近期风电招中标情况更新

Investment Rating - The industry investment rating is "Positive," indicating that the industry index is expected to outperform the market index by more than 5% over the next six months [7][11]. Core Insights - The total bidding scale for wind power projects from February 17 to February 21, 2025, is 1412.5 MW, all of which are onshore projects [2][8]. - The total winning bid scale during the same period is 475 MW, with an average winning bid price of 2059 CNY/kW. The highest winning bid price is 2168 CNY/kW, while the lowest is 1950 CNY/kW [3][9]. Summary by Sections Bidding Scale - A total of 7 wind power projects were tendered, with a combined scale of 1412.5 MW, all classified as onshore projects [2][8]. Winning Bid Scale - Four onshore wind power projects were awarded, totaling 475 MW. The average winning bid price was 2059 CNY/kW, with the highest at 2168 CNY/kW and the lowest at 1950 CNY/kW [3][9]. Investment Suggestions - It is recommended to focus on investment opportunities in the offshore wind sector, particularly in areas such as submarine cables, offshore engineering, and foundation piles, as well as companies with strong capabilities in securing overseas contracts [4].