在政策保障方面，广东构建"法律+金融"的制度体系，为海洋经济绿色低碳发展提供助力。2025年5月28 日通过的《广东省促进海洋经济高质量发展条例》，提出"推动深远海海上风电技术创新和示范应用， 探索漂浮式海上风电项目开发建设，鼓励海上风电向深远海拓展""探索推进海洋生态系统碳汇价值转 化"，为海洋能源、海洋碳汇高质量发展提供了法治保障。在金融创新方面，2022年5月，在中国农业银 行与中国银行发行了中集集团（000039）的蓝色债券，成为粤港澳大湾区首单蓝色债券，用于支持中国 沿海海域海上风电项目；2023年9月，平安财险在深圳设立了全国首单红树林碳汇指数保险。 广东以经济社会绿色低碳高质量发展为战略导向，通过系统推进能源技术创新、生态价值实现机制创新 及金融与法治政策创新等举措，实现了多个"首次"和"第一"，构建起蓝绿统筹的发展新范式。未来，海 洋能源产业、海洋碳汇保护修复等将成为广东省经济社会发展的新增长点，相关方应主动借鉴国际经 验，制定推广海上风电并网标准、海洋碳汇核算方法等规则，加快海洋领域技术研发，将蓝绿统筹作为 经济增长的推动器。 在能源领域，广东将海洋视为"立体能源库"，依托丰富的海上风力、光 ...

粤东首个专业"海上风电母港"前詹通用码头在揭阳开放口岸 中新社广东揭阳10月10日电 (记者 方伟彬)粤东首个专业"海上风电母港"国家电投揭阳港前詹通用码头 (下称"前詹通用码头")10日在广东揭阳正式开放口岸。 编辑：熊思怡 国家电力投资集团有限公司副总经理陈海斌表示，广东作为全国海洋经济发展的"领头雁"，2024年海上 风电装机容量突破1215万千瓦，跃居全国首位，成为驱动经济高质量发展的蓝色引擎。该集团正积极在 揭阳打造千亿级综合能源基地。目前已投产海上风电90万千瓦，待建40万千瓦，核准170万千瓦，形 成"投产—在建—储备"梯次推进的良好格局。 据介绍，揭阳市惠来临港产业园已落户企业40家、总投资达1800亿元，海上风电、氢能储能、海洋牧 场、海工装备等产业加速集聚。揭阳海洋生产总值2021年以来年均增速达16.5%，海洋经济已成为该市 经济发展的重要增长点。(完) 来源：中国新闻网 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 当天，揭阳市举行海洋经济产业高质量发展大会。集中签约的海洋经济产业项目共15个，总投资189亿 元(人民币，下同)，涉及海上风电、港口建设、海工装备 ...

Core Insights - Yinson Renewables has established a subsidiary in Hong Kong, marking a significant step in its global strategy and contributing to Hong Kong's green finance and renewable energy development [2][3] Group 1: Hong Kong's Unique Advantages - Hong Kong serves as an international financial center with high openness in capital flow, cross-border finance, and tax systems, making it an attractive location for green and sustainable finance initiatives [3] - The Hong Kong government has actively promoted green finance through policies supporting green bonds, carbon markets, and renewable energy investments [3] Group 2: Dual Platform Synergy - Yinson Renewables has created a "Shenzhen + Hong Kong" dual platform structure in China, with Shenzhen focusing on renewable technology R&D and project development, while Hong Kong emphasizes cross-border capital operations and international cooperation [4][5] - This dual platform model ensures compliance with domestic regulations while leveraging Hong Kong's financial channels to attract international capital [5] Group 3: Business Alignment with National Strategy - Yinson plans to invest approximately $1 billion in China over the next five years, focusing on offshore wind power, distributed solar and storage systems, smart grids, and green transportation networks [6][7] - The establishment of the Hong Kong subsidiary will provide strong financial support and international cooperation resources for these projects, aligning with China's "14th Five-Year Plan" and "dual carbon goals" [7] Group 4: Industry Observation - The development of renewable energy requires not only technology and projects but also financial support, which Hong Kong is well-positioned to provide through green bond issuance and cross-border capital introduction [8] - Yinson's establishment in Hong Kong represents a deep integration into the local green finance ecosystem, facilitating the introduction of more international resources into China's renewable energy market [8] Group 5: Future Outlook - With the establishment of Yinson's Hong Kong subsidiary and operations center, the company's global strategy is closely aligned with China's renewable energy development [9] - Yinson aims to leverage a "global experience + local practice" model to promote offshore wind, solar storage, and smart grid projects, contributing to China's dual carbon goals [9]

