Windey(SZ:300772) 中国能源报·2025-10-23 10:34Core Viewpoint - The article emphasizes the importance of accelerating wind power investment globally to promote sustainable development, highlighting China's ambitious renewable energy targets and the need for innovation and collaboration in the wind energy sector [1][2]. Group 1: China's Renewable Energy Goals - China aims to achieve a total installed capacity of 3.6 billion kilowatts for wind and solar power by 2035, with current cumulative installed capacity exceeding 1.7 billion kilowatts as of August 2025, including 580 million kilowatts for wind and 1.12 billion kilowatts for solar [2]. - Clean energy now accounts for over 50% of the total installed capacity, with its generation share surpassing 25%, indicating a significant transition in China's energy structure [2]. - The next decade is critical for achieving these targets, with expectations for wind and solar capacity to double, potentially exceeding 65% of the total installed capacity [2]. Group 2: Challenges and Innovations in Renewable Energy - The renewable energy sector faces regional structural challenges, such as increased curtailment rates in some western regions and near-saturation in southeastern coastal areas [2]. - There is a need for accelerated research and development of grid-connection technologies and innovative business models like "green electricity direct connection" to effectively address consumption bottlenecks [2]. - The industry should explore direct energy supply collaborations with high-energy-consuming enterprises and emerging loads like intelligent computing centers to expand the application scenarios for green electricity [2]. Group 3: Global Collaboration and Innovation - The international wind power market is diversifying, with high electricity prices and long cycles in Europe and the U.S., while projects utilizing Chinese technology, such as those in Saudi Arabia, demonstrate superior Levelized Cost of Energy (LCOE) and efficiency [3]. - To seize global energy transition opportunities, the Chinese wind power industry should focus on three areas for deepening global collaboration: promoting technological integration and innovation, facilitating international standard recognition, and establishing collaborative development mechanisms [3]. - China accounts for 45.8% of the global wind power installed capacity, with leading wind turbine manufacturers dominating the top four positions globally and a domestic core component localization rate exceeding 85% [4]. Group 4: Future Directions - The Chinese wind power sector is transitioning from technology output to standard and model output, providing system solutions to address electricity shortages in regions like Southeast Asia while promoting standard recognition with European and American markets [4]. - The company aims to continue its commitment to integrating wind power with green energy, leveraging leading technologies and open cooperation to drive global energy transition and contribute to climate change mitigation [4].