新华社内罗毕/北京2月28日电 题：中非风电合作助推非洲绿色转型 新华社记者许嘉桐 杨骏 刘可怡 近日，由中国企业承建的埃塞俄比亚阿伊萨风电项目在该国东部的索马里州举行投产发电仪式。与其他 项目不同的是，埃塞俄比亚、吉布提、索马里三国领导人共同出席该项目投产仪式，引发外界关注。 阿伊萨风电项目2017年启动建设，设计总装机容量120兆瓦，安装48台单机容量2.5兆瓦的风电机组。目 前第一阶段32台机组已实现并网发电，并被纳入区域能源布局。投运后，项目持续向埃塞索马里州、德 雷达瓦工业园及亚吉铁路供电，在稳定埃塞俄比亚东部电网运行的同时，为亚吉铁路经济走廊提供可靠 能源支撑。 在投产仪式上，三国领导人高度评价中非、中埃塞在清洁能源和绿色发展领域合作成果。不少业内专家 也指出，项目提高了可再生能源比重，也增强了电网稳定性和新能源项目管理能力。 成果的取得得益于中非建设者的共同努力，也得益于一种系统化合作模式的成功。从前期规划、工程设 计，到设备制造、施工建设，再到并网运行与后续运维，中国企业提供的是一套完整、成熟、可持续的 解决方案。业内人士认为，这种"全链条"方案有助于提升当地新能源组织管理与技术应用水平，为后 ...

Core Insights - The establishment of the Shenzhen Leading Edge Intelligent Open Research Institute marks a significant step for Shenzhen in seizing opportunities in the edge AI industry, aligning with its goal to become an "AI Intelligent City" [1] - The Shenzhen government aims to accelerate the construction of a global AI pioneer city, targeting a growth of over 10% in the AI industry cluster's added value by 2026 [2] - The integration of edge AI technology is expected to address key challenges such as data privacy and bandwidth costs, enhancing the efficiency and security of AI applications [2][3] Group 1: Edge AI Development - The Shenzhen Leading Edge Intelligent Open Research Institute will serve as a core hub for technological breakthroughs, industrial upgrades, and ecosystem development in edge AI [1] - Shenzhen's strong manufacturing base, complete industrial chain, and robust ICT and software industry provide a competitive advantage for the development of edge AI [1][3] - By 2026, Shenzhen's AI terminal production is expected to exceed 150 million units, covering various devices such as smartphones and robots, creating substantial application scenarios for edge AI [3] Group 2: Policy and Strategic Goals - The Chinese government has set a target for AI applications to achieve over 70% penetration in six key sectors by 2027, emphasizing the importance of deep integration of AI across industries [2] - The establishment of high-standard innovation platforms, including the Leading Edge Intelligent Open Research Institute, is part of Shenzhen's "14th Five-Year Plan" to foster innovation [2] - The focus on 12 core technology directions by the new research institute aims to drive collaborative breakthroughs in key technologies related to edge AI [2]

Core Viewpoint - The domestic wind power market in China continues to thrive in 2025, with significant growth in installed capacity and a clear differentiation between onshore and offshore wind development [3][4]. Group 1: Installed Capacity Growth - In 2025, China added 18,272 wind turbines, resulting in a new installed capacity of 130 million kilowatts, marking a historical high with a year-on-year growth of 49.9%, significantly surpassing the 9.6% growth in 2024 [3]. - Onshore wind power remains the dominant force, contributing 125 million kilowatts, which accounts for 95.8% of the total new installations, an increase of 2.3 percentage points from 2024 [3]. - Offshore wind power saw a decline in new installations, with a capacity of 5.56 million kilowatts, down 2.3% year-on-year, representing only 4.2% of the total new capacity [3]. Group 2: Technological Advancements - The average capacity of newly installed wind turbines in 2025 reached 7,160 kilowatts, reflecting an 18.3% increase year-on-year, driven by cost control and efficiency improvements post-grid parity [4]. - Onshore wind turbines had an average capacity of 7,069 kilowatts, up 20.1%, while offshore turbines saw a slight increase to 10,054 kilowatts, entering the mature stage of 10 MW+ models [5]. Group 3: Market Concentration - The number of wind turbine manufacturers with new installations decreased from 13 to 10, with the top seven companies accounting for 91.8% of the market share, indicating a strengthening of oligopoly effects in the industry [5]. - Goldwind Technology led the market with 25.9 million kilowatts, representing 19.8% of the total, followed by other major players like Envision Energy and Mingyang Smart Energy, forming a stable first tier with a combined share of 73.4% [5]. Group 4: Export Growth - In 2025, China exported 1,175 wind turbines with a total capacity of 7.734 million kilowatts, achieving a year-on-year growth of 48.9%, setting a new historical record [6]. - By the end of 2025, the cumulative export capacity reached 28.522 million kilowatts, with significant markets in developing countries such as Vietnam and Saudi Arabia [6]. - The export market is also dominated by leading companies, with Goldwind Technology accounting for 386.2 million kilowatts, representing nearly half of the total exports [6]. Group 5: Global Market Opportunities - The global wind power market is expected to see profound changes, with a forecast of 1.06 billion kilowatts of new installations by 2030, while many regions lack the local industry capabilities to meet this demand [7]. - Chinese wind power manufacturers are becoming key suppliers in emerging markets due to their competitive advantages in cost, delivery speed, and engineering capabilities [7]. - The strategy of Chinese wind power companies is shifting from mere product exports to establishing localized production and service bases in over 20 countries, including India and Germany [7][8].

