{"editorial":{"content_id":"b84e1918-16dc-4b56-920c-542d558aad2e","slug":"article-20261030-1b5597","content_type":"news","title":"金风、远景、明阳逆势进入巴西风电市场，中企占近期交易过半","summary":"在巴西风电投资放缓、GE和西门子歌美飒关闭当地工厂的背景下，金风科技、远景能源和明阳智能近两年进入巴西并签下首批本地合同，已占行业近期交易的一半以上。","body":"在巴西风电投资大幅放缓、GE和西门子歌美飒关闭当地叶片和涡轮机工厂的同时，中国三大风电制造商金风科技、远景能源和明阳智能近两年进入巴西市场并签署首批本地合同。金风科技巴西副总裁Roberto Veiga对《Brazil Journal》表示，公司目前占巴西当前涡轮机市场50%至55%。\n\n据《Brazil Journal》报道，受中国风电装机增长推动，金风科技和远景能源在2025年全球新增涡轮机装机容量中领先，明阳智能排名第四；累计装机方面，金风科技仅次于丹麦的维斯塔斯，远景能源则接近第三、第四位的西门子歌美飒和GE Vernova。\n\n金风科技在卡马萨里利用从GE收购的工厂进行本地生产，与Casa dos Ventos签署了行业史上最大合同，供应827 MW，并与EDF达成142 MW协议。公司计划将巴西打造成面向美洲（包括美国东海岸和加拿大）的出口枢纽，并计划在巴西生产电池储能系统（BESS），以参与政府定于12月举行的电池项目招标。金风科技近期已在智利完成储能系统销售，并将在巴西同时提供本地化含量产品和进口系统。\n\n在风电业务方面，金风科技设立了一个从零开发项目并向潜在客户提供可随时开工项目的部门，以降低投资者风险、刺激新业务。据Veiga介绍，今年迄今巴西新增风电装机657 MW，远低于2025年的约2 GW、2024年的超过3 GW以及2023年和2022年的超过4 GW。行业受到可再生能源发电过剩导致强制限电（curtailment）的影响，企业收入和新增投资的可预测性下降。Veiga表示：“我们会在市场中经历这些低谷。我们来这里不是为了短期停留，而是有中长期规划——我说的是30年以上。”\n\n远景能源以向Casa dos Ventos风电场供应630 MW中国进口涡轮机的大合同进入巴西，计划随业务推进在某个时点转向本地生产。公司解决方案总监Marcello Trombelli表示，巴西风电行业正经历“尤为严峻的时刻，需要战略眼光、适应能力和长期承诺”。据其介绍，远景能源正与行业大型企业谈判，寻求扩大市场份额，向客户提供单机功率8.4 MW、转子直径182米的涡轮机。远景能源还在与合作伙伴商谈生产本地化含量电池系统，以参与12月招标。\n\n明阳智能已向Copel的一个风电场出售一台涡轮机，并在巴西签署了另一份未披露细节的合同。本周在圣保罗举行的Brazil Wind Power展会上，明阳智能设立大型展台推介涡轮机、运维和BESS产品，金风科技和远景能源也设有展台，与维斯塔斯、Nordex Acciona和WEG等竞争对手同场。一位与会项目开发商表示：“中国人在价格上非常有竞争力。”","why_it_matters":null,"cbi_observation":null,"direction_tag":"双边","primary_category":"科技平台","secondary_topics":["企业动态","行业趋势","投资","br-tech"],"content_level":"编辑整理","event_type":"公司动态","audience_tags":[],"event_location":null,"verification_status":"unverified","published_at":"2026-10-30T11:05:44.857Z","display_date":"2026-10-30","source_published_at":null,"source_url":"https://braziljournal.com/china-ganha-mercado-em-turbinas-eolicas-no-pais","source_name":"Brazil Journal","source_language":"pt","author_name":"编辑部","risk_level":"low","risk_flags":["regulatory_uncertainty","political_risk","fx_risk"],"opportunity_flags":["market_entry_opportunity","investment_signal","partnership_opportunity"],"trend_signals":["bilateral_trade_acceleration","policy_tightening"]},"intelligence":{"intel_id":"16e62bcc-f68e-47d7-b4b9-405d824c378e","version":1,"event_type":"行业趋势","event_date":null,"main_entities":[{"name":"金风科技","role":"中国风电制造商，利用从GE收购的卡马萨里工厂在巴西本地生产，并与Casa dos Ventos签署827 MW合同、与EDF签署142 MW协议","type":"company","country":"中国","normalized_name":null},{"name":"远景能源","role":"中国风电制造商，向Casa