Core Viewpoint - Qinglong Pipe Industry Group Co., Ltd. has signed a strategic cooperation framework agreement with Beijing Tianshan High-tech Wind Power Equipment Co., Ltd. to enter the wind power mixed tower industry, aiming for mutual benefits and resource sharing [2][3]. Group 1: Strategic Cooperation - The agreement focuses on prioritizing Qinglong Pipe's regional advantages in the procurement of concrete wind power tower orders by Tianshan High-tech, following a public bidding process [3]. - Tianshan High-tech will consider Qinglong Pipe's wholly-owned subsidiary, Tianjin Hailong Pipe Industry Co., Ltd., for production if capacity and pricing rules are met [3]. - The collaboration aims to leverage both companies' market strengths to assist Tianshan High-tech and its parent company, Goldwind Technology Co., Ltd., in securing wind power project orders [3][6]. Group 2: Market Entry and Capabilities - Qinglong Pipe's entry into the wind power mixed tower sector aligns with its strategic development plans, leveraging its 50 years of experience in concrete product production [4]. - The company has established expertise in the full process of research, design, production, and installation of concrete-related products, providing a competitive edge in the mixed tower market [4]. Group 3: Market Potential - The demand for clean energy is increasing globally, and the wind power mixed tower market presents significant growth opportunities [5]. - The production base of Hailong Company is strategically located to serve regions like Tianjin, Hebei, and Shandong, where future wind power projects are expected to utilize mixed towers [5]. - The signing of the agreement is seen as a critical milestone for Qinglong Pipe to enter the core supply chain of the wind power industry, potentially leading to important orders and enhanced market position [5][6].

Core Insights - The wind power industry is experiencing explosive growth, with a projected 94.98% increase in mixed tower market orders and a 79.13% rise in delivery volume in 2024, driven by strong government support for renewable energy [2][3] - The installation target for wind power has surged from 100 million kW to 1.2 billion kW from the 12th to the 14th Five-Year Plan, highlighting the significant potential for mixed towers as an efficient solution in high wind speed and complex terrain areas [2] Policy and Market Demand - Clear policy direction is established with the planning of large wind power bases in desert and arid regions, aiming for an additional 20 million kW of wind and solar power during the 14th Five-Year Plan and 25.5 million kW in the 15th Five-Year Plan [3] - The demand for high-strength, weather-resistant joint adhesives is surging, particularly to meet diverse climate challenges in regions like Heilongjiang, Guangxi, and Shandong [4] National Standards vs. Association Standards - The new national standard GB/T 44543-2024 applies to various engineering fields, including wind power, bridges, and underground structures, while the previous association standard was limited to bridges, indicating a broader applicability of the new standard [5] - The national standard offers more flexible classification based on temperature ranges, enhancing the adaptability of joint adhesives to different environmental conditions [6] Product Safety and Performance - The national standard introduces specific environmental performance requirements, ensuring stricter control over harmful substances and promoting a shift towards environmentally friendly and low-carbon solutions [7] - Performance requirements are more stringent under the national standard, with specific metrics for curing speed and compressive strength, ensuring higher quality and safety for joint adhesives [8][9] Durability and Quantitative Indicators - The national standard provides precise quantification of durability indicators, moving beyond qualitative assessments to include specific numerical evaluations of performance degradation, thus addressing potential engineering risks [12] Company Profile: 卡本 - 卡本, established in 2009, is recognized as a national-level specialized and innovative "little giant" enterprise, focusing on technology innovation across multiple sectors, including construction and energy infrastructure [13] - The company has applied for over 300 national patents and has been involved in the development of various standards, showcasing its commitment to high-quality product development and industry leadership [13] - 卡本's prefabricated segment joint adhesive has been awarded the "Best Component Product" in the 2024 Wind Power Leader Awards, reflecting its advanced technology and application in numerous wind power projects [13][18]