记者今天（10月29日）从东方电气集团获悉，我国自主研制的26兆瓦级海上风电机组在山东东营成功并 网发电，该机组一举刷新全球已并网风机的单机容量与叶轮直径两项纪录。此次并网发电的26兆瓦级海 上风电机组，轮毂中心高度相当于50多层居民楼，设计叶轮直径超过310米，扫风面积超过10个半标准 足球场，是目前全球单机容量最大、叶轮直径最长的海上风电机组，并且实现全国产化设计制造。风机 满负荷运行时，风轮每旋转一周即可产生62度清洁电能。机组是针对中高风速海域量身定制，经过测 算，在年平均风速10米/秒的条件下，单台机组年发电量可达1亿度，足以满足5.5万户普通家庭全年用 电需求，相当于节约标准煤3万余吨，减少二氧化碳排放8万余吨，为我国能源结构的绿色低碳转型提供 支撑。（央视新闻） ...

26兆瓦级海上风电机组并网发电。东方电气集团 供图 中新网成都10月29日电 据中国东方电气集团有限公司(以下简称东方电气集团)29日消息，由该集团自主 研制的全球最大26兆瓦级海上风电机组，在山东东营成功实现并网发电，刷新了全球已并网风机的单机 容量与叶轮直径两项纪录，标志着我国在全球海上风电高端装备制造领域占据领先地位。该机组在齿轮 箱、发电机、电控系统等关键技术上的全面突破，彰显了我国在新能源领域强大的自主创新能力，为新 质生产力注入了澎湃动能。 东方电气集团26兆瓦级海上风电机组在发电效率方面表现卓越，满负荷运行时，风轮每旋转一圈，即可 产生62度清洁电能，在年平均风速10米/秒的条件下，单台机组年发电量可达1亿度，可满足5.5万户普 通家庭一年的用电需求，相当于节约标准煤3万余吨，减少二氧化碳排放8万余吨，为我国风电向深远海 挺进提供有力技术支撑。 据悉，全球首个20兆瓦海上风电机组批量应用项目于近日已正式签约，该系列机型单机容量覆盖20兆瓦 至26兆瓦，能够适应不同风区条件和海域环境，标志着我国海上风电已从单点突破迈入规模化、系列化 应用的新阶段。(完) ...

证券之星消息，10月29日其他电源设备板块较上一交易日上涨1.81%，海博思创领涨。当日上证指数报 收于4016.33，上涨0.7%。深证成指报收于13691.38，上涨1.95%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688411 | 海道思创 | 280.30 | 13.21% | 6.22万 | | 16.77亿 | | 300693 | 露弘股份 | 42.87 | 5.46% | 19.19万 | | 8.05亿 | | 300870 | 欧陆通 | 220.49 | 5.21% | ● 7.69万 | | 16.46亿 | | 920110 | 雷特科技 | 40.33 | 5.03% | 8607.04 | | 3394.01万 | | 300593 | 新富能 | 24.32 | 4.38% | 41.92万 | | 10.18亿 | | 300491 | 通合科技 | 32.48 | 4.20% | 17.13万 | ...

Core Points - The 2025 "Mechanical Industry Science and Technology Award" has announced a total of 541 awarded projects, including 5 special awards, 49 first prizes, 232 second prizes, and 255 third prizes [2][5]. Award Categories - **Special Awards**: 5 projects recognized for outstanding contributions [2][5]. - **First Prizes**: 49 projects awarded for significant advancements in technology [2][5]. - **Second Prizes**: 232 projects acknowledged for their innovative approaches and applications [2][5]. - **Third Prizes**: 255 projects celebrated for their contributions to the mechanical industry [2][5]. Award List - The award list includes various projects across different categories, highlighting the achievements of numerous organizations and individuals involved in the mechanical engineering sector [3][5][20].

