B[Wind power equipment sector performed actively, Weinig Transmission rose more than 10%] On September 30, the wind power equipment sector performed actively, Weinig Transmission rose more than 10%, Daikin Heavy Industries, Taisheng Wind Energy, Haili Wind Power, and Zhenhong shares followed suit. According to the news, during the "15th Five-Year Plan" period, China will strengthen the development, utilization and protection of the ocean. It is expected that by 2030, the country's gross marine product will exceed 13 trillion yuan, and the installed offshore wind power capacity will double to 100 million kilowatts. B[Wind power equipment sector fluctuated and rebounded, Daikin Heavy Industry approached the daily limit] On September 29, the wind power equipment sector fluctuated and rebounded during the session, Daikin Heavy Industry approached the daily limit, Jixin Technology, Zhenjiang Shares, Tianshun Wind Energy, Tongyu Heavy Industry, Sany Heavy Industry, etc. followed suit. In terms of news, the Zhejiang Provincial Department of Marine Economic Development recently issued the "Guidelines for the Development of the Marine Clean Energy Industry in Zhejiang Province". The "Guidelines" propose that by 2030, the scale of the province's marine clean energy and equipment industry will exceed 300 billion yuan, and the installed offshore wind power capacity will exceed 10 million kilowatts. B[Wind power equipment sector fluctuated and rebounded, Jixin Technology 2-link board] On September 28th, the wind power equipment sector oscillated and rebounded in the afternoon. Jixin Technology came out of the 2-link board. Tianneng Heavy Industry, Tianshun Wind Energy, Delijia, Daikin Heavy Industry, Yunda Shares, Jinlei Shares, etc. were among the top gainers. In terms of news, the Zhejiang Provincial Department of Marine Economic Development recently issued the "Guidelines for the Development of the Marine Clean Energy Industry in Zhejiang Province". The "Guidelines" propose that by 2030, the scale of the province's marine clean energy and equipment industry will exceed 300 billion yuan, and the installed offshore wind power capacity will exceed 10 million kilowatts. B[Zhejiang builds a marine clean energy industry cluster with a scale exceeding 300 billion yuan by 2030] On September 27, the Zhejiang Provincial Department of Marine Economic Development recently released the "Zhejiang Provincial Marine Clean Energy Industry Development Guidelines", focusing on the four major industries of offshore wind power, offshore photovoltaic, ocean energy, and coastal nuclear power, to build a marine clean energy industry cluster along the entire chain. The "Guidelines" propose that by 2030, the scale of the province's marine clean energy and equipment industry will exceed 300 billion yuan, the installed capacity of offshore wind power will exceed 10 million kilowatts, landmark projects such as 10-million-kilowatt offshore wind power bases and wind power home ports will be put into operation, the commercial application of tidal current energy will be realized at 100-megawatt levels, offshore photovoltaics will realize the continuous development of "wind and light on the same site", the green hydrogen ammonia alcohol industry will begin to take shape, and more than 50 leading enterprises and specialized new enterprises in the field of marine clean energy will be cultivated. B[Scale will exceed 300 billion yuan by 2030, and Zhejiang will build a marine clean energy industry cluster across the entire chain] September 27th, according to "Zhejiang Release", the Zhejiang Provincial Department of Marine Economic Development recently issued the "Zhejiang Province Marine Clean Energy Industry Development Guidelines", focusing on the four major industries of offshore wind power, offshore photovoltaic, ocean energy, and coastal nuclear power, accelerating the cultivation of new marine productivity, and building a marine clean energy industry cluster across the entire chain. The "Guidelines" propose that by 2030, the scale of the province's marine clean energy and equipment industry will exceed 300 billion yuan, the installed capacity of offshore wind power will exceed 10 million kilowatts, landmark projects such as tens of millions of kilowatts of offshore wind power bases and wind power home ports will be put into operation, and tidal current energy will be able to achieve hundreds of megawatts of commercial application, offshore photovoltaic has realized the continuous development of "scenery and photovoltaic on the same site", the green hydrogen ammonia alcohol industry has begun to take shape, and more than 50 leading enterprises in the field of marine clean energy and specialized new enterprises have been cultivated, and the country has basically established a national marine clean energy innovation highland, an industrial cultivation gathering place, and a pioneering place for integrated development. B[Key progress has been made in China’s first 10-million-kilowatt “Shagehuang” base supporting coal power project] On September 26, we learned from China Three Gorges Corporation that all four inter-cooling towers of the supporting coal-fired power project supporting the central and northern Kubu new energy base, China’s first batch of 10-million-kilowatt “Shagehuang” large-scale wind power and photovoltaic base, have been topped out, and the project construction is accelerating towards the goal of putting the units into operation. Currently, the wind power, photovoltaic, solar thermal, supporting energy storage, and UHV DC transmission projects of the new energy base in the central and northern part of Kubu are under simultaneous construction. After the base is fully completed, it will be able to deliver approximately 40 billion kilowatt-hours of electricity to Beijing, Tianjin and Hebei every year, assisting the comprehensive green transformation of economic and social development. B[National Energy Administration: As of the end of August, the country’s cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%] On September 24, the National Energy Administration released national electricity statistics from January to August. As of the end of August, the country's cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%. Among them, the installed capacity of solar power generation was 1.299 billion kilowatts, a year-on-year increase of 16.3%; the installed wind power capacity was 693 million kilowatts, a year-on-year increase of 19.6%. From January to August, the cumulative average utilization of power generation equipment nationwide was 1,942 hours, 163 hours lower than the same period last year. B[The