风电行业周报（20241125-20241129）

Investment Rating - The report gives a "Positive" investment rating for the wind power industry [2]. Core Viewpoints - The wind power equipment index increased by 9.57% this week, outperforming other sectors in the power equipment category [17][21]. - The report highlights significant bidding activity, with a total of 789 MW of new wind power projects tendered this week, all of which are onshore projects [23]. - The average winning bid for onshore wind projects was reported at 2269 CNY/KW, while the lowest bid was 1387 CNY/KW for a coal and renewable energy integrated project [24][28]. Summary by Sections 1. Weekly Market Review of Wind Power Sector - The Shanghai Composite Index rose by 1.32%, while the Shenwan Power Equipment Index increased by 1.74%, ranking 20th among 31 industry indices [15]. - The wind power equipment sector significantly outperformed, with a 9.57% increase [17][18]. 2. Bidding and Major Raw Material Price Trends - A total of 8 wind power projects were tendered this week, with a combined capacity of 789 MW [23]. - The total winning bid capacity for wind power units reached 5702.85 MW, with various pricing reported for different projects [24][28]. - Key raw material prices included iron ore at 797.5 CNY/ton, up 3.7% week-on-week, and copper at 8879 USD/ton, up 0.6% [33]. 3. Company and Industry Events - Jiuzhou Group and China Energy Construction were selected as investment entities for a 100 MW distributed wind power project in Guizhou [44]. - Hebei Province announced the third batch of wind and solar construction indicators, with a total of 485.499 MW planned [45]. - TotalEnergies terminated a 3 GW offshore wind project in the U.S. due to political uncertainties [48].