10月20日至22日，以"推动全球能源转型，携手实现可持续发展"为主题的2025北京国际风能大会暨展览 会(CWP2025)(以下简称"大会")在中国国际展览中心(顺义馆)举行。 驱动深远海开发 作为全球风电领域的"灯塔"，大会以12万平方米的展陈空间、千余家领军企业参展的规模，全景式展现 风电技术革新突破、产业生态协同创新趋势，吸引着全球风电行业从业者、专家学者以及投资者的目 光，共同探寻风电产业未来的无限可能。 技术跃迁与成本重构 我国海上风能资源极为丰富。大力发展海上风电，意义重大。它不仅是保障能源安全的关键举措，更是 加快绿色低碳转型、推动海洋经济高质量发展的重要引擎。 新技术的运用助力海上风电项目"开疆拓土"。在金风科技（002202）股份有限公司(以下简称"金风科 技")展台，工作人员向《证券日报》记者介绍，今年10月1日，金风科技与三峡集团联合研发的漂浮式 风电机组在广西北海成功吊装。据悉，漂浮式风电机组能依托浮体漂浮在海面上，突破了固定式海上风 电机组只能安装在近海的约束，是开发深远海风能资源的"利器"。开发成本过高，是漂浮式机组商业化 应用的核心障碍。金风科技工作人员介绍，此次使用的机组能够 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 GOLDWIND SCIENCE&TECHNOLOGY CO., LTD.* 金風科技股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (Stock Code: 02208) 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列金風科技股份有限公司在深圳證券交易所網站刊登的《金風科技股份有限 公司關於為全資子公司金風澳洲提供擔保的公告》，僅供參閱。 承董事會命 金風科技股份有限公司 馬金儒 公司秘書 北京，2025年10月20日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高建軍先生、楊 麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉登清先生及苗兆光先生；及 公司職工代表董事為余寧女士。 *僅供識別 股票代码：002202 股票简称：金风科技 公告编号：2025-090 金风科技股份有限公司 关于为全资子公司金风澳洲 ...

股票代码：002202 股票简称：金风科技 公告编号：2025-090 金风科技股份有限公司 特别提示： 本次拟担保的被担保对象 Goldwind Australia Pty Ltd 的资产负债 率超过 70%，请投资者充分关注担保风险。 一、担保情况概述 关于为全资子公司金风澳洲提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 金风科技（以下简称"公司"）的全资子公司金风国际控股（香港） 有限公司（以下简称"金风国际"）的全资子公司 Goldwind Australia Pty Ltd（以下简称"金风澳洲"）与 Zenith Energy Operations Pty Ltd 签署 《质保、运营和维护协议》，由金风澳洲为其提供风机的质保、运营 和维护。 金风科技与 Zenith Energy Operations Pty Ltd 签署《母公司担保协 议》，为金风澳洲在上述《质保、运营和维护协议》项下的履约责任 和义务提供担保，担保金额为 13,345,995.62 澳元（折合人民币约 61,707,879.95 元），担保期限自《母公司担保协议 ...

金风科技发布公告，为全资子公司金风国际旗下的金风澳洲提供担保。金风澳洲与Zenith Energy签署运 营维护协议，金风科技与其签署《母公司担保协议》，担保金额13345995.62澳元（约合人民币 61707879.95元），期限预估从2025年至2043年。金风澳洲主营风电场业务，截至2025年8月31日，资产 总额189859.31万元，负债总额172628.12万元。本次担保在股东会批准额度内，无需董事会审议。担保 后，公司及控股子公司对外担保余额10.54亿元，无逾期担保等情况。 ...

每经AI快讯，10月20日，风电设备板块高开，飞沃科技涨超6%，广大特材涨超5%，电气风电、金风科 技等跟涨。 （文章来源：每日经济新闻） ...

