Group 1 - The global wind power market remains highly prosperous, with a record new installed capacity of 117 GW expected in 2024, increasing to 138 GW in 2025, and continuing to grow at a CAGR of 8.8% until 2030 [4] - TPI, a leading global wind turbine blade manufacturer, filed for bankruptcy protection in August 2025 due to ongoing losses and insolvency, currently undergoing debt restructuring [6] - TPI holds approximately 10% of the global blade market share in 2023, with a higher market share of 27% in non-China markets, indicating significant shifts in the competitive landscape of the global wind blade market [6]

（来源：风电之音） 「风电之音」获悉，11月26日，华电集团新能源产业相关项目工程内蒙古华电达茂旗首期100万千瓦风光制氢项目风力发电机组采购 批次评标结果公示。 根据公告，明阳智能为内蒙古华电达茂旗首期100万千瓦风光制氢项目中标候选人第一名，投标报价89250万元，折合单价1275 元/kW。 据悉，内蒙古华电达茂旗首期100万千瓦风光制氢项目位于内蒙古包头市达茂旗，建设100万千瓦新能源发电，其中风电700MW，安 装70台单机容量为10MW风力发电机组。 同日，忻州神池霸业梁风电场技改扩容150MW风电项目风力发电机组及其附属设备采购中标候选人公示。 根据公示，运达股份为忻州神池霸业梁风电场技改扩容150MW风电项目中标候选人第一名，投标报价28173.6万元，折合单价约1878 元/kW。 据悉，本项目拟先拆除原有66台0.75MW风电机组，在66个既有风机点位优选19个点位，重新安装19台风电机组，本次改造属于增容 改造，总装机容量150MW。其中，等容部分49.5MW，增容部分100.5MW，改造升级后不改变风电机组位置。新风电机组单机容量 为13台单机容量7.X MW、6台单机容量8.X MW ...

Renewable Energy Policy - Japan's government is planning to increase public support for offshore wind power projects [1] Industry Challenges - Rapidly increasing costs are threatening Japan's renewable energy goals [1]

S of XI XII XII chinanews.com.cn 中润镇 chinanews.com.cn of 20 旗 e f 34 组 chinanews.com.cn 20 编 chinanews.com.cn 30 ellinanews religion of 2016 LAFFILE of 2019年1 chinanews.com.cn ...

Core Insights - The article highlights the picturesque landscape of Yunhai Wind Power in Mile, Yunnan, emphasizing its aesthetic appeal and the integration of renewable energy in the region [1][3][4]. Group 1: Industry Overview - The wind power sector in Yunnan is experiencing significant growth, with an increasing number of wind farms being developed to harness the region's natural resources [5][6]. - The government is actively promoting renewable energy initiatives, aiming to reduce carbon emissions and enhance energy security [4][7]. Group 2: Company Developments - Local companies are investing heavily in wind power projects, contributing to the economic development of Mile and surrounding areas [5][6]. - The successful implementation of wind power projects is expected to create job opportunities and stimulate local economies [3][4].

Group 1 - Fangzheng Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing to quickly increase production capacity [1] - The current production capacity at the Chongqing base cannot meet customer order demands, necessitating this investment [1] - The expansion aims to strategically optimize product structure and enhance the company's ability to meet the needs of high-end clients in AI, cloud computing, and big data sectors [1] Group 2 - Huadian Technology signed a contract worth approximately 3.415 billion yuan for a 1 million kW offshore wind power project, which constitutes about 45.29% of the company's latest audited revenue [2] - This contract is expected to have a positive impact on the company's operating performance [2] Group 3 - ST Huayun applied to revoke other risk warnings after receiving a penalty notice from the China Securities Regulatory Commission for false reporting from 2018 to 2022 [3] - The company has completed a review and found no conditions warranting the risk warning, thus meeting the criteria for revocation [3] Group 4 - Meihua Biological's controlling shareholder was sentenced to three years in prison (suspended for five years) for manipulating the securities market, but this matter does not affect the company's operations [4] - The company confirmed that its production and business activities remain normal despite the legal issues surrounding the shareholder [4] Group 5 - Shanghai Xiba's board members are under investigation for suspected short-term trading, but this investigation is personal and will not significantly impact the company's daily operations [5] Group 6 - Changcheng Technology terminated plans for a change in control due to a lack of consensus on key matters, and its stock will resume trading on November 10, 2025 [6] Group 7 - Hefei China reported a 23.91% year-on-year decline in consolidated revenue for the period from January to October 2025, totaling 587 million yuan [8] Group 8 - Various companies are involved in significant project wins and collaborations, including Rayco Defense acquiring minority stakes in a subsidiary and several companies winning contracts for large-scale projects [13]

