三峡集团江苏分公司执行总经理 李涛：三峡大丰项目离岸最远的地方有80多公里，海域面积比较大，总体施工难度比较大。为此，我们自主研发了气象预 警平台，尽可能精准地预测和利用好每一个施工窗口期，为将来到更深、更远的海洋开发能源资源积累了宝贵经验。 今天（15日），随着最后一台风机成功启动，我国离岸最远海上风电项目——三峡江苏大丰800兆瓦海上风电项目实现全容量并网，标志着我国海上风电向 深远海迈进取得了又一重大突破。 0:00 三峡江苏大丰800兆瓦海上风电项目位于盐城市大丰区东北方向海域，由四个场址组成，最远点离岸距离85.5千米，是我国当前已并网离岸距离最远的海上 风电项目。项目共安装98台风电机组，配套建设3座海上升压站和一座海上救援平台。 据了解，项目预计年均发电量超28亿千瓦时，可满足140万户家庭日常用电需求，相当于节约标准煤约86万吨，减少二氧化碳排放约237万吨，为长三角地区 的能源保供和绿色低碳发展注入源源不断的清洁动能。 责编：张青津、卢思宇 ...

Core Points - The "two 15%" tax policies are central to attracting global investment and talent to Hainan Free Trade Port [1][2] - The policies include a 15% corporate income tax rate for qualifying companies and a personal income tax exemption for individuals whose effective tax burden exceeds 15% [1][3] Corporate Tax Incentives - To qualify for the 15% corporate income tax rate, companies must meet three criteria: substantial operations in the free trade port, primary business in encouraged industries, and at least 60% of total revenue from the main business [1] - The "Encouraged Industries Directory" includes over 1,100 items, covering strategic emerging industries such as biomedicine, offshore wind power, and new energy vehicles [1] Personal Tax Incentives - Individuals can benefit from the 15% personal income tax exemption if they reside in Hainan for at least 183 days in a tax year or have an income exceeding 300,000 yuan [3] - Special provisions allow certain professionals in industries like aerospace and marine exploration to qualify for tax benefits even if they do not meet the 183-day residency requirement [3] - These tax policies will remain in effect until December 31, 2027, following the full closure of the island [3]

（文章来源：每日经济新闻） 每经AI快讯，中国交建（601800.SH）12月12日在投资者互动平台表示，公司较早布局海上风电安装建 设业务，在该业务领域具有较高市场影响力，得到了业主的充分认可。 ...

Core Viewpoint - The full island closure of Hainan Free Trade Port on December 18 marks a significant step in China's commitment to high-level opening-up and the construction of an open world economy, bringing various benefits to enterprises, individuals, and regional economic development [1]. Group 1: Definition and Implementation - Full island closure refers to the establishment of Hainan Island as a special customs supervision area, implementing a policy characterized by "free on the first line, controlled on the second line, and free within the island" [2]. - The first line will include eight existing open ports for direct release of eligible imported goods, while the second line will feature ten new ports for innovative measures to facilitate goods entering the mainland [4]. Group 2: Benefits of Full Island Closure - The closure is not a restriction but an expansion of openness, aimed at attracting global quality resources and promoting high-quality development of Hainan Free Trade Port [5]. - Travel to Hainan will be more convenient, with no additional documentation required for Chinese citizens, and visa-free entry for citizens from 86 countries holding ordinary passports [6]. Group 3: Tax and Shopping Policies - The duty-free shopping policy for departing travelers has been adjusted, allowing new categories of goods such as pet supplies and musical instruments to be sold in duty-free shops [7]. - The range of "zero tariff" goods has expanded to approximately 6,600 tax items, covering about 74% of all tax items, an increase of nearly 53% compared to before the closure [9]. - The "zero tariff" goods include nearly all production equipment and raw materials, potentially saving about 20% in tax costs for importing equipment [10]. Group 4: Talent and Employment Opportunities - High-end talent working in Hainan Free Trade Port will benefit from a tax exemption on personal income tax exceeding 15% [11]. - The number of encouraged industries has expanded to over 1,100, covering sectors such as biomedicine and green building materials, with related enterprises eligible for a 15% corporate income tax reduction [11].

