Ke Ji Ri Bao·2025-10-12 17:52Core Viewpoint - The Chinese wind power industry is experiencing robust growth, with significant advancements in technology and market expansion, positioning itself as a global leader in renewable energy [2][5][11]. Industry Overview - The A-share wind power sector saw a strong performance on the first trading day of October, with leading wind turbine manufacturers' stock prices rising collectively, reflecting the industry's strong development momentum [2]. - According to the National Energy Administration, China's newly installed wind power capacity reached 51.39 million kilowatts in the first half of the year, with a cumulative installed capacity of 573 million kilowatts by June 2025, marking a year-on-year growth of 22.7% [2]. - Wind power generation in China totaled 588 billion kilowatt-hours in the first half of the year, representing a year-on-year increase of 15.6%, with an average utilization rate of 93.2% [2]. Company Highlights - Yunda Energy Technology Group has played a pivotal role in the evolution of China's wind power industry, transitioning from reliance on imported technology to becoming a leader in innovation [4][5]. - The company has developed significant products, including the world's largest 10 MW onshore wind turbine and the 18 MW floating platform, contributing to a projected 12.5 GW of new installed capacity in 2024, placing it among the top three globally [5][6]. - Mingyang Smart Energy Group has established a comprehensive industrial chain from nearshore to deep-sea wind power, demonstrating resilience during extreme weather events [7][8]. - Mingyang's floating wind turbines can be deployed in deep waters, significantly expanding the potential for wind energy development [7]. - Envision Group has expanded its operations globally, with over 30,000 wind turbines managed and an installed capacity exceeding 80 GW, leading in global order volume [10][11]. Technological Advancements - Yunda Energy has achieved breakthroughs in high-voltage technology, enabling the integration of electrical systems for large-capacity wind turbines, marking a significant milestone for Chinese enterprises [5]. - Mingyang has developed various wind power solutions tailored to different environmental conditions, enhancing the industry's adaptability [8]. - Envision's self-research and manufacturing capabilities in core components have driven the development of the entire supply chain, improving the efficiency of green energy utilization globally [11].