HHI(SH:601226) Zheng Quan Shi Bao Wang·2026-01-20 13:06Core Viewpoint - The announcement highlights a significant contract signed by Huadian Technology (华电科工) for the supply of wind turbine towers for a large-scale green hydrogen project in Inner Mongolia, marking a key development in the company's growth and positioning in the renewable energy sector [1][2]. Group 1: Contract Details - Huadian Technology's wholly-owned subsidiary, Huadian Heavy Industry Machinery Co., Ltd., signed a procurement contract worth approximately 374 million yuan (including tax) for the supply of 70 wind turbine towers for the Inner Mongolia Huadian Damaoqi 1 million kW wind-solar hydrogen production project [1]. - The contract includes the supply of 70 sets of wind turbine towers with a single unit capacity of 10 MW, featuring large capacity, large diameter, and heavy single-section characteristics [1]. Group 2: Project Significance - The Inner Mongolia Huadian Damaoqi project, with a total investment of about 5.767 billion yuan, is currently the largest single green hydrogen project in China, representing a critical transition from demonstration to large-scale development in the green hydrogen industry [2]. - The project aims to reduce carbon emissions by 17% to 34% through the application of hydrogen blending technology in chemical and other sectors, contributing to the low-carbon transformation of the regional energy structure [2]. Group 3: Company Positioning and Future Outlook - The contract is expected to enhance Huadian Technology's product optimization, brand influence, and overall service capabilities, solidifying its position in the wind turbine tower market and supporting sustainable development under the "dual carbon" goals [2]. - Huadian Technology has recently secured multiple large orders, including a contract for a coal power EPC project worth approximately 818 million yuan, indicating a strong order pipeline and growth potential [3].