装备制造行业周报（6月第3周）：风电景气度趋势向好-20250623

Investment Rating - The report does not explicitly state an investment rating for the industry [1]. Core Views - The wind power industry is experiencing a positive trend in its economic climate, with significant growth in newly approved wind power projects and installed capacity [4][19]. - The solid-state battery industry is advancing, with key developments in energy density and production capabilities, indicating a critical period for investment in core equipment and materials [4]. - The humanoid robot sector is gaining traction, highlighted by a major exhibition that enhances industry collaboration and interest [4]. Summary by Sections Market Overview - During the week of June 16-20, 2025, the indices for mechanical equipment, electric power equipment, and automotive industries experienced declines of -2.16%, -0.79%, and -2.56% respectively, ranking them 19th, 9th, and 23rd among 31 primary industries [9][10]. Industry News and Key Company Announcements - The domestic wind power industry saw a 72% year-on-year increase in newly approved projects, totaling 68.4 GW from January to May 2025 [4]. - The first humanoid robot exhibition in China attracted nearly 300 companies, indicating a growing interest in the humanoid robotics sector [4]. - The average bidding price for onshore wind turbines reached 2160 RMB/kW, a 40.53% increase year-on-year, signaling a recovery in wind turbine pricing [4]. - A report from the 2025 Offshore Wind Power Conference indicated that China's offshore wind power generation is expected to grow significantly, with a projected global installed capacity of over 230 GW by 2030 [19].