Core Viewpoint - The establishment of Sanxia (Rudong) Wind Power Co., Ltd. marks a significant development in the offshore wind power sector, with a registered capital of 56 million RMB and a focus on related equipment sales, system R&D, and technical services [1][1]. Company Summary - Sanxia (Rudong) Wind Power Co., Ltd. has been founded with a registered capital of 56 million RMB [1]. - The legal representative of the company is Chen Haiyuan [1]. - The company is jointly owned by Sanxia Energy (600905), Envision Energy Co., Ltd., and Nantong Energy Investment Development Co., Ltd. [1]. Industry Summary - The company’s operations will include sales of offshore wind power-related equipment, research and development of offshore wind power systems, and wind power technology services [1][1].

每经AI快讯，天眼查App显示，近日，三峡（如东）风力发电有限公司成立，法定代表人为陈海元，注册资本5600万元人民币，经营范围包括海上风电相关 装备销售、海上风电相关系统研发、风力发电技术服务等，由三峡能源（600905）、远景能源有限公司、南通能源投资发展有限公司共同持股。 | | 都在用的商业查询工具 | 查公司 查老板 查关系 查风险 | | | | | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 三峡(如东)风力发电有限公司 | × 天殿一下 | 十名应用 · | 商务合作 企业级产 | | 基本信息 11 | 法律诉讼 | 经营风险 3 | 经营信息 | 公司发展 | 知识厂 | | 工商信息 ● | | | | | | | 工商信息 历史工商信息0 | | | | | | | 企业名称 | 三峡 (如东) 风力发电有限公司 | | | | | | 法定代表人 | RE 陈海元 猛 关联企业 13 | 登记状态 2 | 在北 | | 天眼评分 2 | | | | 成立日期 | 2025-09-29 | | | | 统一社会信用 ...

Core Insights - The renewable energy sector is experiencing significant growth, with the China Securities Renewable Energy Index rising by 3.07% as of October 9, 2025, and key stocks like Maiwei Co., Ltd. and TBEA Co., Ltd. showing substantial gains [1][4]. Market Performance - The Renewable Energy ETF (159875) has increased by 2.52%, marking its third consecutive rise, and has accumulated a 6.98% increase over the past two weeks as of September 30, 2025 [1][4]. - The ETF's trading volume was active, with a turnover rate of 10.72% and a transaction value of 145 million yuan, indicating strong market engagement [4]. - The ETF's latest scale reached 1.275 billion yuan, with a recent increase of 67.5 million shares over the past two weeks [4]. Financial Metrics - The Renewable Energy ETF has seen a net asset value increase of 49.44% over the past six months, ranking 480 out of 3689 in the index fund category, placing it in the top 13.01% [4]. - The ETF's highest monthly return since inception was 25.07%, with a maximum consecutive monthly gain of 62.44% and an average monthly return of 8.85% [4]. Industry Trends - The electricity transmission and transformation industry is on an upward trend due to increasing global demand for grid construction and upgrades, with TBEA Co., Ltd. positioned to benefit from this growth [4]. - The solid-state battery and energy storage sectors are gaining attention from investors, driven by market transformations and unexpected overseas demand, particularly in the U.S. and Europe [5]. - The power equipment sector is actively responding to technological advancements, especially in relation to AI computing power and renewable energy-related equipment [5][6]. Key Stocks - As of September 30, 2025, the top ten weighted stocks in the China Securities Renewable Energy Index include CATL, Sungrow Power Supply, and TBEA Co., Ltd., collectively accounting for 45.2% of the index [8].

Core Points - The Shanghai Composite Index closed at 3931.07 points, above the annual line, with a gain of 1.24% [1] - The total trading volume of A-shares reached 172.69 billion yuan [1] - A total of 77 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index increased by 1.24%, closing above the annual line at 3931.07 points [1] - The total trading volume for A-shares was reported at 17269.24 million yuan [1] Stocks Surpassing Annual Line - 77 A-shares have broken through the annual line today, with the highest deviation rates observed in Tianli Composite (11.88%), CGN Technology (6.76%), and Baoland (6.48%) [1] - Other stocks like Three Gorges Energy, Weitang Industrial, and Energy Conservation Environment have just crossed the annual line with smaller deviation rates [1] Notable Stocks and Their Metrics - Tianli Composite: Today's increase of 13.31%, turnover rate of 4.65%, latest price at 32.78 yuan, deviation rate of 11.88% [1] - CGN Technology: Increased by 7.89%, turnover rate of 4.52%, latest price at 8.07 yuan, deviation rate of 6.76% [1] - Baoland: Increased by 7.79%, turnover rate of 3.36%, latest price at 31.97 yuan, deviation rate of 6.48% [1]

