人民财讯11月25日电，企查查APP显示，近日，潮州市盛源新能源有限公司成立，经营范围包含：太阳 能发电技术服务；储能技术服务；风力发电技术服务；海上风力发电机组销售等。企查查股权穿透显 示，该公司由隆基绿能（601012）间接全资持股。 ...

新京报讯 据"北京昌平"微信公众号消息，11月22日，2025能源转型大会在昌平区未来科学城"能源谷"开 幕。其中，技术交流活动以能源数字化技术创新为核心，集结15家企业在室内外集中展示硬核技术成 果。此次大会邀请多家能源领域头部企业集中布展，全面展示昌平区和未来科学城"能源谷"能源新质生 产力硬核成果。 在室外展区，氢能机器狗、氢能两轮车和制加充氢设备、电力巡检无人机等创新产品悉数亮相。电力巡 检无人机由驻昌企业国网电力空间技术有限公司自主研发，搭配北斗实时差分定位等系统，重点融合卫 星、直升机、中大型固定翼无人机等技术，开展输电线路航巡感知、综合带电检修作业及重大政治保电 空中保障工作。 室内展区重点涵盖石油石化、电力等能源领域。不受气候影响、可24小时不间断供能的地热能，成为展 区内可再生能源领域的关注焦点，其稳定提供大量基载负荷电力的特性，是多数可再生能源难以比拟的 优势。 中国石化石油工程技术研究院展区内，一款注液氮泡水泥浆固井自动化装备的车载模型引发广泛关注。 据介绍，该技术在固井工艺中起到防漏、防窜、保温、堵漏的作用，缩短钻井承压堵漏周期、节约材料 成本，对易漏井平均单井节约周期14天，已在雄安 ...

Core Viewpoint - Recently, Qingdao Jingfeng Yuan New Energy Co., Ltd. was established, focusing on multiple wind power businesses, indicating a strategic expansion in the renewable energy sector by the company [1] Group 1: Company Overview - Qingdao Jingfeng Yuan New Energy Co., Ltd. has a registered capital of 20 million yuan [1] - The company is wholly owned by Envision Energy Co., Ltd. [1] Group 2: Business Scope - The business scope includes wind power generation technology services, battery sales, battery parts sales, offshore wind turbine sales, and onshore wind turbine sales [1]

Core Insights - Qingdao Jingfengyuan New Energy Co., Ltd. has been established with a registered capital of 20 million yuan [1] - The company is fully owned by Envision Energy Co., Ltd. [1] - The business scope includes wind power generation technology services, battery sales, and sales of both offshore and onshore wind turbine units [1] Company Overview - The legal representative of Qingdao Jingfengyuan New Energy Co., Ltd. is Yang Xiaolong [1] - The company focuses on renewable energy solutions, particularly in wind power [1] Industry Implications - The establishment of Qingdao Jingfengyuan indicates a growing trend in the renewable energy sector, particularly in wind energy technology and services [1] - The involvement of Envision Energy suggests potential synergies and advancements in the wind power market [1]

Core Insights - The 2025 Beijing International Wind Energy Conference (CWP2025) has set ambitious wind power installation targets, aiming for an annual increase of no less than 120 million kilowatts during the 14th Five-Year Plan period, effectively doubling the previous target set in 2020 [1][2][3] Wind Power Installation Goals - The "Wind Energy Beijing Declaration 2.0" proposes a significant increase in wind power capacity, with annual new installations set at a minimum of 120 million kilowatts, including at least 15 million kilowatts from offshore wind power [2][3] - By 2030, the cumulative installed capacity of wind power in China is expected to reach 1.3 billion kilowatts, up from the previous target of 800 million kilowatts [3] - The cumulative installed capacity is projected to reach 2 billion kilowatts by 2035 and 5 billion kilowatts by 2060, contributing to carbon neutrality in the energy sector [2][3] Offshore Wind Power Development - China's offshore wind power projects are rapidly advancing, with significant projects completed this year, including the installation of the world's largest 26-megawatt offshore wind turbine [4] - As of mid-2023, China's cumulative offshore wind power installed capacity reached 44.2 million kilowatts, accounting for over half of the global total [4] - The government has shown strong support for offshore wind power, with policies aimed at accelerating its development [4] Market Sentiment and Investment Opportunities - Financial analysts are optimistic about the "Two Seas" strategy for wind power equipment, which is expected to enhance market share and profitability for companies in the sector [5] - The wind power industry has garnered significant attention from institutional investors, with 13 wind power concept stocks receiving extensive research coverage [6] - Notable companies such as Xinqianglian and Weili Transmission have seen substantial interest, with over 100 institutional inquiries [6][7] Company Performance - Xinqianglian leads in institutional inquiries, indicating strong market confidence in its wind turbine bearing capabilities [7] - Companies like Guoda Special Materials and Zhonglv Electric have reported varying performance forecasts, with Guoda expecting a net profit increase of approximately 213.92% in Q3 [7]

