（文章来源：每日经济新闻） 三峡能源（600905.SH）12月30日在投资者互动平台表示，当前CCER处于市场初期，交易规模有限。 未来随着CCER市场进一步成熟、活跃度不断提升，CCER交易规模及收益预计向好发展。 每经AI快讯，有投资者在投资者互动平台提问：公司海上风电的ccer收益情况如何？ ...

证券日报网12月30日讯 ，道生天合（601026）在接受调研者提问时表示，在欧美成熟市场中，欧盟 《净零工业法案》设定了风电等产品的本地含量目标，其中"韧性贡献"要求直接限制了中国整机产品在 招标中的使用比例。 ...

Core Viewpoint - The report highlights significant growth in China's wind power capacity, indicating a strong upward trend in renewable energy adoption within the country [1] Group 1: Wind Power Capacity Growth - From January to September 2025, the newly added wind power grid-connected capacity reached 61.1 GW, representing a year-on-year increase of 56.2% [1] - As of the end of September 2025, the cumulative grid-connected wind power capacity in China reached 581.6 GW, accounting for 15.6% of the total installed power generation capacity [1]

Investment Rating - The report rates the electrical equipment industry as "Positive" [4] Core Insights - The report highlights the recovery of industry valuation driven by anti-involution measures and the growth opportunities presented by new technologies such as copper substitution for silver and the industrialization of perovskite materials [7] - The offshore wind power sector is expected to see significant growth, with companies expanding their overseas operations to enhance profitability [7] Summary by Sections Electricity Prices - The report indicates a downward trend in electricity prices for new energy, with spot prices declining due to oversupply, negatively impacting investment demand, particularly in the photovoltaic sector [1][12][21] Photovoltaics - Short-term demand for photovoltaics is weak, with production declining in recent months. The domestic market is constrained by electricity prices, while the European market faces challenges due to insufficient grid infrastructure. The U.S. market is hindered by the rapid phase-out of subsidies under the Inflation Reduction Act [2] - The focus is on the supply side, with anti-involution measures showing positive effects, leading to price recovery in the industry chain. The estimated component price is projected to be between 0.80 and 0.85 yuan/W, assuming a 5% net profit margin across various segments [2][41] - Investment opportunities are identified in the valuation recovery from anti-involution and advancements in new technologies [2] Wind Power - The report emphasizes the growth trend in wind power, particularly in the European market, where onshore and offshore wind power are expected to grow at CAGRs of 14% and 34%, respectively. The first half of 2025 saw a significant increase in offshore wind power FID amounts, which grew by 1.8 times year-on-year [3] - The report notes that the wind turbine bidding prices have been recovering since Q3 2024, indicating improved profitability for wind turbine manufacturers. The trend towards larger wind turbines is expected to ease price pressures [3][69] - The global wind power supply chain is primarily located in the Asia-Pacific region, with China being a core supplier. Many components are sourced from China for the European and American markets, providing opportunities for Chinese wind power companies to expand internationally [3][60][70]

Market Overview - The Shanghai and Shenzhen stock indices opened lower on December 30, with the Shanghai Composite Index experiencing fluctuations and a slight decline of 0.10% to close at 3961.21 points, with a trading volume of approximately 530.4 billion yuan [1] - The Shenzhen Component Index rose by 0.23% to 13568.09 points, with a trading volume of about 764 billion yuan [1] - The ChiNext Index fell by 0.06% to 3220.56 points, with a trading volume of around 339.5 billion yuan [1] Sector Performance - The gaming, C2M, and cloud gaming sectors showed strong gains at the opening, while precious metals and non-ferrous metals sectors faced declines [1] - By midday, sectors such as short drama games, chemical fibers, and engineering machinery were leading in gains, while sectors like non-ferrous metals, C2M, digital currency, and oil also saw significant increases [1] - The Hainan Free Trade Zone, newly listed stocks on the Sci-Tech Innovation Board, and BC battery sectors were among those with notable declines [1] Export Trends - In the first eleven months of 2025, China's power transformer exports are projected to reach approximately 44 billion yuan, reflecting a year-on-year growth rate exceeding 45% [2] - Saudi Arabia has become the largest export market for Chinese power transformers, surpassing the United States, with exports exceeding 5 billion yuan and a year-on-year increase of over 100% [2] Wind Power Outlook - The domestic and overseas wind power demand outlook for 2026 is optimistic, with expectations for new domestic wind power installations to reach 130-140 GW, continuing growth from the previous year's high base [2] - The growth in domestic wind power is primarily driven by onshore installations, while offshore wind power is expected to see a significant increase in new installations compared to 2025 [2] Internet Infrastructure Development - The Ministry of Industry and Information Technology has issued guidelines to accelerate the innovative development of national new-type internet exchange centers, focusing on deploying cutting-edge technologies such as AI, 400G/800G optical transmission, and quantum communication [4] - The initiative aims to enhance network switching efficiency and intelligent operation levels, supporting the development of key common technologies through collaboration among industry, academia, and research institutions [4]