Core Viewpoint - The report highlights the successful completion of China's first ship-based green methanol refueling operation at Ningbo Zhoushan Port, marking a significant milestone in the development of green fuel capabilities in the region [3]. Market Review - In September, the CSI 300 Index rose by 3.20%, while the public utility index increased by 0.41% and the environmental index by 0.77%. The relative monthly returns for these indices were -2.80% and -2.43% respectively [2]. - Among the 31 primary industry sectors, public utilities and environmental sectors ranked 13th and 11th in terms of growth. The environmental sector saw a 0.77% increase, while the electricity sector's thermal power rose by 2.34%, and hydropower fell by 3.08% [2]. Important Events - The successful refueling of the "COSCO Shipping Libra" with 230 tons of green methanol at Ningbo Zhoushan Port signifies the port's capability to handle LNG, biofuels, and methanol, enhancing its status as an international hub [3]. - This operation involved collaboration between China Ship Fuel, Zhejiang Port Group, and Ningbo Zhoushan Port Group, utilizing seven specialized methanol transport tankers and explosion-proof refueling equipment [3]. Investment Strategy - Public Utilities: Recommendations include Huadian International for thermal power, Longyuan Power and Three Gorges Energy for renewable energy, and China Nuclear Power for stable nuclear power operations [4][5]. - Environmental Sector: Focus on companies like China Everbright Environment and Zhongshan Public Utilities, as well as opportunities in the domestic waste oil recycling industry due to upcoming EU SAF policies [5].

Core Insights - The "Three Gorges Pioneer" is the world's first 16 MW floating wind turbine, marking a significant advancement in China's offshore wind power sector [1][3] - The project aims to harness wind energy in deep waters, where traditional fixed foundations are inadequate due to extreme environmental conditions [2][3] Group 1: Project Overview - The "Three Gorges Pioneer" has an annual power generation capacity of approximately 44.65 million kWh and is designed to withstand typhoons of up to level 17 [1] - The project represents a key initiative for China's offshore wind power development, focusing on deep-sea locations 70 kilometers offshore and over 50 meters deep [1] Group 2: Technological Innovations - The project employs a "resilience" concept, seeking dynamic balance rather than absolute stability in extreme conditions, integrating the wind turbine, floating body, and mooring system as a cohesive unit [2] - The transition from a rigid to a resilient design has resulted in a nearly 50% reduction in steel usage per MW and a 3% increase in annual power generation [2] Group 3: Industry Impact - The project addresses significant challenges such as tight construction windows, cost control pressures, and typhoon defense difficulties, showcasing a model for overcoming barriers in offshore wind energy [3] - The development of the "Three Gorges Pioneer" has established industry standards in floating wind power infrastructure, mooring systems, dynamic cables, and integrated design [4]

Core Insights - The world's first "dual-tower one machine" solar thermal energy storage power plant has successfully entered the final debugging phase, indicating that the entire system has successfully undergone trial operation [1] Group 1: Technology and Operation - The solar thermal power plant features two approximately 200-meter high heat-absorbing towers equipped with 27,000 heliostats that concentrate sunlight to generate stable clean energy [2] - The heat transfer system utilizes molten salt, which has a boiling point of 600°C, allowing it to store several times more heat than water [8] - The molten salt storage system can store a maximum heat equivalent to 600,000 kilowatt-hours, providing power for up to 6 hours [8] Group 2: Advantages and Future Prospects - The "dual-tower one machine" design overcomes the capacity limitations of traditional single-tower solar thermal power plants, enhancing power generation efficiency, total output, and energy storage capabilities [10] - This innovative approach paves the way for the large-scale development of solar thermal storage technology in China [10] Group 3: Broader Context - Various forms of solar thermal power plants, including tower, trough, linear Fresnel, and dish Stirling technologies, are contributing to China's energy system by providing stable power [11] - Solar thermal power plants are being established in regions like Gansu, Xinjiang, and Qinghai, acting as "artificial suns" that support China's transition to a clean and low-carbon energy system [11]

