电力设备与新能源行业周报(第五十一周)：周观点：印度或将实行强制配储，有望带动储能需求

Industry Rating - The report provides a "Buy" rating for Ningde Times and a "Hold" rating for Goldwind Technology [37]. Core Insights - The report highlights the increasing demand for energy storage solutions due to rising electricity prices in Europe and potential regulatory changes in India [17][18]. - It emphasizes the importance of foundational infrastructure such as tower piles and submarine cables in offshore wind projects, suggesting a focus on these segments [16]. - The report notes significant growth in solar and wind power installations in India, projecting substantial future capacity increases [19]. Summary by Sections Industry Overview - In November, China's newly installed photovoltaic capacity reached 25 GW, with a cumulative total of 206.3 GW for the year [31]. - The report indicates that by the end of November, the total installed capacity of solar power in China was approximately 820 million kW, reflecting a year-on-year growth of 46.7% [31]. Market Trends - The report discusses the sharp increase in wholesale electricity prices in Europe, which rose to €118.5/MWh in November, a 44% month-on-month increase [17]. - It also mentions that the average price of electricity in Germany reached €936.28/MWh, surpassing previous crisis levels [17]. Investment Opportunities - The report suggests that the energy storage market is poised for growth, particularly in India, where a mandatory storage policy could create a market for 56.6 GWh of storage capacity by 2030 [18]. - It highlights the long-term demand for inverters, despite a recent decline in export figures, driven by the need for energy storage solutions [27][25]. Company Developments - JinkoSolar plans to invest approximately RMB 39.57 billion to establish a factory in Oman with an annual production capacity of 6 GW for solar cells and 3 GW for solar modules [32]. - The report notes that Goldwind Technology is involved in significant wind power projects, including a recent competitive bidding process for 1.3 GW of wind power capacity [15].