From "Guaranteed 50 million" to "Definitely Reaching 120 million": The Three Logics Behind the Upgrade of the Beijing Wind Energy Declaration 2.0
On October 20, 2025, at the Beijing International Wind Energy Conference, the release of the "Beijing Wind Energy Declaration 2.0" (hereinafter referred to as the "Declaration 2.0") was like a thunderbolt, stirring up a huge commotion.
This updated version, five years in the making, has directly raised the annual new installed capacity of China's wind power from the "over 50 million kilowatts per year" in Version 1.0 to "no less than 120 million kilowatts during the 15th Five - Year Plan period"; the cumulative installed capacity target in 2030 has jumped from 800 million kilowatts to 1.3 billion kilowatts, and in 2060, it has soared from 3 billion kilowatts to 5 billion kilowatts - compared with Version 1.0, the new installed capacity target has increased by 140%, and the cumulative target has risen by over 60%.
In the current context of the global energy transition intertwined with China's "anti - involution" policies, this declaration is not only an industry commitment but also like a "yardstick" that redefines the development logic of wind power: it needs to respond to the energy security needs under the "dual - carbon" goal and solve the involution dilemma of low - price competition and quality hidden dangers in the industry; it needs to open up growth space through technological breakthroughs and enable ordinary consumers to obtain real benefits from "green electricity".
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From "Guaranteed 50 million" to "Must - reach 120 million"
The Triple Logic behind the Upgrade of the Declaration
Five years ago, when the "Beijing Wind Energy Declaration 1.0" proposed "an average annual new increase of over 50 million kilowatts", the industry worried that the target was too radical. However, reality has provided the answer: in 2024, the new installed capacity of domestic wind power reached 79.82 million kilowatts, and as of June 2025, the cumulative installed capacity was 573 million kilowatts, far exceeding expectations. Now, the "Declaration 2.0" sets the average annual target during the 15th Five - Year Plan period at 120 million kilowatts, which means a cumulative new increase of 720 million kilowatts in the next six years, a 150% increase compared with the current cumulative installed capacity - the confidence in this target comes from the reconstruction of triple logic.
The first logic is the rigid demand for energy security. In September this year, China updated its nationally determined contributions target, clearly stating that the total installed capacity of wind and solar power in 2035 should be more than six times that in 2020 (striving for 3.6 billion kilowatts). The 5 - billion - kilowatt wind power target in the "Declaration 2.0" is precisely the "wind power contribution" of this top - level design. Li Junfeng, the first director of the National Climate Strategy Center, pointed out: "To achieve carbon neutrality in 2060, wind power needs to contribute about 30% of the power generation, and an installed capacity of 5 billion kilowatts is the minimum threshold to support this proportion."
The second logic is the full release of resource potential. China's wind energy development is far from reaching its ceiling: the economically and technically exploitable onshore wind energy in the "Three North" regions exceeds 7.5 billion kilowatts, over 2.5 billion kilowatts in the central and southeast regions, and there is also a potential of 2.7 billion kilowatts within 300 kilometers offshore. In the past, limited by factors such as consumption and technology, these resources were not fully activated. The "Declaration 2.0" proposes paths such as "local consumption + cross - regional balance" and "intensive development", which in essence aim to transform resource advantages into installed - capacity advantages.
The third logic is the leap in the maturity of the market mechanism. In the past, wind power relied on subsidies, but now it has fully entered the stage of "grid - parity power generation". Data from the Water Resources and Hydropower Planning and Design General Institute shows that in 2024, the cost per kilowatt - hour of onshore wind power was 0.18 yuan/kWh, lower than 0.2 yuan/kWh of centralized solar power; in the spot markets of Shandong, Shanxi and other places, the wind power trading price was only 13% - 27% lower than the local average price, while the price reduction of solar power was generally over 30%. This means that wind power can not only "generate electricity" but also "generate electricity economically", providing a market foundation for large - scale installation.
More importantly, the "Declaration 2.0" addresses the industry's pain points head - on. In the past few years, low - price bidding has led some projects to "reduce costs to win bids", resulting in uneven quality of wind turbines and operation and maintenance levels. This declaration clearly proposes to "do a good job in anti - involution work and guide the industry to return to value creation", which is equivalent to pressing the "correction button" for the industry - growth is no longer simply about scale expansion but about the simultaneous improvement of quality and efficiency.
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Upgrade of the Anti - involution Breakout Battle
How Can Wind Power Enterprises "Break the Deadlock" with Technology?
"Anti - involution does not mean no competition, but a shift from 'price war' to 'value war'," said the technical director of a leading wind power enterprise. When the industry shifts from "subsidy - driven" to "market - driven", enterprises must build a moat with technology, which is precisely the implementation direction of the "technological innovation" initiative in the "Declaration 2.0".
Large - megawatt Units: From "Competing in Quantity" to "Competing in Efficiency"
In the past, wind farms increased power generation by "installing more wind turbines"; now, it is more crucial for a single wind turbine to "generate one more kilowatt - hour of electricity". The MySE 18.X - 20MW offshore wind turbine launched by MingYang Smart Energy has a single - unit capacity exceeding 20 megawatts, an impeller diameter of over 260 meters, and a swept area equivalent to 40 standard football fields. After this model was put into operation in the Yangjiang sea area of Guangdong, the annual power generation of a single unit can reach 72 million kilowatt - hours, meeting the annual electricity consumption of 36,000 households, with an efficiency improvement of 20% compared with the previous generation of models.
