新兴产业加速崛起，民生关切精准回应，"若羌新城"加速建设……连日来，记者在新疆若羌县采访，高 质量发展热潮扑面而来，当地正在中国式现代化新疆实践中，铺展县域高质量发展崭新画卷。 在国晟（若羌）双碳硅基产业园内，180名技术工人与高效运转的全自动分档机器人紧密协作，年产 5GW大尺寸异质结组件生产线正全速运转。"得益于智能化生产线，我们每16秒即可下线一块210N型双 玻大尺寸组件，效率与品质兼备。"新疆国晟企诚新能源有限公司质量经理张宁介绍。 这座占地2720亩的产业园，是若羌布局"6+N"产业体系、布局现代化经济结构的关键一环。近年来，若 羌县前瞻谋划、精准发力，全力打造集研发、制造、应用于一体的风电、光伏上下游装备制造全产业 链。 11月上旬，总投资超1.5亿元的新疆宏泰重工有限公司年产300套风机塔筒工厂项目竣工并进行试生产， 标志着若羌在构建智能化、绿色化、融合化的现代化产业体系征程上，迈出了具有里程碑意义的关键一 步。 若羌县瞄准新能源装备制造产业，吸引包括金风科技（002202）、远景能源、上海泰胜、东方电气 （600875）、国晟能源等众多先进装备制造企业，成为南疆产业链最为齐全的风电装备制造基 ...

Group 1: Market Performance - The housing prices in Dingbian County have increased significantly, with new residential property prices surpassing 5000 yuan per square meter by October 2025, up from less than 4000 yuan per square meter in 2022, marking a cumulative increase of over 25% in three years [1] - This price surge occurs amidst a nationwide real estate market adjustment, where most first and second-tier cities are experiencing price declines [1] Group 2: Demographic Trends - Dingbian County is one of the few counties in China with a continuously growing population, having added 30,000 residents since 2011, contrasting with the population decline in approximately 1480 counties across the country [5] - The county has a relatively young population, with 63.93% of residents aged between 15 and 59, which is higher than the national average, indicating a strong potential home-buying demographic [7] Group 3: Urbanization and Economic Factors - Dingbian County's urbanization rate is at 53%, significantly below the national average of 67%, suggesting ongoing housing demand as rural populations transition to urban areas [9] - The county is a leading oil and gas production area, contributing 3% of China's total oil and gas output, which has created substantial wealth and economic growth [10][11] Group 4: Industrial Development - The local government is actively diversifying the economy to reduce reliance on oil and gas, focusing on renewable energy development, particularly wind and solar power [14] - Dingbian County has successfully attracted major companies in the renewable energy sector, establishing a complete supply chain from power generation to equipment manufacturing [15][17] Group 5: Future Opportunities - The county is positioning itself to capitalize on the storage sector, particularly lithium-ion battery technology, which is crucial for the sustainable development of the renewable energy industry [21][22] - Dingbian County aims to develop a comprehensive energy storage ecosystem, focusing on system integration and specific application scenarios to enhance its competitive edge in the energy transition [25][27]

Group 1 - The event in Weifang City focused on promoting the high-quality development of the new energy industry through various activities aimed at connecting enterprises with orders and resources [1][2] - Eight companies, including Asahi New Energy and Dongfang Steel Pipe, showcased their products and talent needs in areas such as photovoltaic brackets, new energy storage, wind turbine towers, hydrogen storage equipment, transformers, and power design and construction services [1] - The event facilitated face-to-face discussions between representatives of 52 key new energy enterprises and talent providers, leading to the signing of strategic cooperation agreements with research institutions [1][2] Group 2 - The new energy sector is identified as a crucial support for energy transition and a key area for developing new productive forces [2] - Weifang City has been optimizing its industrial ecosystem by supporting small and medium-sized enterprises to develop specialized and innovative capabilities, focusing on high-end, intelligent, green, and clustered development [2] - The local development and reform bureau has actively addressed common issues faced by new energy enterprises, such as order shortages and talent scarcity, by facilitating the event and promoting strategic partnerships [2]

