Group 1 - The Hang Seng Index fell by 0.25%, down 63 points, closing at 25,872 points, while the Hang Seng Tech Index decreased by 0.20% [1] - The trading volume in the Hong Kong stock market reached HKD 81.6 billion in the morning session [1] - The non-ferrous metals sector showed strong performance, driven by rising expectations for interest rate cuts by the Federal Reserve, with Jiangxi Copper (00358) up over 5%, Minmetals Resources (01208) up 4%, and China Aluminum (02600) up 4.3% [1] - China General Nuclear Power Corporation (01164) saw a rise of over 7%, supported by a significant increase in uranium prices in the US stock market [1] - Reformed Energy (02570) surged over 9% ahead of a stock unlock event, focusing on hydrogen fuel cell systems [1] - InnoCare Pharma (02577) increased by over 6% after forming a strategic partnership with ON Semiconductor, with institutions optimistic about GaN technology for robotics [1] - Goldwind Technology (02208) rose over 6% as the industry enters a peak installation season, with expectations for significant growth in domestic wind power installations during the 14th Five-Year Plan [1] - Nanjing Panda Electronics (00553) increased by 6% as the 2025 Brain-Computer Interface Conference opened, marking a critical phase for domestic clinical transformation [1] - China Oriental Group (00581) rose 5% after investing approximately HKD 52 million to increase its stake in Jiangsu Shentong [1] - Shenzhou International (02313) fell over 4% as institutions downgraded the company's sales growth forecast for the second half of the year, with production increases expected to manifest next year [1] Group 2 - Moole Thread's related concept stocks experienced a decline, with Dazhong Public Utilities (01635) dropping over 7% [2] Group 3 - Innovent Biologics (01801) fell over 2% after completing a global strategic partnership with Takeda Pharmaceutical, raising approximately HKD 777 million through the issuance of 6.9138 million shares [3]

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。前 三季度国内风电招标维持高位，测算当前行业在手订单约300GW，充裕的在手订单有望保证后续行业 需求及价格维持较好水平。 开源证券认为，在"双碳"目标及2035年风光装机达36亿千瓦的规划指引下，国内风电需求基本盘稳固。 在新能源全面入市背景下，由于风电出力与负荷曲线更匹配，上网电价较高，业主的新能源项目开发偏 好正在向风电倾斜。此外，2025年10月《风能北京宣言2.0》提出"十五五"期间国内风电年新增装机容 量不低于120GW，其中海风年新增不低于15GW，"十五五"期间国内风电装机规模有望再上台阶。 来源：新浪港股 金风科技（02208）盘中涨超7%，截至发稿，股价上涨6.67%，现报13.11港元，成交额2.24亿港元。 ...

全球能源转型已进入"攻坚期"，应对气候危机、发展清洁能源成为各国共识。自2015年《巴黎协定》锚定全球温控目标以来，清洁能源市场迎来爆发式增 长，全球清洁能源投资总额从2010年的2430亿美元攀升至2023年的4550亿美元，增幅达87.2%。在此浪潮中，中国清洁能源企业凭借完整产业链、技术创 新力与成本优势，已从"参与者"成长为"引领者"——截至2024年，中国企业在海外清洁能源项目投资额超1410亿美元，业务覆盖东南亚、中东、非洲 及"一带一路"沿线核心区域。金风科技2023年境外收入同比激增82.9%的亮眼业绩，正是中国清洁能源"出海力"的生动注脚。 然而，蓝海之下暗藏礁石。地缘政治博弈、贸易壁垒高筑、文化认知差异等挑战，正不断侵蚀企业海外盈利空间，而贯穿所有难题的核心瓶颈——全球化 人才布局与海外本地化用工管理，已从"发展议题"升级为"生存议题"。中东地区实施的"阿联酋本地化"用工配额便是典型例证，外籍员工雇佣必须绑定明 确的本地员工比例；与此同时，中企出海职位需求在2025年前三季度同比增长38.4%，新能源行业稳居需求前三。这一"合规约束"与"需求爆发"的矛盾清 晰揭示：能否构建适配全球战略的人 ...

