---
title: "The pace of offshore wind power development is accelerating, and Zhong Yun from Southern Fund is exploring the long-term value of growth tracks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/283291123.md"
description: "In 2026, breakthroughs in offshore wind power generation are expected, and Zhong Yun from Southern Fund is focusing on investment opportunities in the \"Dual Sea\" strategy to uncover the value of quality enterprises. The \"Beijing Wind Energy Declaration 2.0\" states that the annual new installed capacity in China will not be less than 120GW, while the global expected new capacity is 140GW, enhancing the certainty of high prosperity due to demand resonance. Due to the supply gap in overseas markets, Chinese companies are expected to leverage their technological cost advantages to enter the market. Power equipment is a heavily weighted sector managed by Zhong Yun, with related funds achieving a net value growth rate exceeding 58% by 2025"
datetime: "2026-04-20T03:44:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/283291123.md)
  - [en](https://longbridge.com/en/news/283291123.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/283291123.md)
---

# The pace of offshore wind power development is accelerating, and Zhong Yun from Southern Fund is exploring the long-term value of growth tracks

In 2026, offshore wind power "goes abroad" and achieves breakthrough progress. Zhong Yun from Southern Fund focuses on the investment opportunities behind the "dual sea" strategy, capturing the value of high-quality enterprises in the industry's growth.

On the news front, the "Beijing Wind Energy Declaration 2.0" clearly states that during the 14th Five-Year Plan, the average annual new installed capacity in the country should not be less than 120GW; globally, GWEC predicts that 140GW will be added worldwide in 2026, with domestic and international demand resonating to strengthen high prosperity certainty. Due to the lag in local capacity release and supply gaps in key links in overseas markets, Chinese companies are expected to enter the market with their technological cost advantages.

Power equipment is a heavily weighted sector in several products managed by Zhong Yun. The 2025 fund annual report shows that the allocation of power equipment in Southern Prosperity Outlook, Southern Forward Power, and Southern Potential New Blue Chips accounts for 30.74%, 30.51%, and 29.37% respectively. The net value growth rates of the A shares of these three products for 2025 are 59.40%, 63.54%, and 58.72% respectively (data as of December 31, 2025).

Southern Prosperity Outlook Mixed (A Class: 017551/C Class: 017552)

Southern Forward Power Mixed (A Class: 017244/C Class: 017245)

Southern Potential New Blue Chips Mixed (A Class: 000327/C Class: 015396)

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