dos Ventos风电场供应630 MW中国进口涡轮机进入巴西市场","type":"company","country":"中国","normalized_name":null},{"name":"明阳智能","role":"中国风电制造商，向Copel风电场出售一台涡轮机并签署另一份未披露细节合同","type":"company","country":"中国","normalized_name":null},{"name":"Casa dos Ventos","role":"巴西风电开发商，金风科技与远景能源的本地客户","type":"company","country":"巴西","normalized_name":null},{"name":"EDF","role":"与金风科技达成142 MW涡轮机协议的能源企业","type":"company","country":"其他","normalized_name":null},{"name":"Copel","role":"巴西电力企业，明阳智能涡轮机买方","type":"company","country":"巴西","normalized_name":null},{"name":"GE","role":"关闭巴西叶片和涡轮机工厂，并曾向金风科技出售卡马萨里工厂","type":"company","country":"其他","normalized_name":null},{"name":"西门子歌美飒","role":"关闭巴西当地工厂的涡轮机制造商","type":"company","country":"其他","normalized_name":null},{"name":"Roberto Veiga","role":"金风科技巴西副总裁，披露公司市场份额与本地化计划","type":"person","country":"巴西","normalized_name":null},{"name":"Marcello Trombelli","role":"远景能源解决方案总监，评论巴西风电行业形势","type":"person","country":"巴西","normalized_name":null},{"name":"巴西风电市场","role":"投资放缓、新增装机下降且受强制限电影响的行业","type":"sector","country":"巴西","normalized_name":null},{"name":"巴西电池项目招标","role":"定于12月举行的政府电池储能系统招标","type":"policy","country":"巴西","normalized_name":null}],"main_action":"金风、远景、明阳近两年进入巴西风电市场并签下首批本地合同，占近期交易过半。","key_numbers":[{"unit":"%","label":"金风科技在巴西涡轮机市场份额","value":"50-55"},{"unit":"MW","label":"金风科技与Casa dos Ventos合同装机","value":"827"},{"unit":"MW","label":"金风科技与EDF协议装机","value":"142"},{"unit":"MW","label":"远景能源对Casa dos Ventos供应装机","value":"630"},{"unit":"MW","label":"远景能源涡轮机单机功率","value":"8.4"},{"unit":"米","label":"远景能源涡轮机转子直径","value":"182"},{"unit":"MW","label":"巴西今年迄今新增风电装机","value":"657"},{"unit":"GW","label":"巴西2025年新增风电装机","value":"约2"},{"unit":"GW","label":"巴西2024年新增风电装机","value":"超过3"},{"unit":"GW","label":"巴西2023年及2022年新增风电装机","value":"超过4"}],"facts":[{"verified":false,"statement":"金风科技巴西副总裁Roberto Veiga表示，金风科技目前占巴西当前涡轮机市场50%至55%。","source_excerpt":null},{"verified":false,"statement":"金风科技在卡马萨里利用从GE收购的工厂进行本地生产。","source_excerpt":null},{"verified":false,"statement":"金风科技与Casa dos Ventos签署供应827 MW的合同，并与EDF达成142 MW协议。","source_excerpt":null},{"verified":false,"statement":"远景能源向Casa dos Ventos风电场供应630 MW中国进口涡轮机。","source_excerpt":null},{"verified":false,"statement":"明阳智能已向Copel的一个风电场出售一台涡轮机，并签署另一份未披露细节的合同。","source_excerpt":null},{"verified":false,"statement":"今年迄今巴西新增风电装机657 MW，低于2025年的约2 GW、2024年的超过3 GW以及2023年和2022年的超过4 