格隆汇10月21日丨海得控制(002184.SZ)在互动平台表示，公司新能源业务涉及沿海型、海上型变流器 产品。未来，公司将依托于多年的研发积累与技术储备、可覆盖海上风电所需各类变流器的产品能力、 及参与16MW的国之重器项目经验，继续加强与风机制造头部企业在海上风电领域的合作，扩大业务规 模。 ...

证券研究报告 电力设备与新能源 《风能北京宣言 2.0》发布，夯实国内 风电需求预期 华泰研究 2025 年 10 月 21 日│中国内地 动态点评 《风能北京宣言 2.0》发布，夯实国内风电需求预期 10 月 20 日北京国际风能大会开幕，全球 1000 多家风能企业的代表联合发 布《风能北京宣言 2.0》（《宣言 2.0》），目标"十五五"/"十六五"国 内风电年均新增装机不低于 120/140GW，夯实产业发展信心。我们看好在 需求增长叠加风机涨价的行业大 beta 下，风电产业链进入量利修复通道， 建议关注头部风机厂与海风&海外条线，推荐三一重能。 《宣言 2.0》设定国内风电中长期装机目标 《宣言 2.0》由包括设备商、开发商、运维商在内的全球 1000 多家风能企 业的代表联合发布。在国家自主贡献目标指引下，综合资源潜力、技术能力、 产业链韧性和市场消费需求，《宣言 2.0》为中国风电设定合理的发展目标： "十五五"期间年新增装机不低于 120GW，其中海风不低于 15GW，确保 2030 年累计风电装机达 1300GW（截至 25 年 8 月底累计装机为 579GW）； 2035 年累计装机不低 ...

Core Viewpoint - The 2025 Beijing International Wind Energy Conference and Exhibition highlights the strategic importance of the wind power industry in global climate governance and outlines new development goals for the sector [1][2]. Group 1: Industry Development Goals - The wind power industry aims for high-quality development, with a focus on expanding capacity and integrating with other energy sources [2][3]. - As of August 2023, China's wind power grid capacity reached 580 million kilowatts, doubling since 2020, contributing approximately 11% to the national electricity consumption [3]. Group 2: Achievements and Future Plans - Six major achievements in China's wind power sector include significant increases in installed capacity, continuous technological innovation, large-scale offshore wind development, diverse application scenarios, deepened international cooperation, and enhanced economic value [7]. - The "Beijing Wind Declaration 2.0" sets ambitious targets for cumulative installed capacity: 1.3 billion kilowatts by 2030, at least 2 billion kilowatts by 2035, and 5 billion kilowatts by 2060 [7]. Group 3: Action Guidelines - The declaration outlines five action points: aligning industry planning with climate goals, improving market policies, enhancing technological innovation, promoting integrated development, and deepening international collaboration [7]. - The "14th Five-Year Plan" marks the beginning of a fully market-oriented development phase for China's wind power sector, emphasizing the need for regulatory improvements and a healthy market environment [7].

人民财讯10月21日电，企查查APP显示，近日，青岛景枫远新能源有限公司成立，法定代表人为杨小 龙，注册资本为2000万元，经营范围包含：风力发电技术服务；电池销售；电池零配件销售；海上风力 发电机组销售；陆上风力发电机组销售等。企查查股权穿透显示，该公司由远景能源有限公司全资持 股。 ...

Core Viewpoint - SinoAzure showcased its commitment to advancing the wind energy sector and achieving carbon neutrality at the 2025 Beijing International Wind Energy Conference and Exhibition (CWP2025) [2][3]. Group 1: Company Overview - Since its establishment in 2006, SinoAzure has been a significant force in the development of wind energy technology in China, introducing innovations such as the 2MW onshore permanent magnet direct drive unit and the 5MW offshore wind turbine [5]. - The company participated in the exhibition alongside its European subsidiary Darwin, as well as its Inner Mongolia and Fujian branches, highlighting its global research and manufacturing capabilities [8]. Group 2: Industry Leadership - SinoAzure is the leading entity of China's only national key laboratory for offshore wind power equipment and efficient wind energy utilization, showcasing achievements in three major technological projects at the exhibition [9]. - The laboratory, approved by the Ministry of Science and Technology in March 2023, aims to address the technical challenges posed by the "oceanization, scaling, and digitalization" of wind energy [9]. Group 3: Technological Innovations - The company presented its significant breakthroughs in deep-sea wind energy, particularly the "one base, dual machine" 30MW+ floating wind turbine technology, which overcomes size limitations and enhances geographical adaptability [13]. - SinoAzure has established a European offshore prototype testing center and successfully delivered a 5MW floating unit in the Atlantic Ocean, marking its entry into the international floating wind energy market [13]. Group 4: Smart Operations - The company introduced a smart operation and maintenance solution focused on increasing power generation, reducing failure rates, and cutting maintenance costs [15]. - Its digital platform integrates intelligent warning and health management systems, enabling precise prediction and proactive maintenance of equipment [15][16]. Group 5: Green Hydrogen Initiatives - SinoAzure is advancing in the field of electricity-hydrogen coupling, showcasing a system that efficiently converts electrical energy into hydrogen, which was successfully utilized during the Beijing Winter Olympics [20]. - The company plans to develop an "offshore superconducting wind power hydrogen production integrated platform," combining floating wind energy, superconducting generators, electrolysis, and liquid hydrogen storage systems [20].

