（文章来源：证券日报） 证券日报网讯运达股份10月20日发布公告，在公司回答调研者提问时表示，2025年1-6月，公司新增订 单11，974.28MW；截至2025年6月底，累计在手订单45，866.86MW，其中2MW-4MW（不含4MW）风 电机组998.70MW，4MW-6MW（不含6MW）风电机组8，223.24MW，6MW及以上的风电机组36， 644.92MW。 ...

（文章来源：证券日报） 证券日报网讯运达股份10月20日发布公告，在公司回答调研者提问时表示，中国的陆上风电无论在技术 水平还是供应链保障能力上均处于世界一流水平，成本端的优势愈加明显，国际竞争力持续增强，未来 全球很多区域的中国风电机组占比将持续提升。2024年公司海外中标容量同比增长超100%，连续两年 保持翻倍增长，并在中东、北非等市场实现突破，首次获取项目订单。公司未来将加速全球战略布局， 加大海外新业主开拓力度，提升海外订单规模，打造公司未来盈利增长点。 ...

（2025北京国际风能大会暨展览会现场。张英英/摄影） 作为中国风电产业发展的"风向标"与"晴雨表"，本届大会发布了《风能北京宣言2.0》（以下简称"《宣言》"），明确提出，"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。 根据《宣言》提出的目标，到2030年，中国风电累计装机容量达到13亿千瓦，2035年累计装机不少于20亿千瓦，2060年累计装机达到50亿千 瓦，助力能源领域率先实现碳中和。 《宣言》指出，风电能够在实现国家自主贡献目标中发挥关键作用。中国风能资源丰富，开发潜力巨大。有关数据显示，"三北"地区陆上风能 资源经济技术开发量超过75亿千瓦，通过本地消纳与跨区平衡，可提供最低成本的电力供应；中东南部陆上风能资源经济技术开发量超过25亿 千瓦，因地制宜集约发展空间广阔；离岸300公里范围内海上风能源资源经济技术开发量超过27亿千瓦，已进入大规模商业化开发阶段。在此背 景下，中国风电正迈入年均新增装机1亿千瓦以上的新时代。 面对"十五五"风电全面市场化发展的关键阶段，《宣言》倡议进一步完善产业政策体系。期待国家主管部门加紧完善体制机制，深化电 ...

财政部近日发布调整风力发电等增值税政策，对陆上风电、海上风电、核电实行差异化增值税政策。自 今年11月1日起，废止2015年出台的陆上风力发电增值税优惠政策；自11月1日起至2027年12月31日，对 纳税人销售自产的利用海上风力生产的电力产品，实行增值税即征即退50%的政策。2025年10月31日前 国务院已核准但尚未正式商业投产的核电机组，核力发电企业生产销售电力产品，自正式商业投产次月 起10个年度内，实行增值税先征后退政策，退税比例为已入库税款的50%。 因此，新政对成长中的海上风电和核电都采取了"过渡期差异化扶持"策略。其中海上风电延续增值税即 征即退50%至2027年底，后者采用"新人新办法、老人老办法"，即对已核准未投产项目保留10年退税 期，而2025年11月后新核准机组则完全退出补贴序列。 当政策红利"退潮"，真正具备技术竞争力的企业也会浮出水面。新政给新能源产业设置"断奶"时间点信 号明朗。这也意味着，2027年海上风电退补后能否实现平价，其实取决于漂浮式技术突破与深远海开发 权的获取；核电企业则需要直面市场化电价考验。 （大众新闻·经济导报记者 初磊） 国家能源局数据显示，今年上半年我国 ...

Core Points - The "Wind Energy Beijing Declaration 2.0" was officially released during the 2025 Beijing International Wind Energy Conference, setting ambitious targets for wind power installation in China [1] - The declaration aims for an annual new installation of no less than 120 million kilowatts during the 14th Five-Year Plan period, with a cumulative installed capacity of 1.3 billion kilowatts by 2030, 2 billion kilowatts by 2035, and 5 billion kilowatts by 2060 [1] - The previous "Wind Energy Beijing Declaration 1.0" had set lower targets, which have been exceeded, indicating significant growth in China's wind power industry [1] Industry Insights - The declaration is based on consensus from over 1,000 wind energy companies globally and aligns with China's new round of national contributions to climate goals [2] - It emphasizes that China's onshore and offshore wind energy resource development potential exceeds 12.7 billion kilowatts, positioning wind power as a highly competitive low-carbon energy source [2] - The declaration outlines five key initiatives: aligning industrial planning with climate goals, improving market policies for high wind power ratios, collaborative research on key technologies, promoting integration with hydrogen and ammonia industries, and deepening international cooperation to build resilient supply chains [2] - The declaration is seen as a guiding framework for the long-term development of the wind power industry and highlights China's commitment to global energy transition [2]