Group 1 - The domestic wind power market in China is expected to maintain high prosperity in 2025, with a record new installed capacity of 130 million kilowatts, a year-on-year increase of 49.9% [1] - Onshore wind power remains the absolute mainstay of growth, accounting for 95.8% of new installations, while offshore wind power saw a decline in new capacity by 2.3% [1] - The increase in installed capacity is driven by developers pushing onshore projects ahead of policy adjustments, aiming for over 50% renewable energy in their generation assets by the end of 2025 [1] Group 2 - The average capacity of newly installed wind turbines in China reached 7160 kilowatts, an 18.3% year-on-year increase, reflecting a trend towards larger turbine sizes [2] - The number of wind turbine manufacturers with new installations decreased from 13 to 10, with the top seven companies accounting for 91.8% of the market share [2] - Goldwind Technology leads the market with 25.9 million kilowatts, representing 19.8% of the total, followed by other major players [2] Group 3 - The export of Chinese wind turbines reached a historical high with 1175 units and a capacity of 773.4 million kilowatts, a 48.9% increase year-on-year [3] - Major markets for exports include developing countries, with Goldwind Technology dominating the export market [3] - The global wind power market is undergoing significant changes, providing opportunities for Chinese companies to become key suppliers in emerging markets due to their competitive advantages [4] Group 4 - Chinese wind power companies are transitioning from product exports to localized production and service layouts in over 20 countries [4] - The industry is moving towards a "deep cultivation" phase, establishing localized operations rather than merely responding to orders [5] - The focus is on integrating global resources and adapting to local environments to serve the global market effectively [5]

Group 1 - The core viewpoint of the articles highlights the significant growth and transformation of China's wind power industry, particularly in its overseas expansion and local production capabilities [1][5] - In 2025, China's domestic wind power market is expected to maintain high prosperity, with a record installation of 1.3 million kilowatts, a year-on-year increase of 49.9%, significantly surpassing the 9.6% growth rate of 2024 [1] - The onshore wind power sector remains the dominant force in domestic growth, accounting for 95.8% of new installations, while offshore wind power faces challenges, with a 2.3% decline in new capacity [1] Group 2 - The trend towards larger wind turbine capacities is evident, with an average new installation capacity of 7160 kilowatts in 2025, reflecting an 18.3% year-on-year increase [2] - The concentration of the wind turbine manufacturing industry is increasing, with the number of companies with new installations decreasing from 13 to 10, and the top seven companies capturing 91.8% of the market share [2] - Leading companies such as Goldwind Technology, with 2590 megawatts and a 19.8% market share, dominate the sector, while smaller brands are rapidly exiting the market [2] Group 3 - The overseas market is becoming a crucial growth area for Chinese wind power companies, with a record export of 773.4 megawatts in 2025, a 48.9% increase year-on-year [3] - The export market is also led by major companies, with Goldwind Technology accounting for nearly 54% of offshore wind turbine exports [3] - The global wind energy market is undergoing significant structural changes, presenting opportunities for Chinese companies to leverage their competitive advantages in cost, delivery speed, and engineering capabilities [4] Group 4 - Chinese wind power companies are shifting from simple product exports to localized production and service layouts in over 20 countries, including India and Germany [5] - The industry is moving towards a "deep cultivation" phase, focusing on integrating global resources and adapting to local environments amid geopolitical uncertainties [5]

未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明 风电行业周报（20260202-20260206） 本周风电设备（申万）指数表现 本周（2026/02/02-2026/02/06）沪深 300 指数-1.13%，申万 31 个行 业指数 18 个上涨，电力设备（申万）指数本周+2.20%，排在第 3 位， 跑赢指数 3.53pct。电力设备二级行业指数涨跌互现，风电设备行业指 数-0.88%，电池（申万）、电网设备（申万）、其他电源设备Ⅱ（申 万）、光伏设备（申万）、电机Ⅱ（申万）分别+3.24%、+2.04%、- 3.28%、+3.36%、-0.94%。从公司表现看，本周风电设备行业（申万） 公司涨幅居前的公司为振江股份、中环海陆、天顺风能、三一重能、 明阳智能，跌幅居前的公司是时代新材、运达股份新强联、海力风电、 飞沃科技。 本周原材料价格小幅波动 本周铁矿石期货收盘价 760.5 元/吨，环比-31 元/吨；铸造生铁价格 3040 元/吨，环比持平；中厚板价格 3332 元/吨，环比-14 元/吨；铜、 铝现货价格分别为 12840、3045 美元/吨，单价分别-529.5、-6 ...

