Investment Rating - The industry investment rating is maintained as "Increase" [3][8] Core Viewpoints - The recent bidding results for the Fangshi No. 1 offshore wind project indicate a significant increase in turbine prices, with the average winning bid price rising to approximately 4014 CNY/kW, which is a notable improvement compared to previous industry averages [3] - The ongoing development of domestic offshore wind projects is expected to catalyze industry growth, with multiple projects progressing and new contracts being awarded [3] - The report suggests focusing on companies that are likely to benefit from the increased demand for offshore wind energy, such as Dongfang Cable, Tiens Wind Power, and Qifan Cable [3] Summary by Sections - Industry Overview: The report highlights the recent progress in the Fangshi No. 1 offshore wind project, with significant price increases for wind turbine equipment [3] - Market Developments: The report notes that several projects are moving forward, including the Yangjiang Qingzhou Seven offshore wind farm, which has a deadline for equipment supply by May 30, 2025 [3] - Investment Recommendations: The report recommends focusing on companies with strong order acquisition capabilities and those that are expanding into overseas markets, such as Dajin Heavy Industry, Taisheng Wind Power, and Zhenjiang Co., Ltd. [3]
电力设备行业：帆石一1GW海风项目中标公示，风机中标价明显提升
Yong Xing Zheng Quan·2024-12-05 01:23