陆风开招标规模扩大，海风出口前景明朗

Investment Rating - The report indicates a positive outlook for the wind power industry, particularly in offshore wind projects, suggesting a favorable investment environment [1]. Core Insights - The land-based wind power bidding and tendering scale are expanding, providing strong support for the annual new installed capacity, which is expected to sustain industry prosperity [4] - The offshore wind power sector in Europe is developing rapidly, and the domestic offshore wind industry chain has promising export prospects [4] - Key components for offshore wind projects are being delivered in regions such as Fujian, Hainan, and Guangdong, laying the foundation for growth in offshore wind installations in 2024-2025 [4] Summary by Sections Wind Power Market Review - This week, the wind power equipment sector declined by 1.3%, underperforming the CSI 300 index by 3.2 percentage points and the ChiNext index by 3.8 percentage points [3][8]. Wind Power Sector Data Tracking Power Supply and Demand Data - In June, the total electricity consumption in society reached 820.5 billion kWh, a year-on-year increase of 5.8%. From January to May, the cumulative electricity consumption was 4,657.5 billion kWh, up 8.1% year-on-year [10]. - The industrial wind power generation in June was 66.9 billion kWh, a year-on-year growth of 12.7% [10]. Wind Power Installed Capacity Data - From January to May, the newly added power generation installed capacity was 115.64 million kW, an increase of 10.52 million kW year-on-year, with newly added wind power installed capacity of 19.76 million kW, up 3.4 million kW year-on-year [18][19]. Upstream Raw Material Data Tracking - The report provides current prices for various raw materials, indicating slight fluctuations in prices for cast iron, scrap steel, and other materials, which may impact the wind power sector [3]. Industry News and Announcements - The report highlights the ongoing expansion of land-based wind power bidding and the promotion of decentralized wind power trials in provinces like Gansu, Ningxia, and Shaanxi, which will further broaden the growth space for the industry [4].