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 ...

近日，龙源电力所属工程技术公司凭借"国产化系统驱动的风电机组智能运维关键技术与应用"成果，荣获2025年度"中国能源研究会科技进步 奖"一等奖。该成果标志着我国在风电机组全链条智能运维领域实现重大技术突破，为集团推进控制系统全面国产化替代奠定了坚实的技术基础 与品牌信誉。 建立了涵盖功能算法、通讯协议等在内标准化技术体系，提升系统互操作能力，推动透明化与规范化。 目前，该项目成果已在全国20余省份、超400余座新能源场站成功应用，实现37GW新能源资产的全场景覆盖，展现出广泛的适用性与显著的实践 效益。该奖项彰显了龙源电力在风电智能运维与自主创新方面的领先实力，为行业提供了可复制、可推广的技术范式，对提升我国新能源项目整 体运维水平具有重要示范意义。 近日，龙源电力所属工程技术公司凭借"国产化系统驱动的风电机组智能运维关键技术与应用"成果，荣获2025年度"中国能源研究会科技进步 奖"一等奖。该成果标志着我国在风电机组全链条智能运维领域实现重大技术突破，为集团推进控制系统全面国产化替代奠定了坚实的技术基础 与品牌信誉。 自主可控 该项目成功研发自主可控风电机组主控系统，突破高频采集与传输长期依赖国外系统的技术 ...

Investment Rating - The report maintains an investment rating of "Recommended" for the electric new and public utility sectors [2][5]. Core Insights - The 2025 China Photovoltaic Industry Annual Conference was held, focusing on high-quality development and innovation in the photovoltaic sector [4][25]. - The wind power sector is advancing with international projects, such as the BC-Wind offshore wind project in Poland, which has a planned capacity of 390MW [4][26]. - Significant progress has been made in solid-state battery technology, enhancing the performance and stability of lithium batteries [4][27]. - The share of non-fossil energy consumption in China is expected to exceed the target of 20% during the 14th Five-Year Plan period, with substantial investments in renewable energy projects [4][27]. Industry Summary Photovoltaic Sector - The photovoltaic industry is undergoing a transformation aimed at improving quality and efficiency, with a focus on technological innovation [4][25]. - The market is experiencing price adjustments in the supply chain, with recent increases in silicon material prices and expectations for further price stability [29][30]. - The average price for N-type battery cells has risen to 0.3 RMB per watt due to increased silver prices [32]. Wind Power Sector - The domestic wind power sector saw a significant increase in installed capacity, with 8.92GW added in October 2025, representing a year-on-year growth of 34% [40]. - The BC-Wind project in Poland marks a notable international expansion for companies like 大金重工, which is manufacturing foundational components for the project [26]. Lithium Battery Sector - Research teams from Tsinghua University have made advancements in solid-state lithium metal batteries, improving their performance under high current densities and low temperatures [4][27]. Public Utility Sector - The investment in energy projects is projected to reach 3.54 trillion RMB in 2025, reflecting an 11% year-on-year growth [27]. - The transition to green and low-carbon energy is accelerating, with expectations for renewable energy to constitute over 50% of total power generation capacity by 2030 [5][27]. Investment Recommendations - The report suggests focusing on leading companies in the photovoltaic sector such as 爱旭股份 and 隆基绿能, as well as key players in the wind power and lithium battery sectors [5][43].

Group 1 - The core project involves the procurement of wind turbine generators (including towers and box transformers) for the Xinjiang Huadian Tacheng and Bole County 1.05 million kW wind power project [1][8] - The project is divided into two bidding sections: Section One for 560 MW with a bid price of 1,063.53495 million yuan and Section Two for 490 MW with a bid price of 988.958 million yuan [2][9] - The specifications for Section One include wind turbine models with capacities between 6 MW and 8 MW, with a maximum of 77 turbines, while Section Two requires turbines with capacities from 8.0 MW to 8.99 MW, with a maximum of 61 turbines [10] Group 2 - The China Power Construction Corporation announced the procurement of wind turbine generators for a 350 MW wind farm project associated with the advanced computing cluster project in Xinjiang [4][13] - The successful bidder for this project is SANY Heavy Energy, with a bid price of 667.163 million yuan [4][15] - The quality of the bid from SANY Heavy Energy is classified as qualified [15]

人民财讯12月22日电，广东建工(002060)12月22日公告，12月21日，全资子公司广东水电二局集团有限 公司下属广东粤水电能源投资集团有限公司投资建设的粤水电布尔津县风电项目（三期50万千瓦）项目 首台机组（10MW）并网发电运行。截至目前，公司累计已投产发电的清洁能源项目总装机 5094.52MW。 转自：证券时报 ...