Core Viewpoint - Shenzhen Port Group and China General Nuclear Power Corporation New Energy signed a cooperation agreement to develop offshore wind power and integrated energy projects, aiming to create a new model of collaboration in the energy sector [2][3]. Group 1: Cooperation Agreement - The agreement focuses on the integrated development model of "offshore wind power + comprehensive energy + port-city integration" [2]. - Key projects include the construction of offshore wind power bases, offshore comprehensive energy islands, wind power operation and maintenance mother ports, and a green ship fuel supply trading center in South China [2]. Group 2: Strategic Importance - The partnership aims to enhance the operational capacity for offshore wind power maintenance and promote high-quality development in the green energy industry [3]. - Shenzhen Port Group's modern service system integrates "port hub + logistics channels + trade networks," supporting the transition to smart and green port operations [3]. Group 3: Industry Trends - The green hydrogen and ammonia industry is identified as a crucial direction for future energy transformation, with Shenzhen Port Group positioned as a strategic partner due to its global port and shipping network advantages [2]. - The green hydrogen and methanol project utilizes renewable energy for hydrogen production, contributing to global energy transition and carbon neutrality goals [2]. Group 4: Previous Collaborations - In September, Shenzhen Port Group and China General Nuclear Power Corporation New Energy signed a strategic cooperation project for integrated green ship fuel production and supply, involving 21 other organizations to accelerate the development of the green ship fuel industry in the Guangdong-Hong Kong-Macao Greater Bay Area [3]. Group 5: Regional Leadership - China General Nuclear Power Group leads in offshore wind power operations and construction in Guangdong Province and has initiated the first domestic offshore comprehensive energy island innovation platform [4].

Core Insights - The global offshore wind power industry is accelerating, becoming a significant growth area in renewable energy, with a cumulative installed capacity of 83.2 GW by the end of 2024, providing clean electricity to over 73 million households [7][18] - China has emerged as the global leader in offshore wind power, with a cumulative grid-connected capacity of 44.61 million kW by September 2025, accounting for over half of the global total [7][18] - The global supply chain is characterized by both collaborative development and structural imbalances, with the Asia-Pacific region as the main equipment supply center and Europe leading in technology research and high-end services [8][9] Market Development Overview - The average capacity of newly installed offshore wind turbines globally reached 9.8 MW, with a significant reduction in levelized cost of electricity (LCOE) by over 60% since 2010 [2][22] - China has made breakthroughs in key areas such as direct-drive technology and blade materials, with a domestic production rate exceeding 70% for main shaft bearings [2][22] - The offshore wind power market is expected to see an annual compound growth rate of 15%-28%, with annual new installations projected to exceed 30 GW by 2030 [2][10] Supply Chain Development - The offshore wind power supply chain is evolving towards an integrated system encompassing development, manufacturing, construction, and operation [26] - There are significant regional imbalances and capacity mismatches within the supply chain, with demand growth outpacing supply capacity in critical areas [26][27] - The Asia-Pacific region is the largest assembly and key component production center, while Europe and North America excel in technology research and high-end services [28] Challenges - The offshore wind industry faces macroeconomic challenges, including rising interest rates and increased capital costs, which affect project economics and financing [27] - Policy uncertainties and lengthy approval processes hinder project advancement, with many countries experiencing delays in environmental assessments and permitting [27] - The global supply chain is vulnerable to geopolitical influences, with instability in the supply of key raw materials and core components [27] Future Outlook - Establishing an open, cooperative, and mutually beneficial industrial ecosystem is essential for accelerating the development of the global offshore wind industry, with China poised to play a crucial role [10]

受美国降息影响，港股早盘高开，三大指数盘中持续走低转跌。截止午盘，恒指微幅上涨0.09%，国企 指数跌0.13%，恒生科技指数跌0.65%。大型科技股多数由涨转跌拖累市场情绪，海上风电近期密集开 标，Q4装机旺季高速增长，风电股强势；抢占春节市场，航司集体开通国际新航线，航空股集体回 暖。另外，黄金、铜等有色金属股高开低走迎来回调行情，半导体股集体弱势。(格隆汇) ...

