According to the Huatai Securities Research Report, on October 14-16, the 2026 Beijing International Wind Energy Conference and Exhibition was held in Beijing, and the “Beijing Initiative: Everything Comes to Life, Open a New Paradigm of Industrial Civilization”. By expanding new space for diverse applications of green power and strengthening wind power installed expectations, the target is “15th Five-Year”/“16th Five-Year Plan” for domestic wind power to be no less than 120/140 GW of new installed capacity per year. Judging from the product launch of OEM products, unlike the pursuit of scale expansion in the past, full life cycle benefits have become a new direction for OEM development. At the same time, floating equipment provides support for deep-sea development. Combined with several recent deep-sea projects, it helps support the “15th Five-Year Plan” sea breeze construction and the achievement of installation goals. It is recommended to focus on two main investment lines: 1. Profit recovery for machine manufacturers: the increase in the delivery ratio of domestic landwind price increases, combined with the increase in the share of seabreeze and offshore, is expected to support the profit recovery of machine manufacturers, and the hydroammonia alcohol business opens a second growth curve. 2. Development of basic submarine cables between the two seas: The domestic “15th Five-Year Plan” clarifies the goals of sea wind installation and construction, the medium- to long-term boom in overseas sea breezes is rising, and the focus is on the catalysing of industrial chain orders.

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