从7月16日到7月23号，央视财经频道《经济半小时》推出系列策划《经济大省半年报》，连续聚焦上半年经济大省的发展成果和经济亮点，7月16号推出首 期广东省——《广东为什么越来越好》，深入分析在日益复杂多变的外部环境下，广东如何打头阵挑大梁，实现高质量发展。 排头兵，看广东；打头阵，看广东。经济挑大梁，还是看广东！ 2025年中国外贸"半年报"数据显示：今年上半年，我国货物贸易进出口21.79万亿元人民币，同比增长2.9%。其中，出口13万亿元，增长7.2%；这是上半年 出口规模历史同期首次突破13万亿元。 作为外贸第一大省，在上半年国际环境复杂多变的背景下，广东顶住压力，稳住对外贸易基本盘。 在东莞市金鸿盛电器有限公司，这里生产的移动空调是海外市场最畅销的产品。今年上半年，移动空调订单同比增长了10%。 制造中心总装生产总监谢京甫告诉记者，目前公司每天的产能大概在 5000 套，产品主要销往南半球国家，而到了旺季，平均每天能达到 8000 套以上，产品 重点供应美国、北美洲及欧洲等地区。 与此同时，东莞中旺玩具公司的国内及中东客户不断增多。此前该公司一半的订单来自美国，但在美国加征关税后，面对客户压价，公司董 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The lithium battery industry is expected to see steady growth driven by the increasing demand for new energy vehicles, with solid-state batteries emerging as a key focus due to their advantages in energy density and safety [1][4] - The photovoltaic industry is currently facing an oversupply situation, with prices expected to decline further in the short term, despite some stabilization trends [2][9] - The wind power sector is experiencing a rise in project initiation, particularly in offshore wind, with strong growth potential anticipated in both domestic and international markets [3][10] Summary by Sections Lithium Battery Industry - The demand for new energy vehicles is projected to grow significantly, with domestic sales of passenger vehicles expected to reach 11.05 million units in 2024, a 40.2% increase year-on-year [14] - The global usage of lithium batteries for new energy vehicles is forecasted to reach 894.4 GWh in 2024, marking a 27.2% increase [14] - Solid-state batteries are highlighted as a revolutionary technology, offering higher energy density (400-500 Wh/kg) and enhanced safety compared to traditional liquid batteries [39][40] Photovoltaic Industry - The supply chain remains oversupplied, with silicon material prices nearing the cash cost line of leading companies, leading to significant cash flow pressure [2][9] - The average transaction price for silicon materials has dropped to 32,000-35,000 yuan/ton, with further declines possible [2] - The report suggests focusing on leading companies in the silicon material sector and major players in the photovoltaic chain, such as Tongwei Co. and LONGi Green Energy [9] Wind Power Industry - Offshore wind projects are gradually ramping up, with significant growth expected due to a low base and ongoing project advancements [3] - The report emphasizes the importance of monitoring bidding volumes and prices in the second half of the year to gauge future profitability in the onshore wind sector [3][10] - Key companies to watch include Mingyang Smart Energy and Goldwind Technology, which are positioned to benefit from the high demand in both domestic and international markets [10]

行至年中，中国经济走势备受关注。 7月15日，国家统计局发布数据显示，上半年，中国国内生产总值（GDP）660536亿元，按不变价格计算，同比增长5.3%。 今年以来，外部环境更趋复杂严峻。总的来看，上半年更加积极有为的宏观政策发力显效，经济运行延续稳中向好发展态势，展现出强大韧性和活力。 细看上半年中国经济答卷，底盘之"稳"的特点十分鲜明—— 一季度GDP同比增长5.4%，二季度GDP同比增长5.2%；上半年全国城镇调查失业率平均值为5.2%，比一季度下降0.1个百分点；上半年居民消费价格指数 （CPI）略有下降，但6月份CPI在连续4个月下降后转涨；上半年货物进出口总额创同期新高…… 稳住经济大盘的同时，中国经济发展质量稳步提升。各地因地制宜发展新质生产力，新产业、新技术、新业态继续保持较快发展。 5月24日，在山东省日照市经济技术开发区三一重能（日照）风电智能制造基地，工人对风电轮毂进行涂装。新华社发（张进刚摄） 上半年消费市场热度不断攀升，超大规模市场潜力持续释放。 数据显示，上半年，最终消费支出对经济增长的贡献率为52%。从市场销售看，上半年，社会消费品零售总额为24.55万亿元，同比增长5%。 服 ...

