海上风电
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服务型制造绘就海南新蓝图 自贸港探索双循环产业融合新路径
Zheng Quan Shi Bao Wang· 2025-12-30 14:07
Core Viewpoint - The seventh Service-Oriented Manufacturing Conference held in Hainan emphasizes the theme of cultivating new productive forces and global cooperation, aligning with the critical phase of Hainan's free trade port construction [1] Group 1: Manufacturing Transformation - China's manufacturing industry remains the largest globally, but transformation and upgrading are essential for maintaining competitiveness, especially in the context of global manufacturing competition [2] - The integration of manufacturing and service industries is crucial for China's industrial upgrade, as the current proportion of the service industry in GDP is significantly lower than that of the United States [2] Group 2: Global Manufacturing Landscape - The global manufacturing landscape is undergoing significant changes, with rising trade protectionism and a shift towards self-sufficiency, which presents both challenges and opportunities for China's manufacturing exports [3] - The trend of integrating products with services through technology can mitigate the impact of traditional trade barriers and open new avenues for cooperation [3] Group 3: Free Trade Port Positioning - Hainan's free trade port aims to explore new business models that integrate manufacturing and services, moving away from traditional processing and trade [4] - The policies in Hainan, such as zero tariffs and value-added processing, are designed to attract manufacturing and service integration, positioning the region as a key hub in the global supply chain [4] Group 4: Practical Pathways - Hainan is focusing on leveraging its advantages to promote the deep integration of service-oriented manufacturing and free trade port development, particularly in sectors like new energy and materials [6] - The region aims to establish a model of "R&D and key processing in Hainan + large-scale manufacturing in the mainland + global market," enhancing its industrial foundation [6] Group 5: Future Development Goals - The "14th Five-Year Plan" period is seen as a critical window for Hainan's free trade port and China's high-quality manufacturing development, emphasizing the need for a collaborative and empowering mechanism [7] - Key actions include institutional innovation, strengthening ties with the mainland's industrial system, and addressing areas where the mainland cannot operate effectively [7]
海风吹出广东“风电硅谷”
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-30 12:22
Core Insights - The article highlights the rapid development of offshore wind power in China, particularly in Yangjiang, which has become a leading city in offshore wind capacity within just eight years [1][2][3] Industry Overview - China accounts for half of the global offshore wind power grid-connected and newly installed capacity, showcasing its dominance in the sector [3] - The offshore wind power industry in China has evolved significantly, with nearshore resources being largely developed, prompting a shift towards deep-sea exploration [3] Technological Advancements - The transition to deep-sea wind power requires overcoming cost and technical challenges, particularly the need for floating wind turbines instead of fixed ones [3] - The successful integration of offshore wind power with marine aquaculture and hydrogen production is exemplified by a project in Yangjiang, indicating a trend towards multi-use of marine space [3] Market Dynamics - Major energy companies, such as Guangdong Energy Group, have established offshore wind projects in Yangjiang, contributing to local economic growth and job creation [2] - Leading manufacturers like Mingyang Smart Energy and Goldwind Technology are expanding their presence internationally, indicating a growing recognition of Chinese wind power technology abroad [4]
海风吹出广东“风电硅谷” | 财经早察
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-30 12:16
今天这期节目比较特别,大家看我穿了一身安全防护装备,不为别的,就为了坐船出海,和大家沉浸 式、近距离感受"海洋中的大国重器",聊聊事关咱们14亿人未来用电用能的新兴产业:海上风电。 未来若能解决深远海开发的成本和技术难题,以及用海政策问题,那么不仅仅是风电,更多业态将成为 可能。像在阳江落成的全球第一个"海上风电+海洋牧场+海水制氢"融合项目,以后这种在"海面之上发 电、海面之下养鱼"的结合会是常态,"一海多用"既高效利用了海洋空间,还能创造更大的经济效益。 第二个方向,是出海。国内风电制造商越来越受到国际认可,我们看到像明阳智能、金风科技这样的头 部整机企业,不仅"承包"了海外一些风电场的装机,工厂更是遍布全球。这股"中国风",正在从广东阳 江这样的基地,吹向世界。 从家里电箱一路连到国家能源结构图,海上风电的比例越来越大。面向深海要资源,你怎么看? (文章来源:21世纪经济报道) 我背后的这个风电场2021年投产,对于这个新兴产业来说,已经算是一位"老员工"了。在建时就被认为 是国内地质情况最恶劣、最复杂的风电项目之一,可以这么说,海上风电的每一次技术突破,都是一场 极限挑战。这个则是海上升压站,是风电场 ...
