天顺风能（002531.SZ）12月18日在投资者互动平台表示，包头天顺中标华能整体式塔筒2025—2027年 度框架协议，同时该项目另有五家单位同步中标。但后续具体订单的承接，需结合项目的地点、价格等 因素，从六家单位中综合择定，实际获取订单份额具有很大不确定性。福建半潜桁架式平台、浙江海风 苍南示范项目导向架项目已收到中标通知书，尚未完成合同签署。以上项目均未达到公告标准。年底和 一季度是海工板块招标旺季，公司会第一时间披露相关信息。 每经AI快讯，有投资者在投资者互动平台提问：公开信息显示，包头天顺10月28日中标华能整体式塔 筒，金额21亿元；12月1日中标内蒙古黑城子项目。天顺海装广东公司12月1日中标福建半潜桁架式平 台，金额4990万元；同日长风海装中标浙江海风苍南示范项目导向架 ，金额1938.02万元。请董秘核实 并说明上述中标信息是否属实？如属实，请进一步说明是否已取得中标通知书、相关合同是否已签署或 正在履行中，以及上述项目是否已达到公司信息披露标准。 （记者 王晓波） ...

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (02208), which saw its stock price increase by 3.31% to HKD 13.75, with a trading volume of HKD 148 million [1] - The 2026 National Energy Work Conference emphasized the need for higher levels of energy security and the promotion of green and low-carbon energy transitions, aiming for over 200 million kilowatts of new wind and solar power installations in the year [1] - Citigroup's report indicated a decline in several mainland public utility stocks due to conservative guidance from the National Energy Administration regarding next year's targets for new wind and solar installations, as well as a cautious stance on hydropower and nuclear power development [1] Group 2 - Citigroup believes that the forecast of exceeding 200 GW for wind and solar installations next year may be underestimated based on historical data, and anticipates increased capital expenditure for hydropower and nuclear projects during the 14th Five-Year Plan to meet emission reduction targets [1] - The report also predicts accelerated demand for global energy storage systems (ESS) [1]

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure on December 18 signifies a new phase of trade liberalization and convenience, characterized by "one line open, two lines managed, and free flow within the island" Group 1: Customs Closure and Its Implications - The closure refers to establishing Hainan Island as a special customs supervision area, implementing liberalization policies with "one line" open for international trade and "two lines" managed for domestic trade [1] - The proportion of zero-tariff goods for "one line" imports will increase from 21% to 74%, expanding the range of zero-tariff goods to 6,600 tax items [1] - Goods that achieve a processing value-added of 30% can be sold to the mainland without tariffs, enhancing the availability of affordable imported products for consumers [1] Group 2: Management of Trade Lines - The "two lines" management will involve precise control over the flow of goods between Hainan and the mainland, ensuring that the benefits of the "one line" policy are effectively managed [2] Group 3: Free Flow Within the Island - The policy allows for relatively free circulation of various factors within the Hainan Free Trade Port, promoting economic activity and investment [3] Group 4: Clarification on Customs Closure - The customs closure is not a lockdown but an expansion of openness, facilitating more convenient connections between Hainan and international markets [4] Group 5: Travel and Transportation - Current regulations for personnel and goods entering and exiting Hainan remain unchanged, ensuring that travel and business activities are not hindered [5] - Travelers from 86 countries holding ordinary passports can enter Hainan visa-free, enhancing tourism and business opportunities [5] Group 6: Changes in Shopping Experience - The adjustment of the duty-free shopping policy includes expanding the range of duty-free goods and allowing more domestic products to be sold in duty-free shops [6][7] - The minimum age for duty-free shopping has been raised from 16 to 18 years [6] Group 7: Employment Opportunities - High-end talent working in Hainan can benefit from tax incentives, with personal income tax burdens exceeding 15% being exempted [8] - The number of encouraged industries in Hainan has expanded to over 1,100, covering sectors like biomedicine and green building materials, with related companies enjoying a 15% corporate income tax rate [8] - The development of foreign enterprises and projects in Hainan is expected to create more job opportunities [8]

