Sany Renewable Energy (SH:688349) 21世纪经济报道·2025-11-28 06:18Core Viewpoint - The globalization narrative of China's wind power industry is shifting from "capacity output" to "ecological rooting," emphasizing the need for both hard technology and soft local ecological adaptation for successful overseas expansion [1][2]. Group 1: Technological and Ecological Adaptation - The wind power industry is capital, technology, and compliance-intensive, where success now relies on more than just turbine performance, but also on local regulations, ESG standards, and supply chain resilience [1][2]. - SANY Heavy Energy's approach exemplifies the integration of technology and ecological empowerment, showcasing a model for high-end manufacturing in China [1][2]. Group 2: Manufacturing and Innovation - SANY Heavy Energy's South Kou Industrial Park features advanced automation with over 75% automation rate, significantly improving production efficiency by nearly three times compared to traditional methods [6][9]. - The company has developed the world's largest six-degree-of-freedom wind turbine test platform, which is fully domestically sourced and capable of simulating complex wind field conditions [7][8]. Group 3: Market Dynamics and Future Outlook - The wind power industry is entering a new cycle, with a target of 1.2 million kilowatts of annual capacity addition during the 14th Five-Year Plan, indicating a phase of accelerated growth [11][12]. - SANY Heavy Energy has secured over 2 GW of overseas orders in the past year, with expectations for significant year-on-year growth in overall order value [14][16]. Group 4: Globalization Strategy - Since 2022, SANY Heavy Energy has established subsidiaries and localized marketing teams in key global markets, including Europe, South Asia, and Africa, to enhance its international presence [12][16]. - The company aims to implement a "core hub + regional node" supply chain structure to balance technology control and local responsiveness, which aligns with global best practices [15][16].