Investment Rating - The report maintains a "Positive" investment rating for the wind power industry [15]. Core Insights - The offshore wind installation is expected to experience explosive growth by 2026, coupled with tight local supply, creating opportunities for domestic wind power companies to expand internationally. Domestic companies have already begun to realize overseas performance, which is anticipated to continue to release growth potential [7][25]. - Recent financial disclosures from overseas companies indicate a strong investment willingness from power operators, with capital expenditures continuing to expand and offshore wind projects at historical highs in terms of construction and Final Investment Decision (FID) scale [4][11]. Summary by Sections Introduction - The report emphasizes the anticipated explosive growth in offshore wind installations and the tight supply situation, which provides a broad space for domestic companies to venture abroad. It also highlights the recent performance of overseas wind power companies [7][25]. Wind Turbines: Mixed Performance with Abundant Orders - In Q2 2025, major turbine manufacturers showed varied performance. Vestas reported a revenue increase of 14% year-on-year, while Nordex and Siemens Energy saw declines in revenue but improvements in profitability. The order backlog for these companies is robust, with Vestas and Nordex having orders equivalent to 2.3 and 1.4 times their 2024 revenue, respectively [8][26][37]. Submarine Cables: Revenue and Profit Growth with Historical High Orders - Submarine cable companies reported revenue growth in Q2 2025, with Prysmian, Nexans, and NKT achieving year-on-year increases of 15.8%, 5.2%, and 19.5%, respectively. Their order backlogs are at historical highs, with Prysmian's backlog being 6.4 times its 2024 revenue [9][44][55]. Piles: Temporary Profit Pressure with Record Order Scale - Sif, a major player in the pile segment, reported a 2% increase in revenue for Q2 2025, despite a decline in production volume. The company’s order backlog reached approximately 625,000 tons, indicating strong future delivery potential [10][63][75]. Operators: Expanding Capital Expenditures with High Construction and FID Scale - Key operators Ørsted, RWE, and Vattenfall reported significant revenue growth in their offshore wind segments, with Ørsted's capital expenditures at historical highs. Their projects under construction and FID are also at record levels, indicating a strong commitment to offshore wind development [11][78][97]. Contractors: Accelerating Business Growth with Record High Orders - Cadeler, a contractor in the offshore wind sector, reported a remarkable 269% increase in revenue for Q2 2025, driven by growth in vessel leasing and installation services. The company’s order backlog reached approximately €2.492 billion, marking a historical high [12][106][110].

Investment Rating - Maintain "Buy" rating for the industry [6] Core Insights - The power equipment industry is transitioning from "ultra-low price competition" to "structural correction," with significant price increases expected due to changes in export tax policies and supply-side reforms [16][17] - The report highlights three key areas of focus: supply-side reform leading to price increases, long-term growth opportunities from new technologies, and industrialization opportunities from perovskite solar cells [17] Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - The photovoltaic industry is experiencing a critical shift, with expected global component price increases of approximately 9% starting Q4 2025 due to the cancellation of VAT rebates on solar cell exports [16][17] - Domestic component prices have entered an upward trend since July 2025, with N-type component average prices rising by about 3.6% from July to September 2025 [16][17] 1.2 Wind Power & Grid - A new VAT policy for offshore wind power will be implemented from November 2025, allowing a 50% VAT rebate on self-produced electricity, which is expected to accelerate offshore wind development [18][19] - The first project under Jiangsu's 14th Five-Year Plan for offshore wind has been approved, indicating a boost in offshore wind capacity [18][19] 1.3 Hydrogen & Energy Storage - Sinopec's first green hydrogen ammonia synthesis project has been initiated, with a planned hydrogen production capacity of 20,000 tons/year and ammonia production of at least 100,000 tons/year [23] - Energy storage project bidding prices for October 2025 range from 0.4118 to 0.6 CNY/Wh, indicating a competitive market [24][30] 2. New Energy Vehicles - The National Development and Reform Commission has issued a plan to double the charging infrastructure by 2027, aiming to build 28 million charging facilities to support over 80 million new energy vehicles [35][36] - The plan includes enhancing urban rapid charging networks and expanding charging facilities in rural areas [35][36]