本报讯 （记者 华钰） 12月15日，我国离岸距离最远海上风电项目——三峡江苏大丰800兆瓦海上风电 项目实现全容量并网。项目预计年均发电量可满足140万户家庭日常用电需求，相当于节约标准煤约86 万吨，减少二氧化碳排放约237万吨。 项目由三峡集团投资建设，是江苏省首批海上风电平价上网示范项目之一，位于盐城市大丰区东北海 域，由四个场址组成，共安装98台风机，总装机容量800兆瓦。项目H8-1号场址中心点离岸距离80千 米，最远点离岸距离85.5千米，刷新我国海上风电项目离岸距离的纪录。 "我们克服了离岸距离远、施工窗口期短、海上作业难度大等多重挑战，从全面开工到全容量并网历时 不足10个月，为后续深远海风电项目开发提供了可复制、可推广的技术路径与工程经验。"三峡集团江 苏分公司盐城公司负责人刘宇说。 项目建成国内首个搭载气象雷达的海上升压站，可通过海洋气象精细化监测系统为风机优化调度、设备 安全运维提供实时支撑。项目投运的一台13.6兆瓦风电机组，刷新江苏海域海上风机单机容量纪录。该 机组叶轮直径达252米，机组每转一圈可发出清洁电能约29千瓦时，每年可输出清洁电能超4650万千瓦 时。 ...

2025 年整体投资策略的主要结论是什么？ 2025 年的整体投资策略主要集中在储能和风电板块。这两个板块的基本面和 行业景气度较高，从前置的一些招标订单数据来看，确定性较强，龙头企业已 经跑出来，盈利能力兑现也比较高。目前这些公司的估值相对较低，因此从景 气度角度来看，应牢牢把握住风电和储能板块。 光伏板块的供需情况如何？ 光伏板块更多是在供给层面上表现强劲。近期现货市场走强，叠加各环节自律 现场背景下，供给端将得到有效控制。随着需求端逐步企稳，无论是国内还是 海外市场，都呈现持续上升趋势。从表观供需来看，有望在 2027 年实现逐步 平衡。技术迭代和结构优化仍在继续，龙头企业可能会率先受益。 2026 年风光储投资策略 20251217 摘要 风电板块投资前景向好，陆风整机销售周期上升，海风受益于政策窗口 期，2025 年第三季度已现业绩拐点。预计 2026 年国内陆风装机平稳， 海风有望达 12GW，海外市场新兴市场增速较快。 储能市场国内外需求强劲，国内 2026 年预期增幅上调至 40%- 50%，1-10 月招标计划同比增长 1.5 倍以上，明年国内储能市场有望 接近翻倍增长。海外市场美国、欧洲及 ...

Group 1 - The report indicates that the electric power equipment and new energy industry narrative is based on the dual themes of "new power system construction + digital infrastructure construction" under the ongoing "dual carbon" strategy and rapid development of the digital economy [3][12][25] - The electric new energy sector has shown significant performance, with an overall increase of approximately 38.4% year-to-date, outperforming the CSI 300 index, which increased by 15.7% [16][18] - The report categorizes investment opportunities into two main lines: "new growth" and "high-quality development," analyzing various segments of the electric new energy industry [3][25] Group 2 - In the "new growth" category, key areas include AIDC, solid-state batteries, and humanoid robots, driven by global energy transition, technological advancements, and increasing demand [3][25][13] - The "high-quality development" category highlights storage, wind power, and photovoltaic sectors, with improvements in economic viability and market conditions leading to increased demand and profitability [4][26][13] - The report emphasizes the importance of solid-state batteries, which offer high energy density and safety, and are expected to see accelerated industrialization supported by favorable policies [30][32][41] Group 3 - The report provides earnings forecasts and valuations for key companies in the electric new energy sector, indicating a positive outlook for companies like CATL, Xiamen Tungsten, and others, with recommended ratings [5][27][28] - The analysis includes specific EPS and PE ratios for various companies, suggesting strong growth potential in the coming years [5][27][28] - The report also discusses the competitive landscape and technological advancements in the solid-state battery market, highlighting the importance of material innovations and safety improvements [30][41][45]

证券日报网讯 12月17日，天顺风能（002531）在互动平台回答投资者提问时表示，全球海洋经济刚刚 起步，未来市场空间巨大；另一方面岸线资源却是有限的。投资着眼的是未来。 ...

