李昇介绍，技术进步与成本下降为风电光伏规模化发展奠定基础。我国新能源通过自主创新与国际合 作，实现技术快速进步，风电和光伏发电效率持续提升，度电成本显著下降。当前，我国市场主流的n 型TOPCon光伏电池平均转换效率达到25.4%，屡次刷新世界纪录；陆上风电机组最大单机容量达到16 兆瓦，海上风电机组最大单机容量达到26兆瓦。完整的产业链供应链和充分的市场竞争，使我国新能源 产品具备全球竞争力。 据悉，我国已建成全球最大的清洁能源供应体系，风电、太阳能发电产品出口覆盖200多个国家和地 区，风电零部件产量占全球70%以上，光伏产业链各环节全球占比超75%。完整的产业链、领先的技术 和持续创新能力为未来发展提供坚实保障。 9月24日，习近平主席在联合国气候变化峰会发表视频致辞时，宣布中国新一轮国家自主贡献。其中明 确，到2035年，中国非化石能源消费占能源消费总量的比重达到30%以上，风电和太阳能发电总装机容 量达到2020年的6倍以上、力争达到36亿千瓦。 "2024年7月，我国风电和太阳能发电总装机容量达到12.1亿千瓦，超过煤电装机规模，提前6年实现 2030年风电和太阳能发电总装机目标。"水电水利规划设 ...

今年8月以来，"三桶油"密集成立子公司，加速新能源布局。 近日，企查查信息显示，中海油（东方）能源有限公司成立，注册资本为10亿元。中海油全资子公司中 海油（海南）新能源有限公司持股55%，明阳智能持股45%。 中海油加码海上风电 新公司注册地址在海南省东方市，经营范围包括太阳能发电技术服务；风力发电技术服务；风电场相关 系统研发；海上风电相关系统研发等。 从过往项目来看，中海油旗下海南CZ7海上风电示范项目位于前述新公司注册地，规划装机容量为 1500MW，分两期建设。一期工程（CZ7-1）场址中心离岸距离约29km，水深位于11m～44m之间，规 划装机总容量为600MW；二期工程（CZ7-2）场址中心离岸距离约38km，水深位于26～49m之间，装机 容量为900MW。 中海油作为中国最大的海上原油及天然气生产商，曾在今年半年报中表示，坚持以海上新能源业务为 主、择优发展陆上新能源；持续推动新能源与油气生产融合发展，大力发展海上风电；坚持立足当前， 着眼长远，稳步推进零碳负碳产业发展。 明阳智能为国内海风龙头，主营业务为风机及其核心部件的研发、生产、销售，以及新能源电站投资运 营。在海风建设方面，明阳智 ...

Group 1 - The core viewpoint of the news is the strategic partnership between Mingyang Smart Energy and Octopus Energy, marking a significant collaboration in the renewable energy sector between China and the UK [1][3] - The partnership aims to integrate Mingyang's advanced offshore and onshore wind technology with Octopus Energy's digital energy and electricity market operations, focusing initially on onshore wind development [1][3] - The collaboration plans to develop up to 6GW of local renewable wind power capacity through Octopus Energy's "Winder" platform, which is expected to significantly reduce electricity costs for local households and businesses [1][3] Group 2 - Octopus Energy will explore the use of advanced software systems in conjunction with Mingyang's wind turbine technology to achieve high levels of energy data protection and cybersecurity [3] - The initial focus of the partnership will be on onshore wind, with future exploration of other energy solutions including solar and battery storage systems [3] - Octopus Energy, established in 2015, has become one of the fastest-growing electricity companies globally and is a major investor in wind energy in Europe, managing nearly 5GW of renewable energy, including 1.5GW of onshore and offshore wind projects [5]

Core Viewpoint - Since the "14th Five-Year Plan," China's renewable energy sector has achieved significant advancements in scale, proportion, marketization, and quality, contributing to energy security and green transformation, while also providing a model for global energy transition [2][3]. Large-Scale Leap - China's renewable energy capacity has seen a historic leap, with total installed capacity exceeding 2.1 billion kilowatts by July 2023, accounting for nearly 60% of the national total, and wind and solar power installations reaching 1.68 billion kilowatts, surpassing thermal power capacity [3][4]. - The development of large-scale renewable energy bases has transitioned from pilot projects to widespread implementation, with significant projects like the Xinjiang Gobi base contributing to a new pattern of large-scale and intensive development [4]. - Distributed energy installations have also surged, with distributed solar capacity reaching 497 million kilowatts by July 2025, over six times the level at the end of 2020, making up about 45% of total solar installations [4]. High Proportion Leap - The share of renewable energy in China's energy consumption has significantly increased, with renewable energy generation expected to reach 3.47 trillion kilowatt-hours in 2024, which is 2.5 times that of 2020 [6][7]. - Renewable energy has shifted from a supplementary role to a core component of the energy structure, with significant upgrades in transmission and grid management to accommodate this transition [7]. High-Quality Leap - China has established itself as a global leader in renewable energy, with a complete and rapidly developing industrial chain, and has achieved significant technological advancements in hydropower, offshore wind, and solar energy [8][9]. - The cost of renewable energy technologies has decreased significantly, with wind and solar power costs dropping by approximately 60% and 80% respectively over the past decade, facilitating global adoption [9][10]. Market-Oriented Development - A comprehensive policy framework has been established to support the development and regulation of renewable energy, enhancing market participation and ensuring high-quality growth [11][12]. - The green certificate system is being improved, with a significant increase in the issuance and trading of green certificates, reflecting the growing recognition of the environmental value of renewable energy [13][14]. - Innovative regulatory approaches are being implemented to ensure the healthy development of the renewable energy sector, utilizing advanced technologies for better oversight [14].

