政策红利为东方电缆发展注入强劲动能。"十四五"规划明确的海上风电装机目标，为东方电缆核心的海 底电缆业务创造了确定性的市场需求，带动东方电缆在手订单快速增长，截至2025年三季报披露日，海 底电缆与高压电缆在手订单已达117.37亿元。同时，针对高端装备国产化出台的政策，为东方电缆的 500kV超高压海缆等"卡脖子"技术攻关带来专项补贴和税收优惠，数字化改造支持则提升了公司的生产 与品控。 "十四五"时期，东方电缆在坚持上市以来每年现金分红的基础上，制定未来三年股东回报规划。同时， 东方电缆已完成了总额约1.07亿元的股份回购，未来将用于员工激励。 面向"十五五"，东方电缆表示将坚持"海陆并进"和"国际化"战略，公司将深远海输电技术视为未来增长 的关键，目标是实现从"浅海"到"深远海"的跨越，这要求突破一系列关键技术。未来公司在高端海缆、 绝缘材料、超高压系统附件以及智能运维等领域的核心技术攻关能力将进一步提升。 作为国内电力工程与装备线缆、海底电缆与高压电缆、海洋装备与工程运维三大板块协同发展的龙头企 业，在"十四五"时期，东方电缆在产业上形成了国内"东部+南部+北部"的布局，谋划国际，为"十五 五"时期行 ...

巨力索具股份有限公司 投资者关系档案 股永久系泊钢丝绳、系泊纤维缆、深海系泊系统配件）为依托，积极 开展市场推广，应用在了海上风电、海上养殖、海上光伏等多个应用 场景。为提升公司在该领域的产业化、规模化效应，并对标国际同行 业，构建高效服务与成本优势的核心竞争力，公司已经在天津设立全 资子公司。 证券代码：002342 证券简称：巨力索具 巨力索具股份有限公司 投资者关系活动记录表 编号：【2025】003 投资者关系 活动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ■现场参观 □ 一对一沟通 □其他 （请文字说明其他活动内容） 接待时间 2025 年 12 月 11 日 接待地点 巨力索具股份有限公司 接待人员 董事会秘书张云 接待对象 东北证券首席分析师 投资者关系活动 主要内容介绍 一、参观公司文化及产品展厅并介绍公司基本面总体概况 公司董事会秘书张云陪同来访人员参观公司文化及产品展厅，并 向来访人员简要介绍了公司基本面情况；在参观产品展厅过程中，亦 向来访人员简要介绍了公司产品、承接的工程案例以及下游客户情 况。 二、互动交流 1、请介绍一下公司对天津工厂的 ...

Core Insights - The global offshore wind power industry is accelerating, with a cumulative installed capacity expected to reach 83.2 GW by the end of 2024, providing clean electricity to over 73 million households. Floating wind power installations have reached 27.8 MW across seven countries. China continues to lead, with a cumulative grid-connected capacity of 44.61 million kW by September 2025, accounting for half of the global new installations in 2024 [1][10][11]. Market Overview - Offshore wind power is increasingly recognized as a clean energy source with significant growth potential, becoming a focal point for many countries. Despite a temporary slowdown in new installations in 2024 due to supply chain and policy adjustments, the industry shows strong long-term growth resilience, with a cumulative installed capacity increase of 12% year-on-year [23][24]. - In 2024, global offshore wind power installations totaled 8 GW, a 26% decrease from 2023, with China leading at approximately 4 GW, followed by the UK with 1.2 GW [23][24]. Industry Chain Development - The global offshore wind power supply chain is evolving from a single manufacturing focus to an integrated system encompassing development, manufacturing, construction, and operation. Key components include turbines, towers, and subsea cables, but regional imbalances persist, with Asia primarily supplying equipment while Europe and North America lead in technology development [33][34]. - The supply chain faces challenges such as financing difficulties, slow policy approvals, and instability in the supply of key materials and high-end talent. By 2030, many countries outside China will encounter bottlenecks in their supply chains, particularly in Latin America, where onshore wind capacity is limited and offshore projects are virtually non-existent [33][34][49]. Latin America Development - Latin America has abundant wind energy resources, with a cumulative installed capacity of 25 GW for onshore wind, predominantly in Brazil. However, the region's offshore wind supply chain is almost non-existent, facing significant challenges such as weak local manufacturing and insufficient infrastructure [49][50]. - The region's offshore wind projects are in the early planning stages, with countries like Colombia, Brazil, and Chile exploring integration with green hydrogen strategies. The first demonstration projects are expected to start before 2030 [52][53]. Future Outlook - The global offshore wind market is projected to add over 350 GW of new installations from 2025 to 2034, with floating wind power expected to achieve large-scale development by 2030. China's target for offshore wind capacity is set at 150 GW by 2030, with a continuous decline in the cost of electricity generation [2][10]. - The industry is expected to evolve towards deep-sea, intelligent, and integrated development, with the "offshore wind +" model creating a new energy ecosystem. China is anticipated to play a leading role in promoting global supply chain cooperation and sustainable development [2][10].