海南实现首次海上风电制氢
Zhong Guo Hua Gong Bao· 2025-12-30 03:33
中化新网讯 日前,明阳智慧能源集团股份公司在海南临高大型海上风电机组检测试验基地完成关键技 术验证,依托自主研发的离子膜柔性制氢系统,以海上风电功率波动为核心场景,成功产出海南首次海 上风电制氢。 "此次海南首公斤海上风电制氢的成功产出,进一步验证了明阳柔性制氢技术,更为海南新能源产业的 跨界融合协作打下了基础。随着技术不断成熟和规模化应用,海南有望依托丰富的新能源资源,打造全 国领先的氢能生产基地和'新能源—高端化工'跨境产业集群,推动氢能在交通、化工、储能等领域的广 泛应用。"明阳智慧能源集团股份公司有关负责人表示,下一步,公司将基于本次验证所积累的耦合技 术和环境适配数据与经验,推进规模化离子膜制氢系统研发,同时启动海上风机离网直连耦合制氢验 证,实现从"海上风电适配"到"离网直供"的技术跨越。 海南风电、光伏等新能源资源丰富,但出力波动性强导致弃电现象时有发生,而柔性制氢技术可实现弃 电资源化转化,让不稳定的新能源成为可存储、可运输的氢能产品。该技术团队以海南海上风电实际运 行数据为蓝本,运行结果显示,明阳离子膜制氢系统可在动态工况下稳定产出5N级别高纯度氢气,验 证了离子膜制氢技术对海南气候与能源条 ...
海南自贸港封关后:如何加快建设“样板间”?
Zhong Guo Xin Wen Wang· 2025-12-30 01:38
Group 1 - The core viewpoint of the articles emphasizes the rapid development and high-level opening-up of the Hainan Free Trade Port, particularly through the achievements of Yangpu in Danzhou as a model area for the Free Trade Port [1][2]. - The Danzhou Yangpu Economic Development Zone aims to expand high-level foreign openness and implement Free Trade Port policies, focusing on the development of a dual hub port and enhancing port infrastructure [2][3]. - The construction of a modern industrial system is prioritized, with plans to develop advanced manufacturing, emerging industries, and modern agriculture, including the establishment of a large petrochemical industry and the promotion of green and intelligent development [3][5]. Group 2 - The Yangpu International Container Terminal has achieved a record throughput of over 3 million standard containers, indicating significant growth and the potential for further expansion in the upcoming "14th Five-Year Plan" period [4]. - Future plans include enhancing the terminal's construction, expanding the shipping network, and transitioning towards green and smart operations to support the Free Trade Port's development [4]. - Danzhou will also focus on rural revitalization and improving public services, ensuring that the local population benefits from the Free Trade Port's development [5].
