Chinese wind power exports are accelerating amid rising global electricity demand driven by AI. The 2026 government work report highlighted computing-power synergy for the first time, while the 15th Five-Year Plan targets over 100 GW of offshore wind grid-connected capacity. By end-2025, China accounted for 56% of global cumulative offshore wind capacity and 78% of annual new additions, ranking first for eight consecutive years.

Eight of the world's top ten wind turbine manufacturers are Chinese, including the top six. Goldwind's GOSII project in Egypt (650 MW) can power over one million homes, and it has localised production in Brazil and South Africa. Mingyang Smart Energy established a European centre in Germany, promoting a hybrid supply chain where China provides manufacturing and system integration while Europe offers engineering and local services.

Norinco International is building the Senj wind farm in Croatia. Chinese firms are shifting from scale leadership to competing on technology and system integration.

The global wind power landscape is being reshaped: Chinese companies dominate BloombergNEF's top six rankings, with 251 GW of projects under construction in 2026 and export growth of 48.7%. For New Zealand, where wind provides only 6% of power, this export wave aligns with its renewable energy push – the government targets 100% clean electricity by 2035, implying a potential wind capacity gap of over 2 GW. NZ SMEs can engage from two angles: first, as energy consumers, large users like dairy and meat processors could lower power costs and obtain 'green certificates' for exports by directly sourcing community wind projects built with Chinese turbines, easing EU carbon tax pressures; second, as service providers, they can undertake local maintenance, seismic retrofitting (New Zealand is earthquake-prone, and Mingyang's typhoon-resistant technology can be adapted), or act as distributors in South Pacific island nations.

Goldwind's acquisition of a local assembly plant in Brazil, creating over 1,000 jobs, shows leading Chinese firms value deep localisation. However, the European 'hybrid supply chain' debate reflects geopolitical risks; NZ SMEs should monitor technical standard mutual recognition and government review developments. By end-2025, China's offshore wind cumulative grid-connected capacity accounted for 56% globally, and its cost advantage is penetrating from emerging markets to advanced economies.

Early engagement with Mingyang's Australian team could capture first-mover advantages.

Keywords: wind power exports, offshore wind, computing-power synergy, AI electricity demand, Goldwind, Mingyang Smart Energy, global market share, hybrid supply chain, new energy, Made in China

中国风电出海迎来新增长曲线。AI爆发推高全球电力需求，海上风电与算电协同成为趋势。2026年政府工作报告首次提出算电协同，《十五五规划》要求海上风电并网达1亿千瓦以上。

截至2025年底，中国占全球海上风电累计并网容量56%，年度新增占78%，连续8年全球第一；全球风电整机制造商前十强中国独占八席并包揽前六。金风科技在埃及GOSII项目装机650兆瓦，可满足超100万户家庭用电，并在巴西、南非实现本地化生产。明阳智能在德国设立欧洲中心，强调混合供应链模式——中国发挥装备制造与系统集成优势，欧洲提供工程与本地服务。

北方国际承建克罗地亚塞尼风电项目。中国企业正从规模领先转向技术引领与系统集成能力竞争。

全球风电版图正在重绘：中国企业包揽彭博新能源财经排名前六，2026年在建风电项目容量251吉瓦，出口增速48.7%。对于风电占比仅6%的新西兰，这轮出海潮恰逢其可再生能源冲刺期——政府目標2035年实现100%清洁电力，风电潜在缺口超2吉瓦。NZ中小企业可从两端切入：一、作为能源消费者，乳品冻肉加工等大户若转向直接采购中国风机建设的社区风电，可能压减电费并获取出口所需‘绿证’，缓解欧盟碳税压力；二、作为服务商，可承接中国设备商的本地运维、抗震加固（新西兰地震频发，明阳抗台风技术可平移）或代理南太平洋岛国渠道。

金风科技在巴西收购本地总装厂、创造千余岗位的模式证明，中国头部企业看重深度属地化。但需注意，欧洲‘混合供应链’争议反映出地缘风险，NZ SME需关注技术标准互认与政府审查动向。2025年底中国海上风电累计并网占全球56%，其成本优势正从新兴市场向发达经济体渗透，提前对接明阳澳洲团队或许能抢占先机。

关键词: 风电出海, 海上风电, 算电协同, AI电力需求, 金风科技, 明阳智能, 全球市场份额, 混合供应链, 新能源, 中国制造

MiDeer AI illustration

Source: Global Times