近日我国水深最深的海上风电项目——华能山东半岛北L场址海上风电项目并网发电，标志着我国商运 海上风电在深远海领域实现新突破。 为我国水深最深的商运海上风电项目 据悉，上述项目由华能山东分公司投资建设，烟台电厂运营管理，总装机50.4万千瓦，年发电量约17亿 千瓦时，每年可节约标准煤约50万吨，不仅是我国水深最深的商运海上风电项目，也是山东省离岸最 远、单机容量最大的海上风电项目。项目创新应用四桩导管架基础结构，最高可达83.9米，为国内同类 型最高，可有效确保风机在深远海复杂地质环境下的安全稳定。 华北电力大学能源互联网研究中心副主任王永利接受上海证券报记者采访时表示，此次成功并网，证明 了海上风电走向深远海是未来新增清洁能源装机的关键增量方向和可靠技术路径。本次突破有力驱动高 端装备制造、海洋工程、智能运维等一整条产业链的升级与创新，并将通过提供稳定、大规模的绿色电 力，为能源结构的根本性转型和"双碳"战略目标的如期实现注入强劲动力。 2026年全国能源工作会议明确，全年计划新增风电、太阳能发电装机2亿千瓦以上。这一目标的确定 性，为产业发展提供了清晰的增长空间。从中长期来看，国家承诺到2035年风电和太阳 ...

本文来自格隆汇专栏：能源新媒 作者：范珊珊 2025年风电迎来了发展拐点，正走出内卷困局。价格企稳回升、业绩回暖，行业整体摆脱恶性竞争，迎 来新生。 在历经数年"低价恶性竞争"的内卷困境后，中国风电行业于2025年迎来了关键转折。从风机价格稳步回 升、企业业绩持续回暖，到行业战略目标全面升级、全球化布局加速推进，风电正逐步摆脱"补充电 源"的定位，向能源转型中的"主力电源"跨越，正式迈入市场驱动的全新发展阶段。 2025年三季报数据印证了风电行业的盈利修复态势。据统计，第三季度风电板块实现营收662亿元，同 比增长27%；归母净利润14.5亿元，同比增长4.6%。 从全年趋势来看，前三季度风电板块营收规模达到1710亿元，同比增幅37.9%；归母净利润56.7亿元， 同比增长12.5%。整机龙头金风科技表现尤为突出，2025年前三季度实现营业收入481.47亿元，同比增 长34.34%；净利润25.84亿元，同比大增44.21%。其中，第三季度单季净利润10.97亿元，同比增幅高达 170.64%，盈利改善势头强劲。 2025年以来，行业"反内卷"成效逐步显现。据统计，1—10月，国内陆上风机中标均价（不含塔 ...

Group 1: Market Overview - The Hang Seng Index fell by 1.27%, down 329 points, closing at 25,697 points, while the Hang Seng Tech Index dropped by 2.12%. The early trading volume in the Hong Kong stock market was HKD 128.1 billion [1] - Gold stocks experienced a widespread decline, with international gold prices plummeting by 6%. Citigroup has changed its target price outlook for gold from bullish to bearish, now setting a target of USD 4,000 [1] Group 2: Company-Specific Movements - Zijin Mining International (02259) fell by 2.24%, China Silver Group (00815) dropped by 5.56%, China Gold International (02099) decreased by 3.58%, Jihai Resources (02489) fell by 6.71%, and Shandong Gold (01787) declined by 3.78% [1] - Laopuk Gold (06181) saw a decline of over 7% as it plans to raise over HKD 2.7 billion through discounted share placement, primarily for inventory reserves [2] - Xuan Bamboo Biotechnology-B (02575) surged over 27%, reaching a new high since its listing [3] - Tsunami Machine Tool China (01651) increased by 3.27%, with expected mid-term profits rising nearly 50% due to opportunities in the micro-precision manufacturing sector [4] - Yidu International (00259) rose by 4.38%, with its subsidiary, Suan Feng Information, closely related to the upcoming meeting of Muxi Co. [5] - Goldwind Technology (02208) increased by over 2% after launching a new generation of Ultra series wind power products [6] - Rusal (00486) saw a midday increase of over 12%, with a focus on a potential meeting between Russian and American leaders, and is ranked third globally in aluminum smelting production [6] - Yaojie Ankang-B (02617) experienced a significant rise of over 25%, with a midday increase of 14% after presenting research data on Tiengertin at the 2025 ESMO annual meeting [6] - Derlin Holdings (01709) fell by 6.5%, following a previous drop of over 15% after announcing an 11% discount on its new share placement [7]