资金流向方面，主力资金净流入81.78万元，特大单买入300.12万元，占比4.11%，卖出114.50万元，占 比1.57%；大单买入1325.67万元，占比18.14%，卖出1429.52万元，占比19.56%。 分红方面，巨力索具A股上市后累计派现3.10亿元。近三年，累计派现288.00万元。 巨力索具今年以来股价涨119.20%，近5个交易日跌0.98%，近20日跌5.09%，近60日跌11.50%。 巨力索具所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：雄安新区、京津冀、铁 路基建、风能、海上风电等。 12月18日，巨力索具盘中上涨2.02%，截至10:29，报7.08元/股，成交7307.89万元，换手率1.09%，总市 值67.97亿元。 截至9月30日，巨力索具股东户数14.19万，较上期减少5.99%；人均流通股6730股，较上期增加6.37%。 2025年1月-9月，巨力索具实现营业收入17.43亿元，同比增长13.20%；归母净利润1106.32万元，同比增 长397.11%。 今年以来巨力索具已经13次登上龙虎榜，最近一次登上龙虎榜为8月18日。 资料显示，巨力索具 ...

本报讯 （记者 华钰） 12月15日，我国离岸距离最远海上风电项目——三峡江苏大丰800兆瓦海上风电 项目实现全容量并网。项目预计年均发电量可满足140万户家庭日常用电需求，相当于节约标准煤约86 万吨，减少二氧化碳排放约237万吨。 项目由三峡集团投资建设，是江苏省首批海上风电平价上网示范项目之一，位于盐城市大丰区东北海 域，由四个场址组成，共安装98台风机，总装机容量800兆瓦。项目H8-1号场址中心点离岸距离80千 米，最远点离岸距离85.5千米，刷新我国海上风电项目离岸距离的纪录。 "我们克服了离岸距离远、施工窗口期短、海上作业难度大等多重挑战，从全面开工到全容量并网历时 不足10个月，为后续深远海风电项目开发提供了可复制、可推广的技术路径与工程经验。"三峡集团江 苏分公司盐城公司负责人刘宇说。 项目建成国内首个搭载气象雷达的海上升压站，可通过海洋气象精细化监测系统为风机优化调度、设备 安全运维提供实时支撑。项目投运的一台13.6兆瓦风电机组，刷新江苏海域海上风机单机容量纪录。该 机组叶轮直径达252米，机组每转一圈可发出清洁电能约29千瓦时，每年可输出清洁电能超4650万千瓦 时。 ...

三一重能 20251217 摘要 三一重能预计 2025 年全年国内风机出货量将超过 15 吉瓦，2026 年国 内市场装机量预计在 110 吉瓦左右，海外市场新增订单强劲，2025 年 新增超 3 吉瓦，预计明年海外市场销售额至少 30 亿人民币。 三一重能风机业务毛利率受低价订单影响承压，但最差时期已过，预计 从 2025 年第四季度开始毛利率将有所上升，2026 年订单价格明显上 涨，大兆瓦价格涨幅可能超过 10 个百分点，毛利率有望回升至两位数 水平。 三一重能预计 2026 年采购成本将有 2-3 个百分点的下降空间，结合内 部降本措施，目标实现 3-5 个百分点的下降。齿轮箱主要供应商为蓝高 齿和德力佳，预计仍有 2-3 个点的降价空间。 三一重能海外在手订单总额约为 100 亿元人民币，主要集中在南亚和中 亚地区，占比超过 80%。海外订单毛利率一般要求在 20%以上，绿地 项目利润率较高，内部收益率(IRR)基本都在 7-8%以上。 三一重能在海上风电领域采取稳扎稳打策略，技术储备充分，2025 年 上半年突破 450 兆瓦海上风电订单，未来 3 至 5 年目标成为海上风电领 域数一数二的企业 ...

