截至发稿，三一重能市值为323亿元。 每经AI快讯，三一重能（SH 688349，收盘价：26.36元）12月15日晚间发布公告称，公司限售股份约 9.42亿股将于2025年12月23日解禁并上市流通，占公司总股本比例为76.83%。 2024年1至12月份，三一重能的营业收入构成为：风电行业占比99.29%，其他业务占比0.71%。 每经头条（nbdtoutiao）——"一针两千，童颜针年销3亿元"背后：多家关联方注册地"查无此人"，股民 追问"钱呢"！钱氏姐弟几乎"掏空"江苏吴中，公司即将退市 （记者 曾健辉） ...

每经AI快讯，金风科技（SZ 002202，收盘价：17.5元）发布公告称，2025年12月15日，金风科技接受 兴业证券等投资者调研，公司投资者关系经理于洋，投资者关系主管刘茜参与接待，并回答了投资者提 出的问题。 截至发稿，金风科技市值为739亿元。 每经头条（nbdtoutiao）——"一针两千，童颜针年销3亿元"背后：多家关联方注册地"查无此人"，股民 追问"钱呢"！钱氏姐弟几乎"掏空"江苏吴中，公司即将退市 2025年1至6月份，金风科技的营业收入构成为：风电行业占比97.84%，其他占比2.16%。 （记者 曾健辉） ...

Group 1: International Market Expansion - As of the end of Q3 2025, the company's cumulative installed capacity for international business reached 11,214.62 MW, with over 3 GW installed in Asia (excluding China) and more than 2 GW in South America and Oceania, while North America and Africa each exceeded 1 GW [2] - The company had a total of 7,161.72 MW in external orders for overseas projects as of September 30, 2025 [2] Group 2: Domestic Wind Power Operations - The total equity installed capacity of the company's domestic and international self-operated wind farms reached 8,688 MW, with 28% in East China, 27% in Northwest China, 19% in North China, 12% in Northeast China, 9% in Southern China, and 5% internationally [2] - The company has 4,062 MW of domestic wind farm capacity under construction [2] - From January to September 2025, the company added 745 MW of new equity grid-connected capacity and sold wind farm capacity of 100 MW, with an average utilization hour of 1,730 hours for self-operated wind farms [2] Group 3: Mixed Tower Business Progress - In 2024, the company launched a new 204-meter digital steel-concrete tower platform, setting a new height record in the wind power industry [4] - The company secured its first international project using its mixed tower solution, marking a significant step in its mixed tower strategy [4] - In the first half of 2025, new domestic mixed tower orders increased by 50% year-on-year, and delivery volume rose by 59%, with 3 GW of international project orders obtained [4] Group 4: Research and Development Innovation - The company has established a global network of six R&D bases, including a headquarters in Beijing and an innovation center in Xinjiang, to drive cutting-edge technology development [5] - The company has implemented multiple innovation incentive systems and established mechanisms for discovering, cultivating, and incentivizing technological talent [5] - As of mid-2025, the company held 6,245 domestic patent applications, with 3,803 being invention patents (61% of total), and 4,611 domestic authorized patents, including 2,356 invention patents (51%), ranking first in the industry [5] - The company also has 1,423 overseas patent applications and 894 overseas authorized patents [5]

Group 1 - The company, Jiaze New Energy, announced plans to invest approximately 2.366 billion yuan in two wind power projects, with the Dunhua Zerui New Energy 300MW project estimated at 1.631 billion yuan and the Longan Banlan 150MW project at 735 million yuan [1] - Additionally, the company plans to invest 3.557 billion yuan in a green hydrogen and methanol aviation fuel co-production project in Jixi City, Heilongjiang Province, entering the green chemical sector [1] - The two wind power projects are located in the Changbai Mountain area of Jilin and the Liuzhou mountainous region of Guangxi, utilizing large-capacity wind turbines of 7.7 MW and 7.5 MW respectively to enhance power generation efficiency [1] Group 2 - The company has established a comprehensive development framework in the green energy sector, including five key areas: renewable energy power station development, operation and management services, distributed rooftop photovoltaics, renewable energy industry funds, and equipment manufacturing [2] - Wind power serves as the foundation of the company's development, leveraging policy advantages from the "West-to-East Power Transmission" strategy in Ningxia, and employing a unique "full lifecycle + guaranteed power generation" operational model [2] - As of June this year, the company has a total installed capacity of 2.32 GW, with over 2 GW from wind power, 30 MW from centralized photovoltaics, and 238.268 MW from distributed rooftop photovoltaics, along with 150 MW/300 MWh of grid-connected energy storage projects [2]

