转自：新华财经 新华财经内蒙古11月22日电（杨子华）位于大陆性季风气候区，年大风日数最多达59天，风能可利用资源2000万千瓦，风力发电一年136.8亿千瓦时——内 蒙古自治区兴安盟是一个常年有风的地方。在"双碳"目标引领下，我国风电、光伏装机容量持续攀升，氢能产业发展提速，兴安盟凭借独特的资源禀赋和产 业布局，吸引中广核、金风等龙头企业和重大项目落地，成为新能源"风口"上的城市。 11月17日，兴安盟举办"绿色氢氨醇"产业基地生态共建发布会，发布绿氢制绿甲醇项目核心工艺验证成果，数百位企业代表"闻风"前来。会后，四十余家企 业负责人主动表达投资意向，随后举行的对接洽谈会气氛热烈。亲眼见证绿色氢氨醇产业从规划到落地，兴安盟经济技术开发区管委会主任高天宇在接受新 华财经专访时不由感慨，"风来了！"。 图为兴安盟经济技术开发区管委会主任高天宇解读园区产业愿景规划 跨界"氢醇"，破局谋变 "风光"宝地，全链布局 兴安盟经开区管委会办公地与项目施工地相距约8公里，从管委会办公室的窗户望去，能远远看到一部分耸立的工程设施。一年多的时间，项目厂区在管委 会工作人员的"眼皮子"底下，一点点盖起来。 "应该说，绿色氢氨醇产 ...

Investment Rating - The report recommends investment in the power equipment and new energy sectors, highlighting specific companies for potential investment opportunities [1][2][3]. Core Insights - The development of new energy is driving the iteration and upgrade of ultra-high voltage technology, with market-oriented reforms in the power sector promoting orderly and healthy development of new energy [1]. - The successful development of the world's first 800 kV 80 kA circuit breaker by Pinggao Electric provides crucial equipment support for China's ultra-high voltage development [1]. - The report emphasizes the progress in controllable nuclear fusion projects globally, recommending companies like XJ Electric and Dongfang Electric for investment [1]. - A significant investment agreement was signed between Xingan League and Goldwind for green hydrogen production, indicating positive prospects for wind power and green methanol production [1]. Summary by Sections Power Equipment - Recommended companies include Sien Electric, Shunhua Electric, Bull Group, Guoneng Rixin, and Nanfang Technology, with a focus on TBEA and GCL-Poly Energy for attention [1]. - The report highlights the successful development of key equipment for ultra-high voltage systems, which is crucial for the sector's growth [1]. Energy Storage - The report notes the operational launch of China's first large-capacity sodium-ion battery energy storage station, with recommended companies including CATL, EVE Energy, Sungrow Power, and Dewei Co., Ltd. [2]. - The focus on sodium-ion technology is emphasized, with specific attention to companies like Prilite [2]. Electric Vehicles - The Ministry of Commerce announced new export controls on lithium batteries and related materials, which is seen as a long-term benefit for companies with existing overseas production capacity [3]. - Recommended companies in the electric vehicle sector include Xinwangda, Haopeng Technology, and Shangtai Technology, with additional attention on Keda Manufacturing and Longpan Technology [3]. Robotics - The launch of the third-generation humanoid robot Figure03 by Figure AI marks a significant advancement in the commercialization of humanoid robots [3]. - Recommended companies in the humanoid robot sector include Wuzhou Xinchun, Zhaowei Electric, and Keda Li [3]. Photovoltaics - The report highlights price increases in the photovoltaic industry chain, with recommended companies including Aiko Solar, GCL-Poly, and Maiwei [4]. - The report also discusses the impact of new regulations on pricing and competition within the industry [4].