1月24日，在湖南岳阳一座飞艇库里，一个外形独特、约13层楼高的"空中发电站"静静悬浮，通体流 畅，形似一尾优雅的"巨鲸"。这是由中国创新型科技企业临一云川能源技术有限公司（简称"临一云 川"）自主研发的全球首台适用于城市环境的兆瓦级S2000浮空风力发电系统。 ◎漫画/杨仕成 与传统风力发电类似，S2000浮空风力发电系统同样依靠风推动叶片旋转发电，区别在于它的发电设备 不在地面，而在空中。"高空风能资源更丰富、风速更高、稳定性更强，发电效率也相应提升。"翁翰钶 说，风经过该系统涵道结构后会加速，带动发电机运转，电能通过缆绳输送至地面，经变流即可并网， 满发状态下，每小时可发电1000度。据宗欣 "你可以把它想象成天空中的'移动电源'。"临一云川联合创始人、首席技术官翁翰钶介绍，该系统由轻 质浮空囊体、高效涵道风机、智能系缆与地面控制站组成。囊体内充满氦气，14000立方米氦气可产生 约14吨浮力，而系统总重约11吨，依靠浮力就可以"飞"起来。主气囊内还设有两个自动调节的空气囊， 能随温度变化维持内部压力平衡。 ...

（来源：中国航空报） 此外，该研究鼓励人们进一步探索锯齿边缘气流调控的基本机制。了解这些改性点处的精确流动相互作用，有望为下一代翼型的设计 开辟新的途径。未来的研究项目可以基于这些发现，通过试验不同的锯齿结构，分析不同形状和尺寸如何影响整体空气动力性能。 研究团队通过大量的计算流体动力学模拟，细致地分析了改进型NACA 6412翼型周围的气流模式。其翼型边缘如同锯齿一般，扰乱了 气流的平稳流动，产生可控湍流，从而改善了高低动量流体层的混合。这种混合过程有效地减少了大型涡旋的形成，而大型涡旋通常 是传统设计中阻力增加的罪魁祸首。最终，该翼型获得了显著优化的气动性能，并可根据特定的运行条件进行定制。 在空气动力学领域的最新进展中，一项突破性研究揭示了通过创新性地使用锯齿状后缘来提升著名的NACA 6412翼型性能的奥秘。该 研究由印度学者赛义德·萨米尔领导的研究团队完成，该研究探索了这些独特的改进如何显著提高空气动力效率，并为航空领域的各种 应用带来潜在益处。 NACA 6412翼型以其可靠的性能而闻名，是测试空气动力学改进的理想基准。传统上，翼型设计的目标是优化升力并最小化阻力，这 两个关键因素决定了任何空气动 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户，用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 报告摘要 本周行情回顾： 本周SW公用事业一级板块上涨2.27%，在31个SW一级板块中排名第15；沪深300下跌0.62%，上证综指上 涨0.84%，深证成指上涨1.11%，创业板指下跌0.34%。细分子板块中，火电上涨2.71%，水电下跌0.89%， 光伏发电上涨7.21%，风力发电上涨2.82%，电能综合服务上涨4.56%，燃气上涨7.21%。 复。26年电力供需预期延续25年偏宽松态势，板块电价继续承压，但在绿电装机增长加持下，基荷电源火 电仍具备装机需求；因此我们认为火电、绿电投资回报应匹配社会的综合投资回报水平，进而满足两者可 融资性；若年度长协电价签署不及预期，依然有望提供其他措施（容量补贴提升、度电成本下行等）满足 板 ...

Group 1 - The core viewpoint of the article emphasizes the importance of standardizing tax policies and promoting fair competition through the adjustment of tax incentives, particularly focusing on the removal of outdated tax benefits in mature industries [1][2][3] - The recent tax policy adjustments include the cancellation of export tax rebates for solar products and a phased removal of battery product export tax rebates, reflecting a shift towards optimizing policies to avoid "involution" competition [1][2] - The adjustments aim to maintain support for public welfare and essential sectors while restructuring the relationship between central and local finances, thereby reshaping local government behavior [1][7] Group 2 - The recent tax policy changes have involved the elimination of certain tax incentives deemed outdated, such as the VAT "immediate refund" policy for wind and nuclear power, and a reduction in the vehicle purchase tax for new energy vehicles from full exemption to half [2][3] - The continuation of tax incentives for sectors like real estate and community family services indicates a focus on stabilizing market expectations and reducing transaction costs for residents [4][6] - The retained tax incentives are characterized by their strong public attributes and alignment with national strategic goals, making them easier to verify and regulate across the country [6][7] Group 3 - The adjustments in tax policies are not uniform but rather differentiated based on industry type and maturity, with clear timelines for phasing out certain benefits while extending support for others [5][6] - Future tax incentives are expected to focus on high-tech enterprises, small and medium-sized technology firms, advanced manufacturing, and green industries, with a preference for income tax support over indirect taxes [7]

