市场研究部 2026 年 1 月 19 日 近期风电招中标情况更新（1.12-1.16） 事件 2026 年 1 月 12 日-2026 年 1 月 16 日风电招中标情况。 风电招标规模合计 根据风电头条，2026 年 1 月 12 日-2026 年 1 月 16 日，共 4 个项目 1980.9MW 风机启动采购，开发商是浙能集团、国投、河北建投、宁 夏天净神州风力发电有限公司。 风电中标规模合计 2026 年 1 月 12 日-2026 年 1 月 16 日， 不含塔筒陆风项目 1 个，规模 总计 100MW，项目中标单价为 1525 元/kW。 投资建议 建议关注海风板块海缆、海工、桩基等领域，以及海外拿单能力优异 的企业投资机会。 风险提示 1、政策落地不及预期；2、产业链价格波动；3、投资不及预期。 市场表现截至 2026.1.16 -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 2025-01- 16 2025-04- 02 2025-06- 16 2025-08- 21 2025-11- 05 202 ...

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 [14]. Core Insights - The total wind power bidding scale from March 3 to March 7, 2025, reached 14,202.5 MW, with 11 projects involved, including a significant procurement of 13 GW by China Energy Construction [2][11]. - The total winning bid scale during the same period was 1,070 MW, with an average winning price of 1,914 CNY/kW. The highest winning price was 2,151 CNY/kW for a project by SANY Heavy Energy, while the lowest was 1,580 CNY/kW for a project by Dongfang Electric [3][12]. Summary by Sections Wind Power Bidding Scale - The wind power bidding scale totaled 14,202.5 MW, with projects divided into four packages for both onshore and offshore wind turbines [2][11]. Winning Bid Scale - The winning bid scale amounted to 1,070 MW, with a notable average winning price of 1,914 CNY/kW. The highest and lowest winning prices were 2,151 CNY/kW and 1,580 CNY/kW, respectively [3][12]. Investment Recommendations - It is recommended to focus 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].

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 [7][11]. Core Insights - The total bidding scale for wind power projects from February 17 to February 21, 2025, is 1412.5 MW, all of which are onshore projects [2][8]. - The total winning bid scale during the same period is 475 MW, with an average winning bid price of 2059 CNY/kW. The highest winning bid price is 2168 CNY/kW, while the lowest is 1950 CNY/kW [3][9]. Summary by Sections Bidding Scale - A total of 7 wind power projects were tendered, with a combined scale of 1412.5 MW, all classified as onshore projects [2][8]. Winning Bid Scale - Four onshore wind power projects were awarded, totaling 475 MW. The average winning bid price was 2059 CNY/kW, with the highest at 2168 CNY/kW and the lowest at 1950 CNY/kW [3][9]. Investment Suggestions - It is recommended to focus 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].