智通财经APP讯， 通宝能源(600780.SH)发布公告，公司已设立通宝(临猗)清洁能源有限公司投资建设通 宝临猗县100MW风电项目。该项目已获得运城市行政审批服务管理局出具《关于通宝临猗县100MW风 电项目核准的批复》。 ...

通宝能源（600780）(600780.SH)发布公告，公司已设立通宝(临猗)清洁能源有限公司投资建设通宝临猗 县100MW风电项目。该项目已获得运城市行政审批服务管理局出具《关于通宝临猗县100MW风电项目 核准的批复》。 ...

格隆汇12月11日丨通宝能源(600780.SH)公布，公司已设立通宝(临猗)清洁能源有限公司投资建设通宝临 猗县100MW风电项目。该项目已获得运城市行政审批服务管理局出具《关于通宝临猗县100MW风电项 目核准的批复》（运审管审发〔2025〕142号）。 该项目总装机规模为100兆瓦。建设内容包括安装20台单机容量5兆瓦的风力发电机组，新建1座220千伏 升压站，以及相关配套设施。项目动态总投资48113.11万元。项目资本金占项目总投资的比例为30%， 资本金以外70%资金申请银行贷款。 ...

该项目总装机规模为100兆瓦。建设内容包括安装20台单机容量5兆瓦的风力发电机组，新建1座220千伏 升压站，以及相关配套设施。项目动态总投资48113.11万元。项目资本金占项目总投资的比例为30%， 资本金以外70%资金申请银行贷款。 格隆汇12月11日丨通宝能源(600780.SH)公布，公司已设立通宝(临猗)清洁能源有限公司投资建设通宝临 猗县100MW风电项目。该项目已获得运城市行政审批服务管理局出具《关于通宝临猗县100MW风电项 目核准的批复》（运审管审发〔2025〕142号）。 ...

通宝能源公告，公司已设立通宝(临猗)清洁能源有限公司投资建设通宝临猗县100MW 风电项目。该项 目总装机规模为100兆瓦。建设内容包括安装20台单机容量5兆瓦的风力发电机组，新建1 座220 千伏升 压站，以及相关配套设施。项目动态总投资4.81亿元。项目资本金占项目总投资的比例为30%，资本金 以外70%资金申请银行贷款。 ...

Market Overview - The Shanghai Composite Index fell by 0.70%, dropping below 3900 points, while the ChiNext and Shenzhen Composite Indexes both declined by over 1% [1] - More than 4300 stocks in the two markets experienced declines, with notable increases in stocks like Moer Thread, which surged nearly 30% [1] Aerospace and Defense - Aerospace Power has seen three consecutive trading days of gains, indicating strong market interest [3] - The company is a subsidiary of the China Aerospace Science and Technology Corporation, primarily engaged in the development of liquid rocket engines [3] Telecommunications and Technology - DreamNet Technology launched a rich media communication service for 5G, integrating various communication methods [5] - The company collaborates with Alibaba for cloud computing, enhancing its capabilities in key industries such as finance and public utilities [5] Energy and Utilities - Companies in the cable sector, such as Tongguang Cable, have seen significant stock price increases due to their involvement in national grid projects [3] - The company produces OPGW cables used in high-voltage power projects, integrating AI for improved fault location accuracy [3] Consumer Goods - Dongbai Group has maintained a strong market presence with six consecutive trading days of gains, focusing on retail and commercial real estate [5][7] - The company primarily operates in the department store sector while also engaging in property development and leasing [7] Renewable Energy - China Tianying is a leader in the domestic waste incineration power generation sector, with advancements in energy storage technology [7] - The company is expanding its operations into distributed photovoltaic power generation and wind energy [7] Robotics - Jiafeng Co. is involved in the precision reduction gear manufacturing for industrial robots, indicating growth in the robotics sector [7] - The company aims to provide standardized products and custom solutions for robot manufacturers [7] Real Estate - Vanke is reportedly discussing bond extension matters, indicating ongoing financial restructuring efforts [8] - The company is facing challenges but is actively seeking solutions to stabilize its financial position [8]

12月11日，三大指数弱势震荡。截至收盘，上证指数跌0.7%，深证成指跌1.27%，创业板指跌1.41%， 北证50涨3.84%。 市场分析认为，午后北证50指数拉升的原因在于： 消息面上，根据指数编制方案，北京证券交易所和中证指数有限公司对北证指数样本股及备选名单进行 定期调整，于2025年12月15日正式生效。其中，北证50样本股名单中包括五新隧装、贝特瑞、艾融软 件、曙光数创、安达科技、锦波生物等。 而对于主要指数的调整，分析人士认为，主要有三个原因： 一是，甲骨文公司股价盘后暴跌达11.5%，加深了市场对于AI泡沫的担忧; 1、风电股震荡走强 风电股震荡走强，金风科技、东方电气、瑞风新能源等涨幅靠前。 点评：消息面上，国金证券研报指出，25Q3风电行业经营性净现金流继续改善，板块经营性净现金流 34亿元，同比增加7亿元。Q3行业存货规模继续提升，合同负债阶段性下降，预计Q4装机旺季行业需求 有望保持高增。 2、商业航天活跃 二是，美联储虽然降息，但"点阵图"维持2026年只有一次降息的预测; 三是，最近市场都在反映日本央行降息。今早，更有日本央行前官员预计，到2027年或将有四次加息。 盘面上，商业航 ...

