市场化交易电价

Search documents
华泰证券:一季度排产高增 风电板块盈利拐点向上
Zheng Quan Shi Bao Wang· 2025-03-10 23:25
Core Viewpoint - The wind power sector is expected to see a significant increase in activity starting from 2025, driven by high production rates of wind turbines and components, as well as potential price increases for certain components due to increased bidding in 2024 and pre-installation activities for new energy projects [1] Industry Analysis - The wind power generation curve is well-aligned with the electricity demand curve, suggesting that market-based trading prices will be minimally affected, allowing project owners to increase the proportion of wind power in their new energy developments [1] - Key offshore wind projects are set to commence in 2025, which is anticipated to contribute to demand growth in the long term, supporting sustained growth in domestic installations and ongoing recovery in industry profitability [1]