据悉，中国中车通过AI技术实现了产品研制平台搭建、风机智能诊断分析、规划方案智能生成等，构 建了覆盖风电全生命周期的智能化风电生态创新体系，为能源高质量发展注入新质生产力。在AI赋能 下，中车风电产品正从单一发电设备向智能能源系统解决方案提供者转变。 10月20日至22日，北京国际风能大会暨展览会在京举办。活动期间，中国中车（601766）展示了一系列 新产品、新技术、新方案。 具体来看，中国中车展示的26MWD300海上固定式风电机组，是目前全球单机容量最大的海上风电机 组，拥有完全自主知识产权。其风轮扫风面积约7.7万平方米，单机每年可输出高达1亿度清洁电能。展 出的20MW漂浮式海上风电机组"启航号"是全球最大功率海上漂浮式风电机组，该机组功率突破到 20MW量级，叶尖速度相当于高铁速度。在设计风速下年满发小时数约为3500小时，机组每转动一圈能 满足一个家庭2至4天的用电需求，年节约燃煤消耗约2.5万吨，减少二氧化碳排放约6.2万吨。 而让它们更显智慧的，是融入机组内部的AI人工智能技术。正是这种融合，让中国中车高铁的"中国速 度"转化为能源革命的"中国智慧"。 近年来，中国中车将高铁可靠性设计体系引 ...

编号： | 投 资 者 | 关 | 系 活 | √特定对象调研 | □分析师会议 | | --- | --- | --- | --- | --- | | 动类别 | | | □媒体采访 | □业绩说明会 | | | | | □新闻发布会 | □路演活动 | | | | | □现场参观 | | | | | | □其他 | | | 参 与 单 | 位 | 名 称 | 西部证券 | 邓宇轩，佑诗基金 王渊，浦泓资产 彭聪，东吴 | | 及人员姓名 | | | 电新 胡隽颖，开源电新 | 陈诺，友安众晟资产 张恒辉，国 | | | | | 投证券 | 文思奇，中财招商投资 陈哲文、汪志宇、朱敏敏、 | | | | | 林亚琴，华创证券 | 吴含，长江资管 曹欣，国金资管 曾萌 | | 时间 | | | 2025 年 10 月 17 | 日 | | 地点 | | | 运达股份会议室 | | | 上 市 公 | 司 | 接 待 | 董事会秘书兼副总经理 | 魏敏 | | 人员姓名 | | | 证券事务代表 | 马帅帅 | | | | | 投资者关系经理 | 葛伟威 | | | | | 1、请介绍一下公司 | 2025 年 ...

Group 1: Energy Storage - The price of large storage battery cells continues to rise, indicating strong downstream demand for energy storage [1][4] - Global large storage bidding data remains robust, with urgent energy storage needs in the US PJM grid [4] - Domestic policies are emerging to support the growth of the independent energy storage market, while European gas price increases are boosting household storage demand [1][4] Group 2: Photovoltaics - The prices of silicon wafers and battery cells have continued to rise, while module prices remain stable [2] - Strong overseas market demand is providing significant support for battery cell prices, which in turn drives the upstream price trends [2] - Overseas orders and policy environments are the main drivers supporting the photovoltaic industry chain [2] Group 3: Wind Power - The domestic offshore wind power sector continues to show high activity, with new projects being initiated [3] - Recent developments include the construction of a 500MW offshore wind project in Hainan and the approval of another 500MW project in Yangjiang [3] Group 4: Electric Vehicles - Multiple ministries have issued a "three-year doubling" plan for charging facilities, indicating strong government support for the electric vehicle sector [6] - The sales of heavy-duty trucks in September saw a year-on-year increase of nearly 80%, exceeding expectations [6] - Recommendations include focusing on stable profit segments within the battery and structural components sectors, as well as long-term attention to materials benefiting from solid-state battery advancements [6] Group 5: Robotics and Hydrogen Energy - A strategic partnership has been established between Zhaofeng and German company Neura, with significant orders being delivered [7] - The hydrogen energy sector is experiencing positive development, with national support for new technology research and a focus on green methanol projects [7] - The overall hydrogen industry is accelerating, with a focus on hydrogen production, storage, and applications [7]

