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工信部召开光伏产业座谈会,菲律宾年内将举行海风拍卖
Ping An Securities· 2025-08-25 07:08
电力设备及新能源 2025 年 8 月 25 日 行业周报 工信部召开光伏产业座谈会,菲律宾年内将举行海风拍卖 强于大市(维持) 行情走势图 -10% 0% 10% 20% 30% 40% 50% 60% 2024/08/21 2025/01/21 2025/06/21 沪深300指数 电力设备及新能源 行 业 周 报 证 券 研 究 报 告 风电:菲律宾将在年内举行 3.3 吉瓦固定式海风拍卖。菲律宾能源部 (DOE)表示,计划于今年年底前举行第 5 次绿色能源拍卖计划 (GEA-5), 其中,固定式海上风电项目预计拍卖规模 3.3GW,预计于 2028 年至 2030 年之间投运。GWEC 认为,中国和欧洲在未来将继续主导全球海上 风电发展,同时亚太、北美和拉美等新兴市场亦将迎来增长,预计到 2029 年中国和欧洲的累计装机全球市场份额将从 2024 年的 94%下降至 89%,到 2034 年下降至 84%,新兴海风市场中长期有望接棒发力。 GWEC 预计,2025-2034 年,亚太市场除中、日、韩外,菲律宾、越 南、澳大利亚等市场亦有望新增海风装机。菲律宾于 2025 年 6 月启动了 第五次绿色能 ...
8.3%、10.9%、32.9%,增长!“数”读前7个月机械工业亮眼“成绩单”
Yang Shi Wang· 2025-08-25 00:16
同时,清洁能源装备生产高速发展。前7个月,我国太阳能电池累计产量为47396万千瓦,同比增长 19.6%。风电机组已出口至108个国家和地区,出口金额稳步提升。 中国机械工业联合会会长徐念沙介绍,2025年以来,我国机械工业产品产销稳定增长、经济运行稳中向 好,特别是绿色转型步伐持续加快。机械行业企业积极布局"源、网、荷、储"产业链各环节,大力推进 绿色低碳产品的研发与应用,为构建清洁低碳、安全高效的能源体系提供坚实支撑。 记者从中国机械工业联合会获悉,2025年以来,我国机械工业生产及投资保持增长态势。 最新数据显示,2025年1至7月份,机械工业主要涉及的5个大类行业增加值同比保持增长趋势,通用设 备制造业增长8.3%,专用设备制造业增长3.8%,汽车制造业增长10.9%,电气机械和器材制造业增长 11.9%,仪器仪表制造业增长7.1%。在固定资产投资方面,通用设备制造业、专用设备制造业、汽车制 造业均实现平稳增长。 在机械工业代表性产品中,金属切削机床累计产量为48万台,同比增长13.9%;工业机器人累计产量为 44.7万套,同比增长32.9%,推动新质生产力加快培育。 ...
中国机械工业联合会数据显示: 我国机械工业生产及投资保持增长态势
Zhong Guo Zheng Quan Bao· 2025-08-24 20:17
在固定资产投资方面,今年1至7月,通用设备制造业、专用设备制造业、汽车制造业均实现平稳增长。 在机械工业代表性产品中:金属切削机床累计产量为48万台,同比增长13.9%;工业机器人累计产量为 44.7万套,同比增长32.9%。推动新质生产力加快培育。 同时,清洁能源装备生产高速发展。前七个月,我国太阳能电池累计产量为47396万千瓦,同比增长 19.6%;风电机组已出口至108个国家和地区,出口金额稳步提升。 中国机械工业联合会会长徐念沙表示,今年以来,我国机械工业产品产销稳定增长、经济运行稳中向 好,特别是绿色转型步伐持续加快。机械行业企业积极布局"源、网、荷、储"产业链各环节,大力推进 绿色低碳产品的研发与应用,为构建清洁低碳、安全高效的能源体系提供坚实支撑。 ● 本报记者董添 8月24日,中国机械工业联合会公布最新数据显示,今年以来,我国机械工业生产及投资保持增长态 势。今年1至7月,机械工业主要涉及的五个大类行业增加值同比保持增长趋势。其中,通用设备制造业 同比增长8.3%;专用设备制造业同比增长3.8%;汽车制造业同比增长10.9%;电气机械和器材制造业同 比增长11.9%;仪器仪表制造业同比增长7 ...
