这数据放以前想都不敢想，为啥储能突然这么火？关键是驱动逻辑变了。 以前各地搞储能，多少带点行政命令的意思，比如光伏项目必须配多少储能，不然不让并网。 文|有风 编辑|有风 2026年的中国新能源产业，已经悄悄换了赛道。 以前拼规模、抢装机的日子过去了，现在大家都在琢磨怎么把"高质量"这三个字落到实处。 全球能源转型的大背景下，"双碳"目标和新型电力系统建设就像两只大手，把能源结构往清洁化、低碳 化的方向猛推。 这时候，风电、光伏、储能这老三样，突然有了新故事。 第一个要说的，就得是今年存在感拉满的储能。 前几年提起储能，大家都觉得它是光伏、风电的"小跟班"，主要任务就是帮忙调调峰、填填谷。 但今年不一样了，2026年全球储能新增装机直接干到438GWh，同比增长62%，咱们中国更猛，预计能 到250GWh。 现在不一样，市场自己就催着储能发展。 你想啊，电力现货市场一放开，峰谷价差有时候能差好几倍，储能充谷放峰，中间的利润空间可不小。 再加上辅助服务、容量补偿这些收益渠道，储能已经从"成本项"变成了"收益项"。 光有收益还不够，技术创新才是硬道理。 锂电池今年又进步了，能量密度高了不少，成本反而降了点，这直接 ...

Core Viewpoint - Goldwind Technology is actively expanding its business into new areas such as "Wind Power+" and has announced a significant investment of approximately 18.92 billion yuan in a wind power hydrogen and methanol integration project in Inner Mongolia [1][2][3] Investment Details - The company plans to sign an investment development agreement with the government of Bayannur City to construct a wind power hydrogen and methanol project, with a total investment of about 18.92 billion yuan [1][2] - The project will involve the construction of a 3GW wind power facility, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, and aims to produce 600,000 tons of green methanol and 400,000 tons of green ammonia annually [2][3] Business Strategy - This investment aligns with the national "dual carbon" goals and aims to enhance the company's business layout and development space [3] - Goldwind Technology intends to leverage its resources and technological innovation to strengthen its comprehensive solution capabilities in the wind power and green chemical sectors [3] Financial Performance - The company reported a revenue of 56.699 billion yuan in 2024, a year-on-year increase of 12.37%, and a net profit of 1.860 billion yuan, up 39.78% [5] - In the first half of 2025, the company achieved a revenue of 28.537 billion yuan and a net profit of 1.488 billion yuan, continuing the trend of growth [5] Global Presence - Goldwind Technology has established a global footprint, with international sales accounting for 29% of total revenue, reflecting a 5.71 percentage point increase year-on-year [4][6] - The company has operations in 47 countries across six continents, with significant installed capacity in Asia (excluding China), South America, North America, Africa, and Oceania [6]