证券日报网讯12月29日，崧盛股份（301002）在互动平台回答投资者提问时表示，公司储能核心部件业 务主要产品包括户用混合逆变器、工商业储能逆变器及变流器等。 ...

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].

Group 1 - The company, Invt (002334.SZ), confirmed that its UPS and temperature control products are essential core components for data centers and AI computing centers, indicating their relevance in the construction and operation of these facilities [2] - The product line of the company covers and serves the needs of data centers and AI computing centers, highlighting its strategic positioning in the industry [2] - The rectifiers and inverters produced by the company are not only sold externally but also serve as key components in the company's industrial automation-related products [2]

Core Viewpoint - The company, Greeenmei, clarified on November 19 that its main business does not involve the production and manufacturing of battery cells and inverters [1] Group 1 - The company stated its focus is not on battery cell production [1] - The company does not engage in the manufacturing of inverters [1]

Core Viewpoint - The company, Greeenmei, clarified that its main business does not involve the production and manufacturing of battery cells and inverters [1] Group 1 - The company made a statement on November 19 through an interactive platform [1]

Core Viewpoint - The company, Greeenmei (002340.SZ), clarified that its main business does not involve the production and manufacturing of battery cells and inverters [1] Group 1 - The company is focused on its core business areas, which do not include battery cells and inverters [1]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China is seeking public feedback on the "Wind Power Equipment Industry Normative Conditions" and the "Management Measures for the Announcement of Wind Power Equipment Industry Norms" to promote the sustainable and healthy development of the wind power equipment manufacturing industry [1][2]. Group 1: Industry Norms and Guidelines - The normative conditions aim to encourage and guide wind power equipment manufacturers in standardizing their research, manufacturing, testing, installation, and collaboration within the industry, while also clarifying social responsibilities and supervisory management requirements [4][5]. - The guidelines cover various manufacturers, including those producing wind turbines, blades, towers, gearboxes, generators, converters, control systems, bearings, steel structures, and submarine cables [4]. - The MIIT encourages manufacturers to apply green and intelligent technologies throughout the entire process, promote international strategies, and enhance product quality through improved safety and reliability standards [4][5]. Group 2: Basic Requirements for Enterprises - Enterprises must be legally registered in China, possess independent legal status, and have the capability for independent production, sales, and after-sales service of wind power equipment [5][6]. - Companies should maintain a good credit and public image, demonstrate strong performance capabilities, comply with tax laws, and have no legal violations [5]. - A comprehensive management system for research, manufacturing, quality, and operation maintenance is required, along with strict quality control processes and continuous improvement mechanisms [5][6]. Group 3: Research and Development - Manufacturers of complete machines, converters, and control systems must invest at least 4% of their main business income in R&D or process improvements, while other manufacturers must invest at least 3% [7]. - Key components of wind turbines must meet relevant standards and obtain type certification, including blades, gearboxes, generators, converters, towers, control systems, and bearings [8][9]. - The design of wind turbines must comply with various national and international standards, ensuring quality and safety [9][10]. Group 4: Testing and Validation - Wind turbines must undergo testing and validation, including type tests for key components and prototype tests for the complete machine [11][12]. - The grid adaptability tests and fault ride-through capability tests must meet or exceed specified standards [12][13]. - New models must undergo a one-year trial operation to verify performance and stability before mass production [12][13]. Group 5: Installation and Debugging - Transportation of wind turbines must comply with relevant standards, and installation must meet specified requirements [13][14]. - Acceptance criteria for wind turbines must align with national standards, ensuring quality supervision and process management [14][15]. - Manufacturers should possess strong operational and maintenance capabilities, utilizing advanced information technology for monitoring and fault prediction [15]. Group 6: Industry Collaboration and Social Responsibility - Wind power equipment manufacturers should promote sustainable industry development, maintain order, and avoid disruptive pricing practices [15][16]. - Companies are encouraged to focus on key common technologies and enhance innovation capabilities within the industry [17]. - Manufacturers must comply with safety production laws and report any quality incidents promptly, ensuring accountability and corrective measures [16][17].

Core Viewpoint - The company is focused on providing core components for energy storage, such as inverters and converters, and aims to enhance its sales proportion in the energy storage business to support global energy transition and sustainable development [1] Company Strategy - The company is committed to delivering efficient and intelligent energy storage solutions to global customers [1] - The company plans to actively seize industry opportunities to increase the sales share of its energy storage business [1]

Core Viewpoint - The partnership between CRRC Zhuzhou Electric Locomotive Research Institute's Comprehensive Energy Division and CATL aims to promote high-quality and sustainable development in the energy storage industry, contributing to global energy transition [1][3]. Group 1: Partnership Details - A framework cooperation agreement was signed on June 12, 2025, focusing on mutual benefits, collaborative innovation, and sustainable development [1]. - The agreement emphasizes comprehensive cooperation in energy storage system solutions, efficient energy utilization, microgrid construction, and smart energy services [3][5]. Group 2: Company Profiles - CRRC Zhuzhou's Comprehensive Energy Division is a key platform for implementing national "dual carbon" strategies, focusing on energy storage systems, hydrogen energy, and integrated energy solutions [3][5]. - CATL is a leading global new energy innovation technology company, providing top-tier solutions and services for global new energy applications, with its 587Ah battery cell featuring 8000 cycles and high energy density [3][5]. Group 3: Strategic Importance - The collaboration is seen as a strategic move to leverage both companies' strengths in technology innovation and market expansion, aiming to create a shared industry ecosystem [5]. - The partnership is expected to set a new benchmark for the energy storage industry and contribute to optimizing the national energy structure and achieving "dual carbon" goals [5]. Group 4: Market Position - CRRC Zhuzhou's energy storage project orders have ranked first in the domestic market for two consecutive years, with a leading market share in the hydrogen energy sector [5].

Core Viewpoint - The collaboration between CRRC Zhuzhou Electric Locomotive Research Institute's Comprehensive Energy Division and CATL aims to promote high-quality and sustainable development in the energy storage industry, contributing to global energy transition [1][2][3]. Group 1: Partnership Details - A framework cooperation agreement was signed on June 12, 2025, focusing on mutual benefits, collaborative innovation, and sustainable development [1][2]. - The agreement was signed by key executives from both companies, highlighting the importance of this strategic partnership [2]. - The partnership will focus on energy storage system solutions, efficient energy utilization, microgrid construction, and smart energy services [2][3]. Group 2: Company Profiles - CRRC Zhuzhou's Comprehensive Energy Division is a key platform for implementing national "dual carbon" strategies, focusing on energy storage systems, hydrogen energy, and integrated energy solutions [2][3]. - CATL is a leading global new energy innovation technology company, known for its high-performance battery solutions, including a 587Ah cell with 8000 cycles and advanced safety features [2][3]. - CRRC Zhuzhou has ranked first in domestic market orders for energy storage projects for two consecutive years and holds a significant market share in the hydrogen energy sector [5].