近期风电招中标情况更新（1.19-1.23）

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 [11]. Core Insights - The report highlights recent wind power bidding results from January 19 to January 23, 2026, with a total of 2,487.5 MW of wind turbines being procured across 8 projects, involving developers such as Datang, CGN, and Huadian [2][4]. - A total of 120 MW of onshore wind power projects were awarded during the same period, with a winning bid price of 1,290 RMB/kW [3][10]. - 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 overseas bidding capabilities [4]. Summary by Sections Wind Power Bidding Scale - From January 19 to January 23, 2026, the total bidding scale for wind power projects reached 2,487.5 MW, with significant contributions from major developers [2]. - Specific projects include: - Datang Shanxi Youyu Yangqianhe 100 MW project - Datang Hebei Jiantou Huai'an 150 MW project - Datang Gansu Tengger Desert 400 MW project, among others [9]. Wind Power Winning Bids - The total winning bid scale for wind power projects during the same period was 120 MW, with a bid price of 1,290 RMB/kW, excluding tower structures [3][10]. - The winning project was the Huaneng Xiaolong 120 MW onshore wind power project located in Inner Mongolia [10].