智通财经APP获悉，金风科技(02208)涨超4%，截至发稿，涨3.98%，报14.36港元，成交额1.06亿港元。 东兴证券发布研报称，主机招标价格自今年4月开始企稳回升，根据金风科技统计数据，25年9月全市场 风电整机商风电机组投标均价为1,610元/kW，较此前低位显著回暖。考虑到业主方对机组可靠性与全周 期服务要求提升、机组大型化趋势边际放缓、"反内卷"政策推动等因素，风机价格有望继续小幅回升。 消息面上，12月16日，中国能建投资建设的全球最大规模绿色氢氨醇一体化项目——中能建松原氢能产 业园（绿色氢氨醇一体化）项目一期项目在松原正式投产。长江证券指出，以绿电制氢氨醇在化工、交 通、冶金等领域应用空间广阔，看好绿色氢氨醇产业链的投资价值。据悉，今年10月，金风绿能化工兴 安盟绿氢制50万吨绿色甲醇项目气化炉一次投料成功。 ...

Core Insights - The signing of investment agreements for the second and third phases of the green methanol project and wind power projects between Xingan League and Goldwind Green Energy Chemical Technology (Jiangsu) Co., Ltd. aims to enhance cooperation and project development in the region [1][2] Group 1: Project Development - The green hydrogen to green methanol project in Xingan League has successfully completed the gasifier process verification for its first phase, which is expected to produce 250,000 tons of green methanol annually [2] - The total investment for the first phase of the project is 2.296 billion yuan, with plans to expand the production capacity to 1.45 million tons annually, including the first phase [1][2] - The project will also include the construction of a 2 million kilowatt wind power project and hydrogen production facilities to support the green methanol production [1] Group 2: Industry Impact - The green methanol produced will serve as a significant fuel source for global shipping, with agreements already signed with Maersk and Hapag-Lloyd for green methanol fuel procurement [2] - The initiative aims to establish a "green hydrogen and methanol" industrial chain, focusing on the energy needs of upstream and downstream enterprises [1]