今日复盘+明日前瞻，精选更有价值的投资资讯！财联社重磅推出《财联社早知道》栏目，每个交易日 复盘今日热点，前瞻明日市场，更有主力资金动向分析，一文汇总你关心的所有信息，帮助每一位"股 侠"精神饱满征战A股！ ①超预期！阿里AI+云Capex投资高达386亿元，机构称阿里云周期拐点已至，这家公司的产 品已在BAT的云计算数据中心实现大规模应用，公司还与阿里合作开发了数据中心供电方案； ②全球最大海上风电机组完成吊装，机构称国内海上风电需求有望迎来快速增长，这家公司作 为风电行业整机龙头，占据全球海上风电市场9%的份额； ③这家公司的新型散热铜粉已成功 应用于部分GPU散热器件、AI算力服务器、基站、大型路由器、交换机等场景。 前言 ...

Fundraising Overview - The company raised a total of 533,333,400 shares at an issuance price of 5.44 RMB per share, resulting in net proceeds of approximately 2.80 billion RMB after deducting issuance costs [1][2] - As of June 30, 2025, the balance in the fundraising special account was 348,404,916.35 RMB, which includes bank interest after deducting fees [1][2] Fund Management - The company revised its fundraising management system to enhance the management and usage of raised funds, ensuring investor protection [1] - The company has established special accounts for fundraising in compliance with relevant laws and regulations, with oversight agreements signed with six commercial banks [1][2] Fund Usage in 2025 - The total amount of funds used for investment projects in the first half of 2025 was 0.40 billion RMB, with a cumulative investment of 24.96 billion RMB [2][3] - There were no significant changes in the total investment amount committed to fundraising projects, and the actual investment progress aligned with the planned investment [2][3] Changes in Fund Usage - The company changed the project "Post-Market Capability Enhancement Project" to "Investment in Customized Deep-Sea Operation and Maintenance Mother Ship Project," with a planned use of 287.58 million RMB [2][3] - The company canceled two sub-projects under the "Jiangsu Binhai Testing Base Project," reducing the investment amount by 89.76 million RMB, leaving a planned use of 448.51 million RMB for the project [2][3] Compliance and Reporting - The company strictly adheres to legal regulations and its fundraising management system, ensuring that the storage, usage, and management of raised funds are legal and effective [2][3] - All disclosed information regarding fundraising has been timely, truthful, accurate, and complete [2][3]

Core Viewpoint - The report highlights the financial performance and operational challenges faced by CSSC Science & Technology Co., Ltd. in the first half of 2025, with a significant increase in revenue but a substantial net loss due to competitive pressures in the wind power market and declining sales prices [2][3][9]. Financial Performance - The company reported a revenue of approximately 3.77 billion RMB, representing a year-on-year increase of 30.79% compared to 2.88 billion RMB in the same period last year [2][3]. - The total profit for the period was a loss of approximately 624 million RMB, compared to a loss of 62.7 million RMB in the previous year, indicating a significant deterioration in profitability [2][3]. - The net profit attributable to shareholders was approximately -574 million RMB, compared to -81.7 million RMB in the same period last year [2][3]. - The net cash flow from operating activities was -3.33 billion RMB, worsening from -2.61 billion RMB year-on-year [2][3]. Business Segments - The wind power segment generated revenue of approximately 2.37 billion RMB, with a gross margin of 75.97%, but faced a decline in sales prices leading to a gross profit decrease [10][11]. - The engineering design and consulting segment achieved revenue of approximately 256 million RMB, reflecting a year-on-year growth of 27.17% [10][11]. - The company’s wind turbine and components business saw a revenue increase of 130.75% to approximately 2.04 billion RMB, driven by more projects meeting revenue recognition criteria [9][10]. Industry Context - The wind power market remains highly competitive, with turbine bidding prices stabilizing but still low, impacting the company's margins [9][10]. - National policies are promoting the development of renewable energy, including wind and solar, which is expected to expand the market but also intensify competition [4][5]. - The total installed wind power capacity in China reached 365 million kW by mid-2025, with significant new installations contributing to market growth [4][5]. Strategic Initiatives - The company is focusing on enhancing its core competencies in wind power equipment and expanding its market presence through strategic partnerships and resource development [14][15]. - Efforts are being made to improve operational efficiency and reduce costs through innovation and localized production [14][15]. - The company aims to strengthen its investor relations and ensure sustainable returns to shareholders while navigating the challenges in the competitive landscape [14][15].

