Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights a recovery in the demand for wind and solar energy projects, with significant increases in bidding capacities for both sectors in October 2023 [4][38] - The solar energy sector saw a substantial increase in bidding capacity, with October's total reaching approximately 41.32GW, marking a month-on-month increase of 473% and a year-on-year increase of 80.36% [3][50] - The wind energy sector also experienced growth, with new project bidding capacity reaching 13.607GW in October, a month-on-month increase of 4.96% [4][60] - The report notes a decline in the prices of silicon wafers, with P-type and N-type silicon wafer prices dropping by 4.17% and 2.91% respectively [3][52] - The report discusses the development of hydrogen energy in Sichuan, with a government plan aiming to establish a comprehensive energy system by 2027 [5][66] Summary by Sections Solar Energy - The main supply chain prices for silicon materials, battery cells, and modules have stabilized, although small specifications of silicon wafers have seen price declines [3][52] - In October, the solar module bidding market showed a recovery, with a significant increase in the monthly bidding capacity [3][50] Wind Energy - The wind energy sector's bidding capacity improved in October, with a total of 13.607GW, reflecting a year-on-year increase of 65.6% [4][60] - The report indicates that the cumulative installed capacity for wind energy from January to September 2023 reached 39.12GW, a year-on-year increase of 16.95% [4][60] Energy Storage & Hydrogen Energy - The report notes a decrease in the number of energy storage system bidding projects, while the number of projects that opened bids increased [5][66] - The Sichuan government has released a plan to promote the hydrogen energy industry, aiming for significant advancements by 2027 [5][66]
新能源产业十一月周报：新能源产业周报：风光招中标市场需求环比改善，四川印发氢能发展行动方案
Chuancai Securities·2024-11-12 05:36