社零规模首次跃居全国首位，进出口全国占比超13%，外贸活跃企业首次突破10万家……连日来， 一张张亮眼的2025年度成绩单陆续公布。 在江苏嗯哇科技有限公司的总经理办公室里，一幅布满彩色图钉的世界地图，记录着企业从东南亚 到非洲再到拉美的出海足迹。这家民营企业2025年对共建"一带一路"国家的出口额激增40%，占总出口 额的97%。这面"图钉墙"，正是江苏企业勇敢出海、开拓新蓝海雄心的缩影。 回望"十四五"收官之年，作为拉动全国经济增长的"火车头"之一，江苏沿着经济高质量发展的轨道 一路"疾驰"：全省上下着力稳就业、稳企业、稳市场、稳预期，扎实补短板、筑底板、强弱项、扬优 势，经济运行总体平稳、稳中有进，呈现出向优向新向绿的态势，经济实力显著提升。 舟大者任重。习近平总书记指出，"经济大省不仅指经济块头大，更意味着在全国发展大局中肩负 的责任大"。牢记嘱托，这一年来，作为经济大省的江苏，以更坚实的筋骨、更硬挺的脊梁，扛起更重 的担子，有力挑起了全国经济发展的大梁。 质效更优，既有体量提升更有质量的跨越 新年的阳光照进盐城大丰的江苏理研科技车间，生产线正全速运转。"以前这东西完全依赖进口， 不仅贵，供应链还经常 ...

□ 本报记者付奇许愿 实习生陈泓霓 社零规模首次跃居全国首位，进出口全国占比超13%，外贸活跃企业首次突破10万家……连日来，一张 张亮眼的2025年度成绩单陆续公布。 回望"十四五"收官之年，作为拉动全国经济增长的"火车头"之一，江苏沿着经济高质量发展的轨道一 路"疾驰"：全省上下着力稳就业、稳企业、稳市场、稳预期，扎实补短板、筑底板、强弱项、扬优势， 经济运行总体平稳、稳中有进，呈现出向优向新向绿的态势，经济实力显著提升。 舟大者任重。习近平总书记指出，"经济大省不仅指经济块头大，更意味着在全国发展大局中肩负的责 任大"。牢记嘱托，这一年来，作为经济大省的江苏，以更坚实的筋骨、更硬挺的脊梁，扛起更重的担 子，有力挑起了全国经济发展的大梁。 质效更优，既有体量提升更有质量的跨越 新年的阳光照进盐城大丰的江苏理研科技车间，生产线正全速运转。"以前这东西完全依赖进口，不仅 贵，供应链还经常被'卡'，现在不一样了。"负责人拿起一个刚下线的差速器产品满脸自豪，今年公司 将拿下国产汽车差速器60%的市场份额，大规模替代进口产品，企业抗风险能力大幅增强。 这份"向优"的态势，不仅体现在一家企业。翻开江苏经济账本，"三个 ...

