港股风电股继续上涨行情，其中，金风科技涨超6%续刷阶段新高，东方电气涨超4%，大唐新能源涨 2%，新天绿色能源涨约1%。 | 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 02208 | 金风科技 | (0) | 15.230 | 6.06% | | 01072 | 东方电气 | | 19.100 | 4.03% | | 01798 | 大唐新能源 | | 2.650 1.92% | | | 00956 | 新天绿色能源 | | 4.230 | 0.95% | 责任编辑：栎树 消息上，在全球能源结构向清洁低碳加速转型的背景下，中国风电产业正以全方位领先的姿态，书写着 全球能源变革的 "中国答卷"。国家能源局数据显示，今年上半年，全国风电新增并网容量5139万千 瓦。截至2025年6月底，全国风电累计并网容量达到5.73亿千瓦，同比增长22.7%。摩根士丹利近期上调 中国风电行业评级，其预计"十五五"规划期间，年均新增装机容量将超过110吉瓦，2028年至2030年期 间可达到约120吉瓦。 ...

Group 1: Global Power Outages - In 2025, multiple countries including South Africa, Cuba, Spain, Portugal, Kuwait, the United States, and the Czech Republic have experienced significant power outages, indicating a troubling trend for global electricity grids [1][2] - The underlying causes of these outages include extreme weather conditions, aging infrastructure, and insufficient power supply and grid capacity [2][6] - Spain's power grid has seen a rise in renewable energy generation, which has led to increased sensitivity to disturbances, contributing to the large-scale outages [3][4] Group 2: China's Power Supply Stability - Despite facing extreme weather and record-high electricity loads, China's power grid has maintained stability without resorting to rolling blackouts, unlike many other countries [1][8] - China's highest electricity load reached 15.06 million kilowatts in July 2025, showing a significant increase from previous years [7][8] - The country has a comprehensive power supply strategy that leverages a unified national grid, allowing for coordinated responses to electricity demands [8][10] Group 3: Infrastructure and Investment - China's power infrastructure is the largest globally, with a significant portion of the world's installed capacity, and ongoing investments are being made to enhance grid resilience and flexibility [8][11] - In 2024, China's investment in power grid construction reached 608.3 billion yuan, marking a 15.3% increase from the previous year, indicating a strong commitment to upgrading infrastructure [11][12] - The establishment of a nationwide electricity trading mechanism aims to optimize resource allocation and enhance inter-regional cooperation [11][12] Group 4: Demand-Side Management - China's diverse geographical landscape allows for staggered peak electricity loads across provinces, facilitating demand-side resource management [12] - The implementation of market-based mechanisms, such as time-of-use pricing and demand response strategies, helps balance supply and demand effectively [12]