此前，在北京举行的2025海上风电产业发展论坛上，《风能北京宣言2.0》正式对外发布，明确提出"十 五五"期间我国海上风电年新增装机1500万千瓦的目标，这意味着到2030年，我国海上风电累计装机规 模将突破1亿千瓦，万亿级产业链正迎来加速发展的黄金期。根据《"十五五"可再生能源发展规划》， 到2030年，我国非化石能源消费比重将达到25%，海上风电将贡献重要力量。 本文源自：智通财经网 智通财经获悉，风电股早盘走强，截至发稿，金风科技(02208)涨7.3%，报13.53港元；东方电气(01072) 涨6.29%，报22.32港元；大唐新能源(01798)涨0.93%，报2.17港元。 消息面上，近日，第十届海上风电工程技术大会在武汉举行。在专题讨论中，专家们深入探讨了海上风 电与海洋牧场、氢能、储能等业态的协同发展潜力。12月8日，在大连举行的海上风电现代产业链共链 行动大会上，三峡集团发起成立了由26家企业和科研院所组成的产业链联盟，涵盖规划设计、装备制 造、投资运营等全环节。联盟当天发布的《2025年度海上风电技术攻关清单》，明确了16项重点攻关项 目，聚焦核心轴承、国产化绝缘材料、柔性直流送出系统等 ...

风机吊装过程中，项目团队克服了浅滩施工难度大、地质条件复杂以及台风和强对流天气带来的多重挑 战，高效协同制造、运输、施工等关键环节，实现科学组织与高效作业。 本报讯(记者华钰)近日，三峡集团江苏分公司大丰800兆瓦海上风电项目，单机容量13.6兆瓦的风力发电 机组成功启机并网。 该机组是当前江苏地区单机容量最大的海上风电机组，机组轮毂中心高度142米，单支叶片长123米，叶 轮直径252米，扫风面积约5万平方米，相当于7个标准足球场的面积。该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，可满足约2.3万户三口之家全年的生活用电需求。 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4个场址组成，其中H8-1#场址 中心离岸距离80千米、最远点离岸距离85.5千米，是我国当前已并网发电的离岸距离最远的海上风电项 目。 ...

Core Insights - The 22nd World Wind Energy Conference and the 3rd Shantou International Wind Power Technology Innovation Conference were held in Shantou from December 3 to 5, focusing on "Wind Energy Empowering the Future: Innovation, Collaboration, and Sustainable Growth" [2] - The conference attracted energy decision-makers, industry leaders, and experts from nearly 30 countries and regions, discussing breakthroughs in wind power technology, collaborative development of the industry chain, and deepening international cooperation [2][3] Group 1: Event Overview - The World Wind Energy Conference has been held since 2002 and has become a benchmark international platform for promoting the global wind energy industry [2][7] - This is the first time the conference has been held in Shantou, making it the third city in China to host the event after Beijing and Shanghai [2] Group 2: Shantou's Wind Power Development - Shantou is a key area for the Guangdong East Wind Power Base and has been actively developing offshore wind power, aiming to become a national base for offshore wind power and an international innovation hub [3] - In three years, Shantou has built three wind farms with a total installed capacity of approximately 1.2 million kilowatts, with local wind turbine units breaking world records [3] - The city is constructing a comprehensive offshore wind power industrial ecosystem, including a manufacturing park and testing facilities, showcasing high-quality development in the wind power sector [3] Group 3: Zero-Carbon Initiatives - Shantou is collaborating with Shenzhen to create a zero-carbon park, exploring pathways for green and low-carbon transformation [4] - The city aims to contribute to national energy goals and climate commitments through its offshore wind power initiatives [4] Group 4: Global Cooperation and Initiatives - The "Global Wind Energy Cooperation Shantou Declaration" was released, emphasizing the need for stable international supply chains and manufacturing capacity in various countries to achieve global climate goals [4] - The declaration established the "Shantou Dialogue" as a permanent communication platform for the wind energy sector [4] Group 5: New Platforms and Services - A "Comprehensive Service Base for New Energy Enterprises Going Abroad" was launched, aiming to provide a full range of services for companies in the wind power industry [5] - The World Wind Energy Academy was established in Shantou to promote global cooperation in wind energy research and technology development [5] Group 6: Conference Agenda and Discussions - The conference featured various agenda segments, including forums on global wind market dynamics and trends, focusing on investment opportunities in emerging markets along the Belt and Road Initiative [6] - Notable speakers included experts and leaders from various sectors discussing key issues in the wind energy industry [6]

