Core Viewpoint - The company has established a strong technical foundation and manufacturing advantages in the fields of wind power and photovoltaic high-end equipment core components, focusing on precision metal processing, lightweight structural design, and high-reliability product development [1] Group 1: Company Expertise - The company has years of experience in the wind power and photovoltaic sectors, leading to significant technological accumulation and manufacturing strengths [1] - The technologies and products developed by the company are primarily applied in wind power and photovoltaic power station scenarios [1] Group 2: Market Exploration - The company acknowledges the distinct requirements of the space photovoltaic field, which differ significantly from ground applications, and notes that this area is still in the early stages of technological exploration and commercialization [1] - The company is committed to monitoring cutting-edge technologies and market developments in the renewable energy sector, expressing interest in pursuing new business opportunities that align with its strategic development and are commercially viable [1] Group 3: Current Product Applications - The company currently sells a small quantity of anti-loosening fasteners annually for use in components such as the umbilical support structure of the Long March series rockets [1]

市场研究部 2026 年 1 月 27 日 投资建议 建议关注海风板块海缆、海工、桩基等领域，以及海外拿单能力优异 的企业投资机会。 风险提示 1、政策落地不及预期；2、产业链价格波动；3、投资不及预期。 近期风电招中标情况更新（1.19-1.23） 事件 2026 年 1 月 19 日-2026 年 1 月 23 日风电招中标情况。 风电招标规模合计 根据风电头条，2026 年 1 月 19 日-2026 年 1 月 23 日，共 8 个项目 2487.5MW 风机启动采购，开发商是大唐、中广核、华电。 风电中标规模合计 2026 年 1 月 19 日-2026 年 1 月 23 日，不含塔筒陆上风电项目共计 1 个，规模总计 120MW，项目中标单价为 1290 元/kW。 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明 看好 市场表现截至 2026.1.23 -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 2025-01- 23 2025-04- 10 2025-06- 23 2025- ...

Core Viewpoint - The successful bid for the 2025 wind power project by China Shipbuilding Technology is a significant achievement, marking a strong start for the company's business expansion in 2026, with a contract value of 792 million yuan [1]. Market Expansion - The project is the largest onshore wind power project in Anhui Province, with a total installed capacity of 500 MW, located in Mingguang City, and is expected to be completed within 18 months [2]. - The project will utilize a "dual site simultaneous advancement" model, with two sites each planned for 250 MW capacity, including the construction of two 220 kV booster stations and over 64 kilometers of transmission lines [2]. Customized Equipment - The wind power resources in Anhui are characterized by low wind speeds, necessitating customized solutions to enhance efficiency and manage costs [3]. - The 6.25 MW onshore wind turbine, designed for low wind speed areas, features advanced technology and is capable of operating in various terrains and complex environments, improving efficiency by over 3% [3]. Product Performance - The 6.25 MW turbine has been successfully deployed in nearly 10 large wind power projects, accumulating orders of nearly 3 GW, and has been recognized as the top onshore wind turbine globally for 2025 [4]. - The new 7.X MW flagship model, launched in 2025, has shown a 12% reduction in site points compared to the 6.25 MW model, leading to a 3% decrease in overall project development costs [4]. Strategic Partnerships - The successful bid is part of the company's strategy to deepen relationships with major clients and expand in the regional renewable energy market [5]. - A framework agreement has been signed with China Coal Xinji (Jiangxi) New Energy Co., Ltd. and the local government to develop a 500,000 kW wind power hydrogen production and green methanol integration project [6]. Clean Energy Commitment - The project aims to produce 1.65 million tons of green hydrogen and 150,000 tons of green methanol annually, leveraging local wind resources [7]. - The company will provide comprehensive technical support and services for the project, enhancing its value and contributing to a complete renewable energy industry system [7]. Contribution to Carbon Neutrality Goals - The successful bid reflects the company's technical strength and market competitiveness, highlighting its role in advancing clean energy and supporting China's carbon neutrality goals [8]. - The company plans to focus on low wind speed wind power technology innovation and deepen strategic cooperation with state-owned energy enterprises and local governments [8].

