风电行业周报（20241014-20241018）

Investment Rating - The report gives a positive outlook on the wind power industry, rating it as "看好" (optimistic) [1]. Core Insights - The wind power equipment index increased by 0.14% during the week of October 14-18, 2024, while the overall electric 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 land-based 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 - The Shanghai and Shenzhen 300 Index rose by 0.98%, with 26 out of 31 industry indices increasing. The electric power equipment index ranked 14th among these, with a rise of 1.92% [4]. 2. Tender and Raw Material Price Situation - The report highlights the tendering of 14 wind power projects with a total capacity of 2294.25 MW, including 13 land-based and 1 offshore project [10]. - The average price for winning bids in wind turbine projects was 1996.25 yuan/KW, with significant variations in pricing [12]. - Key raw material prices included 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, marking a significant advancement in wind power technology [22]. - It also discusses the "Thousand Villages and Ten Thousand Villages Wind Action" initiative in Henan Province, aimed at developing local wind power projects [21]. - The report notes the announcement of seven offshore wind power projects in Shandong Province, which will receive financial subsidies based on their commissioning dates [23].