央视新闻客户端消息，2026年1月5日，四川宜宾一个长60米、宽40米的巨型"白色气艇"在众人的注目下缓 缓升空。它没有引擎，却带着12组发电机组，升至2000米的高空。它就是全球首台适用于城市环境的兆瓦 级浮空风力发电系统S2000。 临一云川联合创始人 首席执行官 顿天瑞：这一台就是S2000。 记者：2000的意思就是它能够在2000米作业，是吗？ 顿天瑞：对，至少在2000米的海拔进行稳定工作，实际上具备飞到3000米的能力。 在2000米的高空，风速可达地面的数倍，风能密度约为地面的数十倍。相当于同样尺寸的风机，在同样的 时间内，高空的发电能力是地面的数十倍。正因为这样的效率，高空风力发电的概念由来已久。目前有据 可查的是，美国的一家创业公司，曾创下浮空器风力发电升空高度为297米、发电功率为30kW的世界纪 录。然而，S2000浮空风力发电系统在1月5日完成了累计发电385千瓦时，同时并网发电的测试，在高空发 电领域占据了遥遥领先的位置。 记者：这个家伙是怎么工作的？ 顿天瑞：每个黑色叶片相当于是一个风力发电机的叶片，风过来的时候推动每一片叶片转动，就产生了电 能。这和地面上风机原理上没有任何区别 ...

Core Viewpoint - The S2000 is the world's first megawatt-level airborne wind power generation system designed for urban environments, capable of operating at altitudes of at least 2000 meters, with potential to reach 3000 meters [1][3]. Group 1: Technology and Efficiency - At 2000 meters, wind speeds can be several times greater than at ground level, resulting in wind energy density that is tens of times higher, allowing airborne systems to generate significantly more power than ground-based wind turbines [5]. - The S2000 has achieved a cumulative power generation of 385 kilowatt-hours during its testing phase, establishing a leading position in the airborne power generation sector [5]. - The system utilizes 12 lightweight generators, with a total capacity of up to 3.6 megawatts, demonstrating advancements in power density that have reduced the weight of the equipment to just a few hundred kilograms [7][9]. Group 2: Development and Innovation - The S2000 relies on helium for buoyancy and employs intelligent tethering to maintain stability and control, effectively functioning as a floating power station above urban areas [9]. - The technology has benefited from advancements in China's industrial capabilities, particularly in high-voltage direct current systems, which are among the most advanced globally [11]. - The company, founded by a young team with an average age of under 32, has made significant strides in the airborne wind energy sector, with successful tests of various models including S500, S1500, and S2000 [11][42]. Group 3: Future Goals and Market Potential - The company aims to conduct tests at altitudes exceeding 4000 meters, where wind conditions are expected to be even more favorable, expanding the potential application of the technology [44]. - The goal is to reduce the cost of electricity generated by this system to one-tenth of the current coal-fired power generation costs by 2028, positioning it as a major player in the future energy market [46].

（来源：CGTN） 不妨一起来看看，在CGTN发布的视频评论区，海外网友们是如何讨论的： 特朗普做他最擅长的事……装疯卖傻。 最好别讲蠢话，用事实打消所有疑虑，这样就不会显得那么糟糕，毕竟谁都能查到真实数据。全球各国的旅行者都在分享亲身经历：中国的街道更安全、 更整洁、更安静——无论白天黑夜，女性尤其感到安心，带孩子出行也更放心。 特朗普散布虚假信息。中国（在风力发电方面）最内行。最真挚的爱献给中国。 CGTN在国内平台发布系列报道后，网友们自发回应，纷纷分享自己拍摄的风电场照片，用亲身见证的画面回应质疑，生动展现了中国风电建设的蓬勃发 展。 特朗普当然找不到中 国的风力发电站 ，你得亲自去看看才行，特朗普显然压根儿没费过这个心。 CGTN将国内网友的实拍发布至海外平台，外国网友的回复亮了。 CGTN#中国风机随手拍 活动已开启，欢迎你的参与。 你在哪里见过风力发电机、太阳能板、海上发电场等清洁能源基础设施？是家乡的山林、旷野、海边，还是你的旅途中？快来分享你定格的瞬间，和全球 网友一起见证中国的绿色力量！ 分享内容：分享你身边的风力发电机、太阳能板、海上发电厂等基础设施。 要求：图片，需标注拍摄时间与地点。 ...

