Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (金风科技), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The global largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, which is expected to enhance the investment value of the green hydrogen and ammonia industry chain [1] - Longjiang Securities notes the broad application potential of green hydrogen and ammonia in sectors such as chemicals, transportation, and metallurgy, indicating a favorable outlook for investments in this area [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main engines have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (02208), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The world's largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, indicating significant advancements in the green hydrogen sector [1] - Longjiang Securities emphasizes the broad application potential of green hydrogen and ammonia in industries such as chemicals, transportation, and metallurgy, suggesting a strong investment value in the green hydrogen and ammonia industry chain [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main units have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]

Core Viewpoint - The report highlights a significant growth potential in the lithium iron phosphate (LFP) market, predicting a demand surge in 2026, with production expected to reach 5.8 million tons, up from 3.9 million tons in 2025. The supply of fourth-generation LFP remains tight, with only a few stable suppliers available [1][2]. Industry Strategy - The overall strategy emphasizes the importance of repositioning at the bottom of the market, driven by the continuous implementation of new technologies and favorable supply-demand dynamics in the upstream sector. There is a focus on enhancing pricing power in the mid and upstream segments, suggesting that current market conditions present a good opportunity for investment in leading companies and upstream flexibility [1]. New Energy Vehicle Industry Insights - The new cycle in the new energy vehicle (NEV) industry has begun, with innovations in battery technology such as large cylindrical and solid-state batteries benefiting companies like CATL, EVE Energy, and Putailai. For instance, the new generation BMW iX3, equipped with EVE Energy's large cylindrical battery, achieved a real-world range of 1007.7 km, surpassing its official WLTP range of 805 km. EVE Energy is also planning a new 30 GWh cylindrical battery factory in Hungary, expected to be operational by 2026 [1][2]. Lithium Battery Cathode Supply Chain - The lithium battery cathode supply chain is expected to remain strong, with companies like Hunan Youneng, Rongbai Technology, and Tianci Materials poised to benefit. The cost of lithium iron phosphate has been rising, with November costs reported between 16,798.2 and 17,216.3 yuan per ton, an increase of 89.6 yuan per ton from October. The average market price also rose by 279.3 yuan per ton to 14,704.8 yuan [2]. Solar Energy Storage Industry Insights - The solar energy sector is witnessing a gradual uplift in the mid-term bottom, with ongoing efforts to combat "internal competition" among leading companies like Longi, Aiko, and GCL-Poly. A self-regulatory initiative has been formed, focusing on eliminating export tax rebates and controlling silicon material supply to stabilize the market. The Ministry of Industry and Information Technology has outlined six key tasks for the solar industry by 2026, emphasizing capacity regulation and innovation [2]. AI and New Energy Integration - The integration of AI in the new energy sector is gaining traction, with companies like Ningde Times and Keda Li benefiting from the application of humanoid robots in manufacturing. Ningde Times has launched the world's first production line for humanoid robots in battery pack production, marking a significant advancement in smart manufacturing [3]. Wind Power Industry Insights - The global wind power market is performing better than expected, with significant project bids reported. From January to November 2025, state-owned enterprises have opened bids for 117.97 GW of wind power projects, with onshore wind accounting for 91.33% of the total. Companies like Goldwind, Envision Energy, and others dominate the market, holding a combined share of 68.02% [4].

受此消息影响，周一欧美风电板块承压下行，包括道明尼能源、丹麦沃旭能源和维斯塔斯风力系统在内 的多家公司股价大幅下跌。暂停旨在为联邦政府留出时间，与租约持有人及州政府合作，评估能否降低 这些项目带来的国家安全风险。 项目开发商道明尼能源公司声明称，该大型项目对美国国家安全及弗吉尼亚州日益增长的能源需求(尤 其是北弗吉尼亚的数据中心和人工智能产业)至关重要，暂停将威胁电网可靠性，引发能源通胀并危及 数千个就业岗位。 美国政府宣布暂停弗吉尼亚近海风电项目，这是全美规模最大的海上风电项目，同时搁置了东海岸的另 外四个在建海上风电项目。 美国内政部长表示，暂停是因为国防部认为这些项目存在国家安全隐患，具体指风电机组的叶片和高反 光塔筒可能干扰雷达信号，遮蔽合法移动目标并形成虚假目标。 ...