Investment Rating - Industry Investment Rating: Overweight [1] Core Views - The price of large storage battery cells continues to rise, indicating strong demand in the energy storage sector. The domestic independent energy storage market is expected to grow due to supportive policies [5][30]. - The domestic offshore wind power sector remains in a high-growth phase, with significant projects such as the 500MW offshore wind project in Hainan officially starting construction [4][21]. - The photovoltaic industry shows stable pricing across the supply chain, with strong overseas demand supporting battery prices [3][14]. Summary by Sections Photovoltaics - The price of silicon wafers and battery cells continues to rise, while module prices remain stable. Strong overseas market demand is a key driver for the price trends [3][14]. - The Qinghai 136 document has initiated bidding for renewable energy projects, with a total mechanism electricity scale of 22.41 billion kWh [14][15]. - GCL-Poly's third-quarter profit reached 960 million yuan, showcasing resilience in a competitive environment [16]. Wind Power - The domestic offshore wind power sector is experiencing high growth, with significant projects like the 500MW offshore wind project in Yangjiang receiving preliminary approval [4][20]. - The Zhejiang offshore wind project has awarded contracts for ±500kV DC submarine and land cables, indicating ongoing investment in infrastructure [20]. Energy Storage - The average price of large storage battery cells has risen to 0.308 yuan/Wh, reflecting strong demand and supply dynamics [25][30]. - In September, the domestic energy storage market saw a significant increase in new installations, with a total of 3.08GW/9.17GWh added, marking a year-on-year growth of 205% in power and 171% in capacity [26]. - The PJM region in the U.S. faces urgent energy storage needs, requiring the deployment of 16-23GW of storage systems over the next 7 to 15 years to meet increasing load demands [27][29]. Hydrogen Energy - The green methanol project is set to receive national subsidies, with companies like Fuan Energy investing in significant production capacity [31][39]. - The hydrogen energy sector is experiencing favorable development trends, with national support for new technologies and financing becoming more accessible [39]. Electric Grid Equipment - NVIDIA's release of the 800V DC white paper highlights the need for high-voltage direct current solutions in data centers, driven by increased power density and load variability [40]. - Investment opportunities in the electric grid sector include companies involved in high-voltage direct current technology and related equipment [41]. Electric Vehicles - The government has launched a three-year plan to double charging facilities, aiming for 28 million nationwide by the end of 2027 [42][45]. - The heavy-duty truck market has seen a nearly 80% year-on-year increase in sales, indicating strong demand and market recovery [45]. Humanoid Robots - A strategic partnership between Zhaofeng and German company Neura has been established, focusing on humanoid robot technology and significant order potential [47][49]. - The humanoid robot sector is entering a phase of small-batch production, with investment opportunities in companies with new technologies and strong order visibility [50].

（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 ...

Core Viewpoint - The "Beijing Wind Energy Declaration 2.0" emphasizes the importance of wind energy in achieving climate goals and energy security, highlighting the potential for significant wind power development in China and globally [1][2]. Summary by Sections Wind Energy Development Potential - China has abundant wind energy resources, with over 75 billion kilowatts of economically viable onshore wind energy in the "Three North" regions and over 27 billion kilowatts of offshore wind energy within 300 kilometers, indicating a strong potential for large-scale commercial development [1][3]. Economic and Market Competitiveness - Wind energy is recognized as the most competitive power source, essential for energy transition and climate goal achievement, with a long industrial chain that can stimulate upstream and downstream industries [2][3]. Policy and Planning Initiatives - The declaration calls for the establishment of industry plans aligned with climate goals, aiming for a cumulative wind power capacity of 1.3 billion kilowatts by 2030 and 2 billion kilowatts by 2035 in China, with annual new installations of at least 12 million kilowatts during the 14th Five-Year Plan [3][4]. Innovation and Technology Development - Emphasis is placed on enhancing the innovation ecosystem through collaboration among government, industry, academia, and research institutions, focusing on key technologies and accelerating the transformation of research outcomes into practical applications [4][5]. Integrated Development and International Cooperation - The declaration advocates for integrated development of wind energy with other sectors, promoting policies for green hydrogen and zero-carbon parks, while also stressing the need for international cooperation to eliminate trade barriers and foster a resilient global supply chain [5].