中铁大桥局施工的海上风电项目 中铁大桥局施工人员安装风机 12月6日，第十届中国海上风电工程技术大会在汉举行。长江日报记者获悉，近年来，在汉央企中铁 大桥局积极进军深远海风电项目领域，多项技术国际领先。 何为深远海风电？水深大于50米的属于深海风电，场区中心离岸距离大于70千米则为远海风电。由 近海走向深远海，是海上风电发展的必然趋势。 最快48小时内完成一台风机安装 近年来，中铁大桥局大力拓展海上风电业务，全力打造企业发展的"第二曲线"。自2011年以来，中 铁大桥局已相继承建50余个海上风电项目，跻身国内新能源施工企业"第一梯队"。 广东阳江海岸线约70公里外、水深超50米的湛蓝海面之上，中铁大桥局"大桥海风"号的身影多次出 现，直面超远距离、超大水深、超高难度的考验。 单桩如根，深植海底；塔筒如干，直指云天。风与电交织的战场，船机设备是决定胜负的关键利 器。 中铁大桥局打造的2000吨自升式海上风电安装平台——"大桥海风"号堪称大国重器，于2024年5月投 用，在目前已建成的海上风电安装平台中，它拥有国内最长的桩腿和综合起重能力最强的起重机，多项 性能指标达到国际领先水平。 据国家气候中心统计，我国拥有 ...

中新网武汉12月6日电 (张静 王梦媛)第十届海上风电工程技术大会6日在武汉举行，近800位院士专家、 行业精英共同探讨海上风电高质量发展的技术路径与未来趋势。 图为海上风电工程技术大会现场。王梦媛 摄 本届大会以"拾级而上，破局立势"为主题，共设置1场主论坛、6场平行分论坛，集中展示海上风电行业 十年发展成果，展望数智化、国际化与融合化的产业发展蓝图。 图为参会嘉宾进行主题演讲。王梦媛 摄 截至2025年9月，全国海上风电累计装机容量已连续4年位居全球第一。中国产业发展促进会副会长史立 山指出，海上风电不仅承担着保障能源安全、推动绿色转型的重要责任，也是培育新质生产力的关键领 域。 往届大会多选址沿海地区，今年为何落地武汉？中国海洋工程咨询协会海上风电分会会长蔡绍宽称，武 汉拥有长江航运便利、扎实工业基础、高水平科研资源及专业施工力量，具备发展海上风电的独特优 势。他强调，武汉作为内陆城市，可通过整合资源打造产业聚集区，进一步激发区域经济活力与产业竞 争力。 值得一提的是，中铁大桥局研发的海上风电场数智化施工管控平台在本次大会上正式发布，成为本届大 会的一大亮点。 据中铁大桥局集团有限公司总经理毛伟琦介绍， ...

Core Insights - The Asia-Pacific region has become the largest center for wind turbine assembly and key component production globally, with China holding a dominant position in offshore wind power capacity [1][3][5] - The global wind power supply chain is primarily concentrated in three regions: Asia-Pacific, Europe, and the Americas, with China leading in offshore wind capacity [3][5] - By 2030, most countries will face capacity bottlenecks in wind power supply, but China is expected to continue its growth trajectory, with wind power exports increasing at a compound annual growth rate of over 50% [5][21] Industry Overview - As of September 2025, China's cumulative offshore wind power grid-connected capacity reached 44.61 million kilowatts, maintaining the top position globally for five consecutive years [8] - China produces over two-thirds of the world's wind turbines, with key components like gearboxes and blades accounting for over 70% of global production [9] - Offshore wind power is a significant growth point for the wind power industry, with coastal regions accelerating the development of industrial chains [10] Regional Development - Coastal provinces such as Guangdong, Jiangsu, Shandong, and Fujian have established or are developing specialized offshore wind power industrial parks, covering the entire industry chain from manufacturing to operation [11] - The Shantou International Wind Power Innovation Port has created the world's first integrated offshore wind power equipment manufacturing park, significantly reducing land use and increasing production efficiency [13][14] Global Expansion - Chinese wind power companies are rapidly expanding internationally, with operations in 48 countries across six continents, establishing service centers and production bases in Brazil, Germany, and Spain [23][30] - In 2024, China exported 624,000 kilowatts of wind power capacity to Brazil, with total exports exceeding 900,000 kilowatts, showcasing the growing demand for Chinese wind power technology [27] - Countries are increasingly recognizing the advanced technology of Chinese wind power, leading to significant procurement agreements [25][29]

（文章来源：央视新闻） 记者从全球风能理事会获悉，《全球海上风电产业链发展报告2025》正式发布。《报告》显示，截至 2025年9月底，我国海上风电累计并网容量达4461万千瓦，其中，海上风电新增并网容量为350万千瓦， 连续五年稳居全球首位。 ...