风电股震荡走强 12月11日，A股三大股指全天维持震荡下行走势，截止收盘，沪指跌0.7%报3873.32点，深成指跌1.27% 报13147.39点，创业板指跌1.41%报3163.67点，科创50指数跌1.55%报1325.83点；沪深两市成交额1.86 万亿，全市场近4400只个股下跌。 盘面上，商业航天概念逆势走强，再升科技4连板，四川金顶、华菱线缆等10余股涨停；零售概念局部 活跃，百大集团快速涨停，东百集团5连板；半导体设备概念局部走强，亚翔集成涨停续创历史新高； 可控核聚变板块爆发，天力复合30CM涨停、华菱线缆、雪人股份等多股涨停；房地产板块走低，中国 武夷跌停；福建板块回调，华映科技、厦门信达等多股跌停；免税概念下挫，广百股份跌近9%；水产 养殖板块走弱，天马科技跌停；小红书概念、商业百货及预制菜概念等跌幅居前。 热点板块 申万宏源认为，春季行情的级别和定位判断不变，春季行情可能是小级别行情。对总体市场来说，春季 行情可能是高位震荡行情中的反弹。对超跌科技来说，可能是调整幅度到位，向震荡阶段过渡的一波反 弹。12月中旬开始政策布局期 + 抢跑保险开门红，可能触发春季行情。中期判断"牛市两段论" ...

Core Insights - The global offshore wind power industry is accelerating, with a cumulative installed capacity expected to reach 83.2 GW by the end of 2024, providing clean electricity to over 73 million households. Floating wind power installations have reached 27.8 MW across seven countries. China continues to lead, with a cumulative grid-connected capacity of 44.61 million kW by September 2025, accounting for half of the global new installations in 2024 [1][10][11]. Market Overview - Offshore wind power is increasingly recognized as a clean energy source with significant growth potential, becoming a focal point for many countries. Despite a temporary slowdown in new installations in 2024 due to supply chain and policy adjustments, the industry shows strong long-term growth resilience, with a cumulative installed capacity increase of 12% year-on-year [23][24]. - In 2024, global offshore wind power installations totaled 8 GW, a 26% decrease from 2023, with China leading at approximately 4 GW, followed by the UK with 1.2 GW [23][24]. Industry Chain Development - The global offshore wind power supply chain is evolving from a single manufacturing focus to an integrated system encompassing development, manufacturing, construction, and operation. Key components include turbines, towers, and subsea cables, but regional imbalances persist, with Asia primarily supplying equipment while Europe and North America lead in technology development [33][34]. - The supply chain faces challenges such as financing difficulties, slow policy approvals, and instability in the supply of key materials and high-end talent. By 2030, many countries outside China will encounter bottlenecks in their supply chains, particularly in Latin America, where onshore wind capacity is limited and offshore projects are virtually non-existent [33][34][49]. Latin America Development - Latin America has abundant wind energy resources, with a cumulative installed capacity of 25 GW for onshore wind, predominantly in Brazil. However, the region's offshore wind supply chain is almost non-existent, facing significant challenges such as weak local manufacturing and insufficient infrastructure [49][50]. - The region's offshore wind projects are in the early planning stages, with countries like Colombia, Brazil, and Chile exploring integration with green hydrogen strategies. The first demonstration projects are expected to start before 2030 [52][53]. Future Outlook - The global offshore wind market is projected to add over 350 GW of new installations from 2025 to 2034, with floating wind power expected to achieve large-scale development by 2030. China's target for offshore wind capacity is set at 150 GW by 2030, with a continuous decline in the cost of electricity generation [2][10]. - The industry is expected to evolve towards deep-sea, intelligent, and integrated development, with the "offshore wind +" model creating a new energy ecosystem. China is anticipated to play a leading role in promoting global supply chain cooperation and sustainable development [2][10].

西部证券（002673）发布研报称，风电行业保持高景气度，梳理2条选股主线：(1)风机中标价格表现优 异，风机盈利有望回暖，且后续装机量方面具备超预期潜力，海外风电需求高增进一步打开成长空间， 风机及零部件环节有望量利齐升，重视风机+零部件投资机会。(2)国内外海风需求共振，持续看好海风 成长性。国内海风项目推进顺利，预计2025-2026年国内海风装机量高增，后续国内深远海海风打开海 上风电成长空间。海外海风景气度高，看好海风出海。 西部证券主要观点如下： 风机中标价格持续提升，2026年风机销售盈利有望回暖 2024年底以来，受风电主机厂商自律以及下游业主端评标规则变化等因素影响，风电主机环节中标价格 体现出持续回升态势。根据比地招标网，2025年1-10月陆上风机平均中标单价为1618元/kW，同比 +6.86%;陆上风机(含塔筒)平均中标单价为2096元/kW，同比+9.78%。各主机厂商风机销售盈利后续有望 回暖。 2026年国内风机出货量有望超预期，风机出海打开成长空间 2025年风机招标量及核准量同样体现出同比提升数据，根据比地招标网，2025年1-10月陆上风机(不含 框架协议招标)招标量同比 ...