Core Insights - Inner Mongolia's renewable energy installed capacity is projected to reach 154 million kilowatts by the end of November 2025, with wind power capacity exceeding 100.33 million kilowatts, marking the first region in China to surpass 100 million kilowatts in wind power capacity [1] Group 1: Renewable Energy Capacity - The total installed capacity of renewable energy in Inner Mongolia is expected to be 154 million kilowatts by November 2025 [1] - Wind power capacity is set to reach 100.33 million kilowatts, making Inner Mongolia the first region in China to achieve this milestone [1] Group 2: Energy Generation and Consumption - From January to November this year, Inner Mongolia's cumulative renewable energy generation reached 250 billion kilowatt-hours, representing a year-on-year increase of 33% [1] - The electricity exported from Inner Mongolia amounted to 87 billion kilowatt-hours, showing a year-on-year growth of 46% [1] - Local consumption of renewable energy was 163 billion kilowatt-hours, up 21% year-on-year, accounting for 32.8% of the total electricity consumption, indicating that approximately one-third of the electricity consumed comes from renewable sources [1]

当世界都在加速奔向清洁能源的未来时，美国却像开错方向的列车，猛地一脚刹车，还试图倒着开回 去。 13日，《南华早报》上的一篇报道，犀利指出美国政府在能源政策上"开倒车"的景象，"美 国从清洁能源领域倒退，正重蹈清朝覆灭前的覆辙。" 美国的能源路线变化，不是悄悄摸摸的微调，而是公开宣布的"掉头"，2025年秋天，特朗普政府重新点 燃煤炉子，给传统能源松绑，直接把几十亿美元的资金砸向燃煤电厂。 政策一改过去几年鼓励新能源的方向，开始给煤炭开绿灯，更大的动作，是把原本用来支持清洁能源的 政策彻底推翻，比如终止对电动车的税收减免，把风电和太阳能的优惠政策提前叫停。 特朗普政府不仅公开否定风能太阳能，连电动车补贴都一刀砍掉，转头又把数十亿美元砸进煤炭。 这种操作和当年晚清拆铁路、用马拉火车头的故事，何其相似，问题是美国这场"复古革命"，真能赢 吗？ 美国能源政策大转弯 面对新兴技术不是迎头赶上，而是选择阻挡，这种路径看着熟悉，也确实危险。 不仅如此，审批规则也变了，风电和光伏项目的审批权被收回到联邦层面，层层加码，项目卡在流程中 迟迟无法启动。 一脚刹车背后，埋下了不少雷 特朗普甚至在社交平台上直接开火，称可再生能源是 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [7] Core Views - The report highlights the ongoing trends in various sectors, including lithium batteries, photovoltaic, wind energy, nuclear fusion, energy storage, electric power equipment, industrial control, and hydrogen energy [2][4][5][6][34][41][46][59][66] Summary by Sections Lithium Battery Sector - The State Administration for Market Regulation is proposing to standardize pricing behaviors in the automotive industry, with major battery cell companies announcing price increases due to rising raw material costs [10][11] - Companies like CATL and others with cost advantages are expected to widen their competitive gap [12] Photovoltaic Sector - A new "silicon material storage platform" has been established to stabilize silicon prices above 60,000 yuan/ton and facilitate the exit of outdated production capacity [18] - The central economic work conference emphasizes the need to address "involution" in competition, marking a shift towards government-led market consolidation [18] Wind Energy Sector - The central economic work conference stresses the importance of the "dual carbon" strategy and promotes a comprehensive green transition [34] - A project to develop a 25MW offshore wind turbine has been initiated, focusing on technological advancements for deep-sea wind energy [35] Nuclear Fusion Sector - The Tokamak fusion smart digital power station project has been launched, marking a significant step towards commercializing fusion energy in China [41] - The project aims to create a digital twin model for fusion reactors, enhancing the integration of technology and capital [42] Energy Storage Sector - The AIDC energy storage market is projected to experience explosive growth, with lithium battery shipments expected to reach 300GWh by 2030 [46] - Leading companies are accelerating their layouts in the AIDC sector, with significant collaborations underway [47][48] Electric Power Equipment Sector - NVIDIA is set to hold a closed-door summit to address power shortages in the AI era, indicating a proactive approach to energy solutions [59] - The Zhejiang power "big ring" project is expected to be completed by 2029, which will be the first provincial ultra-high voltage AC ring network in the country [60] Industrial Control and Robotics Sector - Chery's Mocha robot is set to deliver its 1,000th unit by 2025, indicating growth in the robotics market [66] - SoftBank is reportedly negotiating a significant investment in Skild AI, highlighting the increasing interest in AI-driven robotics [68]