Core Insights - China's investment in clean energy exceeded $625 billion last year, nearly doubling since 2015, with Chinese companies producing over 80% of the world's wind turbines, solar panels, and energy storage batteries [1] - The cost of wind turbines in China is significantly lower than that of Western competitors, with a cost advantage of at least 40% [2] - The Chinese offshore wind power average cost is now less than half that of the UK's, indicating a strong competitive edge in this sector [6] Investment and Market Dynamics - The International Energy Agency (IEA) highlights that China's clean energy investments are driving global energy transition, making green electricity more accessible, especially for developing countries [1] - Exports of wind power equipment from China grew by 23.9% in the first three quarters of this year, with a 58% increase in exports to Belt and Road Initiative countries [4] - Chinese companies are expected to capture about 27% of the overseas installed capacity market share in the next decade, primarily in emerging markets [5] Industry Challenges and Opportunities - Western countries are facing challenges in the wind power sector due to longer development cycles and higher construction costs compared to China [2] - The offshore wind power projects in China are increasingly focusing on larger-scale developments, which, despite being more costly and technically challenging, offer higher power generation capacity [5] - There is a call for increased international cooperation in the wind power industry, with Chinese companies looking to learn from European financing models and technical standards [3] Competitive Landscape - The current landscape shows a stark contrast, with Western offshore wind projects experiencing a downturn due to insufficient government support and rising costs [7] - Chinese manufacturers are poised to dominate the market due to their fundamental cost advantages and the ability to scale production effectively [6] - The perception of Chinese manufacturers in Europe needs to change for broader acceptance of their innovative products, which could lead to cleaner and cheaper offshore wind energy [7]

新华网福州10月17日电（刘丰）10月16日至19日，2025世界航海装备大会在福建福州举行，2025第三届中国 海洋装备博览会同期举办。在博览会福建馆的海上风电展区，金风科技股份有限公司展示的一组模型，生动呈现 了平潭海峡公铁大桥里的绿色脉动。 平潭项目成功的背后，是金风科技在风电装备制造领域的"硬核"实力。展览现场，金风科技全方位展示了其 技术迭代的成果：从服务平潭海峡公铁大桥的6.7兆瓦机组，到应用于漳浦六鳌海上风电场二期项目的16兆瓦机 组，这些装备不仅展示了金风科技在海上风电装备上的不断突破，更以持续迭代的技术方案，为福建乃至全国海 上风电规模化、高效化开发提供了关键装备支撑。 "金风科技在福建的探索，早已不是单一的风电装备制造与风电场建设，而是迈向能源与交通、工业、民生等 多领域的深度融合，致力于构建可持续发展的新型范式。"金风科技相关负责人表示，这种融合创新的实践，正是 绿色发展理念的生动体现。截至2025年第一季度，金风科技已在全球落地超560个零碳项目，覆盖港航物流、钢铁 冶炼、石油石化、养殖农业等多元场景，而福建大地上的风电实践，正是其中最具代表性的缩影。 展览现场，金风科技展示的平潭海峡 ...

本次论坛以"追风逐电·链动未来"为主题，葡萄牙工程院院士、2024年度中国政府友谊奖获得者卡洛斯·格德斯·苏亚雷斯 作了题为《Prospects for the Development of Floating Offshore Wind》的主题报告，三峡集团副总工程师王益群、三峡集团上 海勘测设计研究院有限公司总工程师林毅峰、东方电气风电股份有限公司机械所所长王德辉、金门大学电机系教授李金谭、 福州大学化工学院教授罗宇、中国电科院新能源所所长秦世耀、太阳海缆（东山）有限公司总工程师陈果、金风科技股份有 限公司海上综合解决方案专家姜桐举分别作了题为《海上风电产业链实践与展望》《浮式平台和风机的一体化设计及应用》 《超大容量海上风电机组研发未来走向》《离岸风电并网和电力调度》《面向海上风电消纳的氨氢能源转换与利用技术》 《大型风电机组仿真与实验关键技术研究及实践》《超高压海缆如何突破深远海输电瓶颈》《风电装备高质量发展与深远海 路径探索》的学术交流。专家们分别从技术前沿、产业协同、政策机制等多维角度，深入探讨了海上风电产业链建设的可行 与会嘉宾还参观了"风从海上来——福建海上风电装备专题展"，了解国网福建电力、三 ...