Summary of the Conference Call for Daikin Heavy Industries Industry Overview - The offshore wind power industry is experiencing significant growth, with a cumulative generation capacity of 84.4 GW as of Q4 2025. Ongoing projects amount to 35.5 GW, and projects that have reached Final Investment Decision (FID) but are not yet under construction total 13.4 GW. By 2040, an additional 299 GW of fixed projects and 55.7 GW of floating projects are expected, bringing total installed capacity to 488 GW. However, current plans may not meet the rising electricity demands from emerging sectors like AI data centers, exemplified by Google's substantial energy needs for its data centers in Denmark [6][22]. Company Performance and Projections - Daikin Heavy Industries anticipates a significant increase in net profit for 2025, projected between 1.05 billion to 1.2 billion CNY, representing a growth of 122% to 153% compared to 470 million CNY in 2024. The earnings per share are expected to be between 1.65 CNY and 1.88 CNY [3][4]. - The primary drivers for this growth include rapid increases in the delivery volume and value of overseas offshore wind projects, enhanced product construction standards leading to higher added value, and systematic services such as transportation and localized installation [2][4]. Market Dynamics - The UK’s seventh round of Contracts for Difference (CFD) exceeded market expectations, with a budget increase from 800 million GBP to 1.6 billion GBP, and then to 1.9 billion GBP. This reflects a positive governmental stance towards offshore wind development and adjustments to previous anti-subsidy policies, significantly boosting developer investment enthusiasm [7]. - In Germany, 8.5 GW was auctioned in 2025, with a total of 16 GW auctioned from 2022 to 2025, indicating a robust market for offshore wind projects [8]. Strategic Partnerships and Infrastructure - Daikin Heavy Industries is actively expanding its presence in the European market, collaborating closely with major owners such as RWE, JAR-BP, and Total. The company has established a strategic foothold at the only designated offshore wind power hub in Germany, the Cuxhaven port, which positions it favorably in the German offshore wind project landscape [2][9]. - The company has also laid out plans for European port services, including the Baltic Sea Odense port and Cuxhaven port, to support its market development in Europe [8]. Competitive Advantages - Daikin Heavy Industries holds a differentiated competitive advantage in the Engineering, Procurement, and Construction (EPC) sector, characterized by comprehensive cost advantages and extensive design and service capabilities. The company has strategically positioned itself by investing in shipping and port infrastructure to meet future product demands over the next decade [4][30]. Future Orders and Market Outlook - For 2026, Daikin Heavy Industries expects to secure significant orders in Germany, the UK, and Poland, with a market share exceeding 50% in Germany. The overall expected bidding volume in Europe is projected to exceed 30 GW [17][18]. - The company is also monitoring the growing demand for data centers in Europe, which may lead to direct Power Purchase Agreements (PPAs) with offshore wind projects, bypassing traditional government bidding processes [22]. Challenges and Considerations - The offshore engineering sector faces high standards and transportation barriers, with only 18 vessels capable of transporting large components globally. Daikin Heavy Industries has developed specialized vessels to enhance its competitive edge in this area [13][14]. - The company is also aware of the potential impacts of currency fluctuations on its financial statements, although it has managed to mitigate risks through timely currency exchanges [16]. Conclusion - Daikin Heavy Industries is well-positioned to capitalize on the growing offshore wind market, with strong projections for profit growth, strategic partnerships, and a focus on enhancing its competitive advantages through infrastructure investments and service offerings. The company is actively preparing for future market demands while navigating the challenges of the industry.

Group 1 - The establishment of Hainan Yangpu Mingyang Offshore Wind Power Technology Co., Ltd. has been reported, with a registered capital of 10 million yuan [1] - The company's business scope includes manufacturing of new energy prime mover equipment, sales of offshore wind power related equipment, research and development of offshore wind power related systems, and manufacturing of generators and generator sets [1] - Mingyang Intelligent (601615) holds 100% ownership of the newly established company [1]

Group 1: Financial Performance - The company expects to achieve a net profit attributable to shareholders of between 1.2 billion and 1.5 billion, representing a year-on-year growth of 121.58% to 153.23% compared to 2025's 0.5 billion [2] - Growth drivers include increased delivery volume and value from overseas offshore wind projects, higher construction standards for exported marine engineering products, and enhanced project value through integrated services [2] Group 2: Market Outlook - The company believes that offshore wind energy development in Europe is a "must" due to existing energy replacement needs and new electricity demand, with significant growth potential in the North Sea and Baltic Sea regions [2] - The recent AR7 auction in the UK offered 8.4 GW of offshore wind projects, exceeding market expectations, with historical highs in project scale and subsidy amounts [3] - The company has high confidence in the market for 2026, particularly in Germany, Japan, the Netherlands, and Poland, with significant project auctions expected [3] Group 3: Project Developments - The company is actively participating in tenders for offshore wind projects in Japan and South Korea, which are emerging markets [6] - Multiple countries are expected to make progress in commercial floating offshore wind projects this year, including the UK, France, and South Korea [4] - The company plans to gradually provide localized services to enhance its systematic service capabilities, which can effectively address client bottlenecks [5] Group 4: Operational Capacity - The company anticipates the operation of 2-3 self-owned vessels this year, each capable of transporting 15,000 to 20,000 tons of products per trip, positively impacting project revenue [6] - Current project scheduling and shipping are tight, with multiple new overseas projects expected to be shipped this year [7] - The company is continuously seeking new ports to expand its local service capacity across Europe [7]

