记者26日从国家能源集团获悉，我国首个百万千瓦级海上光伏项目——山东东营垦利100万千瓦海上光 伏项目全容量并网发电。这是目前全球最大的开放式海上光伏项目。 在山东东营垦利区100万千瓦海上光伏项目现场，每个海上光伏平台长60米、宽35米，相当于5个标准篮 球场的大小。而像这样巨大的光伏平台，在整个项目现场有2934块。 国华投资山东垦利100万千瓦海上光伏项目是我国最大开放海域海上光伏项目，项目用海面积约1223公 顷，首次应用66千伏海缆+陆缆大容量、长距离输电线路，传输容量更大、成本更低，为我国乃至世界 海上光伏产业规模化发展起到了引领和示范作用。 国家能源集团国华投资山东垦利项目副经理张波：项目在全国创新应用大型海上钢桁架平台式固定桩基 施工技术，采用"四桩基础+光伏平台"优化结构，平台倾角为精准调校的15度，不仅能抵抗11级强风和 冬季冰情，还能节约项目用钢量超10%，为同类项目开发建设提供经验借鉴。 据了解，项目全容量建成投产后，预计年发电量可达17.8亿千瓦时，可满足项目所在地垦利区全社会 60%的用电需求，为保障地方能源供应、推动绿色低碳转型提供了有力支撑。 ...

Group 1 - ASUS has denied rumors about entering DRAM manufacturing to address global memory shortages, clarifying that there are no plans to invest in memory wafer factories [2] - China's first 1 million kilowatt offshore photovoltaic project, located in Dongying, Shandong, has successfully connected to the grid, making it the largest open sea photovoltaic project globally [2] - Kawasaki Heavy Industries has been banned from participating in tenders for 2.5 months due to data falsification regarding fuel efficiency in submarine engines for the Japan Maritime Self-Defense Force [2] - The Long March 3B rocket series has completed its 2025 launch tasks, achieving a record of 15 launches in a year, surpassing the previous record of 14 launches [2]

证券日报网讯12月9日，清源股份（603628）在互动平台回答投资者提问时表示，海上光伏项目对支架 结构强度、耐腐蚀材料及系统可靠性要求较高，公司已围绕该场景开展相关材料、结构设计及耐候性方 面的技术研发工作。当前公司尚未进入海上光伏项目，但会持续关注行业示范项目进展，在技术验证成 熟后评估产品在海上光伏中的应用机会。 ...

汇耀品尚能源科技 . 以下文章来源于汇耀品尚能源科技 ，作者柔性支架专家→ 汇耀品尚能源科技专注于索结构柔性光伏支架系统研发、制造、推广应用及分布式光伏电站智慧服务， 是索结构柔性光伏支架系统开拓者，柔性光伏支架领域领先技术运用专家。 。行业亟需一种既能适应恶劣海况，又能大幅降低建设成本的新型 支撑体系和结构。 2 1 2 月 5 日 ， 在 榕 城 福 州 隆 重 召 开 ， ，与行业专家、领军企业代表齐聚一堂，共探海上光伏的技术变革 与发展之道。 本次大会以"聚焦痛点破局，共创海上光伏高质量发展生态"为主题，由中国能源研究 会新能源智能制造与应用技术专委会、中国电力工程顾问集团西北电力设计院、福建 永福电力设计股份有限公司、索比光伏网联合主办。 会上，汇耀品尚能源科技重磅发布针对深水及复杂海况研发的" "解决方案，以深度行业洞察和极具前瞻性的技术突破，成为全场瞩目的焦 点。 1 在本次大会上， 深度剖析了 当前海上光伏的发展现状。 相关数据显示，到2 0 3 0年全球海上光伏装机容量有望达到5 0 0GW，但目前行业普遍面临 等严峻挑战。 特别是随着开发区域从滩涂走向水深5 - 20米甚至更深的深远海区域 ...

Core Insights - The offshore photovoltaic industry is transitioning from demonstration to large-scale development, driven by supportive policies and the need to address land resource constraints [1][2][3] - The cumulative installed capacity of offshore photovoltaic in China is expected to exceed 60 million kilowatts by 2027, highlighting the rapid growth of this sector [3] - The integration of offshore photovoltaic with other industries such as wind power and aquaculture is becoming a key strategy for promoting the "Marine Power Nation" initiative [1][2] Industry Development - The offshore photovoltaic sector is gaining momentum due to increasing policy support and market interest, with a collaborative investment landscape involving state-owned enterprises and private companies [3][6] - Major state-owned enterprises like China Energy Investment Corporation and China Huaneng Group are leading large-scale project developments, while private firms like LONGi Green Energy and TCL Zhonghuan are focusing on equipment manufacturing and technological innovation [3][6] Economic and Technical Challenges - Despite its potential, the offshore photovoltaic industry faces significant challenges related to economic viability and construction costs due to harsh marine environments [4][5] - The need for improved system efficiency, safety, and reliability in offshore conditions is critical, necessitating long-term empirical testing and validation [4][5] Technological Innovations - Companies are actively pursuing technological breakthroughs to reduce costs and enhance the durability of offshore photovoltaic systems [6][7] - For instance, LONGi Green Energy's BC2.0 components can significantly reduce sea area usage and initial investment costs for offshore projects [6] - The introduction of the first 110 kV offshore photovoltaic transformer station by TBEA marks a significant advancement in the industry, enhancing energy collection and transmission efficiency [7][8] Operational Efficiency - The industry is exploring "minimal human, unmanned" smart management to lower lifecycle operation and maintenance costs [9] - Innovative integration models, such as "photovoltaic + wind power" and "photovoltaic + aquaculture," are enhancing the economic viability of offshore photovoltaic projects [9]

