“十五五”风电增量重点向海发展，预计今年新增1.2亿千瓦

Industry Insights - In 2026, China's new wind power installed capacity is expected to reach approximately 120 GW [1] - The integration of computing power and green electricity is becoming a trend, with significant future electricity demand from data centers [1] - By 2025, the number of data centers in China is projected to exceed 9 million, and by 2030, it will surpass 33 million, leading to an additional annual electricity consumption of over 380 billion kWh, necessitating 175 GW of wind power generation capacity [1] - The demand for wind power is anticipated to continue growing significantly in 2026-2027, with the proportion of wind power in new energy installations expected to increase from 25% to 50% during the 14th Five-Year Plan [1] - The focus of wind power growth is expected to shift towards offshore development, with accelerated planning for offshore wind projects [1] Company Highlights - Daikin Heavy Industries is recognized as a global leader in offshore wind power infrastructure and tower solutions, with an expected net profit of 1.05 to 1.2 billion yuan for 2025, representing a year-on-year growth of 121.58% to 153.23% [1] - Delijia is in the rapid expansion phase of its offshore megawatt gearbox business, having achieved batch deliveries of 8.5 MW to 18 MW offshore megawatt gearboxes, with stable performance in actual operations [1]