Xin Lang Cai Jing·2025-12-11 03:00Group 1 - The core viewpoint of the news highlights the active performance of wind power stocks in Hong Kong, with notable increases in share prices for companies like Goldwind Technology, Dongfang Electric, and Ruifeng New Energy [1] - The 10th Offshore Wind Power Engineering Technology Conference recently held in Wuhan discussed the integration of offshore wind power with emerging sectors such as marine ranching, hydrogen energy, and energy storage, indicating a trend towards diversification and collaboration in the industry [1] - The establishment of the Offshore Wind Power Modern Industrial Chain Alliance led by the Three Gorges Group in Dalian, which includes 26 leading enterprises and research institutions, aims to cover the entire chain from planning and design to equipment manufacturing and investment operations [1] Group 2 - The alliance released a "2025 Offshore Wind Power Technology Breakthrough List" focusing on 16 critical technologies, including core bearings and domestic insulation materials, to accelerate self-sufficiency in key areas [1] - The "Beijing Wind Energy Declaration 2.0" states that during the 14th Five-Year Plan period, China's offshore wind power is expected to add an average of 15 million kilowatts annually, potentially exceeding 100 million kilowatts by 2030, supporting the goal of increasing non-fossil energy consumption to 25% [1] - The market signals are positive, with a recovery in wind turbine bidding prices and strong demand, as indicated by a 13.16% year-on-year increase in land wind turbine bidding volume and a 29% increase in wind power project approvals from January to August 2025 [2] Group 3 - The average bidding price for land wind turbines increased by 6.86% year-on-year to 1618 yuan/kW, while the average price for turbine models including towers rose by 9.78% to 2096 yuan/kW [2] - The profitability of main engine manufacturers is expected to improve significantly by 2026 due to stabilized prices and strong demand [2] - Leading companies like Goldwind Technology and Envision Energy have seen substantial growth in overseas orders, indicating a new growth avenue through global expansion [2]