海上风电——目前形势、发展趋势及投资策略股市专治各种不服，但奖励那些看透政策、敬畏产业链、还能把人性的弱点当垫脚石的狠人。全球海上风电目 前什么形势？数据显示:全球83吉瓦海上风电装机，中国独占50.3%，相当于全球其他国家的总和。更恐怖的是，中国风电设备产量占全球三分之二，齿轮 箱、叶片等关键部件占全球70%以上。这意味着未来十年，任何国家想搞海上风电，都得来中国"进货"！但散户的毛病是跟风炒作"出海概念"，却忽略了一 个真相：中国企业的核心竞争力不是低价，而是全产业链碾压式的交付能力。比如汕头风电产业园，用地缩减75%、生产效率提升3倍，这种成本优势是欧 洲厂商十年都追不上的护城河。盯着金风科技、明阳智能这些龙头时，别只看订单量，要查它们的"出海模式"——是卖设备还是搞整体解决方案？后者利润 率高出一个量级。近海资源快抢光了，政策直接逼企业去"深水区"：《关于进一步加强海上风电项目用海管理的通知》要求新增项目必须在离岸30公里或水 深大于30米的海域。这看似是成本压力，实则是过滤散户的筛子——深远海技术门槛高，能活下来的公司才是真龙头。这里有个反人性逻辑：别怕高成本， 怕的是没技术。漂浮式风电当前造价4万 ...

Core Viewpoint - The development of UHVDC (Ultra High Voltage Direct Current) technology is becoming a significant aspect of China's international presence, with companies like Borui Electric leading the way in overseas projects [1][2]. Group 1: UHVDC Technology and Projects - UHVDC technology is crucial for large-capacity, long-distance power transmission and interconnection of power grids, widely applied in major domestic and international projects [2]. - China has completed 23 UHVDC projects domestically, with Borui Electric supplying core equipment for 19 of them, including the world's highest voltage level project, Changji-Guquan ±1100kV UHVDC project [3]. - Borui Electric has established a strong reputation internationally, attracting many countries to choose Chinese manufacturers for UHVDC projects, as seen in the Brazil Belo Monte Phase II ±800kV UHVDC project [3][4]. Group 2: International Expansion and Innovations - Many countries are opting for Chinese manufacturers for the renovation of existing UHVDC projects, such as Borui Electric's first overseas UHVDC converter valve renovation project at Brazil's Itaipu Hydropower Station [4]. - Borui Electric and other companies from Changzhou are promoting "Changzhou manufacturing" globally, further solidifying Changzhou's position in the UHV transmission and transformation equipment manufacturing sector [4]. Group 3: Flexible DC Technology - The increasing share of renewable energy in the power grid poses challenges for stability, leading to the emergence of flexible DC transmission technology [5]. - By 2025, it is projected that wind and solar power installations in China will reach approximately 1.65 billion kilowatts, accounting for 46% of total power installations, necessitating UHVDC for long-distance transmission [5]. - The world's first UHV flexible DC project, Gansu to Zhejiang ±800kV, began construction in July 2024, with Borui Electric participating in the world's largest flexible DC back-to-back project in Dongguan [6]. Group 4: Future Developments and Innovations - Borui Electric is accelerating the development of grid-forming energy storage systems, intelligent pumped storage, and flexible low-frequency transmission technologies to support the new power system [6]. - The company has successfully developed grid-forming energy storage and other technologies, which are essential for the rapid development of new power systems [6].

Core Viewpoint - The development of ultra-high voltage direct current (UHVDC) transmission technology is becoming a significant aspect of China's international presence, with companies like Borui Electric leading the way in overseas projects [1][2]. Group 1: Company Overview - Borui Electric is a key player in China's UHVDC technology, providing core equipment for 19 out of 23 completed UHVDC projects in the country [3]. - The company has supplied the highest voltage level UHVDC converter valves for the Changji-Guquan ±1100kV project, which is considered the "heart" of the UHVDC system [3]. - Borui Electric is also involved in the first overseas UHVDC converter valve renovation project at the Itaipu Hydropower Station in Brazil, showcasing its innovative solutions [4]. Group 2: Industry Trends - The UHVDC technology is crucial for large-capacity, long-distance power transmission and is widely applied in major engineering projects both domestically and internationally [2]. - As of 2025, it is projected that wind and solar power will account for approximately 46% of China's total installed power capacity, necessitating the use of UHVDC for long-distance transmission [4]. - The flexible direct current (VSC) technology is emerging as a solution to integrate renewable energy sources into the grid, with Borui Electric participating in significant projects like the world's largest flexible DC back-to-back project in the Guangdong-Hong Kong-Macao Greater Bay Area [5]. Group 3: Future Developments - The application of UHVDC technology is accelerating, with the first UHV flexible direct current project starting construction in July 2024 [5]. - Borui Electric is advancing the development of grid-forming energy storage systems and other innovative technologies to support the new power system [7].

Core Viewpoint - Inner Mongolia University has announced procurement intentions for six types of instruments and equipment, with a total budget of 195 million yuan, expected to be purchased between May and August 2025 [1][2]. Summary by Categories Procurement Overview - The total budget for the procurement of instruments and equipment is 195 million yuan, covering items such as wideband digital oscilloscopes, flexible DC transmission systems, solid-state fermentation equipment systems, and fluorescence and chemiluminescence imaging systems [2][5]. Instrument Descriptions - **Electrochemical Workstation**: A device used for studying and measuring electrochemical reactions, playing a crucial role in fields like materials science, energy storage, corrosion science, biomedical research, and environmental monitoring [3]. - **Semi-preparative High-Performance Liquid Chromatography (Semi-prep HPLC)**: This technology is used for separating and purifying specific components from complex mixtures, widely applied in pharmaceuticals, biochemistry, natural product extraction, and food science [4]. Specific Procurement Items - **Wideband Digital Oscilloscope**: Budgeted at 4.6 million yuan, it includes high-speed serial signal analysis, jitter testing, and waveform mathematical operations, with a required bandwidth of at least 59 GHz and a sampling rate of at least 256 GSa/s [6]. - **Flexible DC Transmission System**: Budgeted at 3.55 million yuan, it aims to simulate multi-terminal flexible DC transmission and conduct research on power system faults [6][7]. - **Solid-State Fermentation Equipment System and Fluorescence Imaging System**: Budgeted at 9 million yuan, these systems support research and education in the biological and pharmaceutical fields [7]. - **Additional Instruments**: Including a glove box, electrochemical workstation, and semi-preparative HPLC, budgeted at 9 million yuan, aimed at addressing the shortage of instruments due to increasing student numbers [7]. - **Smart Laboratory Construction**: Budgeted at 15 million yuan, it aims to create a digital twin and IoT control system for precise simulation and monitoring of laboratory environments [7].