Core Viewpoint - The year 2025 marks a significant period for Inner Mongolia, showcasing its commitment to high-quality development through urban construction, industrial transformation, and ecological preservation. Group 1: Urban and Economic Development - The construction of livable cities enhances the quality of life for residents, contributing to overall happiness [2] - Traditional industries are undergoing steady transformation and upgrading, while the new energy industry is accelerating its development [2] - Major projects are actively being constructed, highlighting the region's growing connectivity and economic vitality [2] Group 2: Cultural and Sports Events - The 11th Traditional Sports Games of Ethnic Minorities took place in Chifeng, promoting cultural exchange [6] - The 9th Inner Mongolia Cultural Industry Expo was held, showcasing the region's cultural assets [7] - The 5th China-Mongolia Expo opened in Hohhot, further enhancing trade relations [9] Group 3: Technological and Industrial Innovation - Breakthroughs in rare earth materials and the digital transformation of industries like dairy and traditional medicine are noted [16] - The integration of artificial intelligence into various aspects of life is becoming more prevalent [16] - The 2025 New Generation Information Technology and Application Supply-Demand Matching Expo was conducted, emphasizing technological advancements [21] Group 4: Environmental and Agricultural Achievements - The "Three-North" shelter forest program is being effectively implemented, promoting ecological sustainability [29] - The region has achieved remarkable agricultural yields, contributing to food security and economic stability [29] - The tourism sector is thriving, with unique attractions drawing visitors and enhancing the region's profile [29] Group 5: Social Welfare and Cultural Enrichment - Improvements in education, healthcare, and elder care reflect a commitment to enhancing the quality of life for residents [42] - Cultural events, such as the performance of the large-scale horse dance drama "Eternal Horse Ode," have attracted significant public interest [45] - The successful inclusion of the "Badan Jilin Desert-Sand Mountain Lake Group" into the World Heritage List highlights the region's cultural significance [49]

据悉，金风科技持有蓝箭航天部分股权，作为其他非流动金融资产核算。蓝箭航天是国内最早成立的民 营商业火箭企业之一，也是国内首家成功发射液氧甲烷火箭的民营企业。光大证券表示，金风科技短期 因商业航天行情股价快速上涨，但其氢氨醇逻辑市场预期尚较低，后续仍可重点关注。 智通财经APP获悉，金风科技(02208)昨日收涨逾13%，今日早盘回落逾8%，截至发稿，跌8.62%，报 13.88港元，成交额6.57亿港元。 消息面上，金风科技发布公告称，A股股票交易异常波动。公司前期披露的信息不存在需要更正、补充 之处，近期公司经营情况及内外部经营环境未发生重大变化。公司无控股股东、无实际控制人，不存在 关于公司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。股票异常波动期间公司第一大股 东没有买卖公司股票。 ...

Core Viewpoint - The Jilin Oilfield Angge Wind Power Project has achieved significant milestones in renewable energy generation, contributing to substantial reductions in coal consumption and carbon emissions [1] Group 1: Project Overview - The Jilin Oilfield Angge Wind Power Project is China's first large-scale green electricity delivery project and the largest single wind power project in Jilin Province [1] - Since its operation, the project has generated over 1.1 billion kilowatt-hours of electricity, equivalent to saving approximately 335,000 tons of standard coal and reducing carbon dioxide emissions by about 914,000 tons [1] Group 2: Technical Details - The project is located in Qian Guo County, Songyuan City, Jilin Province, and consists of 88 wind turbines, each with a capacity of 6.25 megawatts, resulting in a total installed capacity of 550,000 kilowatts [1] - The Jilin Oilfield has implemented a refined operational management system that includes "defect management" and "economic operation" to maintain high equipment availability [1]

Group 1 - LeiKe Defense benefits from the market enthusiasm for commercial aerospace and the synergy with the military industry, covering radar systems, satellite applications, and secure storage, aligning with trends in military equipment informatization and commercial aerospace development [1] - Aerospace Development's rise is attributed to multiple factors, including SpaceX's IPO plans and the anticipated launch of Long March 12, alongside national policies supporting commercial aerospace, leading to significant improvements in fundamentals [1] - Goldwind Technology, as a leader in the wind power industry, benefits from favorable policies and increasing installation trends, while also venturing into commercial aerospace through investments in hydrogen and methanol projects [1] Group 2 - Cuiwei Co. benefits from favorable digital currency policies, actively participating in the central bank's digital currency research and aligning with trends in digital currency and mobile payments [1] - Shenjian Co. focuses on new chemical materials and high-end equipment manufacturing, with significant growth in net profit supporting its position in the commercial aerospace sector [2] - China Satellite benefits from dual drivers of satellite internet policy support and industry development, being a core supplier for the StarNet project and holding a strong national background [2] Group 3 - TuoWei Information is deeply integrated with the Huawei ecosystem, focusing on AI server technology and smart transportation projects, attracting significant market attention from institutional investors [2] - Pingtan Development benefits from the upcoming implementation of the Pingtan Comprehensive Experimental Zone's closure policy and national support for cross-strait integration, making it a target for speculative trading [2] - The top ten popular stocks in the A-share market include LeiKe Defense, Aerospace Development, Goldwind Technology, Cuiwei Co., Shenjian Co., China Satellite, TuoWei Information, Pingtan Development, Zhongchao Holdings, and Shengtong Energy [3]

6亿千瓦，相当于超26个三峡电站的总装机。2025年，风电行业持续刷新纪录，全球最大26兆瓦级海上 风电机组、全球在运海拔最高风电项目、我国离岸距离最远海上风电项目等陆续并网。 如今，我国已向全球提供约70%的风电设备，近10年来推动全球风电成本下降超过60%。在风能资源较 好地区，陆上风电平均度电成本降至0.1—0.15元，近海海上风电平均度电成本降至约0.33元，风电已成 为具备市场竞争力的电源类型。 我国风电装机容量超6亿千瓦 相当于超26个三峡电站的总装机 本报北京12月29日电 （记者丁怡婷）国家能源局近日发布的数据显示：截至11月底，全国累计发电装 机容量37.9亿千瓦，同比增长17.1%。其中，太阳能发电装机容量11.6亿千瓦，同比增长41.9%；风电装 机容量突破6亿千瓦，同比增长22.4%。 [ 责编：刘晗旭 ] ...