Core Viewpoint - Envision Energy has launched the Galileo AI Wind Turbine, which aims to address major pain points in the wind power industry by providing more flexible and precise power generation strategies and higher reliability, marking a new phase in the application of physical artificial intelligence in the sector [1][3]. Summary by Sections Addressing Industry Pain Points - The Galileo AI Wind Turbine offers a validated solution to three major pain points in the wind power industry: inaccurate forecasting (power/load/consumption/electricity price), poor turbine performance, and high safety and quality risks. The implementation of the "Tianshu" energy model intelligent control platform has led to over a 20% increase in revenue for wind farms equipped with AI compared to those without [3][4]. Enhancing Forecast Accuracy - The "Tianji" meteorological model utilizes advanced computing power and a model with over 10 billion parameters to achieve significant breakthroughs. It integrates multi-modal data from satellites, radar, and ground stations, along with data from over 800 GW of global energy assets, to generate precise forecasts for the next 15-30 days within just three minutes [5][6]. Improving Power Generation Capability - The core of the Galileo AI Wind Turbine is a neural network with over 100 million parameters, functioning as a "super brain" for the turbine. This system, supported by high-performance chips, enables real-time online reasoning to handle complex, non-linear problems that traditional control logic struggles with. The intelligent control platform allows for real-time adjustments and self-healing capabilities, enhancing overall efficiency [7][8]. Increasing Warning Accuracy - The development of a high-fidelity digital twin platform is crucial for improving warning accuracy in the wind power sector. By leveraging AI computing power and extensive operational data, the integration of multi-modal information has significantly enhanced prediction accuracy. For instance, early detection of blade failures through sound and strain monitoring has improved maintenance scheduling, resulting in substantial operational gains [9][10]. Future of AI in Wind Power - The transition from traditional wind turbines to intelligent systems capable of understanding weather changes and market dynamics represents a significant evolution in the industry. The potential for further advancements in artificial intelligence applications within wind power remains vast [11].

中化新网讯 10月13日，中国石油在新疆建设的首个百万千瓦级风电项目——吐哈油田吐鲁番鄯善100万 千瓦风电项目，按照设计图纸完成测量放线和管沟管线安装，进入建设阶段。 吐哈油田吐鲁番鄯善100万千瓦风电项目地处新疆吐鲁番小草湖"三十里风区"。这里是我国著名的风能 富集区，年平均风速超8米/秒，年利用小时数达1855小时，为风电开发提供了充足的风能资源。该项目 总装机容量为100万千瓦，将新建160台单机容量为6.25兆瓦的风力发电机组，预计每年可提供清洁电能 超16亿千瓦时，相当于节约标准煤50万吨以上、减少二氧化碳排放超133万吨，将有效辐射带动区域内 建材、交通、设备制造等相关产业协同共进。 ...

截至2025年10月20日 10:22，上证科创板新能源指数(000692)强势上涨2.04%，成分股华盛锂电(688353) 上涨14.60%，芳源股份(688148)上涨11.95%，厦钨新能(688778)上涨5.62%，艾罗能源(688717)，先惠技 术(688155)等个股跟涨。科创新能源ETF(588830)上涨2.14%，最新价报1.43元。 消息面上，中汽协数据显示，9月，新能源汽车产销分别为161.7万辆和160.4万辆，同比分别增长23.7% 和24.6%，新能源汽车新车销量达到汽车新车总销量的49.7%，月产销创历史新高。此外，国家发展改 革委等部门近日联合印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027年）》（以下 简称《行动方案》，明确到2027年底，在全国范围内建成2800万个充电设施，提供超3亿千瓦的公共充 电容量，满足超过8000万辆电动汽车充电需求，实现充电服务能力的翻倍增长。 东吴证券指出，动储产销两旺，量利双升可期，继续强推电池板块；同时看好材料龙头、看好价格反弹 的碳酸锂；并强推Q4催化剂密集落地的固态板块。 科创新能源ETF紧密跟踪上证科创板新 ...

Core Viewpoint - China's green transition is not only a necessary response to the climate crisis but also a historical opportunity to create new growth momentum, with its achievements benefiting the world beyond its borders [1][6]. Group 1: Green Development Initiatives - The Belt and Road Initiative serves as a significant platform for promoting green development, with a vision to establish a green development pattern by 2030 [2]. - Projects like the China-Pakistan Economic Corridor and the Kenya-Monitored Railway exemplify China's commitment to green infrastructure, significantly reducing carbon emissions [2]. Group 2: Global Impact of China's Renewable Energy - China's renewable energy products, including wind and solar power, support global energy transition, with exports covering over 200 countries and regions [3]. - During the 14th Five-Year Plan, China's wind and solar product exports contributed to a reduction of approximately 4.1 billion tons of carbon emissions for other countries [3]. Group 3: International Cooperation and Capacity Building - China actively shares environmental and clean energy technologies with developing countries through various international platforms, signing over 50 cooperation documents with 42 developing nations [3]. - The establishment of the China-ASEAN Energy College enhances energy talent training and technical exchange, fostering cooperation in renewable energy [5]. Group 4: Sustainable Development and Ecological Governance - China's green practices are transforming into a driving force for global ecological governance, with initiatives like the Belt and Road Green Development Index influencing over 40 countries [3]. - The approach emphasizes that economic development and environmental protection can coexist, providing a model for sustainable growth [6].