近日我国水深最深的海上风电项目——华能山东半岛北L场址海上风电项目并网发电，标志着我国商运 海上风电在深远海领域实现新突破。 为我国水深最深的商运海上风电项目 据悉，上述项目由华能山东分公司投资建设，烟台电厂运营管理，总装机50.4万千瓦，年发电量约17亿 千瓦时，每年可节约标准煤约50万吨，不仅是我国水深最深的商运海上风电项目，也是山东省离岸最 远、单机容量最大的海上风电项目。项目创新应用四桩导管架基础结构，最高可达83.9米，为国内同类 型最高，可有效确保风机在深远海复杂地质环境下的安全稳定。 华北电力大学能源互联网研究中心副主任王永利接受上海证券报记者采访时表示，此次成功并网，证明 了海上风电走向深远海是未来新增清洁能源装机的关键增量方向和可靠技术路径。本次突破有力驱动高 端装备制造、海洋工程、智能运维等一整条产业链的升级与创新，并将通过提供稳定、大规模的绿色电 力，为能源结构的根本性转型和"双碳"战略目标的如期实现注入强劲动力。 2026年全国能源工作会议明确，全年计划新增风电、太阳能发电装机2亿千瓦以上。这一目标的确定 性，为产业发展提供了清晰的增长空间。从中长期来看，国家承诺到2035年风电和太阳 ...

Investment Rating - The industry investment rating is "Recommended (Maintain)" [1] Core Views - The new materials sector is a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth. The report emphasizes that "one generation of materials supports one generation of industry," highlighting the foundational nature of the new materials industry for other sectors [4]. Summary by Relevant Sections 1. Electronic Information Sector - Focus on semiconductor materials, display materials, and 5G materials [5] - As of October 31, 2025, global AI server shipments are projected to grow by over 20% annually, with AI applications driving demand [6][20]. 2. Aerospace Sector - Key areas of interest include PI films, precision ceramics, and carbon fibers [7]. 3. New Energy Sector - Focus on photovoltaic materials, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [8]. - In 2025, China's new energy heavy trucks have seen sales exceed 10,000 units for seven consecutive months, with September sales surpassing 20,000 units, marking a record high [9]. 4. Biotechnology Sector - Emphasis on synthetic biology and scientific services [10]. - A strategic cooperation agreement was signed between Zhejiang University and Shanghai Chemical Industry Park Development Co., focusing on project applications and technology exchanges [11]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorption resins, membrane materials, and biodegradable plastics [12]. - The Henan provincial government has issued an action plan for upgrading the steel industry, aiming for significant improvements in energy efficiency and environmental performance by 2025 [13]. Industry Rating and Investment Strategy - The new materials sector is expected to enter a prosperous cycle driven by downstream application sectors, maintaining a "Recommended" rating [14]. Key Companies and Earnings Forecast - A list of key companies with their stock prices and earnings per share (EPS) forecasts for 2024-2026 is provided, indicating various investment ratings such as "Buy" and "Increase Holdings" [14].