10月1日，广西北海铁山港区，海风吹拂，碧空如洗。明黄的半潜式平台静泊在岸边，超大容量风力发 电机组矗立其上。随着最后一支叶片与轮毂精准对接，全球首台16兆瓦漂浮式风电机组——"三峡领航 号"完成一体化组装，并将启程奔赴离岸70公里、50多米水深的位点目的地。 "三峡领航号"是中国海上风电向深远海迈进的关键项目之一。其核心设备——风力发电机组，年发电量 约4465万千瓦时；其核心基础——半潜式平台，能抵抗17级台风；其设计建造历程，依靠协同攻关，打 通了海上风电产业链全链条。 在极端环境下寻求动态平衡 在近海，风机主要靠坚固的桩基"站稳"，抵抗风浪流。而在深远海，风速可达73米每秒，浪高超过20 米，传统固定式基础难以适应。为此，"三峡领航号"研发团队提出"韧性"理念——不追求绝对稳定，而 是在极端环境下寻求动态平衡。 "我们把风机、浮体、系泊系统看作一个整体，既要考虑整体受到外部环境的作用，又要考虑彼此之间 运动和力学的影响。"三峡上海院总工程师林毅峰说，这正是一体化设计的初衷。 为了验证理论，研发团队将狂暴的南海风浪"搬"进实验室。巨大的水池中，缩小近60倍的风机与浮体在 模拟风洞下摆动，传感器实时监测平 ...

证券研究报告 | 2025年10月08日 公用环保 2025 年 10 月投资策略 优于大市 中国船燃成功完成浙江省首单船用绿色甲醇加注业务，关注四季度聚 变装备招标需求释放 市场回顾：9 月沪深 300 指数上涨 3.20%，公用事业指数上涨 0.41%，环 保指数上涨 0.77%，月相对收益率分别为-2.80%和-2.43%。申万 31 个一 级行业分类板块中，公用事业及环保涨幅处于第 13 和第 11 名。分板块 看，环保板块上涨 0.77%；电力板块子板块中，火电上涨 2.34%；水电 下跌 3.08%，新能源发电下跌 1.36%；水务板块上涨 1.27%；燃气板块上 涨 5.65%。 重要事件：中国船燃成功完成浙江省首单船用绿色甲醇加注业务。9 月 29 日，随着 7 台专业槽罐车通过防爆加注橇装设备将 230 吨绿色甲醇注 入停靠在宁波舟山港梅山港区 9 号泊位的"中远海运天秤座"轮，中国 船燃联合浙江省海港集团、宁波舟山港集团，在宁波梅山港区成功为"中 远海运天秤座"轮完成绿色甲醇加注，这标志着浙江省首单船用绿色甲 醇加注业务圆满落地。这一里程碑事件标志着宁波舟山港成为国内少数 同时具备 LNG ...

三峡枢纽今年前三季度通过量超1.28亿吨 中新网宜昌10月3日电 (唐东军 郭晓莹)据三峡集团10月2日晚消息，2025年前三季度，三峡枢纽累计通 过船舶32018艘次，同比增长4.03%，累计通过量达12832.18万吨，同比增长11.15%；累计通过旅客 48.61万人次，同比增长17.28%；共保障3330.45万吨民生物资过坝，持续助力长江黄金水道发挥"黄金 效益"。 三峡船闸和三峡升船机作为三峡水利枢纽工程永久通航建筑物，二者优势互补、联合运行，形成了"大 船爬楼梯、小船坐电梯"的独特通航格局，充分释放了航运效能，在促进航运发展、降低航运成本等方 面发挥着至关重要的作用。 今年前三季度，三峡船闸过闸货运量超1.25亿吨，同比增长13%以上。面对旺盛的航运需求，三峡船闸 采取了智能化调度系统与精准维护措施，从西南的磷矿到华东的建材，从川渝的粮食到中部的煤炭，一 船船货物在此通过，为沿江产业集群注入了发展动能。 三峡升船机是连接三峡库区与中下游旅游市场的快速通道，今年7月单月客运量达8.64万人次，创下月 度客运量历史新高。9月29日，该升船机完成为期35天的计划性停航检修恢复通航。 三峡双线五级船闸。 ...