当地时间1月26日，第三届北海峰会在德国汉堡举行。本届北海峰会上，英国和比利时、丹麦、法国、 德国、爱尔兰、卢森堡、荷兰、挪威等地签署了《汉堡宣言》。宣言目标是到2050年通过跨境合作在北 海开发100吉瓦的海上风电项目，并加强对关键基础设施的保护。 据彭博社报道，北海周边国家的目标是到2050年实现300吉瓦的海上风电装机容量，其中三分之一（即 100吉瓦）将来自联合项目。输电系统运营商将在2030年启动其中约20吉瓦的项目。 作为全球海上风电企业，明阳智能持续推进"两海战略"，坚持以创新驱动技术变革，推动海上风电向大 型化、深远海发展。近年来，公司深耕海陆兆瓦级风电机组创新研发与制造，聚焦深远海漂浮式风电平 台研制、海陆风电机组容量大型化与轻量化、风电智能化平台研发等领域。 明阳智能加码欧洲海风布局。2025年10月，明阳智能公告称，公司拟在苏格兰建设英国首个全产业链一 体化风电机组制造基地，预计投资总额为15亿英镑，将用于建设海上与漂浮式风电机组制造工厂。预计 该项目分三个阶段进行。首期计划建设风电机舱与叶片制造厂，计划2028年底实现首批投产；第二期计 划扩建生产线，加速英国漂浮式风电技术的规模化生产 ...

Core Insights - The global offshore wind power industry is accelerating, with a cumulative installed capacity expected to reach 83.2 GW by the end of 2024, providing clean electricity to over 73 million households. Floating wind power installations have reached 27.8 MW across seven countries. China continues to lead, with a cumulative grid-connected capacity of 44.61 million kW by September 2025, accounting for half of the global new installations in 2024 [1][10][11]. Market Overview - Offshore wind power is increasingly recognized as a clean energy source with significant growth potential, becoming a focal point for many countries. Despite a temporary slowdown in new installations in 2024 due to supply chain and policy adjustments, the industry shows strong long-term growth resilience, with a cumulative installed capacity increase of 12% year-on-year [23][24]. - In 2024, global offshore wind power installations totaled 8 GW, a 26% decrease from 2023, with China leading at approximately 4 GW, followed by the UK with 1.2 GW [23][24]. Industry Chain Development - The global offshore wind power supply chain is evolving from a single manufacturing focus to an integrated system encompassing development, manufacturing, construction, and operation. Key components include turbines, towers, and subsea cables, but regional imbalances persist, with Asia primarily supplying equipment while Europe and North America lead in technology development [33][34]. - The supply chain faces challenges such as financing difficulties, slow policy approvals, and instability in the supply of key materials and high-end talent. By 2030, many countries outside China will encounter bottlenecks in their supply chains, particularly in Latin America, where onshore wind capacity is limited and offshore projects are virtually non-existent [33][34][49]. Latin America Development - Latin America has abundant wind energy resources, with a cumulative installed capacity of 25 GW for onshore wind, predominantly in Brazil. However, the region's offshore wind supply chain is almost non-existent, facing significant challenges such as weak local manufacturing and insufficient infrastructure [49][50]. - The region's offshore wind projects are in the early planning stages, with countries like Colombia, Brazil, and Chile exploring integration with green hydrogen strategies. The first demonstration projects are expected to start before 2030 [52][53]. Future Outlook - The global offshore wind market is projected to add over 350 GW of new installations from 2025 to 2034, with floating wind power expected to achieve large-scale development by 2030. China's target for offshore wind capacity is set at 150 GW by 2030, with a continuous decline in the cost of electricity generation [2][10]. - The industry is expected to evolve towards deep-sea, intelligent, and integrated development, with the "offshore wind +" model creating a new energy ecosystem. China is anticipated to play a leading role in promoting global supply chain cooperation and sustainable development [2][10].

Core Insights - The 2025 Beijing International Wind Energy Conference has set ambitious targets for China's wind power capacity, aiming for an annual increase of no less than 120 million kilowatts during the 14th Five-Year Plan, with cumulative installed capacity reaching 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [1] Group 1: Offshore Wind Power Development - Offshore wind power is recognized as a crucial component in global energy transition, with China's offshore wind energy resources capable of exceeding 2.7 billion kilowatts within 300 kilometers offshore [1] - Challenges in offshore wind development include conflicts over sea usage, the need for improved resource utilization efficiency, high development and operational costs, and the exploration of new wind utilization models [1] - The development of deep-sea wind power faces significant challenges, particularly when water depth exceeds 50 meters and distance from shore exceeds 70 kilometers [1] Group 2: Technological Innovations - Goldwind Technology and Three Gorges Group have successfully installed a floating wind turbine in Beihai, Guangxi, which allows for the development of deep-sea wind resources, reducing project development area and costs [2] - China CRRC showcased a 20-megawatt floating offshore wind turbine, which can generate approximately 3,500 hours of full-load operation annually, saving about 25,000 tons of coal per year [2] - The introduction of a 26-megawatt fixed offshore wind turbine by China CRRC is noted as one of the largest in the world, capable of generating up to 100 million kilowatt-hours of clean energy annually, meeting the annual electricity needs of 55,000 households [2] Group 3: AI and Smart Technologies - Goldwind's new wind turbine products utilize intelligent control modes to optimize electricity generation based on price fluctuations, potentially extending the turbine's lifespan by five years [3] - China CRRC is leveraging artificial intelligence to enhance the efficiency and reliability of its wind turbine products, including cost reduction and lifecycle management through predictive maintenance [3] - The wind power industry is urged to adopt digital and intelligent technologies to drive continuous innovation in renewable energy technology [2][3]

