2025年12月24日，在辽宁省开原市，辽宁省开原市庆云堡200兆瓦风电项目升压站受电一次成功， 标志着该项目正式投入运营。王翕瞳 摄 辽宁省开原市庆云堡200兆瓦风电项目共安装40台单机容量5兆瓦的风电机组。全容量投产后，预计年发 电量6.08亿千瓦时，每年节约标准煤18.65万吨，减少二氧化碳排放49.6万吨。 风电项目的顺利并网，是辽宁持续推进清洁能源建设、落实"双碳"目标的又一实质性进展。近年来，辽 宁省积极布局风电、光伏等新能源项目，加快构建清洁低碳、安全高效的能源体系。该项目投入运营 后，将进一步提升清洁能源在电力供给中的比例，为区域经济社会高质量发展注入绿色动能。 辽宁开原风电项目投运 年减碳49.6万吨 中新网铁岭12月25日电 (王翕瞳 韩宏)在辽北平原上，一排排白色风电机组迎风转动，将不息的风力转 化为清洁电能。12月24日22时58分，辽宁省开原市庆云堡200兆瓦风电项目升压站受电一次成功，标志 着该项目正式投入运营。 作为辽宁省"十四五"期间重点能源建设项目，该风电场的投运将为区域能源结构优化与绿色发展提供新 支撑。 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请 ...

Core Viewpoint - The article discusses the establishment of a "Zero Carbon Construction Research Platform" aimed at promoting the development of zero-carbon parks and factories in alignment with national carbon peak and carbon neutrality goals [2][3]. Group 1: Research Platform Work Focus - The research platform will utilize field research, topic studies, and special meetings as key methods, focusing on four core directions: research, service, cooperation, and communication [5]. - A high-end expert think tank will be formed to gather renowned experts, entrepreneurs, and technical professionals in the zero-carbon field to provide professional guidance and intellectual support [5]. - A standard system framework will be constructed to develop guidelines and certification systems for zero-carbon park construction that align with China's national conditions and have an international perspective, filling existing industry standard gaps [5]. - The platform will publish a directory of zero-carbon construction suppliers and establish a mechanism for project attraction and supply-demand matching, providing comprehensive services to parks [3][5]. - The platform will conduct pilot demonstrations and capacity building by selecting representative parks to establish joint innovation demonstration bases, enabling the development of replicable zero-carbon park construction models [5]. Group 2: Recruitment Scope - The recruitment scope for the research platform includes key entities in the zero-carbon transformation value chain, such as government departments, energy sector enterprises, consulting and construction units, major energy-consuming enterprises, certification agencies, and financial institutions [6]. - Specific types of organizations invited include national and local government departments, energy companies across various sectors, urban planning and engineering firms, and core enterprises within park development and operation [6]. Group 3: Application Method - Interested organizations wishing to join the zero-carbon construction research platform are required to fill out a participation response form and submit it to the designated email address after affixing their official seal [6][10].

12月25日，A股三大指数集体上涨，沪指录得7连涨，深证成指、创业板指录得5连涨。全市场近3800股上涨。市场热点聚焦商业航天、卫星互联网、造纸板 块。 | 代码 | 名称 | 涨幅 | 现价 几天几板� | 涨停分析 | | --- | --- | --- | --- | --- | | 001331 | 胜通能源 | +10.00% | 38.27 10连板 | 控制权变更+七腾机器人+LN | | 002969 | 嘉美包装 | +10.01% | 8.90 10大8板 | 控制权变更+三片罐龙头+海 | | 002361 | 神剑股份 | +10.02% | 11.97 6连板 | 商业航天+元人机+聚酯树脂 | | 603389 | *ST 12 TK | +5.01% | 43.00 7大5板 | 铝钛选矿+中高端家具+ST板 | | 603698 | 航大工程 | 49.99% | 37.42 5天4板 | 航天科技控股+煤气化+绿氢 | | 600179 | 安通控股 | 49.98% | 5.95 4连板 | 深南自贸区+海峡两岸+集装 | | 002789 | *ST : 7. | +5. ...

近日，在格隆汇举办的 "科技赋能·资本破局"分享会上，华金证券研究所副所长、电力设备新能源行业首席分析师贺朝晖围绕"反内卷与科 技"双轮驱动，聚焦"核聚变、AIDC供电架构、固态电池"三大科技领域展开分析。 贺朝晖认为， 反内卷 与 科技两个词 ， 说明了 电新 行业现在整体周期的驱动力，以及未来发展的驱动力。 从多项关键指标看，电新行业 或已 进入周期触底、景气回升的新阶段。 随着价格反弹、盈利能力提升，电新行业具有极大的基金持仓配置提升空间。 2026年 比较看好细分的 beta 的周期复苏方向 以及 科技 alpha 的成长方向 。 1 反内卷加速行业触底反弹 回顾 2025年，电新行业 迎来触底反弹， 全年 指数 涨幅达 39%，在市场中名列前茅。 从长周期看， 光伏、锂电、风电指数 呈现出典型的 "三年涨、三年跌"规律，波动与宏观政策及产业变迁紧密相连。 2011-2012年， 因欧美启动双反，行业表现不佳。 2013-2015年，因高额补贴与抢装， 行业迎来突飞猛进的发展 。 2016-2018年，因政策调整（ 国内 531新政 、 风电预警机监测机制的执行 ） 行业受 挫。 从基本面指标分析，电 ...

