电力设备行业周报：光伏出口退税率下调，海风青州项目招标推进

Investment Rating - The report maintains a "Positive" outlook for the electric power equipment and new energy industry [5] Core Insights - The export tax rebate rate for photovoltaic products has been reduced from 13% to 9%, effective December 1, 2024, impacting the industry [20][24] - The Brazilian photovoltaic market is expected to grow at a compound annual growth rate (CAGR) of 23.30% from 2024 to 2029, with increased tariffs on components outside of quotas [20] - The China Three Gorges Group has announced a tender for the Qingzhou Seven Sea offshore wind power project, with a total installed capacity of 1000MW [34] Summary by Sections Photovoltaics - The export tax rebate for photovoltaic products will decrease from 13% to 9% starting December 1, 2024 [20] - Brazil's photovoltaic market is rapidly developing, with a projected CAGR of 23.30% from 2024 to 2029 [20] - The report suggests focusing on leading companies in the photovoltaic sector, including Aiko Solar, Longi Green Energy, and JinkoSolar, among others [3][15] Wind Power - The offshore wind power project by China Three Gorges Group has a total capacity of 1000MW, with a tender for 500MW planned [34] - The report indicates a recovery in the land wind power cycle and suggests monitoring companies like Goldwind and Mingyang Smart Energy [3][18] Energy Storage - China Power Construction Group is conducting a centralized procurement for energy storage systems, with an expected total capacity of 16GWh for projects in 2025-2026 [37] - The report highlights potential declines in revenue for independent energy storage in Shanxi due to regulatory changes [38] Electric Power Equipment - The report notes a successful export performance, with Samsung Medical winning a contract worth approximately 1.02 billion RMB for smart meters in Kyrgyzstan [39] - It emphasizes the stable growth of the domestic market and the long-term potential for overseas exports [19]