《风能北京宣言2.0》发布，彰显行业发展信心

Core Viewpoint - The "Beijing Wind Declaration 2.0" was officially released at the CWP2025 opening ceremony, setting ambitious targets for wind power capacity additions during the 14th Five-Year Plan period and beyond, aiming for a cumulative installed capacity of 5 billion kilowatts by 2060 [1][2][3]. Group 1: Industry Outlook - China's wind energy resources are abundant, with significant development potential, and the industry is expected to enter a high prosperity cycle driven by strong policy support [3]. - The declaration emphasizes that during the 14th Five-Year Plan, the annual new installed capacity should not be less than 120 million kilowatts, with offshore wind power contributing at least 15 million kilowatts annually [2][4]. - By 2030, the cumulative installed capacity of wind power in China is projected to reach 1.3 billion kilowatts, with targets of at least 2 billion kilowatts by 2035 and 5 billion kilowatts by 2060 [1][2]. Group 2: Policy Support - The Ministry of Finance and other authorities announced a VAT policy adjustment that will provide a 50% VAT refund for electricity products generated from offshore wind power from November 1, 2025, to December 31, 2027, while removing similar benefits for onshore wind [4]. - This policy aims to support the high-quality development of the marine economy and reflects a clear direction from the government to encourage the industry to move towards high-end and cutting-edge fields [4]. Group 3: Investment Recommendations - The declaration highlights confidence in the wind power industry, suggesting a focus on both onshore and offshore wind installations by 2025, with particular attention to deep-sea projects [5]. - Companies with geographical advantages and those benefiting from overseas orders in the supply chain are recommended for investment, including Dongfang Cable, Haili Wind Power, and others [5].