全球風力發電供應鏈趨勢系列 - 第1回:風力發電供應鏈的財務分析

本報告，刊載了全球風力發電供應鏈趨勢系列 - 第1回，風力發電價值鏈的最新趨勢，葉片，變速箱，轉換器，發電機，軸承，塔，鑄造、鍛造品等主要資本零件趨勢等，主要領域的供應鏈展開的詳細內容。

還有提供風力發電的價值鏈的主要企業的財務狀況的分析，為了改善渦輪機OEM面臨的主要盈利性課題，財務成果的機會，歐美和中國的市場差異，及OEM的財務成果的影響等資訊。

Report Summary:

Wood Mackenzie's ‘Global wind supply chain trends 2022’ report deep dives into supply chain developments across key areas, including the latest trends on the wind value chain and on key capital components such as blades, gearboxes, converters, generators, bearings, towers and castings and forgings. The report analyses the financial status of decisive players across the wind value chain. It defines the key profitability challenges that turbine OEMs are facing, while identifying opportunities to improve financial performance. Moreover, this report deep dives into the differences between Western and Chinese markets and how this impacts OEMs' financial performance.