Economic Growth and Development - The GDP of Jieyang is expected to exceed 250 billion by 2025, with major economic indicators maintaining growth rates among the top in the province for several years [1] - The local general public budget revenue is projected to reach 13 billion by 2025, with an average annual growth of 12% during the 14th Five-Year Plan period [1] - Tax revenue at the city and county levels is expected to grow by 84% compared to the end of the 13th Five-Year Plan, with growth rates ranking first in the province for three consecutive years [1] Industrial Development - Jieyang has initiated 1,748 industrial investment projects with a total investment of 159.7 billion, aiming for an industrial scale of 639.7 billion by 2025 [1] - The green petrochemical industry is targeted to achieve an average annual growth rate of 36.2% during the 14th Five-Year Plan, with significant contributions from major projects like the China Petroleum Guangdong Petrochemical project [1] - The city is developing a comprehensive marine economy with an average annual growth rate of 13.7%, including the establishment of a full industrial chain base for offshore wind power [2] Manufacturing and Export - Jieyang's production of women's underwear and homewear accounts for over 40% of the national market, while high-end jade sales exceed 90% of the national total [2] - The city has a significant share in the global market for stainless steel tableware at approximately 60% and has achieved an annual output value of over 30 billion for plastic slippers [2] - The number of market entities in Jieyang has reached 451,300, with express delivery volume expected to exceed 5.2 billion by 2025, marking a 113% increase from the end of the 13th Five-Year Plan [2] Urban Development and Infrastructure - Jieyang has invested 12.6 billion in 29 protective development projects for the ancient city, enhancing cultural heritage and tourism [3] - The city has upgraded its airport to a 4E level, with annual passenger throughput exceeding 10 million, contributing to the province's status as the first in China with four airports of this capacity [3] - The total length of railways and highways in Jieyang is 156 kilometers and 391 kilometers respectively, ranking first in the eastern Guangdong region [3] Social Welfare and Quality of Life - The establishment of the Guangdong University of Technology Jieyang campus has increased local educational opportunities, adding 95,000 public quality school places [4] - The city has added 4,136 hospital beds, contributing to improved healthcare services [4] - Water quality improvements have been made, with the return of sensitive shrimp species to local dining tables and the transformation of polluted rivers into ecological waterways [4]

责任编辑：江蓬新 为持续推动能源绿色低碳转型、大力支持南方区域海上风电发展，近日，南方能源监管局组织开展了 2025年南方区域海上风电并网和消纳情况专题调研。 下一步，南方能源监管局将紧扣政策要求，强化监管服务，推动优化海域资源利用与产业链协同，助力 南方区域海上风电规模化、高质量发展，为经济社会绿色低碳转型提供更加可靠、更高比例的绿色能源 保障。（汪彦丞） 此次调研聚焦海上风电集群化开发、送出工程建设及通道共享、海上风电消纳等重点内容，南方能源监 管局主要负责人带队实地走访粤桂琼沿海海上风电项目及产业链企业，重点了解项目建设进度、并网和 消纳保障情况及"风电+海洋牧场"等融合模式创新成效，摸清工程建设、项目并网、送出消纳等各环节 存在的问题，专题开展座谈研究，强化电网公平开放等监管，着力推动解决项目遇到的困难，推动监管 辖区海上风电并网投运取得新成效、新突破。 ...

Group 1 - The establishment of CNOOC (Shanwei) Offshore Wind Power Co., Ltd. has been announced, with a registered capital of 50 million yuan, focusing on power generation, transmission, and distribution services, as well as renewable energy technology services [1] - The company is jointly owned by CNOOC (Guangdong) Integrated Energy Co., Ltd. (51%), Mingyang Smart Energy Group Co., Ltd. (36.5%), and Shanwei Investment Holding Co., Ltd. (12.5%) [2] Group 2 - The company aims to engage in various renewable energy sectors, including wind and solar power generation technology services [1] - CNOOC (Guangdong) Integrated Energy Co., Ltd. is identified as the major shareholder, indicating a strong backing from a state-owned enterprise [2]