据中天科技消息，近日，中天科技与山东电建签署战略合作协议，双方将在国内海上风电项目、中东地 区海缆相关项目等重点领域开展深度合作。 ...

Group 1 - The core viewpoint is that China's wind power sector is expected to experience significant growth, with a projected cumulative installed capacity of 640 million kilowatts by the end of 2025, and a year-on-year increase in new grid-connected capacity of 50.2% to 119.87 GW [1] - The optimistic outlook for the wind power industry includes expectations for a profitability reversal in the wind turbine manufacturing segment, increased export opportunities particularly benefiting from European offshore wind orders, and potential growth in domestic offshore wind segments [1] - The 2025 new grid-connected wind power capacity aligns with market expectations, driven by concentrated construction of large base projects and the execution of established installation plans by downstream owners [1] Group 2 - The outlook for new wind power installations in China for 2026 remains optimistic, with the China Wind Energy Association (CWEA) estimating 120 GW of new installations, and stable projections of around 120 GW for 2027-2028 [2] - The cumulative export of Chinese wind turbines is expected to exceed 28 GW by the end of 2025, with over 7.2 GW exported in 2025 alone, marking a year-on-year growth of over 38%, indicating that turbine exports are becoming a significant growth driver for the industry [2]

通知明确，生态保护红线、自然保护地、重要湿地、重点国有林区林地草地内不得新建、扩建风电场项 目。在上述禁建区外，支持风电场项目开发建设并规范使用林地草地。 生态保护红线、自然保护地内依法已建成风电场项目，原则上不进行改造升级。生态保护红线、自然保 护地外，重要湿地、重点国有林区林地草地、基本草原内依法已建成的风电场项目，可按照集约化、节 约化的原则进行改造升级。鼓励用地单位将风电场项目改造升级后闲置的建设用地修复为林地、草地、 湿地，推动风电开发建设与生态修复融合发展。上述区域内的风电场项目用地期满后，应当逐步有序退 出，并做好生态修复。 （文章来源：新华财经） 新华财经北京1月29日电为统筹风电开发建设与林地草地保护，推动风电场项目规范使用林地草地，促 进风电高质量发展，日前，国家林业和草原局、国家能源局联合发布《关于支持风电开发建设规范使用 林地草地有关工作的通知》。通知自发布之日起施行，有效期至2030年12月31日。 通知从支持引导风电场项目科学布局、明确风电场项目改造升级要求、规范风电场项目使用林地草地手 续办理，和强化风电场项目指导和监管四个方面，明确风电企业和社会关注的"在哪儿建设"问题。 ...

Core Viewpoint - The joint notice issued by the National Forestry and Grassland Administration and the National Energy Administration aims to balance wind power development with the protection of forest and grassland resources, promoting high-quality development of wind power projects in China [1][2]. Group 1: Planning and Development - The notice emphasizes the importance of planning in the development of wind power projects, ensuring alignment with national land use, forestry, and wind power development plans during the "14th Five-Year Plan" [1]. - It encourages the establishment of large-scale wind and solar power bases in desert, Gobi, and barren areas, promoting efficient land use for wind power projects [1][2]. Group 2: Construction Regulations - The notice delineates prohibited construction areas, including ecological protection red lines, natural reserves, important wetlands, and key state-owned forest areas, where no new or expanded wind power projects are allowed [1][2]. - In areas outside the prohibited zones, the construction of wind power facilities must avoid sensitive ecological regions, such as national public forests, wetlands, and critical habitats for wildlife, adhering to relevant legal regulations [2]. Group 3: Environmental Protection Measures - The notice mandates ecological impact monitoring and vegetation restoration, ensuring that any temporary use of forest and grassland is followed by timely restoration of the ecosystem [2]. - It emphasizes the responsibility of developers to implement effective measures to safeguard the migration of wildlife, particularly birds, during the construction and operation of wind power projects [2].