我国机械工业生产及投资保持增长态势
Zhong Guo Zheng Quan Bao· 2025-08-24 20:10
同时,清洁能源装备生产高速发展。前七个月,我国太阳能电池累计产量为47396万千瓦,同比增长 19.6%;风电机组已出口至108个国家和地区,出口金额稳步提升。 中国机械工业联合会会长徐念沙表示,今年以来,我国机械工业产品产销稳定增长、经济运行稳中向 好,特别是绿色转型步伐持续加快。机械行业企业积极布局"源、网、荷、储"产业链各环节,大力推进 绿色低碳产品的研发与应用,为构建清洁低碳、安全高效的能源体系提供坚实支撑。 ● 本报记者 董添 8月24日,中国机械工业联合会公布最新数据显示,今年以来,我国机械工业生产及投资保持增长态 势。今年1至7月,机械工业主要涉及的五个大类行业增加值同比保持增长趋势。其中,通用设备制造业 同比增长8.3%;专用设备制造业同比增长3.8%;汽车制造业同比增长10.9%;电气机械和器材制造业同 比增长11.9%;仪器仪表制造业同比增长7.1%。 在固定资产投资方面,今年1至7月,通用设备制造业、专用设备制造业、汽车制造业均实现平稳增长。 在机械工业代表性产品中:金属切削机床累计产量为48万台,同比增长13.9%;工业机器人累计产量为 44.7万套,同比增长32.9%。推动新质生产力 ...
前七个月机械工业保持增长态势
Yang Shi Wang· 2025-08-24 12:44
同时,清洁能源装备对机械工业带动明显。前七个月,我国太阳能电池累计产量超4.7亿千瓦,同比增长19.6%;风电机组已出口至108个国家和地区,出口 金额稳步提升。 央视网消息(新闻联播):最新数据显示,今年前七个月,我国机械工业运行平稳,主要涉及的五个大类行业增加值同比均保持增长趋势。其中,通用设备 制造业、汽车制造业、电气机械和器材制造业同比分别增长8.3%、10.9%、11.9%。 ...
8.3%、10.9%、32.9%,增长!“数”读前7个月机械工业亮眼“成绩单”
Yang Shi Wang· 2025-08-24 06:52
央视网消息:记者从中国机械工业联合会获悉,2025年以来,我国机械工业生产及投资保持增长态势。 最新数据显示,2025年1至7月份,机械工业主要涉及的5个大类行业增加值同比保持增长趋势,通用设备制造业增长8.3%,专用设 备制造业增长3.8%,汽车制造业增长10.9%,电气机械和器材制造业增长11.9%,仪器仪表制造业增长7.1%。在固定资产投资方 面,通用设备制造业、专用设备制造业、汽车制造业均实现平稳增长。 同时,清洁能源装备生产高速发展。前7个月,我国太阳能电池累计产量为47396万千瓦,同比增长19.6%。风电机组已出口至108个 国家和地区,出口金额稳步提升。 在机械工业代表性产品中,金属切削机床累计产量为48万台,同比增长13.9%;工业机器人累计产量为44.7万套,同比增长32.9%, 推动新质生产力加快培育。 中国机械工业联合会会长徐念沙介绍,2025年以来,我国机械工业产品产销稳定增长、经济运行稳中向好,特别是绿色转型步伐持 续加快。机械行业企业积极布局"源、网、荷、储"产业链各环节,大力推进绿色低碳产品的研发与应用,为构建清洁低碳、安全高 效的能源体系提供坚实支撑。 ...