Investment Rating - The report maintains an "Outperform" rating for the industry [1] Core Insights - The establishment of a silicon material storage platform company is seen as a significant step towards addressing the "involution" competition in the photovoltaic industry [5][28] - The development of deep-sea wind power in Guangdong is expected to accelerate, with the establishment of Shenzhen Energy's marine energy company indicating progress in offshore wind project development [5][10] Summary by Sections Wind Power - The establishment of Shenzhen Energy's marine energy company aims to develop 3-5 offshore wind projects in Guangdong, signaling a boost in the region's offshore wind development [5][10] - The wind power index increased by 1.35%, outperforming the CSI 300 index by 1.42 percentage points, with a current PE_TTM valuation of approximately 25.32 times [4][11] Photovoltaics - The newly formed Beijing Guanghe Qiancheng Technology Co., Ltd. has a registered capital of 30 billion yuan, marking the launch of a long-anticipated "polysilicon capacity integration acquisition platform" [5][28] - The establishment of this platform is viewed as a key measure to mitigate the competitive pressures within the photovoltaic sector [5][28] Energy Storage & Hydrogen Energy - Energy storage facilities have been included in the REITs project list, providing a new exit strategy for operators and addressing the challenges of large investment scales and long recovery periods [6] - The report recommends investments in domestic and international large-scale storage, highlighting companies like Sungrow Power Supply and Shanghai Electric Power Equipment [6]

我国离岸距离最远海上风电项目全容量并网。 今天（12月15日），随着最后一台风机成功启动， 我国离岸最远海上风电项目——三峡江苏大丰800兆瓦海上风电项目实现全容量并 网 ，标志着我国海上风电向深远海迈进取得了又一重大突破。 三峡江苏大丰8 0 0兆瓦海上风电项目位于盐城市大丰区东北方向海域，由四个场址组成，最远点离岸距离8 5.5千米，是我国当前已并网 离岸距离最远的海上风电项目。项目共安装98台风电机组，配套建设3座海上升压站和一座海上救援平台。 三峡集团江苏分公司执行总经理 李涛： 三峡大丰项目离岸最远的地方有80多公里，海域面积比较大，总体施工难度比较大。为此，我 们自主研发了气象预警平台，尽可能精准地预测和利用好每一个施工窗口期，为将来到更深、更远的海洋开发能源资源积累了宝贵经 验。 据了解，项目预计年均发电量超28亿千瓦时，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，为长三角地区的能源保供和绿色低碳发展注入源源不断的清洁动能。 来源：央视新闻客户端 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 责编丨李慧颖 ...

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