风电行业周报

Investment Rating - The report maintains a "Positive" investment rating for the wind power industry, indicating an expectation of favorable market performance in the coming months [1]. Core Insights - The wind power equipment index decreased by 2.08% during the week of September 16-20, 2024, underperforming the broader market index by 1.69 percentage points [4][6]. - A total of 7 wind power projects were tendered this week, with a combined capacity of 1,017.5 MW, including 6 onshore projects and 1 offshore project [11]. - The average winning bid for wind turbine projects was 2,064.6 CNY/KW, with the highest bid reaching 2,395 CNY/KW for a specific project [11][12]. Summary by Sections 1. Weekly Market Review - The Shanghai and Shenzhen 300 Index rose by 1.32%, while the power equipment index fell by 0.37%, ranking 28th among 31 industry indices [4]. - The performance of the wind power equipment index was notably poor, with a decline of 2.08% [6]. 2. Tendering and Raw Material Prices - The total tendered capacity for wind power projects this week was 1,017.5 MW, with 712.65 MW of wind turbine capacity awarded [11]. - Key raw material prices included iron ore at 680 CNY/ton (down 2.0%), and copper and aluminum at 9,395 and 2,477 USD/ton, respectively, showing increases of 3.5% and 3.0% [15]. 3. Company and Industry Events - A significant tender for an 850 MW offshore wind project in Jiangsu was announced, which includes multiple offshore wind farms [22]. - The Guangdong provincial government is initiating a "Wind Action" program aimed at developing wind energy projects in rural areas, with a focus on local economic benefits [23].