一周风电动态:招标超4GW,最低中标单价1635.9元/kW | 投研报告
Zhong Guo Neng Yuan Wang·2025-10-10 09:31

Core Insights - The recent wind power bidding update indicates a total of 24 projects with a procurement scale of 4078.25 MW scheduled from September 22 to September 26, 2025, involving developers such as China Energy Engineering, Datang, Huadian, and State Power Investment Corporation [1][3]. Bidding Scale Summary - The total bidding scale includes 8 onshore wind projects with a combined capacity of 1256.25 MW, with an average winning bid price of 2109.08 CNY/kW. The highest bid was 2288.8 CNY/kW for a 250,000 kW wind turbine project by Shaanxi Huadian, while the lowest was 1635.9 CNY/kW for a 500,000 kW project in Xinjiang [4]. - There are also 3 offshore wind projects without tower procurement, totaling 558.75 MW, with an average winning bid price of 1578.86 CNY/kW [5]. Investment Recommendations - The report suggests focusing on investment opportunities in the offshore wind sector, particularly in areas such as submarine cables, offshore engineering, and foundation piles, as well as companies with strong capabilities in securing overseas contracts [6].