Core Insights - The launch of the "Roll-on Roll-off Multi-functional Transport Vessel" by Daikin Heavy Industries marks a significant advancement in the logistics of wind power equipment, supporting the globalization of China's wind power industry [1][4]. Industry Overview - The Chinese wind power industry is transitioning from "product export" to "industry chain export," with an expected export value of $6.4 billion by 2025, reflecting a growth of over 50% year-on-year [3]. - The compound annual growth rate (CAGR) for the wind power sector is projected to be between 25% and 40% over the next decade [3]. Logistics Challenges - As the industry evolves towards deep-sea and large-scale projects, the complexity of transporting oversized wind turbine components has increased, highlighting the inadequacies of traditional transport vessels [3]. - The logistics value has shifted from "simple transportation" to "precise adaptation," necessitating specialized vessels tailored to the unique characteristics of wind power equipment [3]. Technological Breakthrough - The newly launched vessel features a dual-mode design with "Roll-on Roll-off" capabilities, equipped with two 800-ton cranes, allowing for a maximum lifting capacity of 1,600 tons [4]. - The vessel's dimensions include a total length of 188 meters, a width of 43 meters, and a depth of 13.5 meters, with a deadweight capacity of 24,000 tons [4]. - It can accommodate various wind power materials, including cables, blades, and monopiles, meeting the demands of deep-sea wind power projects [4]. Quality Assurance - The vessel has received principle approval certificates from three major classification societies: DNV, ABS, and BV, confirming its compliance with global safety, environmental, and regulatory standards [6]. - This certification enhances the vessel's marketability and underscores its technological reliability [6]. Strategic Vision - Daikin Heavy Industries aims to establish itself as a core driver in the deep-sea energy industry, transitioning from a product manufacturer to a comprehensive service provider [6]. - The company seeks to collaborate with industry partners to advance the renewable energy sector and contribute to sustainable development [6].

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。前三季度国内风电招标维持高位，测算当前行业在手订单约300GW，充裕的在手订单有望 保证后续行业需求及价格维持较好水平。 来源：智通财经网 金风科技(02208)盘中涨超7%，截至发稿，涨4.64%，报12.88港元，成交1.63亿港元。 开源证券认为，在"双碳"目标及2035年风光装机达36亿千瓦的规划指引下，国内风电需求基本盘稳固。 在新能源全面入市背景下，由于风电出力与负荷曲线更匹配，上网电价较高，业主的新能源项目开发偏 好正在向风电倾斜。此外，2025年10月《风能北京宣言2.0》提出"十五五"期间国内风电年新增装机容 量不低于120GW，其中海风年新增不低于15GW，"十五五"期间国内风电装机规模有望再上台阶。 ...

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。前三季度国内风电招标维持高位，测算当前行业在手订单约300GW，充裕的在手订单有望 保证后续行业需求及价格维持较好水平。 开源证券认为，在"双碳"目标及2035年风光装机达36亿千瓦的规划指引下，国内风电需求基本盘稳固。 在新能源全面入市背景下，由于风电出力与负荷曲线更匹配，上网电价较高，业主的新能源项目开发偏 好正在向风电倾斜。此外，2025年10月《风能北京宣言2.0》提出"十五五"期间国内风电年新增装机容 量不低于120GW，其中海风年新增不低于15GW，"十五五"期间国内风电装机规模有望再上台阶。 金风科技（002202）(02208)盘中涨超7%，截至发稿，涨4.64%，报12.88港元，成交1.63亿港元。 ...