Core Viewpoint - The news highlights the significant improvements in the business environment in Guangxi, emphasizing the region's commitment to supporting enterprises and enhancing economic development through various initiatives and policies [2][3][4][5][6]. Group 1: Business Environment Improvements - Guangxi has successfully completed the review and filing of key projects for four offshore wind power companies within 15 days, ensuring timely land acquisition and project commencement [2]. - The region aims to enhance its business environment by implementing the "Business Guangxi · Convenient in Gui" service brand, focusing on creating a favorable atmosphere for enterprises [2]. - The establishment of a project promotion and coordination mechanism encourages private capital participation in key projects, particularly in national construction initiatives [3]. Group 2: Cost Reduction Initiatives - In 2025, Guangxi organized eight government-financial-enterprise matchmaking events, resulting in over 350 billion yuan in credit approvals, aimed at reducing financing costs for businesses [4]. - The average electricity price for industrial and commercial users decreased by approximately 0.0745 yuan per kilowatt-hour, alongside various tax reduction policies, easing operational costs for enterprises [4]. Group 3: Service Enhancements - Guangxi has streamlined its administrative processes, reducing 1,122 procedural steps and achieving a 70% reduction in processing times, with 91.9% of services available online [4]. - The region has implemented various supportive policies, including social security subsidies and credit restoration measures, to assist businesses in their growth [4]. Group 4: Business Confidence and Growth - In 2025, over 77% of surveyed enterprises reported a positive perception of the business environment in Guangxi, with 56.57% planning to invest in the coming year, an increase of 14.71 percentage points from 2023 [5]. - The total number of operating entities in Guangxi reached 4.654 million by the end of 2025, marking a 23.7% increase since the end of the 13th Five-Year Plan, with over 500,000 new registrations in 2025 [6]. Group 5: Collaborative Efforts and Success Stories - The collaboration between the Guangxi government and JD Group led to the establishment of a strategic partnership in new retail and artificial intelligence, showcasing the region's efficiency and commitment to business development [6]. - The successful launch of the 1,000th industrial humanoid robot by UBTECH Technology in Liuzhou reflects the region's supportive and efficient business environment, contributing to technological advancements [7].

Core Viewpoint - Shantou is making significant strides in developing its marine economy, with a total investment of approximately 452.2 billion yuan allocated for eight major projects aimed at high-quality development in key sectors such as clean energy, high-end manufacturing, modern fisheries, and coastal tourism [2]. Group 1: Marine Economy Development - Shantou has officially launched eight major projects for marine economic development, with a total investment of about 452.2 billion yuan [2]. - The city aims to strengthen its position as a provincial sub-center and a main hub in the Shantou-Chaozhou-Jieyang urban agglomeration, enhancing the strategic importance of the marine sector in its development [8]. Group 2: Wind Energy Initiatives - Shantou has established itself as a key player in the offshore wind energy sector, with a planned capacity of 35.35 million kilowatts, potentially expanding to 60 million kilowatts, equivalent to three Three Gorges power stations [19]. - The city has built three offshore wind farms, generating over 6.1 billion kilowatt-hours of electricity, sufficient to power a city with a population of one million for 2-3 years [20]. - Shantou's offshore wind energy resources are abundant, with an average wind speed of 9-10 meters per second and nearly 4,000 hours of effective annual generation time, making it one of the best sites for wind power in the country [18]. Group 3: Wind Power Industry Chain - Shantou is developing a comprehensive offshore wind power equipment manufacturing industrial park, which integrates various upstream and downstream enterprises, significantly improving efficiency and reducing land use by 75% while achieving an annual output value of 14.2 billion yuan [21]. - The city has established the first land-based wind power testing base with the largest single-machine testing capacity in the country, enhancing the reliability of wind turbines [21]. - The "offshore wind power + marine ranching" model has been implemented, allowing for simultaneous energy generation and fish farming, with an expected annual output of 180 tons of high-quality fish [21]. Group 4: Economic Impact and Employment - The marine economy is projected to contribute 54.47 billion yuan to Shantou's GDP, accounting for 17.2% of the total, indicating that the "blue economy" is becoming a significant growth engine for the city [22]. - The expansion of the wind power industry has created numerous job opportunities, providing traditional fishermen and aquaculture workers with stable and higher-income employment options [22]. - Local educational institutions are actively developing wind power-related programs and training bases in collaboration with enterprises, facilitating a closed loop for talent circulation in the wind power sector [22].