电行业周报

Investment Rating - The report rates the wind power industry as "Positive" [1] Core Viewpoints - The wind power equipment index increased by 0.14% this week, while the overall power equipment index rose by 1.92%, outperforming the market index by 0.94 percentage points [4][5] - A total of 14 wind power projects were tendered this week, with a combined capacity of 2294.25 MW, including 13 onshore and 1 offshore project [10] - The average winning bid for wind turbine projects was 1996.25 yuan/KW, with the lowest bid at 1820 yuan/KW and the highest at 2176 yuan/KW [12] Summary by Sections 1. Weekly Market Review of Wind Power Sector - The Shanghai and Shenzhen 300 Index increased by 0.98%, with 26 out of 31 industry indices rising. The power equipment index ranked 14th, with a gain of 1.92% [4] 2. Tender and Major Raw Material Price Situation - The report highlights the tendering of 14 wind power projects with a total capacity of 2294.25 MW, including 13 onshore and 1 offshore project [10] - The report provides details on raw material prices, including iron ore at 760.5 yuan/ton, down 3.6% week-on-week, and casting pig iron at 3450 yuan/ton, down 2.8% [16] 3. Company and Industry Events - The report mentions the launch of a 35 MW six-degree-of-freedom wind turbine test platform by SANY Heavy Energy, which is the largest of its kind globally [22] - It also discusses the announcement of seven offshore wind power projects in Shandong province, which will receive financial subsidies totaling 241.3 MW [23]