全球风力供应链趋势系列 - 第4回:风力发电机传动系统、机舱零组件的供应链趋势(2022年)

本报告提供风力价值链的最新趋势，及主要资本零组件(叶片，变速箱，转换器，发电机，轴承，塔，铸件，锻造品等)的最新趋势，主要领域的供应链的发展深入分析。以风力价值链的传动系统、机舱零组件趋势为焦点。识别传动系统製造的全球供需趋势，彻底分析，产品主导考察，以及传动系统、机舱零组件供给的盈利的劳动和关于物流的影响定义成本的演进。

Report Summary:

Wood Mackenzie's ‘Global wind supply chain trends 2022’ series 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. This fourth piece analyses drivetrains and nacelle components' trends across the wind value chain. It identifies global supply and demand trends for drivetrain manufacturing, thoroughly analysing cost evolution and providing commodity-driven insights, while defining the labour and logistics impact on drivetrain and nacelle component supply profitability.