此前，在北京举行的2025海上风电产业发展论坛上，《风能北京宣言2.0》正式对外发布，明确提出"十 五五"期间我国海上风电年新增装机1500万千瓦的目标，这意味着到2030年，我国海上风电累计装机规 模将突破1亿千瓦，万亿级产业链正迎来加速发展的黄金期。根据《"十五五"可再生能源发展规划》， 到2030年，我国非化石能源消费比重将达到25%，海上风电将贡献重要力量。 智通财经APP获悉，风电股早盘走强，截至发稿，金风科技(02208)涨7.3%，报13.53港元；东方电气 (01072)涨6.29%，报22.32港元；大唐新能源(01798)涨0.93%，报2.17港元。 消息面上，近日，第十届海上风电工程技术大会在武汉举行。在专题讨论中，专家们深入探讨了海上风 电与海洋牧场、氢能、储能等业态的协同发展潜力。12月8日，在大连举行的海上风电现代产业链共链 行动大会上，三峡集团发起成立了由26家企业和科研院所组成的产业链联盟，涵盖规划设计、装备制 造、投资运营等全环节。联盟当天发布的《2025年度海上风电技术攻关清单》，明确了16项重点攻关项 目，聚焦核心轴承、国产化绝缘材料、柔性直流送出系统等"卡脖子"环节。 ...

Core Insights - The floating wind power hydrogen production platform developed by Dongfu Research Institute has received the Approval in Principle (AIP) certificate from China Classification Society, marking it as the world's first floating wind power hydrogen production platform to achieve this certification [1][2] - This achievement signifies a key technological breakthrough for China in the deep-sea renewable energy equipment sector and advances the commercialization of floating wind power hydrogen production platforms [1] Group 1 - The floating wind power hydrogen production platform utilizes wind energy in deep-sea areas to produce hydrogen, which is then transported back to shore for comprehensive utilization [1] - The development of offshore wind resources has become saturated in nearshore areas, making deep-sea wind energy a more promising direction due to its broader development range and more stable wind conditions [1] - The platform integrates original principles and technologies from the team of academician Xie Heping, overcoming critical challenges in offshore power management, system control, and high-pressure hydrogen storage [2] Group 2 - The floating wind power hydrogen production platform has become a research hotspot in both domestic and international offshore wind power and marine engineering equipment sectors [1] - The successful certification of the platform represents a significant breakthrough for Dongfang Electric Group in the competitive new market of "floating offshore wind power + seawater hydrogen production" [2]

新一代煤电技术的"东方引擎" 东方汽轮机依托全国重点实验室的深厚技术储备，全面部署应用针对性技术方案。通过深化应用第五代通流技术，优化高温部件结构、应用 新型防护涂层、开发智能协同控制逻辑等，提升机组的快速响应能力、调峰深度与运行寿命，全面满足高效灵活调节的示范要求。 东方锅炉依托先进的OPCC对冲旋流燃烧、超低负荷转直流水动力等核心技术，已实现在役机组无助燃、水冷壁转直流的调峰最低负荷 18%~20%。创新研发出耦合预燃室的强稳燃旋流燃烧系统、协同汽水系统提质的超低负荷水冷壁安全体系、低应力柔性本体结构和智慧协调 控制技术，构建了新一代煤电锅炉技术，可实现无辅助15%超低调峰负荷、4%调峰速率。 东方自控聚焦清洁降碳、安全可控、高效调节与智能运行等核心指标，深度融合控制技术与装备本体，打造面向新一代煤电机组的智能控制 系统与服务，助力机组深度调峰"低得下去"、快速响应"快得起来"，全面提升电厂的经济运行效益。 本次论坛是东方电气集团深入学习贯彻党的二十届四中全会精神、践行"十五五"能源体系建设的务实举措，将进一步推动产业链上下游企业 凝聚共识、协同创新，为构建新型能源体系锻造坚实可靠的"东方引擎"。 12月 ...

Group 1 - The establishment of Dongfang Electric (Anping) Intelligent Technology Co., Ltd. has been reported, with Wang Xiao as the legal representative [1] - The company's business scope includes research and development of emerging energy technologies, energy storage technology services, contract energy management, and manufacturing of industrial automatic control system devices [1] - Dongfang Electric Automatic Control Engineering Co., Ltd. holds 100% ownership of the newly established company [1]

Core Viewpoint - Dongfang Electric (600875) announced that three executives plan to reduce their shareholdings due to personal financial needs, which may impact investor sentiment and stock performance [1] Summary by Categories Company Actions - Mr. Wang Jun plans to reduce his holdings by no more than 6,250 shares [1] - Mr. Hu Xiukui intends to reduce his holdings by no more than 16,250 shares [1] - Mr. Dan Jun will reduce his holdings by no more than 7,500 shares [1] Timeline - The reduction plan will take place within three months starting from 15 trading days after the announcement [1]

Group 1 - The Goldman Sachs Group, Inc. increased its stake in Dongfang Electric (01072) by 346,000 shares at a price of HKD 20.9534 per share, totaling approximately HKD 7.2499 million [1] - Following the increase, Goldman Sachs' total shareholding in Dongfang Electric is approximately 32.844 million shares, representing a stake of 8.05% [1]

Group 1 - The Goldman Sachs Group, Inc. increased its stake in Dongfang Electric Corporation (01072.HK) by purchasing 346,000 shares at an average price of HKD 20.9534 per share, totaling approximately HKD 7.25 million [1] - Following this transaction, Goldman Sachs' total holdings in Dongfang Electric rose to 32,844,013 shares, increasing its ownership percentage from 7.97% to 8.05% [1][2]

Group 1 - The Goldman Sachs Group, Inc. increased its stake in Dongfang Electric Corporation (600875) by 346,000 shares at a price of HKD 20.9534 per share, totaling approximately HKD 7.2499 million [1] - Following the increase, Goldman Sachs' total shareholding in Dongfang Electric is approximately 32.844 million shares, representing a holding percentage of 8.05% [1]

Group 1 - The Goldman Sachs Group, Inc. increased its stake in Dongfang Electric Corporation (01072) by 346,000 shares at a price of HKD 20.9534 per share, totaling approximately HKD 7.2499 million [1] - Following the increase, Goldman Sachs' total shareholding in Dongfang Electric is approximately 32.844 million shares, representing a holding percentage of 8.05% [1]

Core Viewpoint - The announcement from Dongfang Electric (600875) indicates that senior executives plan to reduce their shareholdings due to personal financial needs, which may impact investor sentiment and stock performance [1] Summary by Relevant Sections Executive Shareholding Reduction - Senior Vice President Wang Jun plans to reduce his holdings by no more than 6,250 shares - Vice President Hu Xiukui intends to reduce his holdings by no more than 16,250 shares - Vice President Dan Jun will reduce his holdings by no more than 7,500 shares [1] Reduction Timeline and Conditions - The reduction will occur within three months following the announcement, starting 15 trading days after the disclosure - The reduction is subject to legal and regulatory restrictions on shareholding reductions [1] Shareholding Limits - The number of shares each executive plans to sell does not exceed 25% of their total holdings as of the end of the previous year - The selling price will be determined based on the market price at the time of the reduction [1]