Core Insights - The 2025 Beijing International Wind Energy Conference (CWP 2025) has set ambitious wind power installation targets, aiming for an annual increase of no less than 120 million kilowatts during the 14th Five-Year Plan period, effectively doubling the previous target set in 2020 [1][2][3] Group 1: Installation Targets - The "Wind Energy Beijing Declaration 2.0" proposes that during the 14th Five-Year Plan, the annual new installed capacity should not be less than 120 million kilowatts, with offshore wind power contributing at least 15 million kilowatts annually [2][3] - By 2030, the cumulative installed capacity target for wind power in China has been raised from 800 million kilowatts to 1.3 billion kilowatts, with long-term goals set for 2 billion kilowatts by 2035 and 5 billion kilowatts by 2060 [2][3] Group 2: Offshore Wind Power Development - China's offshore wind power sector is rapidly expanding, with significant projects completed this year, including the installation of the world's largest 26-megawatt offshore wind turbine [4] - As of mid-2023, China's cumulative offshore wind power installed capacity reached 44.2 million kilowatts, accounting for over half of the global total [4] Group 3: Market Confidence and Investment - The adjustment of installation targets is expected to significantly enhance industry confidence in market prospects [3] - Financial analysts are optimistic about the "Two Seas" strategy for wind power equipment, which is anticipated to help companies gain higher market shares overseas and improve overall profitability [5] Group 4: Institutional Interest in Wind Power Stocks - A total of 41 stocks in the wind power equipment and generation sectors have been identified, with 13 stocks receiving attention from over 10 institutions, indicating strong institutional interest [6] - Companies like Xinqianglian and Weili Transmission have seen significant institutional engagement, with Xinqianglian being the most researched, indicating robust market activity [6] Group 5: Company Performance - Companies such as Guoda Special Materials and Zhonglv Electric have reported varying performance forecasts, with Guoda Special Materials expecting a net profit increase of approximately 213.92% for Q3 [7] - The performance of wind power-related companies is being positively influenced by the release of production capacity and the efficiency of processing equipment [7]

Core Viewpoint - Recently, SANY (Fuxin) Wind Power Equipment Co., Ltd. was established with a registered capital of 10 million yuan, focusing on manufacturing and sales in the wind power sector [1] Company Summary - The newly established company is fully owned by SANY Renewable Energy (688349) [1] - The business scope includes manufacturing electrical instruments, generators, and sales of both onshore and offshore wind turbine units [1]

Core Viewpoint - Sany (Zhuhai) Wind Power Equipment Co., Ltd. was established on October 10, with a registered capital of 10 million yuan, fully owned by Sany Renewable Energy [1] Group 1: Company Overview - The legal representative of the new company is Li Qiang [1] - The registered capital of the company is 10 million yuan [1] Group 2: Business Scope - The business scope includes sales of offshore wind power related equipment [1] - The company is involved in the research and development of offshore wind power related systems [1] - Manufacturing and sales of generators and generator sets are part of the company's operations [1] - The company will also sell offshore and onshore wind turbine sets and their components [1]

Core Viewpoint - Sany (Zhuhai) Wind Power Equipment Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on offshore wind power equipment and related systems [1][2]. Group 1: Company Information - The legal representative of the company is Li Qiang [1][2]. - The company is wholly owned by Sany Renewable Energy [1]. - The registered capital is 10 million yuan [1][2]. - The company is located in Jinwan District, Zhuhai City, Guangdong Province [2]. Group 2: Business Scope - The business scope includes sales of offshore wind power-related equipment and systems research and development [1][2]. - The company is involved in the manufacturing and sales of generators and generator sets [1][2]. - It also focuses on the sales of both offshore and onshore wind turbine units and their components [1][2].

Group 1 - A new company, Gansu Jinyan Qihui Trading Co., Ltd., has been established with a registered capital of 10 million yuan [1] - The legal representative of the company is Zhang Yeheng [1] - The business scope includes sales of offshore wind turbine units, wind power technology services, sales of onshore wind turbine units, and sales of wind turbine units and components [1] Group 2 - The company is indirectly wholly owned by Goldwind Technology [1]