CIMC(SZ:000039) Qi Lu Wan Bao·2025-10-16 00:30Core Insights - The "Nordic Wind" installation vessel, capable of lifting over 3,000 tons, has been delivered in Yantai, Shandong, marking a significant technological advancement in the global offshore wind installation sector [1][6]. Group 1: Vessel Specifications - The "Nordic Wind" measures 146 meters in length and has a maximum displacement of 56,000 tons, equipped with a 3,200-ton main crane and a two-level dynamic positioning system [3]. - The vessel is designed to operate stably in harsh conditions, including 8-level waves in the North Sea and temperatures as low as -15°C, while being compatible with current mainstream 15 MW and 20 MW wind turbines [3]. Group 2: Technological Advancements - The adoption of a full DC power supply system reduces the empty weight of the vessel and enhances its load capacity, contributing to lower carbon emissions from the energy utilization source [3][4]. - The carbon emissions associated with installing wind power equipment using this vessel are only 30% of those from traditional AC supply vessels, with a reduction of over 70% in carbon emissions per megawatt [6]. Group 3: Industry Implications - The successful delivery of the "Nordic Wind" signifies China's mastery of core technologies in the ultra-large wind installation equipment sector, including full DC power supply and large main crane integration [6]. - As global offshore wind energy accelerates towards deep-sea and high-capacity developments, the demand for "large tonnage + low emissions" installation vessels is becoming increasingly stringent [6].