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。前三季度国内风电招标维持高位，测算当前行业在手订单约300GW，充裕的在手订单有望 保证后续行业需求及价格维持较好水平。 金风科技(02208)盘中涨超7%，截至发稿，涨4.64%，报12.88港元，成交1.63亿港元。 开源证券认为，在"双碳"目标及2035年风光装机达36亿千瓦的规划指引下，国内风电需求基本盘稳固。 在新能源全面入市背景下，由于风电出力与负荷曲线更匹配，上网电价较高，业主的新能源项目开发偏 好正在向风电倾斜。此外，2025年10月《风能北京宣言2.0》提出"十五五"期间国内风电年新增装机容 量不低于120GW，其中海风年新增不低于15GW，"十五五"期间国内风电装机规模有望再上台阶。 ...

Group 1 - The establishment of Guodian Power (Rizhao) Offshore Wind Power Co., Ltd. has been announced, with a registered capital of 2 billion RMB [1] - The legal representative of the new company is Luo Chaofa, and its business scope includes wind power generation technology services, offshore wind power system R&D, photovoltaic equipment leasing, solar power technology services, and sales of electric vehicle battery swap facilities [1] - The company is wholly owned by Shandong Energy Development Co., Ltd., a subsidiary of China Power (02380.HK) [1]

Core Viewpoint - Daikin Heavy Industries has launched the world's first "Roll-on Roll-off Multi-functional Transport Vessel" designed for wind power equipment, supporting the globalization of China's wind power industry [1] Industry Summary - The Chinese wind power industry is transitioning from "product export" to "industrial chain export," necessitating specialized transportation solutions to overcome development bottlenecks [1] - By 2025, the export value of China's wind power industry is expected to reach $6.4 billion, with a year-on-year growth of over 50%, and a projected compound annual growth rate of 25% to 40% over the next decade [1] Company Summary - Daikin Heavy Industries is the first wind power tower pile listed company in China's A-share market, focusing on high-tech standards, high-quality requirements, and high value-added services in the global offshore wind power market [1] - The company is advancing its capabilities in research and manufacturing of wind power foundational equipment, ocean special transportation, ship design and construction, new energy development and operation, and wind power mother port operations [1] Vessel Specifications - The newly launched vessel measures 188 meters in length, 43 meters in width, and 13.5 meters in depth, with a summer draft of 7.5 meters and a carrying capacity of 24,000 tons [2] - The effective cargo area is 163×43 square meters, with a deck strength of 25 tons per square meter and a 20,000 cubic meter cargo hold that can flexibly accommodate various sizes and shapes of wind power equipment [2] Innovative Features - The vessel features a "Roll-on Roll-off" dual-mode design, equipped with two 800-ton cranes, allowing for a maximum lifting weight of 1,600 tons, facilitating one-stop lifting of core wind power equipment [2] - It supports direct roll-on loading of single piles and submarine cables, significantly enhancing logistics turnaround efficiency [2] - The vessel's adaptability allows it to carry cables, blades, and single piles, meeting the concentrated transportation needs of deep-sea wind power projects and accommodating various component combinations [2] Strategic Development - Daikin Heavy Industries is steadily building comprehensive EPCI service capabilities across the entire industry chain and lifecycle, successfully transitioning from a product manufacturer to a system service provider [2]

本报汕头12月4日电 （记者李纵）4日，第二十二届世界风能大会暨第三届汕头国际风电技术创新大会 在广东汕头开幕。本次大会以"风能赋能未来：创新、协作与可持续增长"为主题，围绕风电前沿技术、 产业链协同、国际交流合作等探索风电创新新范式，凝聚国际共识，促进全球风电合作迈入新阶段。 据了解，汕头国际风电创新港正着力建设服务全国、面向全球的风电产业体系，助力汕头加速成长为国 际化风电产业新城。南方电网广东电网公司在汕头建成临海区域风电试验基地，打造海上风电大容量机 组认证检测公共试验平台，更好支撑风电新技术和新装备研发。 《 人民日报 》（ 2025年12月05日 04 版） (责编：牛镛、岳弘彬) 关注公众号：人民网财经 ...