英国AR7海风中标8.4GW，看好欧洲链

Investment Rating - The report indicates a positive outlook for the offshore wind sector in Europe, particularly following the recent awarding of 8.4GW capacity in the UK AR7 auction, with a budget increase to £1.8 billion [4]. Core Insights - The offshore wind capacity awarded in the UK AR7 auction is 8.44GW, with a budget increase to £1.8 billion, addressing previous issues of low pricing and insufficient new additions [4]. - The report highlights that the European offshore wind market is expected to see significant growth starting in 2026, with Germany and the UK being the primary contributors [4]. - The auction results indicate a strong demand for offshore wind projects, with a projected CAGR of 28.6% for offshore wind installations in Europe from 2025 to 2030 [4]. - The report suggests that Chinese manufacturers who have successfully entered the European market for tower, cable, and component manufacturing are likely to benefit from this growth [4]. Summary by Sections Offshore Wind Capacity and Budget - The UK AR7 auction results show a significant increase in awarded capacity and budget, with fixed prices for offshore wind set at £89-91/MWh, which is an improvement compared to previous auctions [4]. - The report notes that the auction results are a response to past issues, with a 14% increase in electricity prices improving project economics [4]. Market Growth Projections - According to Wind Europe, the total new installed capacity for offshore and onshore wind in Europe is projected to be 139.6GW and 47.6GW respectively from 2025 to 2030, with a CAGR of 28.6% for offshore wind [4]. - The report anticipates a sharp increase in offshore wind installations starting in 2029, with 11.77GW expected to be added in 2030 alone [4]. Key Players and Opportunities - Major companies such as Daikin Heavy Industries, Mingyang Smart Energy, and Oriental Cable are highlighted as key players benefiting from the European offshore wind market expansion [4]. - The report emphasizes the potential for floating wind power to achieve full commercialization by 2030, with Europe leading the way [4].