AI-generated summary
my country's wind power industry continues to develop rapidly, with the installed capacity ranking first in the world for many years in a row, and the export market is also expanding.
The reporter learned from the Wind Energy Professional Committee of the China Renewable Energy Society that in the first eight months of this year, my country's new wind power grid-connected capacity reached 53.26 million kilowatts. By the end of August, my country's cumulative wind power grid-connected capacity reached 692.72 million kilowatts, a year-on-year increase of 19.64%. At present, my country's wind power installed capacity has ranked first in the world for 16 consecutive years, and the export scale of my country's wind turbines has also continued to rise.
The reporter learned that while domestic wind power installed capacity and power generation have grown steadily, the export scale of my country's wind turbines has also continued to rise. Up to now, my country has exported units to 60 countries on six continents around the world, and 7 complete machine manufacturers have built factories overseas or are advancing plans to build factories to get closer to overseas project markets.
Lin Zhigang, head of Sany Heavy Energy’s overseas business: In the first half of the year, our overseas sales increased by more than 300% year-on-year. In the first three quarters of this year, our overseas orders for wind power equipment increased by nearly 50% year-on-year.
The latest data from the Wind Energy Professional Committee of the China Renewable Energy Society shows that by the end of last year, my country had newly exported 1,175 wind turbine units, totaling 7.75 million kilowatts, a year-on-year increase of nearly 50%; a total of 6,974 exported units were exported, with a total capacity of 28.52 million kilowatts.
Ben Buckwell, CEO of the Global Wind Energy Council: Global installed capacity reached 165 gigawatts last year, setting a new record. According to our data, China's global wind turbine production and market share will reach about 70% in 2025. We believe that Chinese companies will increasingly go global and help emerging markets that are gradually getting started.
AI outlook — possibilities, not facts
China's global wind turbine production and market share will reach approximately 70% in 2025
Possible · Within years

As the International Maritime Organization's goal of net-zero emissions from shipping approaches, green ammonia has become the preferred fuel for decarbonization of ocean shipping due to its zero-carbon characteristics, convenient storage and transportation, and high energy density. my country is rich in scenic and solar resources, and a green ammonia industry chain has gradually taken shape. The production capacity of green synthetic ammonia reaches 700,000 tons/year, accounting for 79.5% of the world, ranking first in the world.

The Department of State-owned Enterprises of the Ministry of Economic Affairs stated that CNPC will participate in the Alaska LNG development project with a maximum investment of US$4.4 billion. The goal is to purchase 6 million tons of LNG per year to enhance the diversity of energy supply and national energy security, and to deepen Taiwan-US energy cooperation.

The 2026 Taiwan International Smart Energy Week kicked off today. Yuanjing Solar used a large-scale display to integrate the rooftop solar demonstration design of Eastern Zen style. It launched a new Tianchen series module with a maximum wattage of 625W, and released the three major products of the Quantum series and Alfa series simultaneously. Yuanjing Vice President Liao Weiran said that the current operating bottom line will definitely turn around next year, and pointed out that there are two major risks in entering the U.S. market: serious congestion problems and high uncertainty in new battery technology. The main overseas focus is still on the Japanese rooftop market, which currently accounts for about 10% of revenue, and may reach 40% in the second half of next year. In addition, in order to meet the demand of the CPPA green electricity market, Yuanjing has newly launched the Tianchen series using 210R cells, which has a wind resistance of level 17 or above; its Alfa series residential products, which have been successfully exported to Japan, have obtained JPAC certification. The company also exhibited PIPV plug-and-play balcony solar energy and cooperated with the Institute of Green Energy of the Industrial Research Institute to develop lightweight solar modules. Market participants pointed out that the demand for green electricity in the domestic electronics industry is strong. The government has introduced stimulus measures including mandatory installation of solar photovoltaics and a replacement mechanism for old ones. The industry is ushering in a recovery and installation wave with the support of the Smart Energy Week. Yuanjing, as the leader in manufacturing in the Taiwan market, is expected to benefit significantly.

Both the wars in Iran and Ukraine have impacted the global diesel supply. However, the US-Iraq war has caused a 52% drop in diesel exports from the Middle East due to the obstruction of refined oil exports from the Persian Gulf, which has a more direct impact. The Russia-Ukraine war has reduced fuel production through damage to refining facilities. The two impact links are different, and the impact of the US-Iraq war on diesel supply is more prominent.

President Ching-te Lai attended Taiwan Smart Energy Week and pointed out that in the face of the challenges of extreme climate, rising AI power consumption, and stringent international supply chains, net-zero needs to be incorporated into corporate business decisions. The government will set a clear transformation direction and provide support, including the establishment of a 10-billion-dollar Taiwan Green Growth Fund, and plans to invest 100 billion yuan in small, medium and micro enterprises in the next eight years to support the dual transformation of digital and net-zero. Taiwan's renewable energy installation capacity has quadrupled from 4.7GW in 2016 to 25GW, and the cumulative offshore wind power installation capacity ranks fifth in the world. The government will promote diversified green energy, energy conservation and the construction of a strong power grid to stabilize power supply and implement energy security and net-zero transformation. Taiwan completed its first carbon fee declaration in May this year, hoping to encourage industries to independently reduce carbon emissions through the carbon tax system. All revenue will be earmarked for industrial green transformation and technological innovation. The new national carbon reduction goals are: compared with the base year of 2005, carbon reduction will be 28±2% in 2030 and 38% in 2035. Lai Qingde emphasized that the government will continue to assist enterprises to solve transformation problems, lower financing thresholds, accelerate the implementation of energy conservation, energy storage, resource recycling and other solutions, and enhance the competitiveness of small and medium-sized enterprises. He also thanked the Association for Foreign Trade, the Green Energy and Sustainable Development Alliance, and the International Semiconductor Industry Association for co-organizing this energy week, which brought together more than 400 companies, covering renewable energy, smart energy, carbon management, and green finance full-chain solutions. He looked forward to bringing more net-zero solutions to the industrial scene, and also allowing Taiwan's technology to go global, and jointly participating in balancing economic development, social progress, and environmental protection, so as to transform Taiwan into the next stage of production power.

Taiwan Smart Energy Week opened at the Nangang Exhibition Center on the 14th. Huang Zhifang, chairman of the organizer, the Foreign Trade Association, said that this year's level of internationalization has reached a record high, with 115 international manufacturers participating in the exhibition, an annual increase of 16%, 460 manufacturers from 20 countries participating, and 9 national pavilions. It is expected that under the dual trends of AI computing power and carbon reduction, exhibition matchmaking business opportunities will continue to grow.