Onshore wind turbines are also moving towards "large - megawatt". The EN - 220/7.2MW unit of Envision Energy optimizes the blade angle through intelligent control algorithms, increasing the power generation efficiency in low - wind - speed areas by 15%. This kind of "replacing small with large" upgrade increases the installed capacity per unit area of wind farms by 30%, making land resource utilization more efficient and indirectly alleviating the resource shortage caused by the "rush to install".
Offshore Wind Power: The Leap from "Shallow Sea" to "Deep and Far - reaching Sea"
Offshore wind power is the growth engine of the "Declaration 2.0" - the annual new increase in offshore wind power during the 15th Five - Year Plan period is no less than 15 million kilowatts, and the cumulative installed capacity may reach 300 million kilowatts in 2030. However, the development of deep and far - reaching seas faces the challenges of "high construction costs and great operation and maintenance difficulties".
MingYang Smart Energy's solution is "floating wind power". The floating units it has developed can be deployed in sea areas with a water depth of over 100 meters, avoiding the shallow - sea limitations of traditional fixed - type wind turbines. Currently, this technology has been applied in the demonstration project in Wanning, Hainan. The annual power generation of a single unit is 36 million kilowatt - hours, equivalent to reducing carbon dioxide emissions by 28,000 tons. Envision Energy has launched an integrated solution of "offshore wind power + energy storage + green hydrogen", which stabilizes fluctuations through energy storage and consumes redundant power with green hydrogen, increasing the comprehensive utilization rate of offshore wind power to over 95%.
Digital Operation and Maintenance: From "Passive Repair" to "Active Prevention"
The essence of involution is homogeneous competition, and digital capabilities are becoming the differentiated label of enterprises. The "Tianguang" intelligent platform of Goldwind Science & Technology monitors the status of wind turbines in real - time through AI algorithms, giving a 30 - day early warning of gearbox failures and reducing operation and maintenance costs by 40%; its "wind farm cluster control technology" can dynamically adjust the output of wind turbines according to weather forecasts, increasing the overall power generation efficiency by 5% - 8%.
These technological breakthroughs have transformed wind power from a traditional energy source that "relies on the weather" to a modern energy source that is "predictable, controllable, and highly reliable". As Qin Haiyan, the secretary - general of the Wind Energy Professional Committee of the Chinese Renewable Energy Society, said in an interview with Jiemian News: "Technological innovation can not only reduce costs but also create new value points - such as providing peak - shaving services for the power grid and customizing green electricity solutions for enterprises. These are the 'keys to breaking the deadlock' in the era of involution."
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From the Installed Capacity Target to "Green Dividends"
How Will Ordinary People's Lives Change?
When the "Declaration 2.0" outlines a grand vision of 5 billion kilowatts of installed capacity, the most worthy thing to note is: how will this energy revolution ultimately benefit ordinary people? The answer lies in three "dividends".
The First Dividend: Cheaper "Green Electricity"
The continuous decline in the cost per kilowatt - hour of wind power will ultimately be transmitted to the terminal electricity price. In provinces with a high penetration rate of new energy such as Shandong and Shanxi, the wind power trading price in the first half of 2025 has dropped to 200 - 300 yuan/MWh (about 0.2 - 0.3 yuan/kWh), 10% - 20% lower than the benchmark coal - fired power price. As the installed capacity scale expands, more regions will enjoy the "low - price wind power". Ms. Zhang, who lives in Baoding, Hebei, calculated: "My family uses 300 kilowatt - hours of electricity per month. If the proportion of wind power increases to 50%, I can save 30 yuan on the monthly electricity bill, which is 360 yuan a year."
The Second Dividend: The Right to Choose a "Zero - Carbon" Life
With the improvement of the green electricity trading mechanism, consumers can directly purchase green electricity such as wind power. Currently, the power trading platforms in Beijing, Shanghai and other places have opened personal green electricity subscriptions. For every 100 kilowatt - hours of green electricity subscribed, it is equivalent to reducing 78 kilograms of carbon dioxide emissions. In the long run, when the proportion of wind power exceeds 30%, the "carbon footprint" of urban electricity consumption will be significantly reduced, helping to integrate the "dual - carbon" goal into daily life.
The Third Dividend: "Employment and Opportunities" in the Industrial Chain
The entire wind power industrial chain covers R & D, manufacturing, installation, and operation and maintenance, which will create a large number of high - quality jobs. The wind power base of Goldwind Science & Technology in Inner Mongolia has driven the employment of more than 2,000 local people, of which 60% are migrant workers returning home; the offshore wind power operation and maintenance team of MingYang Smart Energy has trained the first batch of "deep - sea wind power engineers" with a monthly salary of 20,000 - 30,000 yuan. More importantly, the integration of wind power with industries such as hydrogen energy and energy storage will give birth to new business forms such as "green hydrogen to methanol" and "wind power to nitrogen fertilizer", providing entrepreneurial space for small and medium - sized enterprises.
Industry Observation:
Wind Power 2.0, a "Green Breakout" Reconstructing the Industry Logic
The release of the "Beijing Wind Energy Declaration 2.0" marks the shift of China's wind power from "scale expansion" to "quality victory". It is not only an industry target but also a positive response to "anti - involution" - through technological innovation, mechanism improvement, and ecological reconstruction, the wind power industry is getting out of the quagmire of low - price competition and moving towards a new cycle of "value creation".
When 5 billion kilowatts of wind power are connected to the grid and operating in 2060, what we will see is not only a transformation of the energy structure but also a cheaper, cleaner, and more inclusive energy system. And the starting point of all this is the industry's consensus on "high - quality development" today: competing in technology instead of price, competing for the ecosystem instead of scale, and ultimately enabling green electricity to truly benefit everyone.
This article is from the WeChat public account "Foreseeing Energy", author: Xia Yu, published by 36Kr with authorization.