风电行业周报：东方电缆拟中标帆石一首回500kV海缆及敷设

Investment Rating - The report maintains an "Accumulate" rating for the electric power equipment industry [6]. Core Viewpoints - The wind power sector is experiencing significant catalysts, including the 2024 Beijing International Wind Energy Conference where 11 major wind turbine manufacturers unveiled new products [2][15]. - The report highlights a notable increase in wind power installations, with 33.61 million kilowatts added in the first eight months of 2024, representing a 16.2% year-on-year growth [19]. - The average bidding price for wind turbine projects has been reported, with the highest bid at 2,176 RMB/kW and the lowest at 1,820 RMB/kW [25]. Summary by Sections 1. Wind Power Sector Market Review - The electric power equipment sector saw a weekly increase of 4.37%, ranking 12th among 31 industries [3][13]. - The wind power equipment sub-sector had the smallest increase of 0.93% during the same period [3][13]. - The top five gainers in the wind power equipment sector included companies like Shuangyi Technology and New Strong Union, with gains ranging from 3.11% to 8.62% [13]. 2. Wind Power Industry Chain Tracking 2.1 Wind Power Installation Data - In the first eight months of 2024, China added 33.61 million kilowatts of wind power capacity, a 16.2% increase compared to the same period in 2023 [19]. - The monthly addition in August 2024 was reported at 3.70 GW [19]. 2.2 Wind Turbine Bidding Data - A total of 14 projects initiated wind turbine bidding, with a combined capacity of 2,294.25 MW [24]. - The bidding for offshore wind projects included a significant project by Huaneng Cangnan with a capacity of 308 MW [24]. 2.3 Upstream Raw Material Price Tracking - The average price of medium-thick plates was reported at 3,804.60 RMB/ton, showing a decrease of 1.81% week-on-week [3]. - Prices for various raw materials, including ductile iron and epoxy resin, showed mixed trends, with some decreasing and others increasing slightly [3]. 3. Investment Recommendations - The report suggests focusing on growth-oriented companies benefiting from offshore wind demand, such as Dongfang Cable and Haili Wind Power [4]. - Companies with strong overseas market capabilities, like Dajin Heavy Industry and Taisheng Wind Power, are also highlighted as potential investment opportunities [4]. - The report identifies main engine manufacturers like Goldwind Technology and Mingyang Smart Energy as having recovering profitability [4].