近期风电招中标情况更新（1.12-1.16）

Investment Rating - The industry investment rating is "Positive," indicating an expectation that the industry index will outperform the market index by more than 5% over the next six months [10]. Core Insights - The report highlights recent wind power bidding results from January 12 to January 16, 2026, with a total of 1,980.9 MW of wind turbine procurement initiated by developers including Zhejiang Energy Group, State Power Investment Corporation, Hebei Construction Investment, and Ningxia Tianjin Shenzhou Wind Power Generation Co., Ltd [2]. - The total bidding scale for wind power projects during the same period, excluding one land wind project, amounted to 100 MW, with a winning bid price of 1,525 RMB/kW [3]. - The report suggests focusing 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]. Summary by Relevant Sections - Wind Power Bidding Scale: A total of four projects were reported, with significant capacities including 500 MW, 600 MW, and 700 MW from the Gansu Tengger Desert project, and a 100 MW wind-storage network application project in Hebei [2][8]. - Wind Power Winning Bids: The report details a winning bid for a 100 MW wind power project in Shaanxi, with a unit capacity of 6.25 MW and a bid price of 1,525 RMB/kW, excluding the tower [9].