在协议签署前，该事业部以国家"十五五"规划作为工作遵循，积极与科右前旗政府沟通协调，扎实做好 各项前期准备工作。该协议整体规划风电装机容量为50万千瓦，先期在科右前旗额尔格图镇开发兴牧风 电场二期25万千瓦风电项目，剩余风电资源将按照科右前旗政府风电发展规划要求，根据实际批复容量 分期建设。 风芒能源获悉，10月15日，大唐蒙东新能源事业部与兴安盟科尔沁右翼前旗人民政府成功签署50万千瓦 风电项目开发合作协议，双方将共同推进该项目申请指标及核准工作。 （来源：风芒能源） ...

Group 1 - The core viewpoint is that China's wind power industry is set to experience rapid growth over the next decade, driven by advancements in technology and significant government support [1][2][3] - By 2024, China's offshore wind power installed capacity is expected to reach 43.31 million kilowatts, marking a 14.9% year-on-year increase, maintaining its position as the global leader for the fourth consecutive year [1] - The new national contribution target announced at the UN Climate Summit aims for non-fossil energy consumption to account for over 30% of total energy consumption by 2035, with wind and solar power capacity expected to reach six times that of 2020 [2] Group 2 - Morgan Stanley has upgraded its rating for the Chinese wind power industry, predicting an average annual installed capacity increase of over 110 GW during the 14th Five-Year Plan period, with potential growth to around 120 GW from 2028 to 2030 [3] - The report indicates that the domestic wind power installation demand is expected to remain resilient, with key component suppliers and submarine cable companies presenting investment opportunities [3] - Wind power is anticipated to have stronger investment appeal compared to solar power due to favorable power curves and pricing outlooks, leading to a renewed acceleration in offshore wind installations [3] Group 3 - Wind power concept stocks have performed exceptionally well this year, with an average price increase of 33.65%, and many stocks have doubled in value [4] - Notable performers include China National Materials Technology, which saw a 163.48% increase, and Electric Wind Power, which increased by 156.78% [4] - The strong performance is attributed to strategic investments and project developments, such as the establishment of a new wind blade manufacturing base in Uzbekistan by China National Materials Technology [4] Group 4 - Institutional interest in the wind power sector remains high, with nearly half of the concept stocks having a public fund holding ratio exceeding 3% [6] - Companies like SANY Heavy Energy and Sunshine Power have seen significant institutional research activity, indicating strong growth potential in the sector [6] - Forecasts suggest that several wind power stocks are expected to maintain high growth rates in net profits for 2025 and 2026, with some stocks projected to exceed 20% growth [7][8]