新能源产业周报：2024光伏行业年度大会召开

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights a stable pricing trend in the photovoltaic industry, with a significant increase in project bidding capacity for wind energy and a decline in bidding projects for energy storage systems [3][4][5][28] Summary by Sections 1. Weekly Investment Views - Photovoltaic Sector: Prices for battery cells and modules have stabilized, while prices for polysilicon and silicon wafers continue to decline. The average price for P-type silicon wafers is reported at 1.15 yuan/unit, down 4.17%, and for N-type at 1.00 yuan/unit, down 2.91% [21][22][47] - Wind Power Sector: November saw a significant increase in wind power project bidding capacity, reaching 26.39GW, a 93.91% increase month-on-month. The total bidding capacity for wind power in 2024 has reached 162.77GW, up 73.92% year-on-year [4][24][63] - Energy Storage & Hydrogen Energy: The number of bidding projects for energy storage systems has decreased, with 31 projects announced this week, totaling 3.47GW/9.48GWh [5][28][73] 2. Market Performance Review - The Shanghai Composite Index rose by 2.33%, with all major indices showing gains. The power equipment index closed at 7588.83 points, with a weekly increase of 0.29% [2][29] 3. Photovoltaic Industry Data Tracking - In October, the newly installed photovoltaic capacity was 20.42GW, a year-on-year increase of 27.17%. The cumulative installed capacity for the year reached 181.3GW [22][47] - The report notes a significant improvement in the bidding capacity for photovoltaic modules, with a total of 41.32GW bid in October, a 473% increase month-on-month and an 80.36% increase year-on-year [3][22] 4. Wind Power Industry Data Tracking - The report indicates a strong demand for wind power, with a cumulative installed capacity of 45.80GW from January to October, reflecting a year-on-year increase of 22.76% [24][63] 5. Energy Storage & Hydrogen Energy Data Tracking - The report details the bidding results for energy storage systems, with average prices for EPC projects ranging from 0.86 to 1.5875 yuan/Wh, and for storage systems from 0.878 to 1.079 yuan/Wh [5][73]