Core Points - The stock price of Dongfang Electric increased by 5% to 21.21 yuan per share, with a trading volume of 1.424 billion yuan and a turnover rate of 3.02%, resulting in a total market capitalization of 73.352 billion yuan [1] Company Overview - Dongfang Electric Co., Ltd. is located in Chengdu, Sichuan Province, established on December 28, 1993, and listed on October 10, 1995. The company specializes in the research, manufacturing, sales, and services of various power generation equipment, including thermal, hydro, wind, nuclear, and gas power generation [1] - The revenue composition of the company includes: - Clean and efficient energy equipment: 43.95% - Renewable energy equipment: 27.32% - Emerging growth industries: 11.52% - Modern manufacturing services: 8.98% - Engineering and supply chain business: 8.23% [1] Shareholder Information - Among the top circulating shareholders of Dongfang Electric, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 3.3685 million shares in the second quarter, holding a total of 21.5395 million shares, which accounts for 0.91% of the circulating shares. The estimated floating profit today is approximately 21.7549 million yuan [2] - The Huatai-PB CSI 300 ETF was established on May 4, 2012, with a latest scale of 374.704 billion yuan. Year-to-date returns are 21.27%, ranking 2646 out of 4219 in its category; the one-year return is 21.6%, ranking 2302 out of 3877; and since inception, the return is 117% [2]

Core Viewpoint - UBS has become more optimistic about China's electricity market demand, forecasting an 8% growth from 2028 to 2030, which is double the previous estimate [1] Group 1: Stock Performance - Harbin Electric (01133) increased by 13.79%, trading at 13.53 HKD - Dongfang Electric (01072) rose by 11.24%, trading at 20.38 HKD - Shanghai Electric (02727) gained 5.54%, trading at 4.95 HKD [1][1][1] Group 2: Market Drivers - UBS attributes the increased demand to structural drivers such as AI data centers, exports, and electrification, with the impact expected to exceed earlier predictions [1][1] - The adjustments reflect enhanced confidence in the construction of AI data centers, accelerated growth in electricity exports, and faster electrification, benefiting capital expenditures in power equipment and grid starting next year [1][1] Group 3: Policy and Future Outlook - The Central Committee of the Communist Party of China has proposed forward-looking layouts for future industries, promoting nuclear fusion energy as a new economic growth point [1] - Everbright Securities anticipates that since 2025, China's nuclear fusion sector will enter a rapid development phase, with multiple technological routes advancing, including projects like the Circulation No. 4 and Spark No. 1 [1][1] - The domestic market is gradually entering a phase of accelerated bidding and engineering construction for controllable nuclear fusion projects, indicating promising long-term development [1][1]

Core Viewpoint - UBS has released a report expressing increased optimism regarding China's electricity market demand, projecting an 8% growth from 2028 to 2030, which is double the previous forecast [1] Group 1: Company Performance - Harbin Electric (01133) shares rose by 13.79% to HKD 13.53 - Dongfang Electric (600875) shares increased by 11.24% to HKD 20.38 - Shanghai Electric (601727) shares climbed by 5.54% to HKD 4.95 [1] Group 2: Market Drivers - UBS attributes the increased demand forecast to structural drivers such as AI data centers, exports, and electrification, with the impact of these factors exceeding earlier expectations [1] - The report indicates that the adjustments reflect enhanced confidence in the growth of AI data center construction, accelerated electricity export growth, and faster electrification, which will benefit capital expenditures in power equipment and grid starting next year [1] Group 3: Industry Outlook - The Central Committee of the Communist Party of China has proposed forward-looking plans for future industries, promoting nuclear fusion energy as a new economic growth point [1] - Everbright Securities believes that since 2025, China's nuclear fusion sector has entered a rapid development phase in technology breakthroughs and industrial layout, with multiple technological routes advancing simultaneously [1] - The domestic market is gradually entering a phase of accelerated bidding and engineering construction for controllable nuclear fusion projects, indicating promising long-term development [1]

Core Viewpoint - The report from UBS indicates a more optimistic outlook for China's electricity market demand, projecting an 8% growth from 2028 to 2030, which is double the previous forecast [1] Group 1: Stock Performance - Several power equipment stocks have strengthened, with Harbin Electric rising by 13.79% to HKD 13.53, Dongfang Electric increasing by 11.24% to HKD 20.38, and Shanghai Electric up by 5.54% to HKD 4.95 [1] Group 2: Market Drivers - UBS attributes the increased demand forecast to structural drivers such as AI data centers, exports, and electrification, with expectations that these factors will significantly exceed earlier predictions [1] - The report reflects enhanced confidence in the acceleration of AI data center construction, increased power export growth, and faster electrification, which will benefit capital expenditures in power equipment and grid starting next year [1] Group 3: Future Industry Developments - The Central Committee of the Communist Party of China has proposed forward-looking layouts for future industries, promoting nuclear fusion energy as a new economic growth point [1] - Everbright Securities notes that since 2025, China's nuclear fusion sector has entered a rapid development phase in technology breakthroughs and industrial layout, with multiple technological routes advancing simultaneously [1] - The domestic market is gradually entering a phase of accelerated release for controllable nuclear fusion project bidding and engineering construction, indicating promising long-term development [1]

