Investment Rating - The industry investment rating is maintained as "Overweight" [4] Core Viewpoints - The report highlights the release of guidance by six ministries to promote the development of offshore wind power clusters and pilot applications for floating wind power in deep waters [4] - It emphasizes the goal of achieving over 1.1 billion tons of standard coal equivalent in renewable energy consumption by 2025 [4] - The report notes a robust growth in wind power installations, with a year-on-year increase of 16.8% in new installed capacity for the first three quarters of 2024 [4] - The report anticipates a continued upward trend in domestic wind power installation scale, driven by the demand for offshore wind power [4] Summary by Sections Industry Overview - The report discusses the significant progress in renewable energy during the 14th Five-Year Plan period, focusing on enhancing the supply capacity of renewable energy [4] - It mentions the construction of large-scale wind and solar bases in desert and barren areas, as well as the promotion of distributed renewable energy development [4] Installation and Tendering - As of September 2024, the total installed power generation capacity in the country reached approximately 3.16 billion kilowatts, a year-on-year increase of 14.1% [4] - The cumulative installed capacity for solar and wind power reached about 770 million and 480 million kilowatts, respectively, with year-on-year growth rates of 48.3% and 19.8% [4] - The report indicates that the newly added tender capacity in the domestic public bidding market for the first three quarters of 2024 was 119.1 GW, reflecting a year-on-year increase of 93.0% [4] Regional Developments - The report highlights several regional projects, including the successful bidding for offshore wind power projects in Guangdong, Jiangsu, Fujian, and Shandong [4] - It notes that the construction of a 2 million kilowatt offshore wind power project in Zhangzhou is planned to commence [4] Investment Opportunities - The report identifies growth stocks benefiting from the demand for offshore wind power, such as Dongfang Cable, Tiens Wind Power, and Qifan Cable [4] - It also points out companies with strong overseas market expansion capabilities, including Dajin Heavy Industry and Taisheng Wind Power [4] - Additionally, it mentions wind turbine manufacturers with recovering profitability, such as Goldwind Technology and Mingyang Smart Energy [4]
电力设备：六部委联合发布指导意见：推动海上风电集群化开发，开展深远海漂浮式风电试点应用
Yong Xing Zheng Quan·2024-11-04 09:02