风电：国内装机高增，出海进展顺利

Group 1: Domestic Wind Power Growth - Domestic wind power installations increased by 39.12 GW in the first three quarters of 2024, a year-on-year growth of 16.85%[15] - Offshore wind installations reached 2.47 GW, up 72.73% year-on-year, while onshore wind installations grew by 36.65 GW, up 14.35%[15] - The domestic wind turbine bidding volume for 2024 reached 119.1 GW, a 93% increase year-on-year, with onshore and offshore bids at 111.5 GW and 7.6 GW respectively[17] Group 2: Future Projections - Expected new domestic wind power installations for 2024 and 2025 are 90 GW and 100 GW, representing year-on-year growth of 13.4% and 11.1% respectively[5] - Offshore wind installations are projected to reach 8 GW and 12 GW in 2024 and 2025, with year-on-year growth of 11.4% and 50% respectively[24] - The European wind power market is expected to see a compound annual growth rate (CAGR) of 9.6% for offshore and 35.2% for onshore installations from 2024 to 2030[6] Group 3: Economic Factors - The decline in raw material prices, including pig iron and scrap steel, by 12.3% and 22.8% respectively, is expected to alleviate cost pressures in the component sector[7] - The UK has increased its offshore wind price cap by 66% for fixed and 52% for floating wind projects, enhancing the economic viability of new projects[49] - The European Central Bank's recent interest rate cuts are anticipated to reduce financing costs for developers, further supporting wind power project economics[49]