以海风为首的风电股持续走强，金风科技午后拉升涨停，运达股份、广大特材、三一重能、大金重工、吉鑫科技等涨超5%。消息面上，国内海风市场9月 迎来招中标高峰期，中国首个国家级海上风电试验基地即将投运，可开展目前世界最大容量风电机组和最长尺寸风机叶片的检测试验，以及多领域国际前 沿技术研究。 展望后市，机构普遍对A股"红十月"抱以乐观的展望。申万宏源研报称，"红十月"是大概率事件，10月科技产业催化和长期政策布局窗口有望共振，市场 结构性行情可能重新升温。 兴业证券认为，10月市场进入三季报交易窗口，这有望带动资金聚焦景气线索，成为"破局"重要抓手。对于科技、先进制造为代表的强势板块，三季报是 验证其景气周期的重要窗口。 扬子晚报网10月9日讯（记者 范晓林 实习生 魏静萱）10月9日是国庆中秋黄金周假期后首个交易日，A股沪指盘中突破3900点，再创年内新高。截至收 盘，上证指数收于3933.97点，涨幅1.32%，这也是自2015年8月以来，上证指数再次突破3900点。沪深两市成交额连续第15个交易日突破2万亿，全天成交 金额2.65万亿。 截至收盘，沪指涨1.32%，报3933.97点，深成指涨1.47%，报1 ...

技术突破亦捷报频传。位于福建福清的海上风电研究与试验检测基地，作为我国首个国家级海上风电试验基地，建成后可开展世界最大容量风电机组和 最长尺寸风机叶片的检测试验，为深远海风电发展提供关键技术支撑。 市场表现亮眼，机构关注度升温 风电板块近期在资本市场表现抢眼。据数据宝统计，近60只风电概念股年内股价平均上涨33.65%，仅7股下跌。中材科技以163.48%的涨幅领涨，其控股 子公司拟在乌兹别克斯坦投资建设风电叶片制造基地，进一步拓展海外市场，2024年公司风电叶片销量24吉瓦，同比增长10.9%，市场占有率全球第一。 电气风电年内涨幅达156.78%，大金重工、新强联、阳光电源、杭齿前进等个股涨幅均超100%。 机构对风电板块青睐有加。截至今年上半年，近半数概念股的公募基金持股比例超3%，其中三一重能、阳光电源、禾望电气、新强联、大金重工等11股 公募基金持股比例均超10%，三一重能以31.69%的持股比例居首，同时获社保基金重仓5.25%。 【环球网财经综合报道】随着四季度资本市场布局窗口开启，风电产业凭借明确的增长逻辑与技术突破，成为目前市场追捧的热点之一。 政策利好与技术突破双轮驱动 国家能源局最新数据 ...

四季度资本市场的布局窗口已然开启，市场焦点正从估值修复转向具备明确增长逻辑的产业赛道。从"实验室"走 向"应用场"的人形机器人、在深远海实现技术突破的风电产业、价格触底反弹的光伏板块，三大赛道齐头并进， 把握科技突破与能源转型中的结构性机遇，或将成为穿越市场波动的关键。 证券时报记者 郭洁 在全球能源结构向清洁低碳加速转型的背景下，中国风电产业正以全方位领先的姿态，书写着全球能源变革的 "中 国答卷"。 国家能源局数据显示，今年上半年，全国风电新增并网容量5139万千瓦。截至2025年6月底，全国风电累计并网容 量达到5.73亿千瓦，同比增长22.7%，其中陆上风电5.28亿千瓦，海上风电4420万千瓦。今年上半年，全国风电累 计发电量5880亿千瓦时，同比增长15.6%，全国风电平均利用率93.2%。 风电领域近期利好消息频出。 9月，我国在联合国气候峰会上宣布新一轮国家自主贡献目标中明确：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。 据央视新闻报道，位于福建福清的海上风电研究与试验检测基地，是国家"十四五"规 ...

