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, 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