Core Viewpoint - The article highlights the advancements and strategic collaborations of Shanghai Electric in the wind energy sector, emphasizing the launch of new technologies and partnerships aimed at enhancing the reliability and sustainability of wind power solutions [6][10][20]. Group 1: Strategic Initiatives - On October 20, Shanghai Electric's Vice President Wang Yong, along with industry leaders, jointly released the "Wind Energy Beijing Declaration 2.0," focusing on achieving 50 billion kilowatts of wind power installations as part of national contributions to climate governance [5][6]. - The company participated in the CWP 2025 Entrepreneurs Forum, discussing integrated innovation development models for wind power in China, showcasing a commitment to cross-industry collaboration [8][9]. Group 2: Technological Developments - The launch of the new generation deep-sea wind turbine EW18.0-300 was announced, which aims to address deep-sea challenges with enhanced reliability and intelligence, marking a significant step in high-quality offshore wind power development [18]. - Shanghai Electric's deep-sea turbine has received certification from the China Quality Certification Center (CQC), validating its design and reliability [27]. Group 3: Collaborative Efforts - A strategic cooperation agreement was signed with Beijing Jianheng Certification Center to develop a reliability standard system for the entire lifecycle of wind power, aiming to elevate industry quality standards [20]. - Collaborations with Xuzhou Rothe Erde and China General Nuclear Power Corporation were established to focus on core component innovation and the recycling of retired wind power equipment, respectively, promoting a circular economy in the wind energy sector [22][24]. Group 4: International Engagement - The exhibition attracted numerous international clients and professionals, facilitating in-depth discussions on the application and cooperation prospects of "wind-solar-hydrogen-storage" system solutions, indicating a strong global interest in Shanghai Electric's offerings [15].

Core Insights - The wind power equipment industry is urged to enhance resource integration capabilities and transition towards becoming system solution providers due to the uncertainties in renewable energy consumption and pricing following policy adjustments [1][2] Industry Transformation - The release of Document No. 136 by the National Development and Reform Commission marks the end of fixed pricing for renewable energy, leading to increased competition with coal power and potential downward pressure on grid connection prices for renewable energy [2][3] - Industry leaders are discussing strategies to control project costs per kilowatt-hour amidst fluctuating electricity prices, with companies like Goldwind exploring "wind-storage integration" models to optimize energy trading [3][4] Technological Innovation - AI is becoming a crucial tool for companies to upgrade equipment and enhance power generation efficiency, with firms like Mingyang Smart Energy focusing on integrating AI and big data to improve lifecycle cost management and revenue prediction [3][4] - Envision Energy has launched the Galileo AI wind turbine, which combines wind power, storage, and AI models to address long-standing issues in power prediction and price volatility, achieving over 20% improvement in overall project revenue compared to traditional turbines [4] New Business Models - Companies are innovating commercial models to increase revenue, with Shanghai Electric showcasing a project that integrates wind power with biomass to produce green methanol, addressing consumption challenges and enhancing commercial viability [6] - Goldwind is also expanding into the green hydrogen and methanol sector, with significant investments planned for projects that will produce green methanol and hydrogen, securing large orders from major shipping companies [6] Resource Integration - The industry is recognizing the importance of resource integration capabilities for investment developers, as highlighted by Shankao New Energy's project that combines renewable energy with data centers to address consumption issues and meet green electricity demands [7]

Core Viewpoint - Wind power is a crucial component of renewable energy and is becoming a core engine for global energy transition, as highlighted by the Beijing International Wind Energy Conference and Exhibition (CWP 2025) held from October 20 to 22 [1][3]. Industry Overview - The theme of CWP 2025 is "Promoting Global Energy Transition and Achieving Sustainable Development," featuring nearly a thousand enterprises from over 20 countries showcasing the latest technologies and achievements in the wind power industry [3]. - Wind power capacity is rapidly increasing globally, with significant cost reductions. Onshore wind power is a proven mature technology, while offshore wind power is expected to grow rapidly in the coming years, playing a vital role in achieving carbon neutrality and sustainable development [6]. China's Wind Power Development - China has maintained the world's largest installed wind power capacity for 15 consecutive years. The National Energy Administration emphasizes the importance of local consumption and the development of offshore wind power [7]. - Key initiatives include accelerating the construction of large wind and photovoltaic bases, promoting integrated development of wind power, and enhancing international cooperation through platforms like the Belt and Road Initiative [7]. International Cooperation - Norway's ambassador to China highlighted the country's leading offshore supply chain capabilities, viewing wind power as a key area for growth in green transition [7]. - Denmark's ambassador emphasized offshore wind power as essential for achieving the country's 2050 carbon neutrality goal, while the Netherlands' representative called for international collaboration in research and innovation within the offshore wind sector [8]. Exhibition Highlights - The exhibition covered over 100,000 square meters, featuring leading global wind power companies and showcasing innovations across the entire industry chain, including core components and emerging fields like energy storage and hydrogen [9]. - Over 200 foreign enterprises participated, reflecting continued foreign interest in the Chinese market and opportunities for collaboration [9]. Technological Innovations - Mingyang Smart Energy showcased its dual-rotor floating wind platform, which successfully withstood a major typhoon, demonstrating its safety and operational stability [9][10]. - Huari Wind Power launched the SL6250/230 model, designed for various wind conditions, emphasizing high reliability and efficiency [11]. Forums and Discussions - CWP 2025 featured over 20 forums addressing industry hot topics, including AI, low-altitude economy, and carbon footprint accounting, facilitating in-depth exchanges among professionals [11]. - The "Beijing Wind Energy Declaration 2.0" was released, outlining mid- to long-term development goals for the wind power industry, including a target of 2.7 billion kilowatts of cumulative wind power development by 2030 [12][13].

