Zhong Guo Jing Ying Bao·2025-09-24 11:02Core Viewpoint - Goldwind Technology is significantly investing in wind power hydrogen and methanol projects, with a total investment of approximately 189.2 billion yuan for the Bayannur project, following a previous investment of 136.65 billion yuan for the Xingan League project [2][3] Group 1: Project Details - The Bayannur project plans to construct a total installed capacity of 3GW of wind power, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, resulting in an annual production of 600,000 tons of green methanol and 400,000 tons of green ammonia [3][4] - The Xingan League project, which is set to begin construction in April 2024, will have a total investment of 136.65 billion yuan and is expected to produce 500,000 tons of green methanol annually with a planned capacity of 2GW of wind power [3][5] Group 2: Industry Impact - The Bayannur project is expected to drive demand for wind power equipment and create new pathways for wind power consumption, while also promoting technological upgrades and expanding application scenarios [4][6] - The project aims to provide a low-carbon transition path for traditional chemical industries, facilitating the green transformation of raw material structures [4][6] Group 3: Market and Policy Context - The green hydrogen industry is projected to grow rapidly, with predictions indicating that by 2050, hydrogen demand in China will approach 60 million tons, with green hydrogen potentially accounting for 70% of this demand [5][6] - National policies are supporting the development of renewable energy hydrogen production, with goals set for 2025 to achieve a production capacity of 100,000 to 200,000 tons per year [5][6] Group 4: Financial Performance - In the first half of the year, Goldwind Technology reported a revenue of 28.537 billion yuan, a year-on-year increase of 41.26%, and a net profit attributable to shareholders of 1.488 billion yuan, up 7.26% year-on-year [8]