MYSE(SH:601615) Guan Cha Zhe Wang·2025-09-30 01:31Core Points - Typhoon "Haikashan" made landfall in Guangdong, causing significant damage to wind turbines at the Huaneng Leiping Wind Farm, with maximum wind speeds recorded at 75 m/s, exceeding the design limits of the turbines [1][3][4] Group 1: Incident Overview - The Huaneng Leiping Wind Farm has a total installed capacity of 178,500 kW and consists of 109 turbines, with the first turbine operational since March 2012 [4] - The affected turbines were manufactured by Mingyang Smart Energy, which has a market capitalization of 36.776 billion yuan [3][4] - The incident is classified as an act of God, as the wind speed during the typhoon far exceeded the design standards of the turbines [4][7] Group 2: Industry Response - Industry experts noted that the wind farm utilized older turbine models with lower capacity and design standards, which contributed to the damage [4][7] - In contrast, offshore wind turbines in the South China Sea, which are designed to withstand typhoons, remained largely unaffected during the storm, with over a thousand units successfully operating [8] - Mingyang Smart Energy highlighted their turbine design features, such as a single-point mooring system that allows for adaptive yawing to align with wind direction, reducing the load on the structure by 40% [9] Group 3: Future Considerations - The Guangdong province aims to have 15 million kW of offshore wind power operational by the end of 2025, indicating a shift towards more resilient offshore wind energy solutions [8] - Mingyang Smart Energy has implemented remote control systems to ensure turbines can respond effectively to power outages during extreme weather events [10]