1.【中国紧凑型聚变能实验装置成功落"座"】10月1日上午，位于安徽合肥未来大科学城的紧凑型聚变能 实验装置（BEST）建设现场传来好消息：该装置主机首个关键部件——杜瓦底座成功落位安装，标志着 项目主体工程建设步入新阶段，部件研制和工程安装开启"加速度"。 据介绍，杜瓦底座落位安装完毕 后，主机核心部件将陆续进场安装。根据计划，BEST将于2027年底建成。该装置建设的稳步推进，对于 我国率先开展前沿聚变科学研究、验证未来聚变堆关键技术、持续引领国际聚变能发展具有重大战略意 义。（新华社） 4. 【中国首个国家级海上风电试验基地即将投运】10月1日消息，位于福建福清的海上风电研究与试 验检测基地，是国家"十四五"规划的重大项目，也是中国首个国家级海上风电试验基地，建成后可开 展目前世界最大容量风电机组和最长尺寸风机叶片的检测试验，以及多领域国际前沿技术研究。眼 下，检测基地进入了设备检测阶段，预计将在今年之内全面投用。（央视新闻） 更多智能制造产业资讯 …… 感谢关注创业邦，每天精彩内容不停 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 2. 【 ABM光刻机及先 ...

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 Insights - Xinjiang has leveraged its unique geographical advantages to enhance the construction of the "Belt and Road" initiative, transforming into a key hub for China's westward opening [1] - The cross-border e-commerce trade volume in Horgos has surged by 889% year-on-year in the first half of this year, showcasing significant growth in this sector [1] Group 1: Cross-Border E-Commerce Development - Horgos has become a bustling center for cross-border e-commerce, with over 45 e-commerce enterprises and numerous live-streaming teams operating within a 4 square kilometer bonded area [1] - The local e-commerce market is thriving, with a notable example being a Kazakhstani live-streamer who has gained over 100,000 followers and sells popular products like juice machines [1] Group 2: Logistics and Transportation Efficiency - Horgos serves as a vital logistics hub, with smooth transportation routes to Central Asia and Europe, allowing goods to reach Almaty within half a day [2] - Daily vehicle traffic has increased significantly, with 27 China-Europe freight trains and 1,800 vehicles crossing the border, resulting in an annual cargo volume of 45.566 million tons, which is 2.74 times that of 2012 [2] Group 3: Customs and Operational Efficiency - Customs procedures have been streamlined, reducing the number of operational steps from 12 to 4, and cutting the clearance time from over 30 hours to under 5 hours, achieving an 80% improvement in efficiency [3] - The region's GDP has grown from 6.2 billion yuan in 2015 to an expected 20.2 billion yuan in 2024, reflecting the economic impact of these developments [3]

Group 1: Modern Energy Economy in Inner Mongolia - Inner Mongolia is developing a modern energy economy, with a focus on transforming traditional energy industries and promoting green energy [1][3] - The region has established the largest and most comprehensive modern coal chemical industry cluster in China, with renewable energy installations reaching 145 million kilowatts, accounting for 52% of total installed capacity [1][3] - As of mid-2023, the cumulative external electricity delivery via ultra-high voltage lines exceeded 740 billion kilowatt-hours, equivalent to the annual electricity consumption of 270 million households [1] Group 2: Green Transformation of Coal Industry - The coal industry in Inner Mongolia is undergoing a transformation towards high-end, intelligent, and green development, with 180 green mines and 215 intelligent mines established [2][3] - The coal-to-chemical projects are utilizing green electricity to convert coal into polyethylene and polypropylene, achieving cost advantages over traditional petrochemical processes [2] Group 3: Renewable Energy Growth - Inner Mongolia's renewable energy generation capacity has doubled in the past two years, with electricity generation reaching 1,665 billion kilowatt-hours and 2,125 billion kilowatt-hours, maintaining a growth rate of over 25% [5] - The region is also developing a wind and solar hydrogen storage manufacturing industry chain, with an expected output value of 270 billion yuan by 2024, accounting for 10% of total industrial output [5] Group 4: Electricity Transmission and Green Power Initiatives - The Xilin Gol League-Tai Zhou ultra-high voltage direct current project spans 1,620 kilometers, with a daily external electricity delivery exceeding 100 million kilowatt-hours [6] - Inner Mongolia's electricity export capacity has increased from 70 billion kilowatt-hours to over 330 billion kilowatt-hours, with green electricity exports rising from 30 billion kilowatt-hours to 60 billion kilowatt-hours [6] - A new cross-provincial green electricity direct connection project between Inner Mongolia and Ningxia has been approved, enhancing the domestic cross-provincial renewable energy delivery model [7]