Core Insights - The global nuclear power sector is experiencing a resurgence, with China positioned as a leading force in this transformation [2][6] - The 2025 International Energy Transformation Forum highlighted the importance of nuclear energy in achieving a clean and low-carbon global energy transition [1][6] Group 1: Global Nuclear Power Trends - The global energy structure is rapidly shifting towards clean and low-carbon sources, with nuclear energy playing an increasingly vital role [2] - In 2024, global nuclear power generation is expected to reach a ten-year high, with projections indicating that by 2050, global nuclear installed capacity will exceed 900 million kilowatts, effectively doubling [2] - China currently operates 59 nuclear power units with a total installed capacity of 62.48 million kilowatts and has 53 units under construction, totaling 62.93 million kilowatts, maintaining the world's largest nuclear power capacity [2] Group 2: China's Nuclear Power Achievements - China's nuclear power units have operated safely for over 600 reactor years, achieving the highest WANO comprehensive index score globally for nine consecutive years [2] - In 2024, 43.18% of the world's top-performing nuclear units will be from China, showcasing its "safety hard power" in nuclear energy [2] - China General Nuclear Power Group has surpassed 100 million kilowatts in clean energy capacity, reinforcing China's influence in the global clean energy sector [2] Group 3: Technological Innovations - China's nuclear power industry has achieved significant advancements, marked by the mass construction of the "Hualong One" reactor, which has over 400 key equipment items fully localized [3] - The industry supports over 5,400 enterprises in collaborative innovation, with a total of 41 units either under construction or in operation, leading globally [3] - Major companies like Dongfang Electric Group have established a robust industrial framework, ensuring stable supply capabilities for key nuclear project components [3] Group 4: Digitalization and Advanced Technologies - The nuclear power construction in China is transitioning to a model-driven and data-driven approach, enhancing project management efficiency [4] - China has over ten operational fusion devices, progressing from principle exploration to experimental stages, aiming for breakthroughs in key fusion energy technologies [4] Group 5: Open Cooperation and Global Collaboration - "Open cooperation" emerged as a consensus among forum representatives, seen as a crucial pathway for advancing global nuclear power [5] - EDF's China president emphasized the need for bilateral openness in supply chains to enhance nuclear energy's systemic value [5] - WANO aims to improve global nuclear plant safety and reliability through collaborative actions and best practice sharing [6]

Core Viewpoint - The event highlighted the significant advancements of China's energy equipment manufacturing, particularly by Dongfang Electric Group, showcasing its transition from lagging to leading in the global market [1][3]. Group 1: Company Achievements - Dongfang Electric Group is recognized as one of the largest energy equipment manufacturing enterprises globally, with its power generation equipment output ranking among the top in the world for 20 consecutive years [1]. - The company has developed several landmark projects, including the world's largest single-unit capacity hydropower generator at 1000 megawatts, the "Hualong One" nuclear power unit, and the world's first 18 megawatt and 26 megawatt offshore wind turbines [1][3]. - The company successfully tackled significant challenges during the construction of the Three Gorges Project, allowing Chinese manufacturers to independently design and manufacture the world's largest hydraulic turbine generator set [3]. Group 2: Innovation and Market Expansion - Dongfang Electric Group has focused on high-end markets in the wind power sector, independently developing a 2.5 megawatt direct-drive wind turbine, which received the first GL certification in China in 2011, enabling its products to enter international markets [3]. - The company has since developed the world's largest 26 megawatt offshore wind turbine, continuously setting new records in the industry [3]. Group 3: Corporate Spirit and Vision - The corporate spirit of Dongfang Electric Group emphasizes resilience, innovation, and a pioneering attitude, which has driven its success in the energy sector [5]. - The company’s products are now distributed across over 110 countries and regions, fulfilling the vision of "Chinese equipment serving the world" [5].