证券代码：300772 证券简称：运达股份 运达能源科技集团股份有限公司投资者关系活动记录表 编号： | 资 者 | | 系 | | √特定对象调研 | □分析师会议 | 投 | 活 | | 关 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 动类别 | | | | □媒体采访 | □业绩说明会 | | | | | | | | | | | □新闻发布会 | □路演活动 | | | | | | | | | | | □现场参观 | | | | | | | | | | | | □其他 | | | | | | | | 与 | 单 | 名 | 称 | 国信证券 徐文辉，中信建投 | 何人珂，东吴证券 胡隽颖 | 参 | | 及人员姓名 | 位 | | | 时间 | | | | 2025 年 12 月 22 日 | | | | | | | | 地点 | | | | 运达股份会议室 | | | | | | | | 市 | 公 | 接 | | 董事会办公室主任兼证券事务代表 | 马帅帅 | 上 | | | 司 | 待 | | ...

人民财讯12月22日电，12月20日，明阳集团董事长张传卫在越南河内与越南企业Vingroup董事长范日旺 (Pham Nhat Vuong)举行会谈。双方就越南及全球市场战略合作达成共识，并签署2GW风机订货协议。 基于该协议，双方将充分发挥各自优势，共同致力于在全球范围内开发总规模超过20GW的风电项目。 ...

Group 1: Lithium Battery Industry - The lithium battery industry has emerged from a cyclical bottom, with demand maintaining unexpectedly high growth, leading to price stabilization and profit recovery in various segments [4][19] - In 2025, the domestic new energy vehicle sales are expected to reach 16.5 million units, a year-on-year increase of 28%, driven by policies and market demand [19][20] - The battery segment is anticipated to see price increases and a cyclical upturn in 2026, benefiting from unexpected growth in energy storage demand and new technologies [4][48] Group 2: Photovoltaic Industry - The photovoltaic industry is undergoing a "de-involution" process, optimizing the supply side and driving high demand for energy storage, with significant growth expected in 2026 [6][28] - The integration of energy storage and photovoltaic systems is expected to enhance the economic viability of storage solutions, leading to sustained high growth in the energy storage sector [6][36] - Key beneficiaries in the photovoltaic sector include leading companies in silicon materials and integrated component manufacturers, such as Tongwei Co., Ltd. [6][28] Group 3: Wind Power Industry - The domestic wind power installation is expected to remain high, with the "de-involution" orders stabilizing prices and improving overall industry profitability [7][8] - The global offshore wind power market is entering an expansion phase, driven by technological advancements and supportive policies, creating growth opportunities for domestic manufacturers [7][8] - Companies that have successfully entered overseas markets and secured significant orders are expected to see strong performance in the coming years [7][8] Group 4: Investment Strategies - Investment opportunities in the lithium battery sector should focus on companies with strong pricing power and profitability, such as Guoxuan High-Tech and other related beneficiaries [4][5] - In the photovoltaic sector, investment should target companies benefiting from the "de-involution" process and those involved in energy storage solutions, such as Sungrow Power Supply [6][28] - For the wind power industry, attention should be given to companies with established overseas operations and strong product profitability, particularly in offshore wind components [7][8]

Core Insights - The "14th Five-Year Plan" has marked a significant transition for China, moving from being a technology follower to a leader in key industrial sectors, thereby reshaping its relationship with the global economy [2][3]. Group 1: Technological Advancements - During the "14th Five-Year Plan," China has achieved breakthroughs in becoming a technology leader in several critical industries, including telecommunications, electric vehicles, solar panels, wind energy, drones, industrial control systems, batteries, and artificial intelligence [2][3]. - This shift indicates that China is no longer just a supplier of replaceable medium-tech products but plays an irreplaceable role in other countries' critical infrastructure, such as power systems and transportation networks [3]. Group 2: R&D Investment - China's R&D expenditure as a percentage of GDP stands at 2.6%, significantly higher than that of other developing countries and surpassing three G7 economies, although it still lags behind the US and other G7 nations [4]. - The effectiveness of R&D investments is not immediately visible, as the correlation between R&D spending and economic growth is low, with a negative correlation of -0.31 among the world's top ten economies [5]. Group 3: Future Outlook - To maintain its leading position in new productive forces, China must continue to increase its R&D investment ratio and sustain its investment levels relative to the US and Western economies [6]. - The ongoing transition to renewable energy and sustainable transportation systems will take decades, and China's advancements in these areas will contribute to organic growth and a more central role in the global economy [3].