据业内不完全统计数据显示，2024年，国家批复的风电场改造升级项目装机容量约8.7GW。其中，已实 施完成的装机容量约3GW，2025年待实施的装机容量约5.7GW。到2030年末，运行超15年的1.5MW及 以下机型风电机组潜在技改规模约为93GW。从区域分布来看，主要集中在内蒙古、吉林、黑龙江、辽 宁、新疆、甘肃、宁夏、山西、山东、河北和江苏等地，风电退役换新市场规模将呈现大幅增长。 新华财经北京7月16日电（记者沈寅飞）近日发布的《中国可再生能源发展报告2024年度》显示，通 过"沙戈荒"大型风光基地的加速投产、水风光一体化基地的加快建设、海上风电深水远岸开发和分布式 新能源在城乡全面加快渗透，预计2025年全年风电光伏发电装机新增2.8亿千瓦。 新能源装机快速增长的同时，我国早期风电项目也密集步入"退役期"，一场以"以大代小"为核心的设备 更新潮正加速到来。相关政策推动下，未来十年潜在风电技改规模或达93GW，若以目前陆上风电装机 成本2000元／千瓦计算，将为风机制造业带来1800余亿元的市场增量。然而，现实挑战接踵而至：电价 补贴滞后削弱业主更新意愿，可回收叶片面临成本与市场接受度双重壁垒，风机生 ...

编辑 根据国家能源局《"十四五"可再生能源发展规划》，2025年新增装机中深远海项目占比需达30%，对应装机 规模超1200万千瓦。 01 从近岸到深蓝：中国风电的战略跃迁 中国海上风电开发正经历历史性转折。截至2025年5月，全国海上风电累计并网容量突破4127万千瓦，连续 四年居全球首位。但一个显著趋势是，传统近海项目已无法满足能源转型需求——辽宁省累计并网125万千 瓦，江苏省最远项目离岸85.5公里，标志着中国风电开发正式进入"深蓝时代"。 这一跃迁背后是技术范式的根本性转变。当水深超过50米，固定式基础成本呈指数级增长，漂浮式技术成为 唯一可行方案。中国工程院院士指出："漂浮式风电不是固定式的简单延伸，而是涉及材料科学、流体力 学、智能控制等领域的系统性创新。" 2025年7月10日，华能联合东方电气研制的全球单机功率最大的17兆瓦直驱型漂浮式海上风电机组在福建福 清下线，叶轮直径达262米。标志着中国正式领跑全球漂浮式风电技术赛道。 技术突破：在17级台风中站稳脚跟 抗台风设计的三重突破 编辑 中国科研团队在台风适应性领域取得里程碑式进展。三峡集团研发的"三立柱+中间立柱"半潜式平台，通过 动态压 ...