Core Insights - The wind power industry is positioned as a key driver of green energy and is at a critical juncture for future energy dynamics [1] - The 2025 Beijing International Wind Energy Conference and Exhibition (CWP 2025) is taking place from October 20 to 22, 2023, in Beijing, focusing on global energy transition and sustainable development [3] Industry Overview - The conference theme is "Promoting Global Energy Transition, Working Together for Sustainable Development," attracting experts and nearly a thousand companies from the wind power sector, along with over 100,000 professional attendees [3] - The event will feature discussions on the future of wind power, energy transformation, and sustainable development, with participation from international representatives and experts from organizations like the World Economic Forum (WEF) and the Global Wind Energy Council (GWEC) [3] Exhibition Highlights - CWP 2025 showcases exhibitors from over 20 countries, including China, Germany, Denmark, and the Netherlands, highlighting the latest technologies and achievements across the entire wind power industry chain [5] - The exhibition aims to cover the full industry chain, from complete machines and core components to emerging fields like energy storage and hydrogen energy [5] Policy and Initiatives - The conference will launch the "Beijing Wind Energy Declaration 2.0," aimed at uniting global consensus in the wind power industry and providing a clear action path for addressing climate change and achieving national climate goals [5] - The declaration outlines five initiatives to accelerate wind power development, including aligning industry planning with climate goals, enhancing policy frameworks, increasing technological innovation, promoting integrated development, and deepening international cooperation [5] Development Goals - Under the guidance of national contribution targets, the declaration sets a reasonable development goal for China's wind power, aiming for an annual new installed capacity of no less than 120 million kilowatts during the 14th Five-Year Plan, with offshore wind power contributing at least 15 million kilowatts annually [7] - By 2030, the cumulative installed capacity of wind power in China is expected to reach 1.3 billion kilowatts, with targets of 2 billion kilowatts by 2035 and 5 billion kilowatts by 2060, supporting the energy sector's goal of achieving carbon neutrality [7]

Group 1 - The market is experiencing fluctuations due to a combination of cautious sentiment and external news, leading to a shift of funds from the previously high-performing technology growth sector to defensive sectors like banking and coal [1] - The manager from Changcheng Fund, Han Lin, emphasizes the importance of focusing on stocks with positive third-quarter earnings expectations, particularly in the AI-driven technology growth sector [1] - Han Lin notes a change in market structure, with funds becoming more diversified and moving towards sectors with marginal improvement logic, such as domestic computing power, semiconductors, new energy, and robotics [1] Group 2 - Looking ahead to the fourth quarter, Han Lin believes that the October earnings forecast period will give more weight to short- and medium-term performance, continuing to focus on stocks with strong third-quarter earnings expectations [1] - The overseas computing power chain is expected to have high potential for performance, with interest gradually spreading to domestic computing power and self-controlled sectors [1] - There are opportunities in the gaming sector driven by bottom-up discovery of blockbuster products, with current valuations remaining reasonable [1] - Sectors represented by energy storage and wind power, which are relatively low and have marginal improvement logic, may also possess comparative advantages [1]

回顾上周A股市场，主要指数涨少跌多，大盘风格相对占优，全A日均成交额为21，928.52 亿元。行业 方面，全周申万一级行业涨少跌多，银行、煤炭、食品饮料等表现相对较好；汽车、传媒、电子等表现 相对较差。 宏观分析：期待更多政策发力和效果显现 国内经济方面，核心CPI同比继续回升，政策端边际加码稳定经济预期。具体来看，9月CPI同比回升 至-0.3%，PPI同比回升至-2.3%，价格端总体仍有待提振。特征如下：1）核心CPI同比持续走高，主要 受消费补贴政策及金价上涨等因素推动；2）市场对"反内卷"政策的效果有较强的预期，7月以来工业品 价格的上涨在原材料及上游环节。近期政策端已在边际加码，包括超一线城市放松地产限购、第四批国 补资金落地、5000亿元新型政策性金融工具启动投放，后续仍可期待更多政策发力及效果显现。 因此，短期来看，因资金筹码、事件冲击、交易情绪变化带来的调整，可能也为投资布局提供了较好时 点。更长远来看，在无风险利率下行、宽流动性、盈利预期好转、资产重估的背景下，股市后续表现仍 旧值得期待。 政策方面，当下宏观定调整体仍积极，上周财政开始加码，或是四季度宏观经济托底核心。财政发力支 持扩大有 ...

金风科技发布公告，为全资子公司金风国际旗下的金风澳洲提供担保。金风澳洲与Zenith Energy签署运 营维护协议，金风科技与其签署《母公司担保协议》，担保金额13345995.62澳元（约合人民币 61707879.95元），期限预估从2025年至2043年。金风澳洲主营风电场业务，截至2025年8月31日，资产 总额189859.31万元，负债总额172628.12万元。本次担保在股东会批准额度内，无需董事会审议。担保 后，公司及控股子公司对外担保余额10.54亿元，无逾期担保等情况。 ...

当全球能源转型从战略共识迈入全面行动的关键窗口期，风电产业作为绿色动力的核心引擎，正站在决定未来能源格局的十字路口。产业链韧性如何增强？ 全球市场壁垒如何破除？这些时代之问，亟待一场汇聚智慧、链接全球的行业盛会予以解答。 9月24日，国家主席习近平在联合国气候变化峰会发表视频致辞，宣布中国新一轮国家自主贡献：到2035年，中国全经济范围温室气体净排放量比峰值下降 7%—10%，力争做得更好。非化石能源消费占能源消费总量的比重达到30%以上，风电和太阳能发电总装机容量达到2020年的6倍以上、力争达到36亿千 瓦，森林蓄积量达到240亿立方米以上，新能源汽车成为新销售车辆的主流，全国碳排放权交易市场覆盖主要高排放行业，气候适应型社会基本建成。 这是我国首次提出碳达峰阶段后全经济范围、全温室气体净排放下降等一揽子应对气候变化目标，系统性构建了涵盖能源和产业转型、政策工具创新等多维 度指标的行动纲领，标志着我国迈入了更加系统全面的低碳韧性发展新征程。在此背景下，深化全球合作、构建安全稳定且富有韧性的风电全产业链，已不 再是选择题，而是必答题。 大咖云集 呈现高规格对话与全链展示 本届大会将邀请多个国家驻华代表和国内 ...