Core Viewpoint - China's energy transition is marked by significant achievements, including the establishment of the world's largest clean power system and the largest power infrastructure system, with renewable energy sources contributing increasingly to the energy mix [4][11]. Group 1: Energy Transition Achievements - For every 3 kilowatt-hours of electricity consumed in China, 1 kilowatt-hour comes from renewable sources such as solar and wind energy [3][7]. - China's installed power generation capacity accounts for one-third of the global total, highlighting its leading position in energy production [3][8]. - The share of clean energy in China's energy mix is continuously increasing, with non-fossil energy generation capacity surpassing 60% for the first time [7][11]. Group 2: Technological Advancements - China has developed advanced technologies in high-voltage transmission, including the world's first ultra-high voltage AC and DC grids, enabling efficient long-distance transmission of renewable energy [9][11]. - The country has successfully implemented a high-proportion renewable energy control system, supporting the rapid economic dispatch of over 300 million kilowatts of renewable energy output daily [9][12]. - Innovations in offshore wind power technology have led to the production of the world's largest offshore wind turbines, showcasing China's capabilities in renewable energy equipment manufacturing [12]. Group 3: Policy and Market Mechanisms - The energy transition is supported by clear national policies, technological innovation, and effective market mechanisms, transitioning from policy-driven to market-driven development [11][13]. - The establishment of a unified national electricity market has facilitated the trading of green electricity, with significant growth in market transactions [13]. - The promotion of renewable energy projects, such as "solar + agriculture" models, has made clean energy resources more accessible to rural communities [16]. Group 4: Global Impact - China's investment in clean energy accounts for one-third of the global total, with projected investments reaching $625 billion in 2024, nearly doubling over the past decade [17]. - The country is positioned as a leader in global energy transition, providing replicable solutions and encouraging international cooperation in clean energy development [17].

人民日报海外版记者 廖睿灵 如何具象地理解今天中国能源转型的成果？ 当你打开电灯、启动空调，所耗的电力中，每3千瓦时就有1千瓦时来自太阳能、风能等可再生能源 的绿色电力； 当城市、乡村点亮灯火，遍布全国的发电机组昼夜不歇，源源不断输送电能。如今，中国发电装机 容量已经达到全球总量的1/3。 建成全球最大的清洁发电体系，建成全球规模最大的电力基础设施体系——这些第一，成为中国能 源转型的生动注脚。 清洁能源占比不断提升 内蒙古自治区鄂尔多斯市鄂托克前旗境内，有一座占地超10万亩的光伏电站——国家能源集团国电 电力蒙西蓝海光伏电站。这里年均日照小时数长、风力强，是名副其实的新能源富集区。 行走在这座电站，不时看到成群牛羊，在光伏板下悠闲吃草。这些光伏板所"生长"的地下，藏着丰 富的煤炭资源。而采煤区上的这片光伏地，并网后年发电量超过50亿千瓦时，所发出的绿色电力，送往 山东消纳，可满足200万户居民一年的生活用电。 从这样一座电站，可以窥见中国能源转型的两个关键词——煤炭与绿电。 受"富煤贫油少气"的资源禀赋影响，长久以来，煤炭作为中国能源的压舱石和稳定器，在保障经济 社会用能中占据着重要地位。火力发电，曾是中国 ...

Group 1 - The core viewpoint of the article highlights the successful launch of mass production at the largest offshore wind power industrial base in northern China, established by Goldwind Technology in Qinhuangdao [1] - The project was completed in just 10 months under a "land immediately construction" model, showcasing the impressive "Qinhuangdao speed" [1] - The assembly plant is equipped with advanced intelligent systems, including a 500-ton crane and AI bolt detection, significantly enhancing production efficiency and quality [5] Group 2 - The first phase of the Goldwind offshore wind power base has an annual production capacity of 2 GW, capable of producing 100-150 sets of 14 to 20 MW large units [5] - The base is strategically located to serve a 500-kilometer radius, covering the Bohai Sea, northern Yellow Sea, and Northeast regions [5] - Once fully completed, the base will become the largest manufacturing and export hub for offshore wind power equipment in northern China, marking a milestone for high-end equipment manufacturing in Hebei's renewable energy sector [5]