智通财经网·2025-09-17 05:44Group 1 - The core point of the article is that Goldwind Technology (02208) has announced a significant investment of 189.2 billion yuan to build an integrated wind power hydrogen and methanol project in Bayannur, Inner Mongolia, which includes the development of 3GW wind power capacity [1] - The project aims to produce 600,000 tons of green methanol and 400,000 tons of green ammonia annually, utilizing 80% of the generated electricity for electrolysis to produce green hydrogen [1] - The investment is intended to enhance the company's business layout by leveraging the abundant wind, solar, and biomass resources in Bayannur, establishing a "wind power + green chemical" comprehensive solution capability [1] Group 2 - According to Minsheng Securities, the total bidding volume for domestic wind power projects is expected to reach 71.9GW in the first half of 2025, representing a year-on-year increase of 8.8% [1] - The average bidding price for wind turbine manufacturers in June 2025 is reported to be 1,616 yuan/kW, showing an overall upward trend since the end of 2024 [1] - By the end of the first half of 2025, the company is projected to have a total of 41.4GW in external orders, with approximately 34.1GW of orders for turbines of 6MW and above [1] - The company has around 10.4GW of external orders that have been won but not yet contracted, with 9.3GW of these being for turbines of 6MW and above, accounting for 88.91% of the total [1] - The company's overseas external order backlog is approximately 7.4GW, reflecting a year-on-year growth of 42.27%, providing solid support for future international business revenue [1]