GW。","source_excerpt":null},{"verified":false,"statement":"GE和西门子歌美飒关闭了巴西当地叶片和涡轮机工厂。","source_excerpt":null},{"verified":false,"statement":"巴西政府定于12月举行电池项目招标。","source_excerpt":null},{"verified":false,"statement":"金风科技计划在巴西生产电池储能系统（BESS），并已在智利完成储能系统销售。","source_excerpt":null},{"verified":false,"statement":"巴西风电行业受到可再生能源发电过剩导致的强制限电（curtailment）影响。","source_excerpt":null}],"assessments":[{"statement":"中国风电制造商正借西方厂商退出本地制造留下的空缺，以进口设备和收购工厂两种路径快速提升在巴西的市场份额。","confidence":"high","basis_fact_index":null},{"statement":"巴西风电新增装机连续下滑与强制限电叠加，短期内将压制开发商投资意愿，但中企以长期承诺和项目开发前置来对冲周期风险。","confidence":"medium","basis_fact_index":null},{"statement":"金风科技若将巴西建成面向美洲的出口枢纽并落地BESS本地生产，其在巴西的角色将从设备供应商升级为区域制造与储能平台。","confidence":"medium","basis_fact_index":null},{"statement":"远景能源与明阳智能目前以进口整机为主，本地化含量与12月电池招标将是其能否扩大份额的关键变量。","confidence":"medium","basis_fact_index":null},{"statement":"价格竞争力是中国厂商赢得近期交易的主要优势，但本地化含量要求可能构成后续约束。","confidence":"medium","basis_fact_index":null}],"actions":[{"target":"both","priority":"high","description":"跟踪12月巴西电池项目招标结果及中企BESS本地化含量方案。"},{"target":"both","priority":"high","description":"核实金风科技卡马萨里工厂产能、投产时间及对美加出口计划。"},{"target":"system","priority":"normal","description":"监测巴西强制限电政策与新增装机月度数据，评估市场低谷持续时间。"},{"target":"both","priority":"normal","description":"梳理远景能源、明阳智能本地化生产转向的时间表与合作伙伴。"}],"affected_audience":["中国风电与储能设备制造商","巴西风电开发商与电力企业","在巴外资涡轮机厂商","巴西风电产业链供应商","关注中巴双边投资的投资机构"],"risk_flags":["regulatory_uncertainty","political_risk","fx_risk"],"opportunity_flags":["market_entry_opportunity","investment_signal","partnership_opportunity"],"trend_signals":["bilateral_trade_acceleration","policy_tightening"],"follow_up_needed":true,"follow_up_questions":["巴西12月电池招标的具体本地化含量要求与规模是多少？","金风科技卡马萨里工厂当前产能、投产节奏及对美加出口是否符合原产地规则？","远景能源与明阳智能计划何时、以何种方式转向巴西本地生产？","巴西强制限电（curtailment）是否有补偿机制或政策调整预期？","中企所称占近期交易过半的统计口径与数据来源为何？"],"related_topics":["巴西风电","中国风电出海","储能系统BESS","本地化含量","强制限电curtailment","中巴产能合作","美洲出口枢纽"],"verification_status":"unverified","confidence_score":0.7,"generated_at":"2026-10-30T11:05:56.254Z"},"meta":{"canonical_url":"https://chinabrazilinsight.com/news/article-20261030-1b5597","api_url":"https://chinabrazilinsight.com/api/public/content/article-20261030-1b5597","markdown_url":"https://chinabrazilinsight.com/api/public/content/article-20261030-1b5597?view=markdown","json_url":"https://chinabrazilinsight.com/api/public/content/article-20261030-1b5597?view=json","last_updated":"2026-10-30T11:05:56.358Z","platform":"China 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