Group 1 - The National Development and Reform Commission and other departments aim to strengthen the construction of data element disciplines and digital talent teams to promote the integration of education, talent, industry, and innovation in the data field [1] - The China Interbank Market Dealers Association has optimized the merger note mechanism to enhance the efficiency of fund utilization and support corporate mergers and acquisitions [2] - Fujian Province has issued measures to promote the orderly development of computing power infrastructure, encouraging the planning of urban computing networks and upgrading submarine cables [3][21] Group 2 - The brain-computer interface sector is experiencing accelerated commercialization driven by policy and technology, with current valuations aligning with emerging growth characteristics [4][22] - Leading lithium iron phosphate companies are raising prices, with one company announcing a processing fee increase of 3000 yuan per ton starting January 1, 2026 [5][23] - New regulations on credit repair have been introduced to facilitate the revival of business entities, expanding the scope of credit repair and shortening processing times [6][24] Group 3 - Shanghai is moving towards regulating the development of offshore bond business in the free trade zone, with new draft regulations under review [7][26] - Fujian Province plans to build a collaborative computing network with a target of exceeding 12 EFLOPS in public computing power by the end of 2027, leading to significant market activity in related stocks [9][27] - Institutions are optimistic about the cross-year market, with 197 stocks included in the December "golden stock" list by brokerages [10][28] Group 4 - The brain-computer interface industry is set to accelerate with multiple conferences scheduled, including a large-scale competition and investment cooperation forum [11][29] - The charging infrastructure sector is witnessing rapid development, with a total of 18.645 million charging facilities in China as of October, marking a 54% year-on-year increase [12][30] - The new national standard for electric bicycles has been implemented, prohibiting the sale of vehicles that do not meet the updated requirements, creating new growth opportunities in the industry [13][31] Group 5 - Public fund institutions have increased their research activities, focusing on hard technology and advanced manufacturing sectors, with over 4200 company visits in November [14][32] - Offshore wind power is transitioning from demonstration to large-scale development, supported by increasing policy backing [15][33] - The scope of real estate investment trusts (REITs) has expanded to include urban renewal facilities, marking a significant milestone in the infrastructure sector [16][34][35] Group 6 - Eight real estate companies reported total sales exceeding 100 billion yuan in the first eleven months, with a notable increase in new housing supply and a positive market outlook [17][36][18]

Core Insights - Offshore photovoltaic (PV) development is accelerating towards large-scale implementation, driven by supportive policies and the need to address land resource constraints in onshore PV projects [1][2][3] Industry Trends - The transition from onshore to offshore PV is becoming a new path for the industry, addressing issues such as land scarcity and increasing electricity consumption pressure [2] - By 2027, the cumulative installed capacity of offshore PV in China is expected to exceed 60 million kilowatts, highlighting the rapid growth of this sector [3] Market Dynamics - The investment landscape is evolving with a mix of state-owned enterprises and private companies participating in offshore PV projects, creating a collaborative investment environment [3] - Major state-owned enterprises like China Energy Investment Corporation and China Huaneng Group are leading large-scale project developments, while private firms like LONGi Green Energy and TCL Zhonghuan are focusing on equipment manufacturing and technological innovation [3] Technological Challenges - Offshore PV faces significant economic and technical challenges, including harsh marine environments that demand high durability and reliability from components [4][7] - The industry is still in its early stages, requiring advancements in system efficiency, safety, and operational maintenance capabilities [4][5] Innovations and Solutions - Companies are actively pursuing technological breakthroughs to reduce costs and improve the economic viability of offshore PV projects [6][9] - For instance, LONGi Green Energy's BC2.0 components can significantly reduce sea area usage and initial investment costs for offshore projects [6] Collaborative Development - The integration of offshore PV with other industries, such as wind power and aquaculture, is enhancing economic efficiency and resource utilization [9][10] - Innovative construction methods and smart management solutions are being explored to lower operational costs and improve project efficiency [8][9] Regional Developments - Coastal regions like Shandong, Jiangsu, Zhejiang, and Shanghai are accelerating their offshore PV initiatives, indicating a growing regional focus on this sector [10] Future Outlook - The offshore PV industry is entering a new phase characterized by technological maturity, market-driven cost structures, and diversified applications [11]

