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6亿千瓦，相当于超26个三峡电站的总装机。我国风电装机规模已连续15年居全球第一。2025年，风电 行业持续刷新纪录，全球最大26兆瓦级海上风电机组、全球在运海拔最高风电项目、我国离岸距离最远 海上风电项目等陆续并网。 将时间线拉长，2000年我国风电装机容量还不到40万千瓦，设备基本从国外购买。如今，我国已向全球 提供约70%的风电设备，近10年来推动全球风电成本下降超过60%。在风能资源较好地区，陆上风电度 电成本降至0.1—0.15元，近海海上风电平均度电成本降至约0.33元，风电已成为具备市场竞争力的电源 类型。 12月26日，国家能源局发布的数据显示：截至11月底，全国累计发电装机容量37.9亿千瓦，同比增长 17.1%。其中，太阳能发电装机容量11.6亿千瓦，同比增长41.9%；风电装机容量突破6亿千瓦，同比增 长22.4%。 ...

Group 1 - GE Vernova Inc. (NYSE:GEV) is considered a recession-proof stock pick by Jim Cramer despite a recent downgrade from RBC Capital, which lowered the price target from $631 to $601 [2][4] - The company faced a setback when a wind turbine blade at Iberdrola's Flyers Creek wind farm in Australia was damaged, prompting a statewide safety review of wind turbines [2] - Jim Cramer highlights the rising demand for power due to the increasing number of AI data centers, which positions GE Vernova favorably in the market [3][4] Group 2 - GE Vernova Inc. is a global energy company focused on electrification and decarbonization, having officially spun off from General Electric on April 2, 2024 [4] - The company has strong institutional support, with 106 hedge funds invested in its stock, indicating confidence in its long-term prospects [4]

Group 1 - GE Vernova Inc. (NYSE:GEV) has seen its shares increase by 87% year-to-date, attributed to strong earnings performance and other catalysts [2] - Jim Cramer considers GE Vernova Inc. as a leading stock in the nuclear energy sector, believing it is well-positioned for nuclear plant construction [2] - The company is also linked to the data center industry, with expectations of increased power demand driven by AI data centers [2] Group 2 - GE Vernova Inc. has been in the news for its wind turbine business, which has faced challenges due to changing political support for wind power generation projects [2] - Cramer emphasizes the necessity of wind energy in the future energy landscape, indicating that GE Vernova must commit to building more turbines [3]

Investment Rating - The industry investment rating is Attractive [5][31]. Core Insights - New wind installations in China reached 46GW from January to May 2025, representing a 134% year-over-year increase, with May alone accounting for 26.5GW [5][8]. - Wind turbine public tenders totaled 61GW in the first half of 2025, with 49GW for onshore and 12GW for offshore, marking a 17% year-over-year increase [8]. - The average onshore wind turbine (WTG) ASP (tower excluded) was Rmb1,474/kW, up 4% year-over-year but down 11% month-over-month; offshore WTG ASP (tower included) averaged Rmb2,957/kW, down 13% month-over-month [8]. - As of the end of June 2025, 19.2GW of offshore wind projects were under construction, with 2.5GW newly commissioned year-to-date [8]. Summary by Sections Wind Power Installations - New wind installations were 46GW from January to May 2025, up 134% year-over-year, with May recording 26.5GW [5][8]. Tender and Pricing Overview - Wind turbine public tenders were 61GW in 1H25, with 49GW onshore and 12GW offshore, up 17% year-over-year [8]. - Onshore WTG ASP (tower excluded) averaged Rmb1,474/kW, up 4% year-over-year, while offshore WTG (tower included) averaged Rmb2,957/kW, down 13% month-over-month [8]. Project Development - Offshore wind projects: 19.2GW under construction as of end June, and 2.5GW newly commissioned year-to-date [8].