July 16, 2025 10:25 AM GMT China – Clean Energy | Asia Pacific Wind power tender and price tracker - June 2025 Key Takeaways Exhibit 1: Wind turbine ASP and tender summary (as of Jun 2025) 4,281 4,549 3,657 3,722 3,374 3,753 3,613 3,540 2,815 2,687 3,100 3,173 3,418 2,957 4,233 3,642 3,329 2,815 2,687 2,910 2,025 1,200 2,200 3,200 4,200 5,200 Jan-22 Mar-22 May-22 Jul-22 Sep-22 Nov-22 Jan-23 Mar-23 May-23 Jul-23 Sep-23 Nov-23 Jan-24 Mar-24 May-24 Jul-24 Sep-24 Nov-24 Jan-25 Mar-25 May-25 Offshore WTG ASP (Rm ...

近日，广东省北部湾海上风电发展有限公司成立，由广东省风力发电有限公司、湛江市城市发展集团有 限公司、运达股份（300772）、广州工控产业园发展集团有限公司共同持股。其中，广东省风力发电有 限公司持股比例50%，为这一新成立公司的最大股东。据了解，广东省风力发电有限公司为广东省能源 集团有限公司的二级平台企业。企查查股权穿透显示，广东省国资委对广东省北部湾海上风电发展有限 公司穿透持股20.0977%。 据企查查数据，广东省国资委对广东省北部湾海上风电发展有限公司穿透持股20.0977%。 相关数据显示，广东省北部湾海上风电发展有限公司注册地址位于湛江经济技术开发区，注册资本10亿 元人民币，经营范围包括发电技术服务、风力发电技术服务、太阳能发电技术服务、储能技术服务等。 至此，广东在北部湾海域的海上风电开发又落一子，也进一步凸显了粤西地区在广东海上风电乃至海洋 经济布局中的关键地位。 近年来，海上风电作为清洁能源的重要支柱，在全球范围内快速发展。当前，广东正加快能源结构调 整，而作为中国海洋经济大省，广东亦拥有得天独厚的海洋资源，尤其在粤东、粤西两翼，海上风电潜 力巨大。 北部湾海上风电优势显著，湛江成重要 ...

China has rebuilt a substantial pipeline of offshore wind projects as the sector recovers from the slowdown that followed the end of national subsidies in 2021 https://t.co/vAcIlvV38O ...

The One Big Beautiful Bill will kill wind and solar power tax credits—and pit humans against AI in a battle for scarce electricity. https://t.co/uXvREBzCuQ https://t.co/uXvREBzCuQ ...

The One Big Beautiful Bill will kill wind and solar power tax credits—and pit humans against AI in a battle for scarce electricity. (Photo: Charlie Riedel via Associated Press) https://t.co/5k3ltisrs5 https://t.co/5whJlbsPh5 ...

The One Big Beautiful Bill will kill wind and solar power tax credits—and pit humans against AI in a battle for scarce electricity. (Photo: Charlie Riedel via Associated Press) https://t.co/3AIKsoqdjA https://t.co/I753iR216Q ...

感谢媒体和网友对我县工作的关注和监督。下一步，我们将根据调查情况，依法依规严肃处理。 来源："钦州发布"微信公众号 广西灵山县联合调查组发布情况通报：近日，网传"广西灵山县建风电项目存在挖山致自来水流泥浆、山体裂 缝等问题"，我县高度重视，成立由县人民政府办公室牵头，县自然资源局、县发展改革局、县水利局、县林 业局等部门组成的联合调查组，责令项目业主停工整改，并对相关情况进行调查核实。 经核查，国投灵山一期（六炉山）风电场项目已取得项目建设核准、用林许可、环境影响报告书等批复。初步 核实，网传檀圩镇茶亭村群众自来水浑浊问题，实际发生在该镇大垌田村委九队，系持续强降雨导致出现浑浊 现象，已督促项目业主采取清理蓄水池、通过供水车辆向受影响村民提供饮用水、打深井等方式解决村民用水 安全问题；网传施工后出现山体裂缝问题，实为强降雨冲刷下，边坡未规范防护和临时弃土未压实形成局部冲 沟，未发现存在地质性山体开裂，目前已责令项目业主对局部冲沟进行修复。 百万用户都在看 暴增超370%！A股，重磅信号！ 深夜突发，闪崩！ 重大转变！美国下令：暂停！ 午后，突发！集体飙涨！ 李成钢：中美就落实两国元首通话共识及日内瓦会谈共识达 ...

智通财经5月8日电，印度风电行业步入复苏轨道，过去四年中每年都实现增长，这与2017年推出竞价取 代上网电价后的时期以及之后新冠疫情期间的下滑形成鲜明对比。当地风机制造商Suzlon和Inox Wind 的订单激增，两家公司的净利润在时隔八年之后有望转正。 印度风电行业步入复苏轨道 本地造风机成为明星 ...