Core Insights - The energy investment in China is expected to show strong growth and transition towards greener and newer sources, with a projected completion investment of 3.54 trillion yuan in key energy projects for the year, representing an 11% year-on-year increase [1] Investment Trends - Significant investments are noted in nuclear power, onshore wind power, distributed photovoltaic, and power grids, while new energy storage, charging and swapping infrastructure, and hydrogen investments are growing rapidly [1] - Private enterprises are actively participating in energy investments, with a year-on-year increase of 15% in completed investments [1] Policy and Mechanisms - The National Energy Administration and relevant departments are establishing and improving mechanisms for private enterprises to participate in nuclear power projects, with all 10 newly approved nuclear power units in 2025 expected to attract private capital, with a maximum shareholding of 20% [1] - Initiatives are being taken to encourage private investment in hydropower projects like Danba and to support market-oriented participation in oil and gas pipeline projects, along with the approval of four large private coal mine projects [1]

Group 1 - The E Fund New Energy ETF tracks the China Securities New Energy Index, covering the entire new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, nuclear power, and energy storage batteries [1] - The index has seen a decline of -0.7% as of midday trading, with a rolling market rate of 48.4 times and an estimated value since its launch of 79.09 billion [1] - The Storage Battery ETF tracks the National Securities New Energy Battery Index, focusing on the energy storage sector, comprising 50 companies involved in battery manufacturing, energy storage inverters, and system integration [1] Group 2 - The photovoltaic sector, represented in the index, is one of the strong future energy sources, consisting of 50 representative companies from the upstream, midstream, and downstream of the industry chain [3] - The index has experienced a slight decline of -0.0%, with a price-to-book ratio of 2.5 times and an estimated value since its launch of 49.29 billion [3]

12月25日，金风科技(002202.SZ)盘初冲高超8%，高见18.96元刷新阶段高位，总市值超780亿元。 值得注意的是，金风科技昨日盘后公告称，公司持股5%以上股东和谐健康保险股份有限公司-万能产品自2025年12月19日至 2025年12月22日期间通过集中竞价方式减持公司股份3189.0599万股，占公司总股本的0.754795%。权益变动后，和谐健康持 有公司股份2.11亿股，占公司总股本的4.999998%，不再是公司持股5%以上股东。 责任编辑：栎树 股票频道更多独家策划、专家专栏，免费查阅>> 消息上，近日，印度风电市场迎来里程碑式订单。金风科技通过技术授权模式，以其当前印度单机容量最大的GWH182- 5.3MW风电机组，成功打开印度市场。 ...

消息上，近日，印度风电市场迎来里程碑式订单。金风科技通过技术授权模式，以其当前印度单机容量最大的GWH182-5.3MW风电机组，成功打开印度市 场。 值得注意的是，金风科技昨日盘后公告称，公司持股5%以上股东和谐健康保险股份有限公司-万能产品自2025年12月19日至2025年12月22日期间通过集中竞 价方式减持公司股份3189.0599万股，占公司总股本的0.754795%。权益变动后，和谐健康持有公司股份2.11亿股，占公司总股本的4.999998%，不再是公司 持股5%以上股东。 金风科技(002202.SZ)盘初冲高超8%，高见18.96元刷新阶段高位，总市值超780亿元。 ...

Core Viewpoint - The wind power industry in China is experiencing a recovery in bidding prices for wind turbines, driven by self-discipline among manufacturers and changes in bidding rules, alongside a significant increase in overseas orders for wind turbine manufacturers in 2025 [1][4]. Group 1: Wind Turbine Pricing - The average bidding price for onshore wind turbines in China from January to October 2025 is 1618 RMB/kW, reflecting a year-on-year increase of 6.86%, while the average price including towers is 2096 RMB/kW, up 9.78% [1]. - The lowest bidding price for the most popular wind turbine models increased from 960 RMB/kW in 2024 to 1439 RMB/kW in the first half of 2025, indicating a positive trend in pricing [2][3]. - The wind turbine segment achieved a revenue of 1116.50 billion RMB in the first three quarters of 2025, a year-on-year increase of 35.81%, although net profit decreased by 2.73% [3]. Group 2: Overseas Expansion - Chinese wind turbine manufacturers secured a record 19.28 GW in overseas orders in the first three quarters of 2025, marking a 187.8% increase year-on-year [4]. - Companies like Goldwind and Sany Heavy Energy have made significant strides in securing overseas contracts, including orders in Europe, which are strategically important for market expansion [4][5]. - The average price of Chinese wind turbines in overseas markets is higher than in domestic markets, with a 29% premium in the Asia-Pacific region and 45% in Europe, while still being approximately 20% lower than Western competitors [5]. Group 3: Market Outlook - The wind power industry is expected to enter a new phase of annual installations exceeding 10 million kW, supported by new national contribution targets and robust domestic market growth [1][7]. - The wind power sector aims for an annual installation capacity of no less than 12 million kW during the 14th Five-Year Plan, with cumulative capacity targets set for 2030 and 2035 [6]. - The economic and technical development potential of wind energy resources in various regions of China exceeds 75 billion kW, indicating substantial growth opportunities for the industry [7].

Group 1 - The board of directors of Dongfang Electric Corporation held its 16th meeting of the 11th session on December 24, 2025, via communication, with all 7 participating directors voting [2][3] - The board approved the investment in a 1 million kilowatt wind power project in Ruoqiang, Xinjiang, with a total investment not exceeding 322,061.30 thousand yuan, excluding working capital [2] - Dongfang Electric Wind Power Co., Ltd. will increase its investment in the project company by 659 million yuan [2]