Group 1: Event Overview - The 2025 Beijing International Wind Energy Conference and Exhibition was held from October 20 to 22, focusing on "Promoting Global Energy Transition and Achieving Sustainable Development" [1] - The event showcased innovations in wind power technology and attracted global industry professionals, experts, and investors [1] Group 2: Offshore Wind Energy Development - China has abundant offshore wind energy resources, making its development crucial for energy security and green low-carbon transition [2] - The floating wind turbine developed by Goldwind Technology and the Three Gorges Group was successfully installed, enabling the exploration of deep-sea wind energy resources [2] - The floating wind turbine can reduce development costs and optimize economic indicators for offshore wind projects [2] Group 3: Innovations in Maintenance and Monitoring - Nanjing Saturn Vision Technology introduced a product for early warning of internal cracks in wind turbine blades, enhancing fault diagnosis and prevention [3] - The shift towards digitalization in maintenance allows for proactive monitoring and timely repairs, moving away from reactive maintenance models [3] Group 4: High-Quality Development and New Technologies - The "Three North" regions are accelerating onshore wind power development, with significant increases in installed capacity [4] - New technologies, such as low-temperature startup lubrication systems, are being developed for extreme environments in desert and arid regions [4] Group 5: AI and Smart Operations - Artificial intelligence is transforming the wind power industry, enabling predictive maintenance and improved operational efficiency [5] - The "Wind Power + Rural Areas" initiative is promoting distributed wind power projects in rural areas, enhancing local economic development [5] Group 6: Industry Trends - The wind power industry is evolving towards larger, more intelligent, and marine-oriented systems, facing challenges in reliability and efficiency [6] - Innovation and technology are driving the industry's contribution to global energy transition and sustainable development [6]

Core Insights - The article emphasizes the development of the "blue economy" in Sheyang, focusing on marine economic growth and innovation in various sectors such as modern fisheries, renewable energy, and port development [1][5]. Group 1: Marine Economy Development - Sheyang aims to create a marine economic growth pole, transitioning from traditional fishing to a more robust marine economy, with a focus on production and new growth points [1][5]. - The local government has set ambitious targets for marine industry production value, aiming for 50 billion yuan by 2026 and over 85 billion yuan by 2030, which will constitute 25% and 30% of the city's total, respectively [5]. Group 2: Renewable Energy Initiatives - The Sheyang area is home to a significant wind power industry, with nearly 30 leading companies contributing to the growth of the wind power sector towards a scale of 100 billion yuan [1][2]. - The Sheyang CRRC New Energy Intelligent Manufacturing Base is recognized as a "super factory" for offshore wind turbine blades, utilizing advanced technology to reduce production time and weight [2]. Group 3: Integrated Marine Projects - The launch of the "National Energy Yellow Sea No. 1" project represents a pioneering effort in integrating wind, solar, and fishery production, enhancing economic output from marine resources [3]. - The ongoing construction of the Sheyang Yimei offshore factory aims to create a comprehensive marine processing facility, expected to be operational within the year, further boosting the local marine economy [3]. Group 4: Port and Logistics Development - The Sheyang Port has positioned itself as a specialized port for wind power equipment, achieving a throughput of 8.669 million tons in the first half of the year and handling 115 sets of wind power equipment [4].

Core Viewpoint - Mingyang Smart Energy plans to establish the UK's first integrated wind turbine manufacturing base in Scotland, with a total investment of £1.5 billion (approximately ¥14.21 billion), aimed at producing offshore and floating wind turbines [1] Group 1: Investment Details - The investment will be executed in three phases: Phase 1 involves building advanced wind turbine nacelle and blade manufacturing facilities, with the first production expected by the end of 2028; Phase 2 focuses on expanding production lines for floating wind technology; Phase 3 aims to include the production of control systems, electronic devices, and other key components [1] - Funding for the project will come from the company's own funds and self-raised capital, including funds raised from the issuance of global depositary receipts in 2022 and future bank financing [1] Group 2: Strategic Importance - The overseas investment is a significant step in the company's internationalization strategy, targeting the vast potential of overseas markets [2] - Establishing a production base in the UK will help the company create a service center for offshore wind energy in the UK, Europe, and other non-Asian markets, enhancing its role in the global offshore wind industry [2] - The project will accelerate the commercialization of floating wind technology in the North Sea and strengthen the company's leadership in global offshore wind technology standards and industry upgrades [2] Group 3: Local Impact and Employment - The investment is expected to create more local jobs, supporting the localization of the company's overseas operations and talent [2] - The floating wind technology will contribute to the UK's clean energy transition goals, aligning with global carbon neutrality trends and green energy policies [2] Group 4: Market and Operational Challenges - The company acknowledges uncertainties related to the investment, including potential approval issues and the complexity of international conditions [3] - Challenges may arise from differences in legal systems, geopolitical factors, and market competition in Europe compared to China, which could impact project execution and management [3] - The company has reported an increase in overseas orders, with 1.68 GW of new orders in the first half of 2025 and a total of approximately 5 GW in hand [3]