电力设备及新能源行业新能源周报（第117期20241223-20241229）：智能化升级将拉大企业之间差距，重视硅料期货

Investment Rating - The report suggests a positive outlook for the wind power industry, highlighting significant growth potential in both onshore and offshore wind installations, particularly in emerging markets [1][12]. Core Insights - The global onshore wind installation capacity is expected to grow from 106 GW in 2023 to 146 GW by 2028, with a CAGR of 7%. Regions such as the Middle East and Africa are projected to see a CAGR of 39% from 2024 to 2028 [1][13]. - Offshore wind installations are anticipated to increase from 11 GW in 2023 to 66 GW by 2033, with a CAGR of 20%. Europe and Asia-Pacific (excluding China) are expected to contribute significantly to this growth [1][13]. - Wind power companies are accelerating their international expansion, which is expected to enhance profitability. Key components such as submarine cables and wind turbines are showing signs of recovery in profit margins [1][14]. Summary by Sections Wind Power Industry - The report indicates that domestic wind turbine bidding has reached a historical high, with a total of 127 GW bid in 2024, representing a year-on-year increase of 108.14%. Onshore wind bids accounted for 118.21 GW, while offshore wind bids were 8.79 GW [12][14]. - The report emphasizes the importance of the "Single 30" policy for offshore wind power, which is expected to drive further growth in the sector [1][12]. Investment Recommendations - The report recommends focusing on companies that are accelerating their international expansion and those that are likely to benefit from the recovery in profit margins. Specific areas of interest include submarine cables for offshore wind, turbine manufacturers benefiting from price increases, and component suppliers like pipe piles and castings [1][14]. Industry News - The report highlights recent developments in the electric vehicle sector, including CATL's plans to issue H shares and EVE Energy's collaboration with a group client in the Americas. In the photovoltaic sector, it notes the low-price bid results from Guoneng Bazu and the termination of Xinte Energy's A-share listing application [1][10][11].