Core Viewpoint - Offshore wind power has become a highly sought-after renewable energy source in the context of global energy tightening and dual pressures of energy conservation and emission reduction. China is shifting its focus from land-based wind farms to offshore projects due to land resource occupation and noise issues [2]. Group 1: Project Overview - The Fangchenggang offshore wind power demonstration project, located 16 kilometers from the coast, features 83 wind turbines across nearly 100 square kilometers of sea [4]. - This project is the first offshore wind power initiative in Guangxi, marking the beginning of offshore wind power construction in the region [4]. Group 2: Construction Challenges - The construction of offshore wind farms is a complex engineering task that involves underwater piling, installation of towers, turbines, and blades, and connecting them to the onshore grid via underwater cables [5]. - The project faces significant challenges due to the hard rock seabed, requiring all foundations to be embedded rock structures, making it the world's first offshore wind project to use entirely embedded rock guide frames [10][12]. Group 3: Installation Process - The installation of the guide frame was particularly challenging, requiring precise vertical and horizontal alignment, with the installation occurring underwater, making it difficult to monitor [16]. - The installation faced delays due to unexpected difficulties, including the impact of Typhoon "Tali," which affected construction precision [20]. Group 4: Milestones Achieved - On August 13, 2023, after overcoming various challenges, the guide frame was successfully installed, providing valuable experience for future construction [21]. - The first tower section was successfully installed on August 16, 2023, with a maximum diameter of 7.5 meters and a height equivalent to over 30 stories [23]. - The final blade installation was completed on August 19, 2023, marking the successful assembly of Guangxi's first offshore wind turbine [29].

Core Viewpoint - The S2000 floating wind power generation system, developed by Lin Yi Yun Chuan Energy Technology Co., is the world's first megawatt-level system suitable for urban environments, generating significant interest in the energy sector and technology communities [1][2]. Group 1: Technology and Design - The S2000 system consists of a lightweight floating envelope filled with helium, which provides approximately 14 tons of buoyancy, allowing it to "fly" with a total weight of about 11 tons [2]. - The system features two automatically adjustable air sacs within the main envelope to maintain internal pressure balance with temperature changes [2]. - Unlike traditional wind power systems, the S2000 operates in the air, where wind resources are more abundant, leading to higher efficiency in energy generation [2]. Group 2: Energy Generation and Applications - The S2000 can generate up to 1000 kilowatt-hours of electricity per hour in full power mode, with energy transmitted to the ground via cables for grid integration [2]. - In addition to power generation, the system can support communication bases and environmental monitoring, serving as a multifunctional platform in the low-altitude economy [2]. - The system's aerial deployment minimizes ground impact, making it suitable for urban areas and reducing transmission losses [2]. Group 3: Commercialization and Future Plans - The S2000 has entered the commercialization phase, with costs approaching those of traditional wind power systems [4]. - The company plans to develop a series of higher power products that cover more application scenarios, aiming to further reduce costs through scaling [4].

Core Viewpoint - The announcement details the completion of the third lock-up period for the 2020 Restricted Stock Incentive Plan of China Energy Conservation Wind Power Co., Ltd, allowing 112 eligible participants to unlock a total of 7,187,800 shares, effective February 5, 2025 [2][4]. Group 1: Unlocking Conditions and Results - The third lock-up period for the incentive plan ended on February 1, 2025, with 112 eligible participants meeting the conditions for unlocking [2]. - A total of 7,187,800 shares will be unlocked and available for trading starting February 5, 2025 [2]. - Currently, there are 6 remaining senior management personnel eligible for unlocking, with a total of 316,000 shares [2][5]. Group 2: Performance Assessment - The performance assessment for the senior management team for the 2022-2024 term achieved a score of 115 points, meeting the performance targets [4]. - All members of the leadership team received a perfect score of 100 points for their performance during the same period [4]. Group 3: Legal and Procedural Compliance - The company has obtained necessary approvals and authorizations for the unlocking of shares, complying with relevant laws and regulations [5]. - A legal opinion confirmed that the unlocking process adheres to the stipulations of the Company Law, Securities Law, and the incentive plan [5].