从一棵树到一片林,在埃塞俄比亚见证中非绿色合作
Xin Hua She· 2025-08-22 02:05
不久前,在埃塞俄比亚总理阿比号召下,一场全国性植树造林活动在各地展开。据该国农业部统计,当 天共完成植树7.14亿棵,创下该国单日植树总量新纪录。 雨后的东非高原,空气中弥漫着泥土气息。每年6月至9月是埃塞俄比亚雨季,雨水让植物焕发勃勃生 机。在这片土地上,当地政府和民众正着力修复和维护生态,逐步走上绿色发展道路,而中国理念和方 案正助力加速这一进程。 这场景似曾相识。挥锹培土、围堰浇水、扶苗植绿……中国多年来始终扎实稳步推进国土绿化。2024 年,中国完成国土绿化面积超1亿亩,包括造林6669万亩、种草改良4836万亩。目前中国人工林面积居 世界首位,成为全球增绿最多的国家。 2019年,为应对气候变化、环境退化和粮食安全方面的挑战,埃塞俄比亚总理阿比提出了"绿色遗产倡 议",呼吁全民积极参加植树活动。2019年完成植树47亿棵,2021年为68亿棵,到2024年这个数字已达 到75亿棵。 "绿色遗产倡议"正为埃塞俄比亚带来广泛收益。埃塞俄比亚每年土壤流失量已大幅下降,倡议下种植的 果树已结果,有效助力粮食安全保障。 埃塞俄比亚的生态治理思路在很多方面与中国的"绿水青山就是金山银山"理念相互呼应。中国多次表 ...
风电周报(2025.8.11-2025.8.17):甘肃正式印发136号文承接方案,辽宁省管海风项目迎新进展-20250820
Great Wall Securities· 2025-08-20 05:04
Investment Rating - The report maintains an "Outperform" rating for the wind power sector [4] Core Insights - Gansu Province has officially issued a plan to promote the market-oriented reform of renewable energy pricing, allowing all renewable energy projects to enter the electricity market, with a mechanism price of 0.3078 yuan/kWh for existing projects [2][12] - The wind power sector has seen significant growth, with a 98.88% year-on-year increase in new installations in the first half of 2025, totaling 51.39 GW [3][28] - The average bidding price for offshore wind turbines has shown a downward trend, currently at 3266.17 yuan/kW [3][47] Industry Dynamics - Gansu's new pricing mechanism will apply to all renewable energy projects, with a total electricity scale of 154 billion kWh for existing projects [2][12] - In Liaoning Province, several offshore wind projects have made progress, including the approval of a 500 MW project [12] - The wind power equipment index has a TTM P/E ratio of 33.38 and a MRQ P/B ratio of 1.8 [16][21] Market Performance - The wind power equipment sector increased by 4.79% this week, outperforming the CSI 300 index by 2.42 percentage points [16][19] - Key stocks that led the market include Shuangyi Technology and Jinpan Technology, with increases of 41.17% and 20.73%, respectively [22][26] Macroeconomic Data - The GDP for the first half of 2025 was 66.05 trillion yuan, reflecting a year-on-year growth of 5.3% [24][27] - The total electricity consumption in the first half of 2025 was 48,418 billion kWh, a 3.7% increase year-on-year [24][27] Wind Power Installation Data - As of June 2025, the cumulative installed capacity of wind power reached approximately 572.6 million kW, a year-on-year increase of 22.7% [28][29] - The first half of 2025 saw 48.90 GW of new onshore wind installations and 2.49 GW of new offshore installations [28][35] Material Prices - The prices of raw materials such as scrap steel, copper, aluminum, and epoxy resin have increased, while the prices of medium-thick plates and rebar have decreased [37][38] Investment Recommendations - The report recommends key companies such as Goldwind Technology and Yunda Co. for their strong market positions and growth potential [7][56] - Companies in the tower and foundation segment, such as Daikin Heavy Industries and Taisheng Wind Power, are highlighted for their regional advantages and strong order acquisition capabilities [7][56]
“山东造”大风车转出百亿大产业!海上“电风扇”半数来自这座城
Qi Lu Wan Bao· 2025-08-20 03:25
Core Insights - The offshore wind power industry in Rushan is rapidly developing, with a significant focus on manufacturing wind power equipment, leading to the establishment of a billion-dollar industrial cluster [1][2][3] Group 1: Industry Development - Rushan has created a wind power equipment manufacturing industrial cluster with over 100 enterprises, focusing on the production of core components such as main engines, tower tubes, single piles, and submarine cables [2][3] - The offshore wind power industry in Rushan is expected to achieve an annual output value exceeding 15 billion yuan by the end of this year [2] Group 2: Investment and Infrastructure - The rise of the offshore wind power equipment manufacturing industry in