向海而兴，驭风而行。在我国能源结构向低碳化深度转型的浪潮中，海上风电正以强劲动能，成为驱动 能源转型与海洋经济崛起的核心引擎。 过去一年，从顶层设计到行业规划，再到沿海省份密集落地重大项目，海上风电的战略定位愈发清晰。 一方面，海上风电以稳定、可规模化的清洁输出，为推进"双碳"目标提供坚实底座；另一方面，它牵引 船舶制造、海工装备、海洋牧场等多条产业链延伸，成为带动海洋经济增长的新动能。 从近岸浅海到深远海，海上风电正以更快速度、更大规模、更稳技术向蓝海挺进。国家能源局数据显 示，截至今年9月底，我国海上风电累计装机容量达4461万千瓦，连续四年位居全球第一。 多方协同 不断提升国际竞争力 今年以来，从中央到地方密集释放政策信号，明确海上风电在未来能源体系中的关键位置。 今年7月份召开的中央财经委员会第六次会议提出，"要做强做优做大海洋产业，推动海上风电规范有序 建设"。10月份，国家能源局综合司副司长、新闻发言人张星在国家能源局举行的四季度新闻发布会上 表示，"十五五"期间，将"加大海上风电开发力度，完善顶层设计，加快研究出台深远海海上风电规划 性文件和管理办法，推动海上风电规范有序建设。"一系列政策密集落 ...

Core Insights - The development of offshore wind power in China has transitioned from "nearshore following" to "deep-sea leading," achieving significant breakthroughs during the 14th Five-Year Plan period [1] - The establishment of the Offshore Wind Power Modern Industrial Chain Alliance aims to address common challenges such as technological bottlenecks and supply chain risks through collaborative innovation [1][2] Industry Development - The offshore wind power industry is crucial for ensuring energy security and optimizing energy structure, serving as a key driver for marine productivity and international competitiveness [2] - The global offshore wind energy resource is estimated to exceed 710 billion kilowatts, with nearly 200 countries setting wind power development policies [2] - China's offshore wind power capacity reached 44.61 million kilowatts by the end of September 2023, maintaining the world's largest installed capacity [4] Economic Impact - If half of China's offshore wind energy resources are developed, it could generate 4 trillion kilowatt-hours annually, meeting 40% of the national electricity consumption in 2024 [3] - The offshore wind power sector is expected to drive an investment of approximately 2.6 trillion yuan by 2030, contributing over 15 trillion yuan to the industrial chain's total output value [6] Technological Advancements - The average capacity of offshore wind turbines has increased significantly from 3 megawatts to 20 megawatts over the past decade, aligning with European standards [4] - The levelized cost of electricity (LCOE) for offshore wind power in China is projected to drop to 0.056 USD/kWh by the end of 2024, reflecting a 22% decrease from 2023 [5] Collaborative Innovation - The industry is shifting towards multi-energy integration and collaborative development, with new models such as "wind power + green hydrogen" and "offshore energy islands" emerging [5] - The 2025 Offshore Wind Power Modern Industrial Chain Alliance Action Conference released a technology breakthrough list focusing on large-capacity wind turbines and flexible DC transmission systems [7][8]

Core Viewpoint - The Guangxi Zhuang Autonomous Region government has issued an action plan to enhance and extend the supply chain of key advantageous manufacturing industries, focusing on clean energy development and technological advancements in various sectors [1] Group 1: Clean Energy Development - The action plan emphasizes the large-scale development of offshore wind power, photovoltaic power, nuclear energy, and biomass power, along with significant technological breakthroughs [1] - There is a push for integrated development of source, grid, load, and storage systems [1] Group 2: New Energy Storage Technologies - Guangxi aims to promote new energy storage technologies such as sodium-ion batteries and solid-state lithium-ion batteries [1] - Support will be provided for wind and photovoltaic power companies to build storage facilities, and industrial parks and enterprises are encouraged to deploy energy storage stations [1] Group 3: Core Product Development - The plan focuses on strengthening core products like wind turbines, blades, and towers, while also developing supporting materials such as steel for tower tubes and composite materials for blades [1] - Exploration of application scenarios combining offshore wind power with marine ranching, hydrogen energy, and tourism is encouraged [1] Group 4: Photovoltaic Manufacturing Enhancement - The action plan aims to enhance the technology upgrade and capacity optimization of core manufacturing processes for photovoltaic glass, components, and cells [1] - There is an active effort to attract supporting industries such as photovoltaic adhesive films, inverters, and maintenance equipment [1] Group 5: New Energy Battery Industry Focus - The new energy battery industry will concentrate on key areas such as anode and cathode materials, electrolytes, separators, and battery cells [1] - The plan includes initiatives to improve charging and swapping facilities in county areas and to promote a comprehensive layout for hydrogen energy production, storage, transportation, and utilization [1]