Group 1 - The Southern Power Grid's 220 kV undersea interconnection project for Weizhou Island has commenced cable laying, marking the first domestic use of insulated materials for this voltage level [1] - This project will end the "isolated network operation" of Weizhou Island, providing a strong impetus for the development of the marine economy in Guangxi [1] Group 2 - Upon operation, the project is expected to reduce carbon dioxide emissions by 4,318 tons based on gas-fired power generation calculations [4] - The cost of diesel power generation for local guesthouses, which can reach 300 yuan per hour during peak season, will be significantly reduced by the stable power supply from the grid, leading to lower operational burdens and notable energy-saving and carbon reduction effects [4] Group 3 - The project will also support the integration of offshore wind power near the island, providing a crucial transmission channel for future offshore wind energy in the Beibu Gulf [6] - This initiative aims to establish a new energy support point for the region's maritime development [6]

Core Viewpoint - The commencement of the 220 kV undersea interconnection project for Weizhou Island marks a significant advancement in the energy infrastructure of the Beibu Gulf, utilizing domestically produced insulation materials for the first time in China [1][6]. Group 1: Project Overview - The undersea cable laying operation began on December 16, with the deployment of the cable ship in the designated area near Weizhou Island [1]. - This project will end the "isolated grid operation" of Weizhou Island, providing a robust power supply that will stimulate the development of the marine economy in Guangxi [1]. Group 2: Environmental Impact - Upon operation, the project is expected to reduce carbon dioxide emissions by 4,318 tons based on calculations related to gas-fired power generation [4]. - The transition from diesel generators, which cost 300 yuan per hour during peak season for local guesthouses, to a stable power grid will significantly lower operational costs and enhance energy efficiency [4]. Group 3: Future Potential - The project will also support the integration of offshore wind power in the vicinity, establishing a crucial transmission channel for future offshore wind energy development in the Beibu Gulf [6].

Core Viewpoint - The commencement of the 220 kV undersea cable project for Weizhou Island marks a significant advancement in energy infrastructure, utilizing domestically produced insulation materials and aiming to enhance the economic development of Guangxi while reducing carbon emissions [1] Group 1: Project Details - The undersea cable project is the first of its kind in China to use domestically produced insulation materials for 220 kV undersea cables [1] - The project began with the cable-laying vessel entering the designated area near Weizhou Island on December 16 [1] Group 2: Environmental Impact - Upon operation, the project is expected to reduce carbon dioxide emissions by 4,318 tons based on calculations from gas-fired power generation [1] - The project will replace the high cost of diesel power generation, which can reach 300 yuan per hour during peak seasons for local accommodations, with stable grid power, significantly lowering operational costs [1] Group 3: Future Prospects - The project will also support the integration of offshore wind power near the island, providing a crucial transmission channel for future offshore wind energy development in the Beibu Gulf [1] - It aims to establish a new energy hub that aligns with the region's maritime economic ambitions [1]

三峡集团江苏分公司执行总经理 李涛：三峡大丰项目离岸最远的地方有80多公里，海域面积比较大，总体施工难度比较大。为此，我们自主研发了气象预 警平台，尽可能精准地预测和利用好每一个施工窗口期，为将来到更深、更远的海洋开发能源资源积累了宝贵经验。 今天（15日），随着最后一台风机成功启动，我国离岸最远海上风电项目——三峡江苏大丰800兆瓦海上风电项目实现全容量并网，标志着我国海上风电向 深远海迈进取得了又一重大突破。 0:00 三峡江苏大丰800兆瓦海上风电项目位于盐城市大丰区东北方向海域，由四个场址组成，最远点离岸距离85.5千米，是我国当前已并网离岸距离最远的海上 风电项目。项目共安装98台风电机组，配套建设3座海上升压站和一座海上救援平台。 据了解，项目预计年均发电量超28亿千瓦时，可满足140万户家庭日常用电需求，相当于节约标准煤约86万吨，减少二氧化碳排放约237万吨，为长三角地区 的能源保供和绿色低碳发展注入源源不断的清洁动能。 责编：张青津、卢思宇 ...