Core Insights - The Gulf economy is a crucial and forward-looking area of modern marine economic development, requiring systematic research, top-level design, and planning guidance to support high-quality development of the marine economy [1] Group 1: Geographic and Economic Significance - China's coastline, including mainland and islands, exceeds 32,000 kilometers, with over 160 bays covering more than 10 square kilometers, including 11 large bays with favorable transportation and resource endowments [1] - Bays serve multiple functions such as economic engines, ecological barriers, and strategic points, with 70% of major global ports and 60% of international trade concentrated in these areas [1] Group 2: Lessons from Global Bay Areas - The development of world-class bay areas has historically benefited from the rise of maritime trade, with each bay area leveraging its unique advantages and industrial trends [2] - Examples include the Tokyo Bay area focusing on high-end manufacturing, the New York Bay area integrating finance and creative economy, and the San Francisco Bay area centered on technology and innovation [2] Group 3: Strategic Recommendations for Gulf Economic Development - Conduct comprehensive surveys and assessments to establish a dynamic database covering resource endowments, carrying capacity, and development potential, guiding the direction of different types of bay economic development [3] - Prioritize ecological safety and green development by establishing mechanisms for ecological protection compensation and promoting green industries such as clean energy and marine biotechnology [3] Group 4: Infrastructure and Innovation - Enhance integrated transportation and logistics networks to improve the economic carrying capacity of key bay areas, promoting coordinated development between land and sea [4] - Foster innovation-driven development by focusing on key industrial applications in marine ranching, offshore wind energy, and tidal energy, while exploring integration paths among various industries [5]

Core Viewpoint - The article emphasizes the importance of high-quality development of the marine economy as a strategic task for achieving the great rejuvenation of the Chinese nation, guided by Xi Jinping's important speeches and policies [2][3][10]. Group 1: Major Goals of Marine Economic Development - The goal is to promote high-quality development of the marine economy, which is a crucial part of the socialist cause with Chinese characteristics and a significant strategic task for national rejuvenation [3][4]. - The focus is on a development path characterized by planning, policy support, technological advancement, industrial strength, ecological protection, and cooperative prosperity [3][4]. Group 2: Important Principles for Marine Economic Development - The development should emphasize innovation-driven growth, efficient collaboration, industrial upgrading, harmony between humans and the sea, and win-win cooperation [4][5]. - These principles align with the new development philosophy and are essential for advancing the marine economy [4]. Group 3: Key Tasks for Marine Economic Development - Key tasks include enhancing top-level design, improving independent innovation capabilities in marine technology, strengthening marine industries, and protecting marine ecological environments [5][6]. - The tasks also involve deep participation in global marine governance and addressing significant theoretical and practical issues in building a marine power [5][9]. Group 4: Achievements in Marine Economy - The marine economy has become a vital part of the national economy, with a marine production value exceeding 10.5 trillion yuan in 2024, and an estimated 5.1 trillion yuan in the first half of 2025, reflecting a growth rate of approximately 5.8% [6][7]. - Significant progress has been made in marine resource exploration, with major discoveries in oil and gas fields, and advancements in marine strategic emerging industries [7][8]. Group 5: Enhancing Marine Technology and Innovation - The establishment of major marine research platforms and the development of advanced marine technologies are prioritized, including breakthroughs in deep-sea resource exploration and marine energy utilization [8][11]. - The focus is on cultivating a skilled workforce and fostering innovation in marine science and technology [11][12]. Group 6: Marine Ecological Protection and Global Governance - Continuous efforts are being made to strengthen marine ecological protection, including the establishment of marine protected areas and restoration projects [8][13]. - Active participation in global marine governance is highlighted, with collaborations with over 50 countries and international organizations to promote sustainable marine practices [9][13].