海上风电产业加速迈向“深蓝”
Ke Ji Ri Bao· 2025-12-30 00:32
Core Insights - China's offshore wind power industry has achieved a historic leap from following to leading globally, with significant technological breakthroughs and a focus on deep-sea development [1][2] Group 1: Industry Development - The first 16 MW floating wind turbine, "Three Gorges Leading," has been assembled, marking a milestone in offshore wind hydrogen production [1] - As of September 2025, China's cumulative installed offshore wind capacity reached 44.61 million kW, maintaining the world's leading position in new installations for seven consecutive years from 2018 to 2024 [2] - The offshore wind power industry is entering a critical phase of scale and intensive development, requiring collaborative innovation, technological breakthroughs, and policy support [1][2] Group 2: Policy and Regulation - The Ministry of Industry and Information Technology has proposed new regulations for the wind power equipment industry, setting entry barriers based on R&D investment, production capacity, quality control, and green manufacturing [1] - The new regulations signal the acceleration of outdated capacity elimination and a shift towards a technology-intensive and low-carbon industry [1][5] Group 3: Market Dynamics - Coastal provinces like Jiangsu and Guangdong have become the main battlegrounds for offshore wind development, with installed capacities exceeding 10 million kW [3] - The offshore wind energy resources in China are vast, with a technical development potential of approximately 278 million kW, indicating significant room for growth [4] Group 4: Industry Challenges - The transition to a market-oriented model has introduced revenue volatility for offshore wind projects, necessitating enhanced risk management across the industry [6] - Key technological breakthroughs are required for large-scale, intelligent, and deep-sea development, focusing on flexible design, lightweight processes, and smart operation systems [6] Group 5: Collaborative Efforts - The Three Gorges Group has achieved 86 supply-demand cooperation agreements with a contract value of approximately 9.3 billion yuan, showcasing the effectiveness of industry collaboration [7] - The future of market competition will rely on collaborative efforts across the industry chain, emphasizing the importance of quality improvement and innovation [6][7]
盐城:勇当“碳”路先锋,塑造发展新动能新优势
Xin Hua Ri Bao· 2025-12-29 23:57
Core Viewpoint - Yancheng is emerging as a leader in green energy and low-carbon development, with significant advancements in its economic and social landscape, particularly in the context of the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan" [1][2][12]. Group 1: Economic and Social Development - Yancheng's GDP is expected to exceed 800 billion yuan by 2025, marking a significant increase over five years [2]. - The number of high-tech enterprises has increased by over 1,800 in five years, ranking 6th in the province [2]. - Yancheng has been recognized as a national pilot city for carbon peaking and has achieved the status of an international wetland city [2][3]. Group 2: Green and Low-Carbon Initiatives - The city has established the largest tidal wind and solar power base globally, with over 40% of the country's offshore wind turbine production capacity [1]. - Yancheng has been awarded the title of "National Ecological Civilization Construction Demonstration City" and is leading in renewable energy integration and generation in the province [2][3]. Group 3: Strategic Planning for Future Development - The city aims to enhance its positioning as an "International Wetland, Coastal Green City, and Gateway to the Jianghuai Region" during the "15th Five-Year Plan" [4][5]. - Yancheng plans to focus on three key areas: "Sea," "Green," and "New," to drive high-quality development and innovation [6][7]. Group 4: Marine Economy Development - The marine economy currently contributes over 150 billion yuan, but there is a need for accelerated growth to match other coastal cities [9]. - Yancheng is committed to enhancing its marine economic capabilities through innovation and collaboration, particularly in renewable energy and marine equipment [10]. Group 5: Green Production and Sustainability - The city has cultivated 191 provincial-level green factories and is recognized for its efforts in sustainable industrial practices [11]. - Yancheng's focus on green low-carbon development is seen as a vital component for fostering new productive forces and achieving high-quality growth [12].
