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海风吹出广东“风电硅谷” | 财经早察
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 ...
行进的海岸线|海上风电场“种出”绿色大森林 中国海上风电连续五年居全球首位
Yang Guang Wang· 2025-12-11 13:13
央广网温州12月10日消息(记者 李晓晓 项楠 见习记者 于东冉)东海之滨,浙江省温州市苍南县。海风裹挟着咸 湿的气息拂过海面,73台百米高的白色风机巍然矗立,它们有的整装待发、跃跃欲试,有的则挥舞着巨大的百米 长的巨臂将海风拥入怀中。 "在满发状态下,一台10兆瓦的风机转一圈,能发出23度电。如果连续转一分钟,能让一辆家用电动汽车行驶 1600公里。"苍南1号海上风电项目风机管理专业师李亚雄指着远处缓缓转动的叶轮介绍道。这片叶轮直径达210 米,扫过的面积相当于5个足球场。它的每一次旋转,都是将不羁的海风驯化为清洁电能的过程。 然而,向大海要能源,远非看上去那般从容。 海上作业,需要避开大风、涌浪过高等恶劣天气与海况。在苍南海域,这样的"窗口期"往往不足180天,海上作 业人员必须抓住每一个风平浪静的日子。 "风力过大,作业船就得回港避风,而涌浪过高也会给我们登陆平台带来危险。"望向无垠的大海,李亚雄感 叹,"安全是最需要注意的。" "这些电,可以满足60万户普通家庭一年的用电需求,相当于每年节约标准煤60万吨,减少大量二氧化碳排 放。"李亚雄为我们描绘了一幅更生动的图景,"这就像在茫茫大海上,我们亲手种下 ...
调研速递|泰胜风能接受社会公众调研 海外市场与风电场项目成关注焦点
Xin Lang Cai Jing· 2025-09-19 11:00
Group 1: Core Business Developments - The company is actively exploring zero-carbon business opportunities in wind farm development and operation, with preliminary work underway in regions such as Xinjiang, Guangxi, Heilongjiang, Inner Mongolia, and Shaanxi, aiming for construction to start in 2026 [2] - The overseas business is a key focus, with products covering over 40 countries and regions. In 2025, the company plans to collaborate with major clients on the Netherlands V236 offshore wind project, which features one of the world's leading commercial wind turbine models [2] - The company’s Yangzhou base has been approved as a qualified supplier for Vestas' onshore tower, laying the groundwork for expanding into the European market [2] Group 2: Commercial Aerospace and Marine Engineering - In the commercial aerospace sector, the company has been pushing forward with production line upgrades and team building, but has not yet made it onto the shortlist of suppliers for the Aerospace Science and Industry Corporation [3] - The company continues to focus on marine engineering equipment, particularly in offshore wind and marine engineering sectors, with a delivery of an offshore booster station expected in the second half of 2025 and new orders for offshore monopile foundations anticipated [3] Group 3: Financial Performance and Strategic Initiatives - The company is planning to establish high-end production bases for offshore wind products such as pipe piles and jacket structures, with updates to be disclosed as significant progress is made [4] - To address fluctuations in raw material prices, the company is implementing a sales-driven production model, locking in costs through centralized procurement and enhanced supplier management [4] - The overall gross margin has declined due to rising raw material prices and changes in customer structure, impacting net profit, with a reported external sales revenue of 84.518 million yuan in the first half of 2025, showing a slight decrease year-on-year [4] - As of now, there are no plans or agreements regarding an acquisition by Xinghe Power, and the company has received regulatory approval for a stock issuance to specific investors, which will be pursued in due course [4]
泰胜风能(300129) - 2025年9月19日上海辖区上市公司集体接待日暨中报业绩说明会活动记录
2025-09-19 09:58
Group 1: Company Developments - The company is actively exploring zero-carbon business opportunities in wind farm development and operations, with projects in regions such as Xinjiang, Guangxi, Heilongjiang, Inner Mongolia, and Shaanxi expected to commence construction in 2026 [2] - The company has made significant progress in overseas markets, particularly in Europe, with the successful acquisition of the milestone Dutch V236 offshore wind project, which represents leading technology and quality standards [2] - The company is in the process of establishing a high-end production base for offshore wind products, with several candidate projects under consideration [2] Group 2: Financial Performance - In the first half of 2025, the company experienced a decline in gross profit margin due to rising raw material costs, impacting net profit [5] - The company reported a revenue of 845.18 million yuan from overseas sales in the first half of 2025, with new foreign orders amounting to 947.29 million yuan [7] - The delivery volume of wind turbine tower products in offshore wind projects accounted for nearly half of the total in the first half of 2025 [8] Group 3: Strategic Initiatives - The company is focusing on enhancing its core competitiveness through improved product quality, production efficiency, and customer structure optimization [4] - The company is committed to innovation in high-end intelligent manufacturing and is actively developing key technologies for large-scale offshore wind equipment [6] - The company has established a dedicated position for managing accounts receivable, emphasizing proactive communication with clients and legal measures for uncollectible accounts [11] Group 4: Future Outlook - The company has no current plans for acquiring the assets of Star River Dynamics, focusing instead on advancing its commercial aerospace business [3] - The company is preparing for a significant capital increase plan, having received approval from the China Securities Regulatory Commission [9][10]