Core Insights - The 2025 Global Coastal Forum focused on "Biodiversity Finance and Blue Economy," aiming to explore innovative paths for financial support in biodiversity protection and blue economy development [1][2] - Yancheng, recognized for its "World Natural Heritage" and "International Wetland City" status, has made significant progress in biodiversity protection and green energy development, with a projected new energy generation capacity exceeding 20 million kilowatts by 2025 [1] - There is a substantial global financing gap for biodiversity, necessitating the establishment of a multi-layered and multi-entity biodiversity finance system [1][2] Group 1 - The forum gathered representatives from various sectors, including government, international organizations, financial institutions, research institutes, and enterprises, to discuss sustainable development in coastal areas [1] - The Vice Mayor of Yancheng highlighted the city's commitment to green finance and sustainable industrial development [1] - The forum emphasized the importance of integrating biodiversity finance into economic strategies to achieve a win-win situation for both protection and development [2] Group 2 - Four significant outcomes were announced, including a biodiversity credit accounting report, a risk management guide for offshore wind projects, a methodology for greenhouse gas voluntary reduction projects, and a successful case of ecological product value realization [3] - Signing ceremonies for biodiversity credit subscriptions, loan approvals for wind energy projects, and carbon credit transactions marked substantial progress in market-oriented ecological product value realization [3] - The roundtable discussion highlighted Yancheng's practices as valuable experiences for balancing ecological protection and economic development globally [4] Group 3 - The forum provided a platform for policy dialogue, outcome announcements, and sharing of practical cases, contributing new ideas for global biodiversity finance and blue economy development [4] - The event showcased Yancheng's innovative vitality as a model for green low-carbon development and offered practical solutions to achieve the "Kunming-Montreal Framework" goals [4]

Core Insights - Hainan is experiencing explosive growth in its offshore wind power industry, driven by rich marine wind energy resources and significant investments planned for the future [1][2] Group 1: Industry Growth and Investment - Hainan's total installed offshore wind power capacity has reached 2.17 million kilowatts, with a planned investment exceeding 79.5 billion yuan by 2025 [1] - Major projects like the Huaneng Lingao CZ1 offshore wind power project are already operational, providing approximately 1.85 billion kilowatt-hours of green electricity annually [1] - The Datan Hainan and Sheneng offshore wind power projects are expected to generate around 7.4 billion kilowatt-hours of clean energy per year once fully operational [1] Group 2: Industry Chain Development - The offshore wind power construction in Hainan is leading to the gradual formation and improvement of the wind power industry chain, with local production of key components like blades and towers [2] - The "Wind Power +" model is being adopted to create a multi-energy complementary system, enhancing the value of green energy and supporting the upgrade of Hainan's green energy industry [2] Group 3: Challenges and Future Directions - Despite strong growth, the offshore wind power industry in Hainan faces challenges such as ecological protection pressures and the high costs of offshore wind power investments [2] - To achieve sustainable development, there is a need for resource planning, technology innovation, and optimization of power grid operations to enhance electricity consumption capacity [3]

Core Viewpoint - The article discusses the slow development of offshore wind power globally, highlighting the challenges and emerging opportunities in the sector as countries set ambitious installation targets for the future [2][30]. Group 1: Current State of Offshore Wind Power - As of the end of 2024, the global cumulative installed capacity of offshore wind power is 83.2 GW, which is only one-third of China's annual new photovoltaic installation capacity [2][4]. - The global offshore wind power market is primarily concentrated in China and Europe, with other regions lagging significantly [2][4]. - The high costs, unique challenges of marine environments, technical difficulties, and declining subsidies are key factors contributing to the slow growth of offshore wind power [2][4]. Group 2: Economic Factors - The weighted average levelized cost of electricity (LCOE) for offshore wind power is $0.079 per kWh, more than double that of onshore wind power at $0.034 per kWh [6]. - The average installation cost for offshore wind power is $2,852 per kW, compared to $1,041 per kW for onshore wind [6]. - The internal rate of return (IRR) for offshore wind projects is typically lower than that of onshore wind and solar projects, ranging from 6% to 7% [10]. Group 3: Strategic Advantages of Offshore Wind - Offshore wind power is strategically located closer to load centers, reducing the need for long-distance transmission from inland sources [12]. - Countries with limited land area, such as those in Europe and East Asia, have greater market potential for offshore wind power [12]. - Offshore wind resources benefit from higher wind speeds, greater stability, and more effective utilization hours compared to onshore wind [13][19]. Group 4: Future Growth Projections - In 2024, global new offshore wind installations are expected to reach 8,001 MW, with China contributing over 50% of this growth [21]. - The European market is projected to see significant growth, with the Global Wind Energy Council estimating an addition of 126 GW of offshore wind capacity over the next decade [32]. - Major countries like the UK, Germany, and the Netherlands have set aggressive installation targets, with the UK aiming for 50 GW by 2030 [32][33]. Group 5: Policy and Market Dynamics - The ongoing geopolitical situation, particularly the Russia-Ukraine conflict, has prompted European countries to prioritize energy independence and renewable energy sources, including offshore wind [30]. - The trend towards larger wind turbines is expected to improve the economic viability of offshore wind projects, with average turbine sizes increasing from 8-10 MW to 14-16 MW [30]. - The decline in financing costs due to lower interest rates is also making offshore wind projects more feasible [30].