Core Viewpoint - Offshore clean energy, particularly offshore photovoltaic (PV) technology, is emerging as a strategic new energy industry in China, driven by the country's push for green low-carbon transformation and the development of a marine power nation [1] Group 1: Industry Context - China has a coastline of 18,000 kilometers and a theoretical exploitable area of over 700,000 square kilometers for offshore PV, providing natural conditions for a world-class offshore PV energy corridor [1] - The demand for specialized, efficient, and stable construction equipment for offshore PV is increasing as demonstration projects are launched [1] Group 2: Equipment Development - The "Electric Power Construction Marine Equipment 001" (电建海装001) is designed specifically for offshore PV construction, measuring 66.6 meters in length, 22 meters in width, and 4.5 meters in depth, making it the most targeted comprehensive construction platform in China [2] - This equipment addresses core challenges such as high-density pile groups and complex sea conditions by developing an original technology system [2] Group 3: Technological Innovations - The equipment features a combination of positioning systems and anti-tilt systems that enhance stability under large tidal differences and strong winds, allowing for rapid and precise movement in dense pile areas [2][3] - It employs a dual crane collaborative mode to improve installation speed, stability, and safety compared to traditional single crane methods [2] Group 4: Efficiency and Precision - The "Electric Power Construction Marine Equipment 001" utilizes advanced positioning technology, allowing simultaneous positioning and construction of eight piles after a single move, significantly reducing manual errors and increasing efficiency [3][4] - The equipment's design allows for fine control throughout the entire pile installation process, addressing previous issues of time consumption and deviation [4] Group 5: Industry Impact - The breakthroughs in technology enable the equipment to maintain high efficiency in complex sea conditions, enhancing installation precision and overall project quality, thus facilitating the rapid scaling of offshore PV projects [5] - The successful application of this equipment marks a significant transition for China Electric Power Construction in the offshore PV construction equipment sector, moving from technical reserves to product realization [6]

Core Viewpoint - Longi Green Energy Technology Co., Ltd. has successfully signed a contract for 400 MW of components for the Shanghai Electric's Fengxian No. 1 offshore photovoltaic project, utilizing the BC technology route, and has commenced supply this month [1] Group 1: Project Details - The first batch of 1 GW (AC side installed capacity) "wind-solar co-location" offshore photovoltaic project indicators are equally allocated between Shanghai Electric and Sheneng Co., Ltd., each receiving 50% [1] - Sheneng Co., Ltd. has already secured the entire share of its 500 MW (AC side installed capacity) project with BC products [1] Group 2: Project Challenges and Strategies - The development cost of offshore photovoltaic projects is high, and construction difficulty is significant, making maximizing power generation within limited sea area crucial for project profitability [1] - The Shanghai Municipal Development and Reform Commission issued a competitive configuration work plan for the 2024 "wind-solar co-location" offshore photovoltaic projects, planning seven projects for competitive allocation [1] Group 3: Efficiency and Component Selection - According to the scoring rules, using high-efficiency components and inverters can earn additional points, with components achieving a conversion efficiency of 24% receiving full scores [1] - The BC components are currently the main products that meet the efficiency requirements and can be mass-produced, making them the selected choice for the project [1]

Core Viewpoint - The first batch of 1GW offshore photovoltaic projects in Shanghai has been awarded, with Shanghai Electric and Sheneng Co., Ltd. each receiving 50% of the capacity, highlighting the competitive advantage of BC technology in offshore scenarios [1][3]. Group 1: Industry Trends - The offshore photovoltaic sector is seen as a new growth point due to the decreasing availability of land for solar power stations onshore [1]. - By 2027, the cumulative installed capacity of offshore photovoltaic in China is expected to reach 60 million kilowatts, increasing to 80 million kilowatts by 2030 [1]. - Approximately 20% of the 565 photovoltaic projects in major initiatives across 18 provinces in China this year are related to offshore photovoltaic [1]. Group 2: Technical and Economic Considerations - Offshore photovoltaic projects face high development costs and construction difficulties due to environmental factors such as sea wind, waves, and salt corrosion, necessitating high efficiency and quality standards for photovoltaic products [2]. - The Shanghai Municipal Development and Reform Commission has outlined a competitive configuration plan for seven offshore photovoltaic projects, emphasizing the importance of high-efficiency components [2]. - BC technology components have been identified as the primary products meeting the efficiency requirements for these projects [2]. Group 3: Performance and Competitive Landscape - The performance of BC components has been validated by testing centers, showing superior adaptability and performance in offshore scenarios compared to TOPCon components, with a 1.94% increase in power generation per watt [4]. - The global pace of offshore photovoltaic development is accelerating, shifting the industry's focus from price and scale competition to technology and quality development [4]. - Companies with comprehensive technical competitive advantages are expected to gain a leading position in the offshore photovoltaic market [4].