Core Insights - The first intelligent unmanned wind farm in China has commenced operations in Ningxia Wuzhong City, featuring a total installed capacity of 70 megawatts [1][3] - The wind farm, known as the Sanxia Energy Ningxia Tongli Third Wind Farm, is capable of generating approximately 130 million kilowatt-hours of green electricity annually, equivalent to the annual electricity consumption of 100,000 households [3] Group 1: Technological Advancements - The operational model of the wind farm has fundamentally changed, relying on over 300 intelligent devices instead of manual inspections, with 5,000 inspection points managed by these devices [3] - Drones autonomously take off from their nests to scan wind turbine blades and transmission towers, while quadruped robots conduct "health checks" on transformers and other equipment [3] - The efficiency of inspections has significantly improved, with drones completing inspections in 40 minutes compared to 2 hours for manual inspections, achieving an accuracy rate exceeding 98% [3] Group 2: Industry Impact - The project reflects Wuzhong City's efforts to promote high-quality development in the renewable energy sector, with significant advancements in power structure transformation and energy storage capabilities [4] - Since the 14th Five-Year Plan, the region has built 66 substations of 110 kV and above, and 23 electrochemical energy storage stations, with a total storage capacity of 2.693 million kilowatts, accounting for 43% of the entire autonomous region [4] - The operationalization of this wind farm marks a critical step towards the intelligent and unmanned operation of wind energy in China, providing a replicable model for quality improvement and safety assurance in the renewable energy sector [4]

编者按： 近年来，烟台以打造绿色低碳高质量发展示范城市为远景目标，将新质生产力、绿色低碳高质量发展转化为烟台人可感可知的日常场景。为讲述2025年烟 台经济民生领域取得的卓越成绩以及烟台全力打造绿色低碳高质量发展示范城市的亮眼举措，烟台市委网信办、齐鲁晚报.齐鲁壹点烟台融媒中心联合推 出"网语烟台与新质握手"网络宣传引导活动，以具体的场景和真实的故事，连接产业进步与民间共鸣，共述一座城的焕新之旅。 向海而兴的烟台，正在黄渤海畔书写着一份令人瞩目的绿色答卷：清洁能源装机总量稳居山东省首位，其中海上风电装机221万千瓦，发电量突破164亿千 瓦时，双双高居全省第一。 从渤海岸边到黄海之滨，从核电基座到风机森林，这股澎湃的绿色动能从何而来？烟台又何以能在山东清洁能源发展的赛道上遥遥领先？ 这"第一"的背后，并非偶然，而是一场关于天时、地利、人和，关于战略、产业与科技的全面进击。这也是一场生动诠释新质生产力内核的深刻变革—— 它以科技创新为魂，以产业升级为骨，以绿色发展为脉，正塑造着生产力跃迁的"烟台样本"。 齐鲁晚报.齐鲁壹点李楠楠 向绿发力 从"零的突破"到"全省第一" 烟台拥有1000多公里蜿蜒的海岸线，面朝黄 ...

为深入贯彻落实国家碳达峰碳中和目标，充分发挥行业组织在绿色低碳发展中的桥梁纽带作 用，中国开发区协会碳中和专业委员会、中国能源报中国能源经济研究院零碳园区专委会拟联 合发起搭建"零碳园区建设联合体"（以下简称"联合体"），整合"政产学研用"多方资源，汇聚 行业力量推进零碳园区领域标准建设、技术创新与产业协同，全面提升零碳园区、零碳工厂建 设综合服务能力。 现诚邀各有关单位作为发起单位参与联合体建设，具体事项通知如下： （四）开展试点示范与能力建设。遴选代表性园区设立联合创新示范基地，通过专业培训、经验 交流等方式赋能园区建设，形成可复制可推广的零碳园区建设模式与实施路径。 （五）强化行业交流与品牌传播。定期组织零碳园区考察调研、高端论坛交流活动，促进前沿理 念与实践经验互鉴共融；依托权威媒体渠道提升联合体及成员单位品牌影响力。 二、征集范围 2026-2030 一、联合体工作重点 联合体将以实地调研、课题研究、专题会议为重要载体，围绕"研究、服务、合作、传播"四大核 心方向开展工作： （一）组建高端专家智库。汇聚国内外零碳领域知名专家、企业家、技术骨干，为联合体各项工 作提供专业指导与智力支撑。 （二）构建标 ...