摩根大通：中国风电-随风而行-运用人工智能识别风电股投资机会：6 月发电量增长提速得益于稳定风速

J P M O R G A N Asia Pacific Equity Research 03 July 2025 China wind power – blowing in the wind Applying AI to identify wind power stock opportunities: pick-up in generation growth in June on solid wind speeds We apply machine learning techniques to predict China wind farms' monthly power generation using weather data. Power generation for wind farms is a function of installed capacity and the amount of wind energy available (which is fairly consistent over the long term). However, monthly wind speed varia ...