Core Insights - The floating wind power hydrogen production platform developed by Dongfang Electric has received the Approval in Principle (AIP) from China Classification Society (CCS), marking it as the world's first certified floating wind power hydrogen production platform [1] Group 1: Industry Development - As of September 2025, China's offshore wind power cumulative installed capacity is expected to reach 44.61 million kilowatts, with an additional 3.5 million kilowatts added, maintaining the global leading position for five consecutive years [2] - The development of deep-sea wind power is seen as having significant potential due to more stable wind speeds and higher wind energy density compared to nearshore resources [2] - Recent technological advancements include the integration of the world's largest 26 MW offshore wind turbine and the demonstration of the first 16 MW floating offshore wind power system [2] Group 2: Policy Support - The Ministry of Natural Resources has issued guidelines encouraging the construction of offshore wind power in already developed marine areas, such as oil and gas development zones [3] - The "Wind Energy Beijing Declaration 2.0" aims for an annual increase of no less than 12 million kilowatts in wind power installations during the 14th Five-Year Plan, with offshore wind power accounting for at least 1.5 million kilowatts [3] - Local governments are establishing specialized offshore wind power industrial parks, covering the entire industry chain from turbine manufacturing to supporting equipment [3] Group 3: Corporate Strategies - Companies in the offshore wind power sector are actively positioning themselves to capitalize on the opportunities presented by deep-sea wind power, with investments in various segments such as floating wind equipment and dynamic cables [4] - Longyuan Power has launched an offshore wind power comprehensive detection platform, which has been successfully applied in several offshore projects [4] - Yunda Energy has established offshore wind power assembly bases in Dalian and Wenzhou, focusing on both nearshore and deep-sea projects [4] Group 4: Equipment and Technology - Jiangsu Runbang Heavy Industry is constructing a manufacturing base to expand its business in marine engineering and related equipment [5] - Companies are encouraged to focus on key areas such as 20 MW turbine components and dynamic cables, while also exploring the integration of offshore wind power with hydrogen production and energy storage [6] - The shift towards deep-sea wind power is expected to lower the cost of electricity generation, enhancing competitiveness with traditional energy sources [6]