近期风电招中标情况更新（3.2-3.6）

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 [11]. Core Insights - The report highlights a total of 22 wind power projects with a combined procurement scale of 3,228.55 MW from March 2 to March 6, 2026, involving developers such as China Coal Group, Huaneng, China Power Construction, and China Energy Engineering [2][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 overseas contract acquisition capabilities [4]. Summary by Sections Wind Power Tender Scale - A total of 22 projects were reported, with a combined scale of 3,228.55 MW for wind turbine procurement [2]. - One onshore wind project including towers was awarded with a scale of 100 MW at a winning bid price of 1,936 CNY/kW, while seven onshore wind projects excluding towers totaled 2,340 MW with an average winning bid price of 1,602.8 CNY/kW [3]. Wind Power Winning Bid Scale - The winning bid for the 100 MW project in Zhangjiakou was 1,936 CNY/kW, including towers, while the highest bid for a project in Hebei was 1,648 CNY/kW, and the lowest bid for a project in Leling was 1,527.37 CNY/kW, excluding towers [9][10].