Investment Company Overview - The Bank of Lithuania approved the Company's Unsecured Fixed Rate Note Programme with a nominal value of up to EUR 50,000,000 [2] Solar Projects - The Company completed the divestment of its 2.6 MW solar project in Lithuania in September 2025 as part of its ongoing divestment process [3] - The construction of a 67.8 MW solar portfolio in Poland is nearing completion, with 49.8 MW operational and two additional projects of approximately 1.9 MW successfully connected to the grid in Q3 2025. The full portfolio is expected to be operational by March 2026 [4] - The second solar portfolio in Poland, with a total capacity of 114.0 MW, is structured in two phases. Phase I (66.6 MW) is nearing completion, with 26.47 MW energized in Q4 2024 and an additional 20 MW connected in Q2 2025. The remaining 20.2 MW is expected to be energized in the next quarter. Phase II (47.4 MW) commenced construction in October 2024 and is on track for completion by the end of 2025 [5] Wind Projects - A 112 MW wind farm project in Latvia is under construction, with all contracts finalized and long-term debt financing secured in Q4 2025. Project energization is expected in Q1 2027 [7] - The 185.5 MW wind portfolio in which the Company holds a 25% stake is operating without major disruptions, although arbitration proceedings are ongoing regarding the acquisition price calculation [8] Hybrid Projects - The Company is advancing its hybrid projects, including UAB "Pakruojo vėjas" (45 MW wind) and UAB "Ekoelektra" (70 MW solar and 100 MW wind), through final procurement stages [9] - UAB "JTPG" (70 MW solar) in Lithuania is progressing through environmental permitting to increase capacity with an additional 69 MW wind. The solar component has also made progress, with land plots secured and agreements signed [10][11]

Industry Overview - The global wind power market is projected to show significant growth, with a 4.4% increase in global power generation and a 9.6% rise in renewable energy generation, reaching 9,868 terawatt hours, which accounts for 31.6% of total power generation [4][5] - Global wind power generation increased by 8% to 2,511 terawatt hours, representing 8% of global power generation, with China leading at 997 terawatt hours, which is 40% of total wind power generation [5] Company Performance - The earnings call for Goldwind Science and Technology Company highlights the management's focus on industry performance and financial results, with key executives present to discuss these aspects [2][3]

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up by 1.04%, the Shenzhen Component Index up by 1.26%, and the ChiNext Index up by 1.54% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 15,760 billion yuan, an increase of 3,367 billion yuan compared to the previous day [1] - Over 3,700 stocks in the market experienced gains [1] Sector Performance - The steel, small metals, pork, controllable nuclear fusion, Fujian, and storage chip sectors saw significant gains [1] - The storage chip sector continued its strong performance, with stocks like Yingxin Development achieving six consecutive trading limits, and Shikong Technology achieving four consecutive trading limits [1] - CPO and other computing hardware stocks were active, with companies like Xinyisheng, Shengyi Technology, and Huilv Ecology reaching new highs during the session [1] - The steel sector maintained upward momentum, with stocks such as Xinxing Casting Pipe and Changbao Co. both hitting the daily limit [1] Declining Sectors - The wind power equipment sector mostly adjusted, with stocks like Haili Wind Power, Weili Transmission, and Pangu Intelligent experiencing declines [1] - The gaming sector also underperformed, with companies such as Youzu Network, Giant Network, and Kaiying Network showing significant losses [1]

Core Viewpoint - China has significantly reduced global renewable energy costs through technological advancements and manufacturing capabilities, establishing itself as a leader in the green energy transition [4][5]. Group 1: Cost Reduction and Global Impact - Over the past decade, China has decreased the average cost of global wind power projects by 60% and solar photovoltaic projects by 80% [5]. - Wind and solar products produced in China have contributed to a reduction of approximately 2.65 billion metric tons of carbon dioxide emissions globally in the past year [6][7]. - China's expansion in renewable energy capacity has made clean energy more affordable worldwide, according to the International Renewable Energy Agency [7]. Group 2: Renewable Energy Capacity and Leadership - China's combined installed capacity for wind and solar power accounts for nearly half of the global total, with new installations representing 60% of worldwide additions [8][9]. - The share of renewable energy in China's total power generation capacity has reached approximately 60% [9]. - China has built the world's largest and fastest-growing renewable energy system, positioning itself as a leader in energy technology innovation [9]. Group 3: R&D and International Cooperation - China's comprehensive R&D and manufacturing system for wind and solar energy provides high-quality products and solutions for both domestic and international markets [10]. - The country is enhancing global green and low-carbon development through extensive international energy cooperation and participation in global energy governance [11]. - Future initiatives will focus on institutional reforms and innovative business models, such as advanced energy storage and virtual power plants [11][12].