新能源板块行业信息点评：9月风电并网5.51GW，同比增长20.83%

Investment Rating - The investment rating for the renewable energy sector is "Outperform the Market" and is maintained [1] Core Insights - In September, wind power grid connection reached 5.51 GW, representing a year-on-year increase of 20.83%. Cumulatively, from January to September, wind power grid connection totaled 39.12 GW, an increase of 16.85% year-on-year, while solar power grid connection reached 160.88 GW, up 24.77% year-on-year [2] - The total installed power generation capacity in the country reached approximately 3.16 billion kW by the end of September, with solar power capacity at about 770 million kW, a year-on-year growth of 48.3%, and wind power capacity at about 480 million kW, a year-on-year increase of 19.8% [2] - Power investment in September amounted to 98.3 billion yuan, a year-on-year increase of 17.72%, while cumulative investment from January to September reached 595.9 billion yuan, up 7.2% year-on-year [2] Summary by Sections Section: Wind Power - In September, wind power generation reached 69.43 billion kWh, a year-on-year increase of 31.6%. Cumulatively, from January to September, wind power generation was 673.32 billion kWh, up 10.8% year-on-year [2] - The wind power utilization rate in August was 96.5%, a year-on-year decrease of 1.3% [3] Section: Solar Power - In September, solar power generation was 32.34 billion kWh, a year-on-year increase of 12.7% [2] - The solar power utilization rate in August was 97.7%, a year-on-year decrease of 1.1% [3] Section: Investment Trends - The investment in power generation projects in September was 98.3 billion yuan, with a year-on-year increase of 17.72% and a month-on-month increase of 20.17% [2] - The investment in grid projects reached 65.2 billion yuan in September, a year-on-year increase of 12.03% and a month-on-month increase of 70.23% [2] Section: Recommended Companies - Companies to watch include Zhongtian Technology, Dongfang Cable, and Mingyang Electric among others [3]