随着存量常规水电绿证无偿划转工作持续推进，云南年均绿证无偿划转规模有望保持在1亿个以上，折 合存量常规水电电量超1000亿千瓦时。南方电网云南电网公司将加快推进存量常规水电绿证划转数据批 量传输接口上线，逐步实现2023年、2024年（绿证有效期为两年）存量常规水电绿证全量划转，同时， 适时启动2025年存量常规水电绿证划转工作，进一步挖掘清洁能源价值，在更大范围以发展"含绿量"拉 动经济增长"含金量"。 存量常规水电绿证无偿划转的难点在于如何明确发用电双方匹配关系并提供可信确权依据。在云南电力 市场中，水电承担着省内优先用电和西电东送的重要职责，绝大部分电量还要与省内众多市场化用户、 电网代购用户等主体进行多对多的自主交易，交易对象多元、交易过程复杂、交易合同多样。此外，水 电呈现随机性、波动性的特点，与交易合同电量往往存在偏差，发电量如何溯源至不同类型用电主体， 使得存量常规水电绿证精准划转到用户变得十分复杂且困难。 此前，昆明电力交易中心牵头编制了全国首个《电力交易用户绿色用电溯源方法》地方标准，应用"区 块链"溯源算法实现发用电双方精准匹配，对每千瓦时电"从电厂到用户"一一对应关系进行全程可信追 溯， ...

Global Wind Power Market - Global new wind power installations in 2024 reached 1216 GW, a 39% year-over-year increase[5] - Onshore wind installations accounted for 1099 GW, a 37% year-over-year increase[5] - Offshore wind installations totaled 117 GW, a 6% year-over-year increase[5] - China Mainland contributed 855 GW of new wind power capacity, representing 70% of global new installations[8] China Wind Power Development - In the first quarter of 2025, China's new grid-connected wind power capacity was 146 GW, a 57% year-over-year decrease[14] - As of the end of the first quarter of 2025, China's cumulative grid-connected wind power capacity reached 5354 GW[14] - Wind power production in 2024 was 9916 billion kWh, a 16% year-over-year increase, with a penetration rate of 101%[14] - In the first quarter of 2025, China's total power consumption reached 23846 billion kWh, a 25% year-over-year increase[14] - Domestic public tender market totaled 286 GW in 1Q25, representing 227% yoy increase[20] Goldwind's Performance - The company's external sale capacity in the first quarter of 2025 totaled 258765 MW, an 8016% year-over-year increase[36] - WTG 6MW and above accounted for 182370 MW, or 7047% of total sale capacity[36] - WTG 4MW (inclusive) to 6MW accounted for 76095 MW, or 2941% of total sale capacity[36] - As of the end of the first quarter of 2025, the company's total order backlog was 5109 GW[44] - External order backlog totaled 486 GW, including 942 GW of successful bids and 3919 GW of signed contracts[44] - Overseas market external orders reached 6909 MW, a 261% year-over-year increase[44] - The company's attributable, grid-connected wind power projects totaled 8043 MW as of the end of the first quarter of 2025[52] - The company's self-run wind farms recorded 635 hours of utilization in the first quarter of 2025, 57 hours higher than the national average[52] Financial Results - The company realized revenue of RMB 9472 million in the first quarter of 2025[61] - The comprehensive profit margin for the first quarter of 2025 was 2178%[61] - Net profit attributable to owners of the company totaled RMB 568 million in the first quarter of 2025[61] - Weighted average return on equity for the first quarter of 2025 was 148%[61] - As of the end of March 2025, trade receivables totaled RMB 31236 million, taking 20% of total assets[67] - As of the end of March 2025, inventory and contract assets totaled RMB 18090 million, taking 11% of total assets[67] - As of the end of March 2025, interest-bearing debt totaled RMB 50255 million, taking 43% of total liabilities[71] - As of the end of March 2025, the asset-liability ratio was 7305%[71] - As of the end of March 2025, the ratio of cash to total assets was 875%[74] - Net operating cash outflows totaled RMB 1636 million during the first quarter of 2025[76]

绿证跑出"加速度" ——《中国绿色电力证书发展报告（2024）》发布 近日，国家能源局向社会公开发布《中国绿色电力证书发展报告（2024）》，对2024年绿证核发 交易、应用场景拓展、国际互认等方面的主要进展和成效进行了系统分析。报告显示，我国绿证 制度体系框架基本建成。截至2024年12月底，全国累计核发绿证49.55亿个，同比增长21.45倍， 其中可交易绿证33.79亿个；全国累计交易绿证5.53亿张，同比增长4.19倍。 核 发 交 易 快 速 增 长 2024年，我国绿证核发工作驶入快车道。随着绿证全覆盖政策的深入推行，特别是去年6月底国 家绿证核发交易系统上线运行后，核发模式迎来变革，从以往发电企业申请核发，转变为依据电 网企业、电力交易机构提供的数据，经审核后按月批量自动核发。报告显示，这一调整极大地提 升了核发效率，实现当月电量次月即可核发绿证，核发时间大幅缩短85%。 报告显示，2024年，全国核发绿证数量达47.34亿个，同比增长28.36倍，其中可交易绿证为31.58 亿个。其中，在可再生能源资源较为丰富的地区，云南、内蒙古、四川、新疆、青海、湖北、甘 肃和河北8省（自治区）核发的绿证较 ...