10月20日至22日，2025北京国际风能大会暨展览会（CWP 2025）在北京中国国际展览中心（顺义馆）举行。作为中国风电的"风向标"与"晴雨表"，本届大 会汇聚全产业链近千家企业全景式展示风电新技术、新产品。 今年我国新能源电力全面市场化开启，"大风车"发出的电，就会像"股票"一样在市场灵活交易。针对风电项目将面临收益下降且不确定性提高的新问题，风 电龙头企业金风科技发布智能化的海陆Ultra系列风机。据介绍，这种已初步具备"经理人"思维的智能交易型风机，将传统"有风就发电"的"被动模式"，升级 为根据电价波动灵活发电的"主动模式"，高电价时多发电，增加收益，低电价时少发电，"保存实力"。 "之所以能实现自主发电，得益于其配置的智能控制系统。" 企业展台相关负责人介绍，风机的智能系统就藏在机舱头部的轮毂中，与集控中心一起，结合 市场交易信息，即可控制风机叶轮的转速、桨距角以及对风方向，从而调节风机发电的量级。据悉，这款新风机的设计运行寿命也将同步延长5年。据综合 测算，在全生命周期内，新系列产品将比传统同规格产品发电项目的收益率提升2%至2.5%左右。 据悉，来自53个国家和地区的超10万名专业观众将来到 ...

Group 1 - The E Fund New Energy ETF tracks the China Securities New Energy Index, covering the entire new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [1] - The index has shown a performance increase of 1.5% since its inception, with a rolling price-to-earnings ratio of 54.1 and an estimated return of 86.79% [1] - The E Fund Energy Storage Battery ETF tracks the National Securities New Energy Battery Index, focusing on the energy storage sector, comprising 50 companies involved in battery manufacturing and related technologies [1] - This index has experienced a performance increase of 2.1% since its inception, with a rolling price-to-sales ratio of 32.2 and an estimated return of 84.9% [1] Group 2 - The photovoltaic sector is highlighted as a strong representative of future energy, consisting of 50 representative companies across the upstream, midstream, and downstream of the industry chain [2] - The photovoltaic index has recorded a performance increase of 1.3% since its inception, with a price-to-book ratio of 2.4 and an estimated return of 47.69% [2]

从"有风就发"到"看价发电"，中国风电变"聪明"了 最新数据显示，截至目前，全国风电新增并网容量超5784万千瓦，累计并网容量5.8亿千瓦，占全国发 电装机容量的15.7%，规模以上企业风电发电量占全社会用电量的10.1%。（央视新闻） 从"有风就发"到"看价发电"，中国风电变"聪明"了 央视新闻45分钟前 热门评论我要评论 微信扫码 移动端评论 暂无评论 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com ...

Group 1 - The core point of the article is that Electric Wind Power (688660.SH) announced the completion of a share reduction plan by its controlling shareholder, Shanghai Electric, which was communicated on October 21, 2025 [1] - Shanghai Electric's share reduction plan was triggered by a change in equity that reached the 1% threshold, indicating significant movements in ownership [1] - The notification regarding the completion of the reduction plan was issued after the reduction began on September 3, 2025, highlighting the timeline of the equity change [1]

Group 1: Wind Power Development in China - China's wind power installed capacity has ranked first in the world for 15 consecutive years, with a cumulative grid-connected capacity of 580 million kilowatts, accounting for 15.7% of the national power generation capacity [2][3] - The annual new installed capacity of wind power is expected to exceed 100 million kilowatts, with a target of reaching 1.2 billion kilowatts during the 14th Five-Year Plan period and 5 billion kilowatts by 2060 [3][2] Group 2: Technological Advancements - Wind power equipment companies are increasingly integrating AI into their products, leading to smarter wind turbines that can adjust power generation based on electricity price fluctuations, potentially increasing efficiency and extending lifespan [4][5] - The introduction of AI-driven systems allows for minute-level responses in electricity trading, significantly improving operational efficiency and addressing the instability of renewable energy generation [6] Group 3: Regional Development and Economic Impact - The city of Fuxin, once reliant on coal, is transforming into a hub for wind power, with significant investments in wind turbine manufacturing and a growing local supply chain [8][9] - Fuxin is positioned as the only onshore wind power equipment industrial cluster in Liaoning Province, with major domestic wind power companies establishing manufacturing facilities in the area [9]

Core Viewpoint - Recently, Qingdao Jingfeng Yuan New Energy Co., Ltd. was established, focusing on multiple wind power businesses, indicating a strategic expansion in the renewable energy sector by the company [1] Group 1: Company Overview - Qingdao Jingfeng Yuan New Energy Co., Ltd. has a registered capital of 20 million yuan [1] - The company is wholly owned by Envision Energy Co., Ltd. [1] Group 2: Business Scope - The business scope includes wind power generation technology services, battery sales, battery parts sales, offshore wind turbine sales, and onshore wind turbine sales [1]

Core Insights - The A-share market saw a total of 93 stocks hitting the daily limit up on October 21, with notable performances from coal and combustible ice concept stocks [1] Group 1: Stock Performance - Day count of limit-up stocks includes: Dayou Energy with 6 consecutive limit-ups in coal mining, and Shenke Co. and Deshi Co. both achieving 2 consecutive limit-ups in the combustible ice sector [1] - Other notable stocks include ST Zhongdi and Yingxin Development in real estate with 3 and 2 consecutive limit-ups respectively, and Xianfeng Electronics in natural gas with 3 consecutive limit-ups [1] Group 2: Sector Highlights - The combustible ice concept is gaining traction, as evidenced by the performance of Shenke Co. and Deshi Co. [1] - Coal mining remains strong with Dayou Energy leading the sector with 6 consecutive limit-ups, indicating robust investor interest [1]