连续不断的抢人大战中，山东人才留存率连续三年保持90%的高位！ 齐鲁晚报·齐鲁壹点 记者 蔡宇丹 1.传统制造业是压舱石，新能源人才需求激增2.85% 从岗位需求量(下图）看，《报告》显示，2022年上半年受疫情持续冲击，山东就业市场涨幅断崖式下降，但到2023年就开始逐步回升，目前人才需求进入 增长平台期。 近日，齐鲁人才发布的《2025年山东就业市场人才发展半年报告》（以下简称《报告》），揭示了谁在为山东的人才高留存率"筑基"——一方面济青"双 核"筑起省内人才聚集高地；另一方面，在新能源等新兴产业带动下，山东区域非中心城市就业承载力一路上升，在岗位需求量供给增幅上，东营领跑，菏 泽、烟台、滨州、临沂位列前五，地级市一领风骚下，山东三座万亿城市中唯烟台杀进前三。 山东全域布局的新能源产业深度影响了山东就业市场。2025年上半年，电气工程师、储能技术专家、系统集成人才、项目开发与运维人员的岗位需求在山东 呈现爆发式增长，年薪30万左右的新能源发电技术专家岗位需求覆盖全省。 从求职活跃度（下图）看，2022-2025年上半年山东就业市场求职活跃度同比增长曲线，勾勒出一条从疫情深度抑制到强劲反弹，最终高位企稳的 ...

深入探讨极端天气对海上风电的影响，剖析我国在该领域的短板和风险隐患，提前布局针对性措施，对 保障我国海上风电产业的可持续发展具有重要意义。 随着全球能源结构低碳化进程不断加快，海上风电凭借其技术成熟度高、可实现大规模开发的显著特 性，正在迎来新的加速布局阶段。 从全球角度看，欧洲长期处于海上风电发展的前沿阵地。英国、德国、荷兰等国积极践行能源转型战 略，持续加大对深远海风电项目的投入力度，稳步推进项目建设，部分海上风电场已实现平价上网，为 商业化运营积累了宝贵经验。 近年来，亚洲地区海上风电市场发展迅猛，呈现出后来居上的态势。韩国、日本、越南等国纷纷出台激 励政策，从政策扶持、资金补贴、技术研发等多维度发力，全力抢占发展战略高地，推动区域海上风电 产业快速崛起。 根据《中国海洋能源发展报告2024》数据，2024年全球海上风电呈现规模化、集群化、平价化的新格 局。全球累计装机容量预计达到8391万千瓦，在建规模接近2500万千瓦，资源配置及场址招标规模突破 8000万千瓦，关键指标均创新高，充分彰显了海上风电产业发展的强劲动力。 然而，台风、飓风、雷暴等极端天气对海上风电设备构成严重威胁，影响其安全稳定运行， ...

Investment Rating - The report maintains a "Strong Buy" rating for the wind power sector, with specific stock recommendations including Jin Feng Technology and Yun Da Co., Ltd. [1][6] Core Insights - The wind power industry is experiencing significant growth, with a 134.21% year-on-year increase in new installations in the first five months of 2025, totaling 46.28 GW [1][27] - The report highlights the successful international expansion of domestic wind turbine manufacturers, with a 43% increase in wind turbine exports in Q1 2025 [2] - The report notes a decline in bidding prices for offshore wind turbines, with an average price of 3266.17 RMB/kW [2][49] Industry Dynamics - The Zhejiang Provincial Development and Reform Commission has issued guidelines for the transitional pricing policy for renewable energy, effective from June 1, 2025 [1][11] - The report tracks stock performance, noting that the wind power equipment index has a TTM P/E ratio of 32.89 and an MRQ P/B ratio of 1.64 [5][15] - The report indicates that the offshore wind power market is expected to grow significantly, driven by new technology and larger turbine sizes [6] Market Performance - The wind power equipment sector saw a price increase of 0.72% during the week of July 7-11, 2025, underperforming compared to the broader market indices [15][20] - The top-performing stocks in the wind power sector included Shangwei New Materials and Jushi Technology, with increases of 72.88% and 8.98%, respectively [22][24] Installation Data - As of May 2025, the cumulative installed capacity of wind power in China reached approximately 567.49 GW, with a year-on-year growth of 23.10% [27][36] - The report details that land-based wind power installations decreased by 7.90% year-on-year in Q1 2025, while offshore installations increased by 42.03% [2][27] Material Prices - The report notes fluctuations in raw material prices, with increases in rebar and scrap steel prices, while copper prices have decreased [39][50] - Specific prices include rebar at 3113 RMB/ton and scrap steel at 2190.60 RMB/ton, reflecting recent market trends [39][44] Tendering and Pricing Trends - A total of 1743.50 MW of wind turbine projects were tendered during the week, with 33 land-based projects totaling 3477.50 MW [49][51] - The report emphasizes the competitive nature of the bidding process, with several leading manufacturers participating [49][52]