2025.12. 23 本文字数：974，阅读时长大约1.5分钟 自美国总统特朗普上任首日起，就将矛头对准美国风电行业。今年1月20日，他下令暂停所有陆上及 海上风电新项目的租约与许可审批，等待联邦层面的全面审查。 纽约州民主党参议员、参议院少数党领袖舒默（Chuck Schumer）指责特朗普针对风电项目的一系 列举措 "缺乏理性"，并称内政部的这一决定将导致电费飙升。"特朗普执意扼杀海上风电项目的行 径，完全失控、毫无理性且毫无正当理由。在能源成本居高不下的当下，内政部的这项最新决定堪称 倒行逆施，必将进一步推高民众的能源账单。" 作者 | 第一财经 樊志菁 美国政府周一宣布暂停弗吉尼亚近海风电项目——这是全美规模最大的海上风电项目，同时搁置了东 海岸另外四个在建海上风电项目，此举对美国风电行业造成沉重打击。 周一欧美风电板块承压下行，道明尼能源下跌超5%，丹麦可再生能源巨头沃旭能源尾盘跳水下跌 12.7%，维斯塔斯风力系统下跌2.7%。 美国内政部长伯古姆（Doug Burgum）表示，国防部认为这些项目存在国家安全隐患，因此政府决 定暂停其合约。"经调查发现，风电机组的叶片以及高反光塔筒存在干扰雷达信 ...

弗吉尼亚项目开发商道明尼能源（Dominion Energy）资料显示，弗吉尼亚近海风电项目规划建设176台 风机，投产后可为超过60万户家庭供电，原计划于明年完工。 该公司在声明中称，这一大型项目对美国国家安全以及弗吉尼亚州激增的能源需求至关重要。北弗吉尼 亚是全球最大的数据中心枢纽，人工智能产业的需求增长正导致该州电价持续走高。"无论暂停弗吉尼 亚近海风电项目多久，都将威胁美国部分关键军用设施、人工智能设施及民用设施的电网可靠性，"道 明尼能源表示，"这一举措还将引发能源通胀，并危及数千个就业岗位。" 自美国总统特朗普上任首日起，就将矛头对准美国风电行业。今年1月20日，他下令暂停所有陆上及海 上风电新项目的租约与许可审批，等待联邦层面的全面审查。 纽约州民主党参议员、参议院少数党领袖舒默（Chuck Schumer）指责特朗普针对风电项目的一系列举 措 "缺乏理性"，并称内政部的这一决定将导致电费飙升。"特朗普执意扼杀海上风电项目的行径，完全 失控、毫无理性且毫无正当理由。在能源成本居高不下的当下，内政部的这项最新决定堪称倒行逆施， 必将进一步推高民众的能源账单。" 美国内政部称，项目存在国家安全隐患。 ...

在200米高空稳定运行的20兆瓦风电机组，其核心奥秘不仅在于迎风旋转的叶片，更隐藏在机舱深处的 齿轮箱中。"齿轮箱堪称风机的'心脏'，齿轮箱部件则是支撑心脏稳健跳动的'筋骨与瓣膜'。"锡华科技 董事长王荣正在接受上海证券报记者专访时表示。 04:50 3 31 C 在200米高空稳定运行的20兆瓦风电机组，其核心奥秘不仅在于迎风旋转的叶片，更隐藏在机舱深处的 齿轮箱中。"齿轮箱堪称风机的'心脏'，齿轮箱部件则是支撑心脏稳健跳动的'筋骨与瓣膜'。"锡华科技 董事长王荣正在接受上海证券报记者专访时表示。 12月23日，锡华科技登陆沪市主板。这家创立于2001年的企业，在中国风电行业快速发展期见证并参与 了由小到大的产业全过程。 "回想创业初期，国内风电机组单机容量仅为0.75兆瓦至0.8兆瓦，如今已跃升至20兆瓦。"王荣正感慨 道。二十余年来，锡华科技始终专注于风电齿轮箱专用部件的研发、生产与销售，已成长为该领域的核 心供应商之一。公司也正凭借着多年的技术积累与持续创新，在风电大型化与深远海化的浪潮中稳步前 行。 择"难"而行，以技术筑牢护城河 1981年，王荣正考入大学，攻读焊接工艺与设备专业。彼时，他亲身感受 ...

