136号文重塑风电投资逻辑，龙头企业盯上新赛道

Core Insights - The wind power equipment industry is urged to enhance resource integration capabilities and transition towards becoming system solution providers due to the uncertainties in renewable energy consumption and pricing following policy adjustments [1][2] Industry Transformation - The release of Document No. 136 by the National Development and Reform Commission marks the end of fixed pricing for renewable energy, leading to increased competition with coal power and potential downward pressure on grid connection prices for renewable energy [2][3] - Industry leaders are discussing strategies to control project costs per kilowatt-hour amidst fluctuating electricity prices, with companies like Goldwind exploring "wind-storage integration" models to optimize energy trading [3][4] Technological Innovation - AI is becoming a crucial tool for companies to upgrade equipment and enhance power generation efficiency, with firms like Mingyang Smart Energy focusing on integrating AI and big data to improve lifecycle cost management and revenue prediction [3][4] - Envision Energy has launched the Galileo AI wind turbine, which combines wind power, storage, and AI models to address long-standing issues in power prediction and price volatility, achieving over 20% improvement in overall project revenue compared to traditional turbines [4] New Business Models - Companies are innovating commercial models to increase revenue, with Shanghai Electric showcasing a project that integrates wind power with biomass to produce green methanol, addressing consumption challenges and enhancing commercial viability [6] - Goldwind is also expanding into the green hydrogen and methanol sector, with significant investments planned for projects that will produce green methanol and hydrogen, securing large orders from major shipping companies [6] Resource Integration - The industry is recognizing the importance of resource integration capabilities for investment developers, as highlighted by Shankao New Energy's project that combines renewable energy with data centers to address consumption issues and meet green electricity demands [7]