Summary of Wind Power Industry Conference Call Industry Overview - The wind power industry is experiencing a price increase of 5-10% in 2025, driven by favorable bidding conditions, increased focus on quality by manufacturers, and the impact of Document 136, which encourages owners to purchase high-quality wind turbines [1][2][13] - The industry is expected to return to a more rational approach, emphasizing turbine quality, energy output, and service, with a slowdown in the trend towards larger turbines [1][4] Key Insights - The overall bidding volume for wind power in 2025 is projected to be between 170-180 GW, excluding framework bids without project support [1][8] - The expected delivery volume for wind power in 2025 is around 120 GW, with installation or grid connection expected to exceed 100 GW [1][8] - The bidding situation remains robust, with 65 planned bids reported by mid-2025, indicating no significant decline compared to the previous year [9][10] Challenges Facing the Industry - The wind power sector is facing quality issues during the process of turbine scaling, leading to significant QCP costs for manufacturers, which negatively impacts profitability [5][6] - Document 136 has introduced uncertainties regarding electricity costs, prompting owners to prefer high-quality turbines [5][6] - Increased transportation costs and difficulties in both onshore and offshore projects are hindering further price reductions [5][6] Market Dynamics - The offshore wind market is characterized by less competition and higher reliability, performance, and service requirements for manufacturers [2][18] - The transition from smaller to larger turbines is reaching its peak in southern markets, while northern markets still have some room for growth due to better transportation conditions [22][24] - The profitability of manufacturers varies significantly between domestic and international markets, with overseas orders yielding two to three times the profit of domestic orders [39][40] Future Projections - The wind power market is expected to maintain a high bidding volume in 2026, with at least 150 planned projects anticipated [4][8] - The delivery volume for 2026 is projected to be at least 100 GW, with a consistent annual delivery volume expected to remain above this level through 2030 [8][10] - The overall market conditions for 2025 are not ideal, but improvements are expected in 2026 due to higher bidding prices and a potential decrease in component prices [27][28] Additional Considerations - The industry is witnessing a shift towards more rational pricing strategies, with manufacturers focusing on technology and reliability rather than aggressive price competition [2][13] - The trend of component cost reduction is expected to continue, although significant price drops are unlikely [29][30] - The adoption of new technologies, such as sliding bearings and gearboxes, is being implemented to enhance cost efficiency and reliability [31][33] This summary encapsulates the key points discussed in the conference call regarding the wind power industry, highlighting current trends, challenges, and future expectations.

Core Insights - China's wind and solar power installed capacity reached 1.482 billion kilowatts in the first quarter of this year, surpassing thermal power for the first time, marking a significant milestone in the country's energy structure adjustment [1] - The transformation of the wind and solar industry reflects China's commitment to advancing its energy revolution, focusing on building a clean, low-carbon, safe, and efficient energy system [1][2] - Innovation is key to unlocking energy transformation, with China achieving numerous world records in wind and solar technology, including the largest offshore wind turbine and the highest wind turbine tower [2] - China is actively participating in global green energy projects, collaborating with over 100 countries to promote sustainable development and clean energy technology [3] Group 1 - The installed capacity of wind and solar power in China has historically surpassed that of thermal power, indicating a deep adjustment in the energy structure [1] - The wind and solar industry's success is a reflection of China's practical actions towards energy revolution and high-quality development [1] - The commitment to innovation has led to breakthroughs in materials, design, and technology within the wind and solar sectors [2] Group 2 - China's efforts in renewable energy are not only focused on domestic development but also aim to benefit the global community, showcasing a commitment to global green transformation [3] - The country has established the largest and most complete renewable energy industrial chain, facilitating the export of solar and wind technology [3] - International recognition of China's leadership in renewable energy highlights its role as a significant contributor to global sustainable development [3]

和信会计师事务所（特殊普通合伙） 关于《关于青岛天能重工股份有限公司申请 向特定对象发行股票的审核问询函》的会计师意见 和信综字（2023）第 000004 号 ㎜ 和信会计师事务所（特殊普通合伙） 1 关于《关于青岛天能重工股份有限公司申请 向特定对象发行股票的审核问询函》的会计师意见 和信综字(2023)第 000004 号 深圳证券交易所: 贵所出具的《关于青岛天能重工股份有限公司申请向特定对象发行股票的审核 间询函》(审核函〔2022〕020265 号)(以下简称"审核问询函")已收悉。根据贵 所《审核问询函》的要求,和信会计师事务所(特殊普通合伙)(以下简称"发行人 会计师"或"会计师"对《审核问询函》的有关事项进行了认真核查与落实,现就 相关问题做以下回复说明。 问题 1 发行人本次拟募集资金不超过 150,000 万元,扣除发行费用后用于天能重工武 川 150MW 风电项目(以下简称项目一)、江苏天能海洋重工有限公司海上风电装备制 造生产线技改项目（以下简称项目二）、海上风电装备制造生产线技改项目（以下简 称项目三)、吉林天能塔筒制造生产线技改项目(以下简称项目四)和补充流动资金。 目前公司持有 ...