俯瞰平潭口 岸金井港区。（资料图片） 城市面貌日新月异、重大项目纷至沓来、新兴产业落地生根、旅游景区提质升级……冬日里，放眼岚岛大地，处处涌动着蓬勃活力。 时间的年轮，镌刻着奋斗的轨迹。 郁郁葱葱的平潭岛 江信恒 摄 HITANT The F Same 12 or will 1 上海上 【 】 【 】 16 , No. Are 2 12 11:5 in there the 1 Personal s 8 and and 1971 II N CONSULERE HERE II 1 read not HIHI e and the the first the first 0 Prope ESTAN 11 ll ( 14 r 1 or horner and the and 2020 10:00 argament e the and and the states of the states 1 ::::: the state 1200 the the first the state t and the the state the state t - 13 the 13 universion in a 16 400 1 1 ...

1981年，王荣正考入大学，攻读焊接工艺与设备专业。彼时，他亲身感受到国内机械行业与国外的巨大 差距，而这恰恰点燃了他内心的火种。"我们这一代人，肩上扛着追赶西方技术的使命。"怀揣这份责任 感，他毅然投身方兴未艾的风电行业。 在200米高空稳定运行的20兆瓦风电机组，其核心奥秘不仅在于迎风旋转的叶片，更隐藏在机舱深处的 齿轮箱中。"齿轮箱堪称风机的'心脏'，齿轮箱部件则是支撑心脏稳健跳动的'筋骨与瓣膜'。"锡华科技 董事长王荣正在接受上海证券报记者专访时表示。 12月23日，锡华科技登陆沪市主板。这家创立于2001年的企业，在中国风电行业快速发展期见证并参与 了由小到大的产业全过程。 "回想创业初期，国内风电机组单机容量仅为0.75兆瓦至0.8兆瓦，如今已跃升至20兆瓦。"王荣正感慨 道。二十余年来，锡华科技始终专注于风电齿轮箱专用部件的研发、生产与销售，已成长为该领域的核 心供应商之一。公司也正凭借着多年的技术积累与持续创新，在风电大型化与深远海化的浪潮中稳步前 行。 择"难"而行，以技术筑牢护城河 14,000 3 3 3 3 0 在风机中，齿轮箱是将叶片从每分钟仅约1转的低转速，提升至发电机所需近300 ...

"股市似乎正进入年底前的乏味时期，"Singular Bank策略主管Roberto Scholtes表示，"鉴于今年各行业和 个股表现不均衡，可能会出现从年内大涨板块向表现落后板块轮动的情况，这种趋势可能会持续到1月 初。" 欧洲股市表现平淡，而矿业股随大宗商品走高，交易员密切关注委内瑞拉的地缘政治前景。 个股方面，丹麦风电开发商沃旭能源股价暴跌13%。此前，特朗普政府以国家安全考量为由，暂停美国 东海岸五个海上在建风电场的租约。 欧洲斯托克600指数收盘基本持平。美国总统唐纳德·特朗普加大对委内瑞拉封锁力度后，大宗商品价格 走高，矿业股领涨。保险股亦升，而汽车和食品饮料板块跌幅居前。 责任编辑：丁文武 欧洲斯托克600指数收盘基本持平。美国总统唐纳德·特朗普加大对委内瑞拉封锁力度后，大宗商品价格 走高，矿业股领涨。保险股亦升，而汽车和食品饮料板块跌幅居前。 个股方面，丹麦风电开发商沃旭能源股价暴跌13%。此前，特朗普政府以国家安全考量为由，暂停美国 东海岸五个海上在建风电场的租约。 "股市似乎正进入年底前的乏味时期，"Singular Bank策略主管Roberto Scholtes表示，"鉴于今年各行业 ...