色分布图................................................ 151
第9 章 结语：角色分布图的竞争情报含义.......................................................... 153
主要参考文献............................................................................................................ 154
附录：国外12 家主要风电场企业名录.................................................................. 156

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