可可西里来了“机器藏羚羊”(一周科技观察)
Ren Min Ri Bao· 2025-08-24 22:06
Group 1 - The successful integration of a "machine Tibetan antelope" into a herd demonstrates advancements in wildlife observation and data collection for behavioral studies [1] - The establishment of a "sky-ground integrated" ecological monitoring system by China Aerospace Science and Technology Corporation enhances the assessment of key ecological indicators [1] - An international research team has developed a machine learning-based equation to quantify glacier erosion rates, providing new tools for climate change research [1] Group 2 - The development and utilization of clean energy are crucial for ecological protection and low-carbon development, with significant investments being made in clean energy technologies [2] - The "Hualong One" nuclear power unit and the Jiangsu Dafeng offshore wind power project are examples of China's commitment to clean energy, with expected annual electricity generation of 55 billion kilowatt-hours from the nuclear project [2] - The implementation of an automated safety monitoring system at the Baihetan Hydropower Station exemplifies the integration of technology in ensuring efficient and safe clean energy production [2] Group 3 - Research from Finland's University of Jyväskylä indicates that lignin, a complex polymer found in plant cell walls, has broad-spectrum antiviral and antibacterial properties, suggesting its potential as a green alternative in various applications [3] - The emphasis on new productive forces as green productivity highlights the importance of scientific understanding and advanced technology in ecological civilization construction [3]
惠企近9000家!青岛市开展“双帮双找”益企行动取得积极成效
Qi Lu Wan Bao Wang· 2025-08-12 08:53
Group 1 - Qingdao Development and Reform Commission has focused on high-standard services for enterprises as a key strategy for promoting high-quality economic and social development, implementing the "Double Help and Double Find" initiative to support nearly 9,000 enterprises and projects in the first half of the year [1] - The initiative includes eight services aimed at helping enterprises create new scenarios for technology, products, and models, with the launch of 62 quality scenarios in the "10+1" innovative industrial system, contributing to the high-quality development of key industrial chains [1] - The "Qing New Consumption" brand has been established to promote new consumption scenarios, with the Qingdao Beer Museum seeing a visitor increase of over 50% year-on-year after its upgrade [1] Group 2 - The initiative has also included 12 services focused on market expansion, with over 37 policy promotion and exhibition activities held, benefiting more than 500 enterprises [2] - The establishment of the Qingdao Green Energy Industry Alliance has facilitated the development of over 200 energy sector companies, integrating local supply chains into national projects [2] - Financial support efforts have resulted in nearly 5.4 billion yuan in funding for enterprises, with 3,888 market entities receiving loans totaling 55.48 billion yuan [2] Group 3 - The initiative has provided 20 services aimed at resource acquisition, facilitating connections between leading enterprises and potential clients, and supporting participation in major projects [3] - The organization of the 2025 BOE Global Supply Partner Conference and the 2025 Star Map Low-altitude Cloud Development Conference has fostered collaboration among over 100 potential partners [3] - A new service list with 32 items has been introduced to continuously support enterprises, including measures to expand markets and secure international financing [3]
上海金山海上风电场一期项目风机吊装成功
Zhong Guo Xin Wen Wang· 2025-08-08 14:37
Core Insights - The completion of the last wind turbine blade installation at the Jinshan Offshore Wind Farm marks a significant milestone for the project, paving the way for full capacity grid connection by the end of the year [1][3] Project Overview - The Jinshan Offshore Wind Farm Phase I is the first competitive offshore wind project in China to be priced below the benchmark coal price, featuring 36 wind turbines with a single unit capacity of 8.5 megawatts, making it the largest offshore wind farm in Shanghai by single unit capacity [3] - The installation of the last turbine began on August 6 and took approximately 49 hours and 28 minutes to complete, involving the lifting and installation of the tower, nacelle, hub, and blades [3] Infrastructure Development - The offshore booster station for the project was installed on April 26, and the construction of 36 circuits of 35kV submarine cables and 23.7 kilometers of 220kV submarine cables is currently underway [3] - As of August 8, 28 circuits of the 35kV submarine cables have been laid between the wind turbines and the booster station, and 4.42 kilometers of the 220kV submarine cables have been installed from the booster station to the shore [3]