Core Insights - The first offshore 5G base station equipped with wind turbines in Shandong Province has been officially put into operation, providing full 5G signal coverage for the South Peninsula offshore wind farm [1] - The project utilizes multi-band collaborative networking technology, ensuring intelligent operation and maintenance of offshore wind power and regional communication [1] Group 1 - The offshore 5G base station is located 30 kilometers from the coast in the Haiyang sea area of Yantai City, Shandong Province, and features a customized bracket and multi-band collaborative networking antenna installed on the wind turbine [1] - The 5G intelligent tracking antenna technology allows for automatic adjustment of the antenna angle based on the wind turbine's direction, ensuring optimal signal coverage [1][2] - The base station effectively addresses communication challenges in offshore wind farms, extending 5G signals to surrounding shipping routes, fishing areas, and anchorages, with a maximum coverage distance of 77 kilometers [1] Group 2 - The base station employs a multi-band collaborative networking scheme of 4G 900M/1800M and 5G 700M, characterized by strong diffraction capability, long coverage distance, and high transmission rates [2] - The structure of the base station is built on the wind turbine's top water-cooling heat sink platform, providing strong stability and excellent wind resistance [2] - The project features adaptive antenna calibration technology that allows for continuous and precise signal coverage, along with intelligent switching of multi-band signals to ensure communication quality in various marine scenarios [2]

Core Viewpoint - The Chinese government is promoting the development of various marine economic application scenarios to leverage the country's vast market and rich application environments, aiming to support innovative enterprises and enhance industrial capabilities [1][3]. Group 1: Marine Economic Application Scenarios - The first comprehensive marine economic application scenario list was released in Zhanjiang, Guangdong, featuring 48 scenario demands with a total investment scale exceeding 100 billion yuan, covering nine major fields including deep-sea aquaculture, marine + low-altitude applications, marine biomedicine, marine engineering, and marine low-carbon environmental protection [3]. - Among the scenarios, deep-sea aquaculture accounts for 13 items, representing over 27% of the total, providing ample validation space for various deep-sea equipment and artificial intelligence technologies [3]. Group 2: Technological Transition and Market Application - New technologies transitioning from laboratories to markets often face failures in real marine environments due to issues like wind and wave interference and salt corrosion. Open scenarios provide large-scale, high-fidelity "real-world testing grounds," which are crucial for bridging this gap [5]. - China's extensive coastline of 32,000 kilometers and approximately 3 million square kilometers of marine area provide a solid foundation for the comprehensive opening of marine economic application scenarios [5]. Group 3: Regional Development and Innovation Centers - The Sanxia Offshore Wind Power International Industrial Park in Fuzhou focuses on integrated scenarios for wind power equipment R&D, manufacturing, and installation, achieving significant advancements in offshore wind turbine capacity and establishing China's first national offshore wind power testing base [7]. - Dalian, a northern port city, is focusing on high-tech shipbuilding and marine engineering equipment, implementing a three-year action plan for high-quality development in the shipbuilding and marine engineering industry, promoting the transformation of the industry towards high-end, green, and intelligent development through the opening of advanced scenarios like deep-sea exploration and underwater robotics [9].

Group 1: Offshore Wind Power - The average annual wind speed over the sea is approximately 7.2 meters per second, with the most powerful wind turbine generating 21.6 degrees of electricity per rotation. The installed capacity of offshore wind projects in Jieyang has exceeded 900,000 kilowatts [1] - Three offshore wind power projects have been put into operation by the company in Jieyang, contributing to the local green electricity supply [1] Group 2: Green Petrochemical Industry - The company has built an oil terminal in Jieyang that has received over 60 million tons of crude oil from regions including the Americas, the Middle East, and Africa over the past three years [3] - The integrated refining and chemical project is the only domestic facility capable of processing low-quality heavy oil, with over 3 million tons of various refined products exported this year [3] - The Dannan Sea Petrochemical Industrial Zone aims to create a trillion-level green petrochemical industry cluster by promoting a full industrial chain from raw materials to end products [3] Group 3: E-commerce and Traditional Industries - The Guangdong Ming Shu Ling Nan Cross-border E-commerce Industrial Park provides one-stop services for over 30 small and medium-sized enterprises, leveraging e-commerce and live streaming to boost sales of traditional textile and apparel products [4] - The cross-border e-commerce import and export volume from Puning is expected to exceed 53 million yuan in 2024 [4] Group 4: Cultural Heritage and Tourism - The Nanshan Yingge Cultural Heritage Base in Puning has gained international attention, with performances scheduled in London, showcasing the local intangible cultural heritage [6] - A large-scale live-action show titled "Yingge Emotion," with an investment of 120 million yuan, attracted over 30,000 viewers during the 2025 Spring Festival, significantly boosting local dining and accommodation sectors by 102% [6] - The renovation of the ancient city of Jieyang is ongoing, with a focus on restoring historical buildings and enhancing cultural tourism experiences [7]