Core Viewpoint - The article highlights the launch of the SI-242 series wind turbine by SANY Renewable Energy at the 2025 Beijing International Wind Energy Conference, emphasizing its role in addressing challenges in the wind energy sector and marking a new era of "high value" in wind power development [2]. Group 1: Product Innovation - SANY Renewable Energy has introduced the SI-242 series wind turbine, which features a power range of 5.6MW to 12.5MW and a rotor diameter of 242 meters, capable of operating efficiently in wind speeds as low as 4.5m/s and as high as 25m/s, withstanding extreme wind speeds up to 63m/s [6][8]. - Compared to traditional solutions, the SI-242 model can reduce the number of required turbine installations by approximately 6% to 18%, addressing the challenges of resource scarcity and complex site selection in wind power projects [8]. Group 2: Technical Foundation - The SI-242 series is an evolution of the established 10MW turbine platform, incorporating a dual TRB main shaft system and a 3P1H integrated gearbox design, with enhanced blade root diameter and increased bolt strength, resulting in a 20% improvement in load-bearing capacity [10]. - The modular design allows for high compatibility of key components across different models, ensuring reliability and adaptability to various site conditions [12]. Group 3: Validation and Testing - Prior to its market launch, the SI-242 series underwent over 300 days of rigorous testing in Xinjiang, demonstrating its reliability and performance across extreme temperatures and conditions, with more than 1,000 preliminary tests conducted [14]. - SANY Renewable Energy has established a comprehensive testing and validation system for its products, achieving national certification for its wind power testing center, which enhances the credibility of its testing capabilities [18][20].

Core Viewpoint - Morgan Stanley believes that the stock price of Goldwind Technology will decline in the next 15 days, with a probability of occurrence estimated at 70% to 80% [1] Summary by Relevant Sections - **Impact of VAT Refund Cancellation** - The cancellation of the VAT refund may reduce the internal rate of return for wind power operators by 0.5% to 0.6% [1] - Morgan Stanley anticipates upward pressure on wind turbine prices [1] - **Financial Projections** - Goldwind Technology has accounted for a VAT refund of 386 million yuan in 2024 and 112 million yuan in the first half of 2025 [1] - **Market Position and Rating** - Morgan Stanley maintains a "Market Perform" rating for Goldwind Technology, considering the company's increasing exposure to overseas markets and a mild recovery in gross margins [1]

摩根士丹利发表研究策略，相信金风科技股价在未来15天内将下跌，此情境发生的概率约70%至80%(即 极可能)。根据大摩的估算，取消增值税退税可能会使风电营运商的项目内部回报率降低0.5%至0.6%， 因为该行预期风机价格将面临反弹压力。此外，大摩注意到金风科技在2024年计入了3.86亿元的增值税 退税，并在2025年上半年计入了1.12亿元的退税。考虑到该公司不断增加的海外业务敞口以及温和的毛 利率复苏，大摩维持对其"与大市同步"评级。 ...

中国可再生能源学会风能专业委员会秘书长 秦海岩：到2035年，我国非化石能源消费占比达到30%以上，风电、太阳能发电总装 机容量达到2020年的6倍以上，力争突破36亿千瓦。 央视网消息：记者10月20日从中国电力企业联合会获悉，截至目前，中国风电装机规模已连续15年稳居世界第一。中国风电持续 保持高速稳定发展，正进入年均新增装机1亿千瓦以上的新时代。 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%。 我国风能资源丰富，开发潜力巨大。据了解，"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。同时，我国风电整机企业加快"走出去"步伐，已 实现对全球六大洲57个国家的机组出口，7家整机商已在海外建厂或正在推进建厂计划。 CCTN/4） 中文国际 COM Des ...

在全球能源转型加速推进的关键时期，2025年国际风能展成为行业聚焦的重要舞台。恰逢成立二十周年 的天顺风能（002531），携"新能源装备制造 + 零碳实业发展"双轮驱动战略的成果亮相，不仅正式揭开 天顺海工的行业首秀面纱，更以全产业链实力与全球化布局视野，向世界展现中国新能源企业的强劲竞 争力与未来发展蓝图。 展会首日，天顺风能展台人气火爆，不少行业人士前来拜访交流，超 100 组中外客户到场围坐洽谈，气 氛热烈，交谈声与翻页声交织，满是风电人对产业的专注。 此次天顺风能的展台设计颇具心思，以蓝白为主色调，简洁又贴合清洁能源主题，视觉效果鲜明，更融 入海洋意象，呼应20年深耕风电、聚焦海工的产业方向，让参观者直观感受到天顺20年来的思考沉淀以 及未来发展方向，营造出专注的交流氛围。 此外，活动现场还安排多场交流会，各事业部聚焦核心业务展开深度分享，为行业交流搭建起高效平 台。 展望未来，天顺风能的战略蓝图更加清晰。在海工装备制造板块，将深化海上战略布局，推进各基地专 业化分工与市场精准化拓展，提升标准化制造与模块化交付能力；在零碳实业板块，加快全国布局与平 台能力建设；同时加大氢能装备制造、复合材料应用等新 ...