根据金融数据服务商的统计，风电设备板块当天上涨2.42%，涨幅居前；该板块已连续三个交易日上 涨，累计涨逾5%，跑赢同期上证指数。个股方面，电气风电、新强联、威力传动、盘古智能股价均涨 逾7%。 中新社北京10月22日电 中国A股22日"遇冷"，主要股指集体下行，风电设备板块当天逆势上涨，实 现"三连涨"。 就当天A股主要指数的表现而言，截至收盘，上证指数报3913点，跌幅为0.07%；深证成指报12996点， 跌幅为0.62%；创业板指报3059点，跌0.79%。沪深两市成交总额约16679亿元人民币，较上一个交易日 缩量约2060亿元人民币。(完) （文章来源：中国新闻网） 消息面上，近日在2025北京国际风能大会暨展览会上发布的《风能北京宣言2.0》倡议，"十五五"期间 中国风电年新增装机容量不低于1.2亿千瓦；其中，海上风电年新增装机容量不低于1500万千瓦；确保 2030年中国风电累计装机容量达到13亿千瓦，到2035年累计装机不少于20亿千瓦，到2060年累计装机达 到50亿千瓦。 华泰证券分析师刘俊表示，上述宣言由全球1000多家风能企业的代表联合发布，相关目标的提出有利于 激发市场需求、夯实产 ...

Core Viewpoint - The wind power equipment sector is experiencing significant activity, driven by favorable industry developments and policy support, particularly for offshore wind power projects [1][2][3] Group 1: Market Performance - The wind power equipment sector (801736) saw a 2.85% increase, with leading companies like Electric Wind Power (688660.SH) rising by 14.99% [1] - Key component and complete machine manufacturers such as New Strong Union (300850.SZ), Yunda Co., Ltd. (300772.SZ), and Daikin Heavy Industries (002487.SZ) also experienced gains exceeding 5% [1] Group 2: Industry Developments - The "Wind Energy Beijing Declaration 2.0" was released at the 2025 Beijing International Wind Energy Conference, setting ambitious targets for wind power capacity, including an annual addition of no less than 12 million kilowatts during the 14th Five-Year Plan [1] - The declaration emphasizes offshore wind power, aiming for a cumulative installed capacity of 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [1] Group 3: Economic Viability - Offshore wind power is becoming increasingly economically viable, with the levelized cost of electricity (LCOE) projected to be between 0.28 yuan/kWh and 0.41 yuan/kWh in 2024, approaching the cost of coal power [2] - Recent policy changes, such as the extension of the 50% VAT rebate for offshore wind power until the end of 2027, are expected to support the sector's growth [2] Group 4: Technological Advancements - The transition from nearshore to deep-sea offshore wind power is progressing, with significant projects in Zhejiang and Liaoning provinces [3] - The National Energy Administration has outlined goals to advance key technologies in offshore wind power, including high-performance blades and floating foundations [3] Group 5: Future Projections - The wind power sector is expected to see an average annual installed capacity exceeding 110 GW during the 14th Five-Year Plan, with potential increases to around 120 GW from 2028 to 2030 [4]

（原标题：年新增装机不低于1.2亿千瓦，中国风电锚定"50亿千瓦"目标） 21世纪经济报道记者曹恩惠 北京报道 《风能北京宣言2.0》提出装机目标。 拍摄：曹恩惠 "'十五五'期间中国风电年新增装机量不低于1.2亿千瓦，其中海上风电年新增装机不低于1500万千瓦。 确保2030年中国风电累计装机容量达到13亿千瓦，到2035年累计装机不少于20亿千瓦，到2060年累计装 机达到50亿千瓦。" 以上是21世纪经济报道记者从现场获悉的《风能北京宣言2.0》所提出的目标。 10月20日，中国职工技术协会副理事长、电力专委会名誉会长毕亚雄在2025北京国际风能大会暨展览会 上，代表中国风电产业发布《风能北京宣言2.0》，提出要锚定国家自主贡献，实现50亿千瓦风电装 机，开启气候治理新篇章。 《风能北京宣言》最早可追溯至2020年。当年10月，同样在北京国际风能大会这一场合，来自全球400 余家风能企业的代表一致通过《风能北京宣言》并发出倡议，综合考虑资源潜力、技术进步趋势、并网 消纳条件等现实可行性，在"十四五"规划中，须为风电设定与碳中和国家战略相适应的发展空间——保 证年均新增装机5000万千瓦以上。 中国风能资 ...