China ganha mercado em turbinas eólicas no País

China's wind turbine industry is gaining ground in Brazil as investment in wind energy in the country has slowed down over the past few years. Chinese firms such as Goldwind, Envision, and Ming Yang are among the world's largest manufacturers of equipment for the sector. While GE and European Siemens Gamesa have shut down their factories in Brazil, these Chinese companies have entered the local market and signed their first contracts there in the last two years.

Goldwind and Envision are leading the world in the added capacity of wind turbines in 2025, with Ming Yang in fourth place. In terms of accumulated volumes, Goldwind is now trailing only Denmark's Vestas, and Envision is closing in on the third and fourth positions, Siemens Gamesa and GE Vernova. In Brazil, the Chinese companies now account for more than half of the recent business in the industry and are preparing to provide battery storage systems, known by the acronym BESS.

Goldwind's vice-president in Brazil, Roberto Veiga, stated that they now hold over 50% of the current wind turbine market. The company, which produces equipment locally in Camaçari in a factory purchased from GE, has secured the largest contract in the sector so far, delivering 827 MW to Casa dos Ventos, as well as a deal for an additional 142 MW with EDF.

Their plan is to make Brazil a hub for exports to the Americas, including the U.S. East Coast and Canada, and to produce BESS locally in response to upcoming government tenders for battery projects scheduled for December. Goldwind has already closed sales of storage systems in Chile and will offer products with both local content and imported components in Brazil.

The company has created a unit to develop projects from scratch and offer them to potential clients ready for construction, reducing risks for investors and stimulating new business in a market facing weakness. So far this year, Brazil has added 657 MW of wind energy capacity, far below the nearly 2 GW in 2025, more than 3 GW in 2024, and over 4 GW in 2023 and 2022.

The sector has been hit by an oversupply of renewable energy generation, leading to forced cuts in production, known as curtailment, which has reduced revenue for companies and made it harder for new investments to be made. Roberto Veiga said that they plan to weather these market valleys, not coming to Brazil for just a short time, but for a medium and long-term plan, perhaps over 30 years.

"I think only those with a medium and long-term plan will survive in Brazil." Envision made its Brazilian debut with a massive contract to provide 630 MW of imported Chinese turbines to Casa dos Ventos parks, with plans to move to local production at some point as the business grows. Marcello Trombelli, director of solutions at Envision, said the company is negotiating with major players in the sector and aims to expand its presence in the market by offering clients some of the largest wind turbines available, with a 8.4 MW capacity per machine and a 182-meter rotor diameter.

Envision is also discussing partnerships to produce locally sourced battery systems to meet participants in upcoming December tenders. Ming Yang has sold a turbine to a Copel park and closed another contract in Brazil, the details of which have not been disclosed. The company is seeking new opportunities at a wind power industry event in São Paulo this week, where it showcased its products in turbines, operation and maintenance, and BESS.

Goldwind and Envision are also exhibiting at the event, along with their main competitors in the Brazilian market, Vestas, Nordex Acciona, and WEG. "The Chinese are very competitive in terms of price," said a project developer present at the conference. If the market isn't growing, the same cannot be said for the competition in the wind turbine industry.