Rushan is attributed to targeted investment strategies, including the introduction of major projects like the Envision Rushan Zero Carbon Industrial Park and the Mingyang High-end Marine Equipment Intelligent Manufacturing Industrial Park [3][4] - As of now, Rushan has attracted 36 wind power equipment manufacturing projects, contributing to the growth of various renewable energy sectors, including photovoltaic, pumped storage, and hydrogen energy [4] Group 3: Future Prospects - The local government aims to develop a green energy industry park and plans to achieve an output value of 11.2 billion yuan in the renewable energy sector by 2024, with a target of forming a 30 billion yuan industrial cluster within the next five years [4]
战新产业带动增强 机械工业经济效益回稳向好
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-20 00:37
Core Viewpoint - The mechanical industry in China has shown stable growth in the first half of 2025, with key economic indicators performing well, but it still faces significant challenges from external uncertainties and domestic demand pressures [1][2][12]. Economic Performance - The mechanical industry achieved a value-added growth of 9.0% in the first half of 2025, outperforming the national industrial and manufacturing growth rates by 2.6 and 2 percentage points respectively [3]. - The number of enterprises above designated size in the mechanical industry reached 136,000, an increase of 6,000 year-on-year, accounting for 26.2% of the national industrial total [2]. - Total assets in the mechanical industry amounted to 40.4 trillion yuan, a year-on-year increase of 6.6% [2]. Production and Sales - The production and sales of mechanical products showed steady improvement, with 68.9% of 122 monitored products experiencing year-on-year production growth [3]. - Key sectors such as automotive and electrical machinery saw double-digit growth rates of 11.3% and 12.2% respectively [3]. Investment Trends - Fixed asset investment in the mechanical industry grew by 3.8% year-on-year, which is higher than the national investment growth rate of 2.8% but lower than the industrial average of 10.3% [4]. - Investment in general equipment and automotive sectors grew significantly by 16.6% and 22.2%, serving as the main drivers of investment growth [4]. Economic Efficiency - The mechanical industry generated operating revenue of 15.3 trillion yuan, a year-on-year increase of 7.8%, and total profits reached 791.2 billion yuan, up 9.4% [4]. - The profit margin for the industry was 5.2%, slightly above the national average [4]. Market Sentiment - The mechanical industry’s prosperity index was recorded at 106.9 in June, indicating a stable and improving economic environment [5]. - Five out of six sub-indices were above the critical value, reflecting positive production and industry development trends [5][6]. Challenges and Risks - The industry faces external challenges such as geopolitical tensions and trade uncertainties, which have led to cautious ordering behavior from foreign buyers [13][14]. - Domestic demand remains weak, with 66% of enterprises reporting insufficient orders, and the manufacturing PMI has been below the critical value for four consecutive months [14][11]. - The industry is also grappling with persistent price declines, with the machinery product price index showing a continuous decrease for 29 months [15]. Emerging Trends - The new energy and high-end equipment manufacturing sectors are driving growth, with revenues and profits in these areas significantly outpacing the overall mechanical industry [7]. - The market for new energy vehicles has seen rapid growth, with production and sales reaching 6.968 million and 6.937 million units respectively, marking year-on-year increases of 41.4% and 40.3% [8]. - The mechanical industry’s foreign trade remained resilient, with total trade volume reaching 597.6 billion USD, a year-on-year increase of 7.1% [8][9].