Investment Rating - The report does not explicitly state an investment rating for the wind power industry Core Insights - The wind power sector in China saw a significant increase in new installed capacity, with 75.66 GW added in 2023, representing a year-on-year growth of 101.1% [10] - Cumulative investment in wind power construction reached 256.4 billion yuan in 2023, up 31% year-on-year [10] - The average utilization hours for wind power in 2023 were 2225 hours, a slight increase of 4 hours compared to the previous year [10] Summary by Sections Wind Power Installation - In 2024, the new installed capacity for wind power reached 51.75 GW by November, showing a year-on-year increase of 25% [10] - Cumulative investment in wind power construction for 2024 was 171.4 billion yuan, a slight decrease of 0.2% year-on-year [10] Market Share and Rankings - The top three companies in the wind turbine market by installed capacity in 2023 were Goldwind Technology (17% market share), Envision Energy (14%), and Mingyang Smart Energy (15%) [8][7] - The total market share of the top companies accounted for 46.07 GW of installed capacity, representing 100% of the market [8] Project Bids - On December 30, 2023, the procurement results for the 252 MW offshore wind power project in Zhejiang were announced, with Electric Wind Power as the first bidder at 651 million yuan [1] Financial Performance of Key Companies - The report highlights the financial performance of key players in the wind power sector, including their market capitalization and profit margins for 2022 and projections for 2023 and 2024 [31]
风电/电网产业链周评（12月第4周）：海上风电单30政策落地，川渝特高压交流工程投运
Guoxin Securities·2024-12-29 06:24