Group 1 - Xinjiang has leveraged its unique geographical advantages to enhance the "Belt and Road" initiative, transforming into a key hub for China's westward opening [2][21] - The cross-border e-commerce trade volume in Horgos increased by 889% year-on-year in the first half of this year, showcasing significant growth [2] - Horgos has established a cross-border e-commerce industrial park, attracting 45 e-commerce companies and over 100 live-streaming sales teams, capitalizing on its international logistics advantages [8][10] Group 2 - Daily vehicle traffic at Horgos has surged from fewer than 400 in 2012 to 1,800 vehicles, with annual cargo volume reaching 45.566 million tons, a 2.74-fold increase from 2012 [18] - Customs clearance efficiency has improved significantly, with the number of operational steps reduced from 12 to 4, and clearance time cut from over 30 hours to under 5 hours, achieving an 80% increase in efficiency [19] - The GDP of Horgos has grown from 6.2 billion yuan in 2015 to an estimated 20.2 billion yuan in 2024, reflecting robust economic development [21] Group 3 - The establishment of a bonded aviation fuel business has reduced international flight fuel costs by approximately $10,000 per flight, leading to a tenfold increase in freight volume for a local logistics company [27] - The number of international freight routes from Xinjiang has expanded from 4 in 2012 to 27, connecting Asia, Africa, and Europe [35] - Xinjiang's import and export trade volume has grown from 158.9 billion yuan in 2012 to 434.1 billion yuan, with the number of trading partners increasing from 193 to 223 [36]

Core Viewpoint - Xinjiang is leveraging its unique geographical advantages to enhance the "Belt and Road" initiative, transforming the region into a key hub for China's westward opening, with significant growth in cross-border e-commerce trade in Horgos, which saw an increase of 889% year-on-year in the first half of the year [1]. Group 1: Cross-Border E-Commerce Growth - Horgos has become a vibrant center for cross-border e-commerce, with over 45 e-commerce companies and numerous live-streaming teams operating in a small bonded area of less than 4 square kilometers [5]. - The local market shows a strong demand for products like juice machines, with sales reaching hundreds per day, indicating a robust consumer interest in Chinese goods [3][5]. Group 2: Logistics and Transportation Efficiency - Horgos boasts efficient logistics channels, with both rail and road routes facilitating quick access to Central Asia and Europe, allowing goods to reach Almaty within half a day [7]. - Daily traffic at Horgos port has surged, with 27 China-Europe freight trains and 1,800 vehicles crossing daily, resulting in a total cargo volume of 45.566 million tons, which is 2.74 times that of 2012 [11][14]. Group 3: Economic Impact - The region's GDP has grown significantly from 6.2 billion yuan in 2015 to an expected 20.2 billion yuan in 2024, reflecting the economic transformation driven by the development of modern industrial parks [14]. - Customs efficiency has improved dramatically, with the number of customs operation steps reduced from 12 to 4, and clearance times cut from over 30 hours to under 5 hours, enhancing operational efficiency by 80% [15].

Core Insights - The article highlights the development of offshore wind power in Yantai, Shandong Province, emphasizing the transformation of marine wind energy into clean electricity and its contribution to green, low-carbon development [1][3][6] - The establishment of a comprehensive offshore wind power equipment manufacturing industry chain is underway, with major companies setting up operations in the region, particularly around the Yantai Port area [3][6] Industry Development - The offshore wind power project at the southern site of the Shandong Peninsula is a significant initiative, with the installation of 8-megawatt wind turbine monopiles, showcasing the scale of manufacturing capabilities [1][3] - The region has attracted over 100 companies, forming a robust industrial cluster for high-end offshore wind power equipment, which has been recognized as a strategic emerging industry cluster in Shandong Province [3][4] - By the end of this year, the annual output value of offshore wind power in Yantai is expected to exceed 15 billion yuan [3] Manufacturing Capabilities - The article mentions the production of wind turbine blades over 120 meters long, indicating advanced manufacturing processes and logistics advantages for the industry [3][4] - The establishment of a complete supply chain for offshore wind power, including core components such as main engines, towers, monopiles, and subsea cables, is being prioritized [3][6] Future Outlook - The article anticipates a concentrated period of offshore wind power project commissioning in the coming years, which will further enhance the region's manufacturing capabilities and attract high-end products and innovative elements [6] - The strategic planning and scientific layout of the industry are expected to provide sustained momentum for the growth of the renewable energy sector in the region [6]