Investment Rating - The industry investment rating is maintained as "Recommended" [2] Core Viewpoints - As of July 18, 2023, the approval for the 7GW offshore wind power projects in Guangdong has been completed, marking the completion of all 15 provincial offshore wind power competitive allocation projects in the province for 2023 [2] - The total scale of provincial offshore wind power projects in Guangdong amounts to 7GW [2] - The approval timeline for the competitive allocation of offshore wind projects in Guangdong for 2023 includes several key milestones, with a total of 1GW approved in December 2023, 3GW in January 2024, 1.3GW in February 2024, 0.5GW in May 2024, 0.9GW in June 2024, and 0.3GW in July 2024 [2] - Additionally, the Shanghai Municipal Development and Reform Commission has received national approval for a total scale of 29.3GW of deep-sea wind power projects, with ongoing projects in Guangxi adding 6.5GW [2] - The report indicates that the completion of competitive allocations in Guangdong and the initiation of national planning or competitive allocations in multiple regions signify the substantial development phase of deep-sea wind power projects, with expectations for grid connection by 2025 [2]
电气设备行业点评：广东7GW海风竞配核准完毕，多区域深远海项目如期推进
Guodu Securities·2024-08-05 13:00