风电氢能双轮驱动 大金重工迎十五五装机跃升与绿醇放量Wind Power and Hydrogen Dual-Drive: Daikin Heavy Industries Welcomes the 15th Five-Year Plan Installation Surge and Green Methanol Expansion

Data shows that in 2025, the newly installed domestic wind power capacity will reach 130.8 GW, with the average annual target for the ’15th Five-Year Plan’ period not less than 120 GW, including an average annual offshore wind capacity exceeding 15 GW. The volume of offshore wind auctions in Europe hit the second-highest level in history, with the UK and France accelerating project implementation.

Beyond wind power installation targets, green methanol, as a carrier of green hydrogen, is also receiving attention. Relevant data indicates that global demand for marine use may reach 19 million tons by 2030, while current operational capacity is less than one million tons, showing a significant supply-demand gap.

Green methanol is regarded as one of the carriers of green hydrogen, and wind power can provide electricity for green hydrogen production, creating an industrial link in energy transition. The gap between the expected global marine demand in 2030 and current operational capacity reflects a discrepancy between demand expectations and supply capacity; the pace of capacity construction and demand release are two aspects to observe in the industrialization process of green methanol.

Recent institutional reports point out that wind power and hydrogen energy are shifting from policy-driven growth to industry-driven growth, with the strategy for energy autonomy continuously strengthening. According to the reports, the growth logic of the two major fields, wind power and hydrogen energy, is being transformed from the policy side to the industry side.

The research report believes that Dajin Heavy Industry is deeply integrated with the core production capacity of offshore wind towers, directly benefiting from the domestic 120GW/year installation growth and the accelerated development of offshore wind in Europe. At the same time, the company has already carried out technological layout in areas such as green hydrogen equipment and methanol storage and transportation, positioning itself at the starting point of the future tens of millions of tons-level green methanol supply chain.

The report also points out that although there is competition in the industry, offshore wind towers have transportation radius limitations and certification barriers, making Dajin Heavy Industry's location and customer advantages prominent. In the early stages of green methanol industrialization, first-mover companies are expected to obtain premiums and order priority. The cyclical buildup is nearing its end, and the resonance of energy trends is bringing more certainty to performance.

Towers are large components in wind power equipment, and transportation conditions and certification requirements are practical factors affecting the supply pattern. The transportation radius limitations and certification barriers mentioned in the research report constitute thresholds in industry competition. In the early stage of green methanol industrialization, the possibility for first-mover companies to gain premiums and order priority is also regarded together with these thresholds in the observation scope.

[Source: Zhongcai.com]