1月29日，国家林业和草原局、国家能源局发布关于支持风电开发建设规范使用林地草地有关工作的通 知。通知提出，支持引导风电场项目科学布局。鼓励风电场项目开发空间集约复合利用，优先布局在沙 漠、戈壁、荒漠等区域。生态保护红线、自然保护地、重要湿地、重点国有林区林地草地内不得新建、 扩建风电场项目。在上述禁建区外，支持风电场项目开发建设并规范使用林地草地。生态保护红线、自 然保护地内依法已建成风电场项目，原则上不进行改造升级。生态保护红线、自然保护地外，重要湿 地、重点国有林区林地草地、基本草原内依法已建成的风电场项目，可按照集约化、节约化的原则进行 改造升级。鼓励用地单位将风电场项目改造升级后闲置的建设用地修复为林地、草地、湿地，推动风电 开发建设与生态修复融合发展。上述区域内的风电场项目用地期满后，应当逐步有序退出，并做好生态 修复。 《国家林业和草原局 国家能源局关于支持风电开发建设规范使用林地草地有关工作的通知》 各省、自治区、直辖市林业和草原主管部门、能源主管部门，新疆生产建设兵团林业和草原局、发展改 革委，国家林业和草原局各派出机构、各直属单位，国家能源局各派出机构，内蒙古、吉林长白山、龙 江、伊春森工 ...

Core Viewpoint - The notification aims to support and regulate the development of wind power projects while ensuring the protection of forest and grassland areas, promoting high-quality development of wind energy [2][3][4][5]. Group 1: Support and Guidance for Wind Power Projects - Wind power projects should be scientifically planned, with coordination among various departments to ensure compliance with land use regulations and encourage development in less ecologically sensitive areas such as deserts and barren lands [2]. - New wind power projects are prohibited in ecological protection red lines, natural reserves, important wetlands, and key state-owned forest areas [2]. Group 2: Upgrade Requirements for Existing Wind Power Projects - Existing wind power projects within ecological protection red lines should not undergo upgrades, while those outside can be upgraded following principles of efficiency and conservation [3]. - There is encouragement for the restoration of idle construction land back to forest, grassland, or wetland after project upgrades [3]. Group 3: Procedures for Land Use and Approval - New or expanded wind power projects must strictly follow land use approval procedures, ensuring compliance with relevant environmental laws [4]. - Construction and maintenance roads should utilize existing pathways where possible, and new roads must adhere to industry standards to prevent soil erosion [4]. Group 4: Strengthening Guidance and Supervision - Departments are required to enhance coordination and oversight of wind power projects, ensuring that ecological monitoring and wildlife protection measures are implemented [5]. - After temporary land use, restoration of vegetation and production conditions must be conducted promptly [5]. Group 5: Implementation and Validity - The notification is effective from the date of publication until December 31, 2030 [6].

国家林草局资源司 国家能源局新能源司解读《关于支持风电开发建设 规范使用林地草地有关工作 的通知》 为统筹风电开发建设与林地草地保护，推动风电场项目规范使用林地草地，促进风电高质量发展， 日前，国家林业和草原局和国家能源局联合印发了《关于支持风电开发建设 规范使用林地草地有关 工作的通知》（以下简称《通知》）。国家林业和草原局森林资源管理司、国家能源局新能源司有 关负责同志对《通知》进行深入解读。 一、出台《通知》的背景是什么？ 三是落实山水林田湖草沙一体化保护的需要。2019年，国家林业和草原局印发《关于规范风电场 项目建设使用林地的通知》（林资发〔2019〕17号），对规范和引导风电场项目合理使用林地发 挥了重要作用。林资发〔2019〕17号文到期后，为落实山水林田湖草沙一体化保护的要求，国家 林业和草原局在充分调研的基础上，结合风电产业发展新情况、新趋势，会同国家能源局共同研究 起草了《通知》。 二、如何支持和引导风电场项目合理布局？ 党的二十届四中全会提出："优化重大生产力布局，发挥重点区域增长极作用，构建优势互补、高 质量发展的区域经济布局和国土空间体系"。为统筹生态保护和绿色能源协调发展，《通知》 ...