wind power equipment sector moved up, and Weinig Transmission rose more than 10%] On September 24th, the wind power equipment sector moved up in early trading, and Weinig Transmission rose more than 10%. Zhenhong Co., Ltd., Jixin Technology, Daikin Heavy Industries, Xinqianglian, and Tianshun Wind Energy followed suit. According to the news, during the "15th Five-Year Plan" period, China will strengthen the development, utilization and protection of the ocean. It is expected that by 2030, the country's gross marine product will exceed 13 trillion yuan, and the installed offshore wind power capacity will double to 100 million kilowatts. B[National Energy Administration: A total of 4,007 newly registered new energy power generation (excluding household photovoltaics) projects were registered nationwide in August] According to the National Energy Administration, in August 2026, a total of 4,007 new registered new energy power generation projects (excluding household photovoltaics) were newly registered nationwide. There are a total of 4,007 household photovoltaic (PV) projects, including 29 wind power projects, 3,972 photovoltaic power generation projects (23 centralized photovoltaic power generation projects, 3,949 industrial and commercial distributed photovoltaic power generation projects), and 6 biomass power generation projects. B[By 2030, the country’s gross marine product will exceed 13 trillion yuan] On September 22, the State Council Information Office held a series of press conferences with the theme of "Starting the 15th Five-Year Plan" to introduce the situation of promoting the safe, efficient and sustainable use of natural resources. The relevant person in charge said that the new marine productivity has broad prospects and will strengthen the development, utilization and protection of the ocean and promote the high-quality development of the ocean economy. It is expected that by 2030, the country's gross marine product will exceed 13 trillion yuan, and the radiation driving capacity and development and opening level of the northern, eastern, and southern marine economic circles will be further improved. In addition, it is expected that by 2030, the added value of China's marine biopharmaceutical industry will exceed 130 billion yuan, an increase of 30% from 2025; offshore wind power installed capacity will double to 100 million kilowatts. B[Wind power equipment sector moved up unexpectedly, Jixin Technology hit the daily limit] On September 17th, the wind power equipment sector moved up in the afternoon, Jixin Technology hit the daily limit, and Electric Wind Power, Tianshun Wind Energy, Shuangyi Technology, Daikin Heavy Industry, and Jinlei shares followed suit. According to the news, the German Federal Cabinet recently approved a draft amendment to the "Offshore Wind Power Act". The bill will be submitted to the Federal Parliament for review and is scheduled to officially take effect on January 1, 2027. The reform plan introduces the contract for difference mechanism into the German offshore wind power framework and plans to extend the standard operation period of the project from 25 years to 35 years. B[Wind power equipment sector fluctuated and rebounded, Jixin Technology hit the daily limit] On September 15th, the wind power equipment sector fluctuated and rebounded during the session, Jixin Technology hit the daily limit, and Daikin Heavy Industries, Pangu Intelligent, Haili Wind Power, Electrical Wind Power, etc. followed suit. In terms of news, the latest analysis from Norwegian consulting agency Rystad Energy stated that the expansion of European offshore wind power is facing structural supply constraints. Since 2020, the selling price of offshore wind turbines (in terms of MW) has increased by 40%–45%, an increase that far exceeds the 20%–25% increase in manufacturing costs during the same period. B[Mingyang Group Chairman Zhang Chuanwei pays a visit to China National Offshore Oil Corporation Chairman Zhang Chuanjiang] On September 15, according to Mingyang Group news, on September 14, Mingyang Group Chairman Zhang Chuanwei and his party visited Zhang Chuanjiang, Chairman of China National Offshore Oil Corporation. The two parties had in-depth exchanges on topics such as deepening strategic cooperation in offshore wind power, strengthening resource acquisition and industrial collaboration, promoting the implementation of key projects, strengthening scientific research and development, and expanding overseas markets, and reached consensus on further deepening cooperation in key regional cooperation such as Hainan, Guangdong, Jiangsu, Shandong, and Tianjin, as well as offshore wind power, green electricity consumption, green hydrogen energy, green computing power and other fields. B[Six departments: Support the issuance of real estate investment trust funds (REITs) in infrastructure for eligible agriculture-related projects] On September 7, six departments including the Ministry of Agriculture and Rural Affairs jointly issued the "Implementation Plan for Adhering to Prioritizing the Development of Agriculture and Rural Areas and Improving the Rural Revitalization Investment Mechanism." It is proposed to make good use of rural resource assets. Improve the leadership mechanism of rural grassroots party organizations, encourage rural collective economic organizations to explore ways to develop new rural collective economies according to local conditions, such as resource contracting, property leasing, intermediary services, and equity participation in commercial properties, and enhance their own development capabilities. Accelerate the construction and application of rural property rights transfer transactions and financing service platforms. Establish a unified asset registration and management ledger for national investment in poverty alleviation, innovate project operation models, promote the effective revitalization and efficient utilization of assets, and continue to play the role of supporting farmers. Deepen the management of "three capitals" in rural collectives, guide rural collective economic organizations to standardize investment behavior, prudently choose business methods, and carry out business activities steadily. Support the issuance of infrastructure real estate investment trusts (REITs) for eligible agriculture-related projects. Encourage various enterprises and village collectives to reasonably carry out the construction and operation of photovoltaic, wind energy, hydropower, biomass and other energy projects in rural areas through village-enterprise cooperation and other models.
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