Summary of Wind Power Industry Conference Call Industry Overview - The wind power industry is expected to show significant improvements in its fundamentals in 2025, with strong performance from export chains and component manufacturers in the first half of the year, and anticipated growth from domestic offshore wind and turbine companies in the second half [1][3]. Key Projections - The installed capacity for onshore wind power is projected to reach 100 GW in 2025, representing a year-on-year growth of 30%-40% [5][11]. - Offshore wind power capacity is expected to double to around 10 GW in 2025, indicating rapid growth in both onshore and offshore segments [5][11]. Project Reserves and Support - There is a substantial reserve of domestic offshore wind projects, including approximately 17-18 GW of projects that have been tendered but not yet started, over 20 GW that have been approved but not tendered, and 40-50 GW of competitive projects [6][9]. - Policy support for deep-sea development is expected to bolster future installations [6]. International Market Dynamics - In the first eight months of 2024, overseas Final Investment Decision (FID) projects totaled 8 GW, surpassing the total for the previous year, with 12 GW of projects under construction, up from 10 GW last year [7][8]. - The European market, particularly the UK, France, and Germany, has significantly contributed to these figures, despite challenges in the US market [7][8]. Catalysts for Growth - Key catalysts for industry growth in the second half of 2024 include: 1. A robust tender reserve of approximately 160-170 GW for 2024, with about 60-70 GW of projects yet to be constructed [12]. 2. Favorable economic conditions for wind power, with internal rates of return (IRR) remaining attractive for investors [12]. 3. Strong order books for major turbine manufacturers, with orders increasing by over 10% compared to the end of 2024 [12][15]. Investment Recommendations - The wind power sector is currently viewed as a strong investment opportunity, with expectations of accelerated performance across the entire industry chain in the second half of 2024 [14]. - It is recommended to focus on leading companies in sub-sectors such as submarine cables, piles, turbines, and components to capitalize on the upcoming growth cycle [14]. Long-term Outlook - The medium to long-term outlook remains positive, with expectations of continued high growth in both domestic and international markets, supported by large-scale project reserves and favorable policies [9][10]. - By 2026, global installed capacity is projected to reach 10 GW or more, indicating more than double the growth compared to previous years [9]. Conclusion - The wind power industry is poised for significant growth, driven by strong fundamentals, substantial project reserves, and favorable market conditions both domestically and internationally. Investors are encouraged to consider strategic allocations in this sector to leverage upcoming opportunities.

Core Points - Qingdao Guoxin Group and China Huadian Shandong Company signed a strategic cooperation agreement to collaborate in marine renewable energy, marine equipment, financial services, and urban operations, aiming to create a new model of "central-local cooperation" in major project investments and technological innovation [1][2] Group 1: Company Overview - Qingdao Guoxin Group is the only municipal enterprise in Qingdao that incorporates marine industry into its main business, focusing on the modern marine industry "4+4+2" system [2] - China Huadian Group is a large central enterprise under the supervision of the State-owned Assets Supervision and Administration Commission, consistently ranked among the world's top 500 companies for 14 consecutive years [1] Group 2: Project Details - Huadian Shandong Company has a complete energy industry layout including coal power, wind power, solar energy, heating, and port logistics, with an installed capacity of 2.38 million kilowatts in Qingdao [1] - The company plans to invest in a 2 million kilowatt offshore wind power project in Jimo, which is expected to generate an annual electricity output of 6.1 billion kilowatt-hours [1] Group 3: Strategic Initiatives - Qingdao Guoxin Group is establishing a marine science and technology innovation center and a marine equipment industry alliance, planning to build a marine equipment industrial park to enhance the local supply chain [2] - The collaboration with Huadian on offshore wind power projects aims to strengthen industry-academia-research cooperation and attract upstream and downstream enterprises in the wind power equipment sector [2] - The company is implementing an "innovation-driven + internationalization" strategy to position itself as a world-class enterprise in marine leadership, financial support, and efficient operations [2]