公司状况 2026年2月10日，公司风电集团三款产品获国际权威杂志《风电月刊》评为"2025年度最佳风电机组"， 包括全球最佳海上风电机组银奖。年度报告将提供最终财务数据，具体披露时间待公司公告。 以上内容基于公开资料整理，不构成投资建议。 经济观察网上海电气（601727）(601727.SH、02727.HK)近期值得关注的事件包括2025年年度报告的正 式披露以及风电产品获得国际认可。 业绩经营情况 公司已于2026年1月21日发布业绩预增公告，预计2025年归母净利润为11.0亿元至13.2亿元，同比增长约 47%至76%，扣非净利润实现扭亏为盈。 ...

目前公司属于工业行业，主要产品类型为动力机械、发电机及附属设备、专业咨询服务，2024年报主营 构成为风电机组:81.33%;新能源电站开发转让:7.61%;新能源EPC总承包:5.46%;其他:4.19%;发电收 入:1.41%。 同壁财经讯，企查查数据显示，根据《华电广西能源（维权）有限公司相关招标项目工程广西华电象州 马坪25万千瓦风电场风力发电机组（含塔架）采购批次中标结果公示》，运达能源科技集团股份有限公 司于2026年2月11日公告中标象州华电能源有限公司采购项目，中标金额为5.49亿元。 相关上市公司：运达股份(300772.SZ) 同壁财经小贴士： 同壁财经讯，企查查数据显示，根据《华电广西能源（维权）有限公司相关招标项目工程广西华电象州 马坪25万千瓦风电场风力发电机组（含塔架）采购批次中标结果公示》，运达能源科技集团股份有限公 司于2026年2月11日公告中标象州华电能源有限公司采购项目，中标金额为5.49亿元。 相关上市公司：运达股份(300772.SZ) 同壁财经小贴士： 运达股份（300772.SZ）2024年营业收入为221.98亿元，营业收入增长率为18.54%，归属母公司净利润 ...

Group 1 - The core focus of Shanghai Electric in 2026 is on technological innovation, digital upgrades, and international expansion, aiming to cultivate new productive forces [1] - Shanghai Electric's wind power group received recognition from the authoritative magazine "Wind Power Monthly," with three products awarded as the "Best Wind Turbine Units of 2025," including the silver award for the best offshore wind turbine globally, highlighting its technological strength [1] - A partnership was established between Shanghai Electric and Fudan University to create the "Shanghai Multimodal Embodied Intelligence Key Laboratory," aimed at enhancing research and development in advanced intelligent manufacturing technologies [1] Group 2 - On February 5, 2026, Shanghai Electric's A-shares experienced a net outflow of 98.81 million yuan, accounting for 11.57% of the day's trading volume [2] - Southbound funds have been continuously reducing their holdings in H-shares, with a total reduction of over 1 million shares in the past five days, including a decrease of 3.238 million shares on February 5 and 2.136 million shares on February 6 [2] - As of February 11, 2026, the A-share price was 8.74 yuan, reflecting a slight decline of 0.11% since February 5, while H-shares saw an increase of 4.08%, reaching a price of 4.34 Hong Kong dollars [2]

中国电力规模的扩张速度让全球其他国家都难以跟上脚步，国家能源局的数据显示，2025年全社会用电量累计达到10.4万亿千瓦时，这个数字同比增长了 5%，并且在单一国家中首次突破10万亿关口。 用电量飙升的背后，中国经济活力源源不断涌现出来。 工厂机器转动、城市灯光闪烁、数据中心服务器运转，这些都需要电力支撑，而用电量的变化直接体现了产业结构的调整。 全球用电总量中，中国占到了大约三分之一的比例，这个份额稳稳坐上了世界第一的位子。 这样的增长轨迹不是偶然，而是中国经济从高速扩张到高质量转型的真实写照，用电量数据就像一面镜子，清晰映照出国家发展的脉络。 2025年，第一产业用电量1494亿千瓦时，同比增长9.9%，这部分主要用于农业机械和灌溉系统，说明农村现代化步伐在加快。 第二产业用电量66366亿千瓦时，同比增长3.7%，作为用电大户，它支撑了制造业的稳定输出，比如钢铁和汽车生产线的日常运转。 第三产业用电量19942亿千瓦时，同比增长8.2%，增速明显高于第二产业，这反映出服务业在经济中的权重越来越大，比如物流、电商和金融领域的电力需 求快速上升。 城乡居民生活用电量15880亿千瓦时，同比增长6.3%，人们 ...