揭阳举办海洋经济产业科技创新交流对接会 强化产业链协同创新能力
Sou Hu Cai Jing· 2025-12-29 11:15
央广网记者了解到,近年来,海洋经济产业已逐步成长为揭阳市重要的新兴支柱产业。揭阳市海上风电 协同创新中心自2024年成立以来,各成员单位主动融入揭阳产业发展大局,一批联合技术攻关项目有序 推进,多项科技成果成功落地转化,推动各类海洋创新资源与科研成果在揭阳实现产业化,为当地海洋 经济高质量发展提供了有力支撑。 下一步,揭阳市将持续推进市海洋产业协同创新中心建设,在政策扶持、项目布局、资源整合等方面加 大支持力度,促进海洋经济领域产业链、创新链、资金链深度融合,深化产学研协同合作,为构建现代 化、特色化的海洋经济产业体系注入强劲科技动力。同时,揭阳还将鼓励支持海洋经济头部企业与本土 企业建立战略合作关系,打造良性区域产业生态,推动全市传统产业与海洋战略性新兴产业协同升级。 央广网揭阳12月29日消息(记者张顺鹏)近日,揭阳市科学技术局携手市海上风电协同创新中心,在惠 来临港产业园联合举办揭阳市海洋经济产业科技创新交流对接会。此次活动旨在深化企业与高校院所的 产学研合作,强化揭阳海洋经济相关企业的产业链协同创新能力,加快推进揭阳海洋经济产业高质量发 展。 活动现场,揭阳市海洋产业协同创新中心新成员签约仪式顺利举行 ...
特朗普暂停所有大型海上风电项目
Shang Wu Bu Wang Zhan· 2025-12-27 02:19
美国内政部以存在未指明的国家安全风险为由暂停该项目,但并未详细说明。内政部声明还指出, 风力涡轮机的运行和光反射可能会干扰雷达探测。美国内政部长道格·伯古姆在接受福克斯商业频道采 访时表示,国防部已明确得出结论,大型海上风电场会造成雷达干扰,对美国构成真正的威胁,尤其对 东部沿海地区构成威胁。他还补充说,这种干扰会给"在空域中辨别敌我"带来真正的难题。 (原标题:特朗普暂停所有大型海上风电项目) 特朗普政府的这一举措不仅遭到了清洁能源企业的批评,也遭到了化石燃料团体的批评。石油和天 然气公司已在海上风电项目上投入大量资金。美国国家海洋工业协会主席埃里克·米利托敦促政府解除 暂停令,并避免采取任何可能损害就业和投资的进一步行动。 《越南快讯》12月24日报道,特朗普政府下令暂停所有大型海上风电项目的土地租赁,将影响数十 亿美元的投资和数千个就业岗位。暂停的项目名单中包括弗吉尼亚海岸风电场,这是美国最大的风电 场,原计划于明年年底竣工。该风电场计划拥有176台风力涡轮机,装机容量为2吉瓦,预计可为弗吉尼 亚州60万户家庭提供足够的电力。其他受影响的风电场包括 Vineyard Wind 1(马萨诸塞州)、 Rev ...
12月25日证券之星午间消息汇总:宁德时代宜春枧下窝锂矿预计春节前后复产
Sou Hu Cai Jing· 2025-12-25 03:45
01. 宏观要闻 1、央行将开展4000亿元MLF操作 期限为1年期 央行公告,为保持银行体系流动性充裕,2025年12月25日,中国人民银行将以固定数量、利率招标、多 重价位中标方式开展4000亿元MLF操作,期限为1年期。 2、财政部拟发行2025年记账式贴现(八十二期)国债 竞争性招标面值总额600亿元 财政部拟发行2025年记账式贴现(八十二期)国债。本期国债为期限91天的贴现债。本期国债竞争性招标 面值总额600亿元,进行甲类成员追加投标。本期国债发行价格通过竞争性招标确定,以低于票面金额 的价格贴现发行。本期国债自2025年12月25日开始计息,于2026年3月26日(节假日顺延)按面值偿还。 招标时间为2025年12月24日上午10:35至11:35。 主要变化有:引导外商投资先进制造业,《鼓励目录》新增或扩展了终端产品、零部件、原材料等领域 有关条目,提升产业链供应链发展水平。引导外商投资现代服务业,《鼓励目录》新增或扩展了商务服 务、技术服务、科学研究、服务消费等领域有关条目,促进服务业高质量发展。此外,鼓励引导外商投 资中西部地区、东北地区和海南省。新版《鼓励目录》将自2026年2月1日起 ...