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Pinestone Capital Names Vice Chairman
Donghai Securities: Peak delivery of photovoltaic modules is approaching, and the construction of wind power projects continues to advance.
Wind power sector, the recent continuous progress in the construction of offshore wind projects in Guangdong and Jiangsu provinces indicates that the limiting factors have weakened, and the industry fundamentals may be warming up, with the domestic offshore wind construction expected to accelerate.
China Energine (01185): The approval for the extension of the debt grace period application is still being processed and has not been obtained yet.
China Energine (01185) announced that, as of the date of this announcement, the approval for the extension of the debt grace period application is still being processed...
CHINA ENERGINE: DELAY IN PUBLICATION OF THE 2024 INTERIM RESULTSAND CONTINUED SUSPENSION OF TRADING
Two departments promote the renewal of wind power equipment. The industry is expected to release 10GW of capacity.
①The National Development and Reform Commission and the National Energy Administration encourage the transformation and upgrading of wind farms that have been in grid operation for more than 15 years or have a single unit capacity of less than 1.5 megawatts. ②Industry insiders said that the scale of wind turbines meeting the above conditions is about 10GW, and starting from 2025, it will usher in a peak of wind turbine decommissioning.
Two departments: The investment scale of energy-intensive equipment in key areas is expected to increase by more than 25% from 2023 to 2027.
By 2027, the investment scale of equipment in key areas of energy will increase by more than 25% compared to 2023. The key focus is on promoting the implementation of energy-saving transformation, heating transformation, and flexibility transformation of coal-fired power plants. Transmission and distribution, wind power, solar power, hydropower and other areas will achieve equipment renewal and technological transformation.
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