Financial Data and Key Metrics Changes - In Q1 2025, the company's revenue was CNY 9.47 billion, an increase of CNY 2.49 billion year-over-year [14] - The comprehensive profit margin for Q1 2025 was 21.78%, down by 3.11% compared to the previous year [15] - Net profit attributable to the owners of the company was CNY 1.568 billion, growing by 17% [16] - The weighted average return on equity was 1.48%, an increase of 0.2% [17] Business Line Data and Key Metrics Changes - In Q1 2025, total external sales from the WTG segment were 2,587.65 megawatts, growing by 80.16% [9] - The wind turbine order backlog reached a historical high of 51.09 gigawatts, with 39.9 gigawatts from signed contracts [10] - The attributable under construction wind capacity was 4,117 megawatts [12] Market Data and Key Metrics Changes - In Q1 2025, China recorded 40.6 gigawatts of new grid connections, down by 5.7% [5] - Public tendering in Q1 totaled 28.6 gigawatts, growing by 22.7% [6] - The offshore public tendering was 0.8 gigawatts, while onshore was 27.8 gigawatts [7] Company Strategy and Development Direction - The company aims to optimize its asset liability ratio and improve the delivery cycle while controlling expenses [23] - The focus remains on enhancing the growth of the WTG segment and expanding international market orders [11] Management's Comments on Operating Environment and Future Outlook - Management noted that the public tendering market is booming, indicating strong growth momentum [6] - The company expects continued improvement in profitability and operational cash flow due to favorable government policies supporting renewable energy [8][25] Other Important Information - The cash to total asset ratio improved to 8.75% year-over-year, attributed to prepayments for wind turbines and operational funds [24] - The interest-bearing debt accounted for 43% of total liabilities, remaining flat compared to the previous year [20] Q&A Session Summary Question: What are the expectations for the growth of the WTG segment? - Management expressed confidence in the WTG segment's growth, supported by a strong order backlog and market demand [10] Question: How does the company plan to manage its debt levels? - The company plans to optimize its debt structure and control the asset liability ratio while improving receivable collections [23] Question: What impact do government policies have on the company's operations? - Management highlighted that recent government policies have positively influenced the renewable energy sector, leading to increased public tendering and project opportunities [8]

Financial Data and Key Metrics Changes - In Q1 2025, the company's revenue was CNY 9.47 billion, an increase of CNY 2.49 billion year-over-year [14] - The comprehensive profit margin for Q1 2025 was 21.78%, down by 3.11% compared to the previous year [15] - Net profit attributable to the owners of the company was CNY 1.568 billion, growing by 17% [16] - The weighted average return on equity was 1.48%, an increase of 0.2% [17] - The cash to total asset ratio improved to 8.75% year-over-year [24] Business Line Data and Key Metrics Changes - The total external sales in the WTG segment for Q1 2025 were 2,587.65 megawatts, growing by 80.16% [9] - The wind turbine order backlog reached a historical high of 51.09 gigawatts, with 39.9 gigawatts from signed contracts [10] - The attributable under construction wind capacity was 4,117 megawatts [12] Market Data and Key Metrics Changes - In Q1 2025, China recorded 40.6 gigawatts of new grid connections, down by 5.7% [5] - Public tendering in Q1 totaled 28.6 gigawatts, growing by 22.7% [6] - The offshore public tendering was 0.8 gigawatts, while onshore was 27.8 gigawatts [7] Company Strategy and Development Direction - The company aims to optimize its asset liability ratio and improve the structure of its debt in 2025 [23] - The focus remains on enhancing the delivery cycle and controlling expenses [23] - The company is committed to supporting renewable energy development in line with government policies [8] Management Comments on Operating Environment and Future Outlook - Management noted that the public tendering market is booming, indicating strong growth momentum [6] - The company expects continued strong growth in net profit and return on equity [17] - The management emphasized the importance of improving receivable collections and operational cash flow [18][25] Other Important Information - The cumulative grid-connected power capacity in China reached 635.4 gigawatts, with thermal power declining to 42.3% [5] - The company has seen significant improvements in cash flow due to increased operational funds and prepayments for wind turbines [24][25] Q&A Session Summary Question: What are the expectations for the public tendering market? - Management indicated that the public tendering market is experiencing significant growth, with a 22.7% increase in Q1 [6] Question: How does the company plan to manage its debt? - The company plans to optimize its debt structure and control the asset liability ratio while improving delivery cycles and expenses [23] Question: What is the outlook for the WTG segment? - The WTG segment has shown strong growth, with external sales increasing by 80.16% in Q1 2025, and the order backlog reaching a historical high [9][10]