涉嫌违反上述情形的我们将保留追究法律责任的权利感谢您给予的理解和配合谢谢各位投资者晚上好我是东吴策略的林玉辉本期周末一课中的这个汇报主题呢就是中报前瞻有哪些景气的这个方向我们可以看到就是说这几周市场这个整体的活跃度也是明显起来了上周互指也是冲破了这个三千五百点但是在这个关键的这个时刻呢我们要注意到就是当前其实已经来到了这个七月中旬 很多上市公司其实已经披露这个业绩预告7月15号就截止披露这个业绩预告从这个时间点开始之后呢中道也就会陆陆续续这个披露因此就是说纪录面景气又会成为了这个市场交易的这样一个关键线索 一年之中其实有三次业绩披露的时期,分别是年报、中报以及三级报。三级报的时候,因为是在年底,市场可能更加去关注,比方说十月底的政治局会议对于经济这种解读,包括年底的政治局会议以及中央经济会议去交易来源的预期,因此可以说是日面定价,因此对于整体市场的交易可能影响没有那么大,但是在年报和中报这个阶段, 其实业绩对于市场这个交易还是非常关键的我们其实也可以看到就是说在近两周一些比较强势的业绩披露了比较好业绩的这个行业龙头比方说就是有工业互联包括就是北方稀土在这个业绩披露了一个比较好的业绩之后各股是走出了涨停板这样的 ...

Summary of Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The focus of the conference call is on the **deep sea technology** and **marine economy** sectors, which are gaining significant attention in the market [1][2]. - The marine economy is projected to contribute **10 trillion yuan** to the national GDP by 2024, accounting for **7.8%** of the total GDP, indicating a substantial growth potential [2]. Key Points and Arguments - The government has recognized deep sea technology as a crucial component of the marine economy, emphasizing its role in driving economic growth [2][5]. - The marine economy's GDP contribution is noted to be **11.5%**, positioning it as a new engine for economic growth [2]. - Recent government reports have highlighted the importance of developing new technologies and products in deep sea technology, aiming for large-scale application and demonstration [2]. - The strategic importance of deep sea technology is underscored by historical remarks from national leaders, advocating for the establishment of deep sea research bases and the modernization of marine industries [3][5]. Development Plans and Trends - Coastal provinces are actively releasing development plans for high-quality marine economic growth, such as Shanghai's and Guangdong's recent initiatives [3]. - The marine economy encompasses various sectors, including deep sea technology, marine tourism, and marine fisheries, with a strong emphasis on marine equipment manufacturing and emerging industries [4]. - The deep sea technology sector is identified as a key pillar of the marine economy, with a focus on deep sea materials, equipment manufacturing, and application [5][6]. Equipment and Technological Needs - The development of deep sea technology requires advanced underwater equipment to address the complex challenges of deep sea exploration [7]. - The shipbuilding industry is experiencing a resurgence, with a **13.8%** increase in ship completion volume and a **58.8%** rise in new orders in 2024 [8]. - There is a growing demand for underwater robots and other specialized equipment for deep sea exploration and resource development [8]. Future Opportunities - The integration of digitalization and artificial intelligence in marine industries is anticipated to drive further advancements in deep sea technology [10]. - The establishment of underwater data centers is highlighted as a critical factor for enhancing data security and compliance for domestic and international enterprises [11][12]. - The marine communication sector is expected to grow alongside the expansion into deeper waters, necessitating improved communication technologies [12]. Conclusion - The deep sea technology and marine economy sectors present significant investment opportunities, driven by government support, technological advancements, and increasing market demand [1][2][5].