Demand: Onshore Wind Capacity Supported, Positive Outlook for Offshore Growth - In 2025, onshore wind capacity is expected to exceed 100GW, with a year-on-year growth of over 25% [2][11] - For offshore wind, the expected capacity for 2025 is between 8-10GW, with a year-on-year increase of 30%+ anticipated for 2026 [12][11] - The "14th Five-Year Plan" period is projected to see an average annual installation of 110-120GW for onshore wind and over 20GW for offshore wind [11][12] Offshore Cable: Voltage Levels Increasing, Leading Players Strengthening - The market size for offshore cables is expected to reach 10.7 billion yuan in 2025, a 62% increase year-on-year, with a compound annual growth rate of 26% from 2025 to 2030 [2][11] - The gross margin for 220kV cables remains stable at 35-40%, while higher voltage cables show promising margins of 45-55% [2][11] Tower and Pile: Domestic Profitability Turning Point, International Expansion Opportunities - Domestic capacity utilization rates have rapidly increased since Q2 2025, indicating a profitability turning point for related companies [2][11] - Internationally, companies are expanding their market share with significant profitability from single pile deliveries [2][11] Wind Turbines: Price Stabilization and Profitability Improvement Expected in 2026 - Wind turbine prices have stabilized, with a rebound of over 5% in bidding prices, leading to improved profitability for domestic manufacturers expected in 2026 [2][11] - Offshore orders and deliveries for wind turbine companies are significantly increasing, with offshore margins exceeding domestic margins by 5-10 percentage points [2][11] Investment Recommendations: Positive Outlook for Offshore Sector - The upcoming deep offshore projects are expected to catalyze growth, with a potential upward adjustment in mid-to-long-term installation levels [2][11] - Recommended stocks include those in the offshore wind sector such as 大金重工, 东方电缆, and others, as well as wind turbine manufacturers like 金风科技 and 明阳智能 [2][11] European Offshore Wind: Accelerated Planning Amid Energy Crisis - Following the energy crisis due to the Russia-Ukraine conflict, European countries are ramping up offshore wind planning, with auction volumes expected to increase significantly [2][21] - The average annual compound growth rate for European offshore wind installations is projected to reach 21% from 2025 to 2030 [2][37]

12月12日晚间，天顺风能（002531）发布定增预案。 据披露，公司拟向特定对象发行股票数量不超过5.39亿股，不超过本次发行前公司总股本的30%，募集 资金总额不超过19.5亿元，拟投向长风新能源装备制造基地扩建项目、天顺(射阳)风电海工智造项目(二 期)、天顺(阳江)重型风电海工装备智能制造项目(一期)、阳江港吉树作业区#J8泊位码头工程项目、特 种运输船舶购置项目及补充流动资金。 谈及本次交易目的，天顺风能表示，公司装备制造板块将逐步实现"陆向海"的战略转型，战略收缩陆上 塔筒和叶片制造业务，不再以规模为导向；战略重心将转移至发展前景更加广阔的海上风电装备制造环 节。在战略布局中，公司专注于海上固定式及漂浮式基础产品的制造，构建深厚的产品护城河，未来将 面向"国内+海外"多元市场，依托现有基地优势，聚焦重点区域客户，深度参与中国沿海项目，积极开 拓欧洲、日韩、东南亚等海外市场，形成国内外协同、产销联动的业务体系。 2025年作为中国海上风电从"规模化扩张"向"高质量跃迁"的关键节点。风电当前已是我国能源结构的重 要组成部分，且占比仍在不断提升。根据国家能源局数据，2025年1-9月，全国风电新增并网容 ...

据广西海事部门介绍，该批海上风电单桩共32件，单桩外径8米至11.5米，最长达101.25米，最重达2305 吨，总物量超过6万吨，从8月下旬开始分4个航次装船运输，是目前中国承制的规模最大海上风电单桩 出口项目。 据了解，该批单桩融合多项自主专利技术，能适应大西洋北海海区恶劣的海洋环境。 据悉，钦州已具备生产制造全球最大直径海上风电单桩的能力，钦州港已逐步形成海上风电装备研发、 制造、运输的完整产业链。(完) 12月13日，半潜船"祥泰口"轮满载8根海上风电单桩从广西钦州港驶往英国。莫卫华摄 【欧洲专线】广西海上风电装备批量出口欧洲 中新社广西钦州12月13日电 (黄艳梅莫卫华蒋瑞卿)12月13日，半潜船"祥泰口"轮满载8根海上风电单桩 从广西钦州港驶往英国。本航次装载的是由广西企业生产、出口英国的第4个航次海上风电单桩，标志 着中国出口欧洲的最大批量风电装备顺利完成装船交付。 （文章来源：中国新闻网） ...