未知机构：新电新海风江苏发布765GW竞配中标主体公示进展积极符合预期-20250121

Summary of Key Points Industry Overview - The document discusses the offshore wind power industry in Jiangsu Province, China, specifically focusing on the competitive selection of project entities for offshore wind projects totaling 7.65GW [1][2]. Core Insights and Arguments - Jiangsu Province has announced the competitive selection results for offshore wind power projects, with selected entities including Longyuan Power Group, Jiangsu Guoxin Group, Huadian Group, Huaneng Jiangsu, Guodian Investment Jiangsu, China Resources Power Jiangsu, Datang International, and a consortium led by Three Gorges New Energy [1]. - The "14th Five-Year" offshore wind planning for Jiangsu received approval from the National Energy Administration in October 2024, with competitive selection work starting in December 2024 and the winning entities being confirmed one month later, indicating a proactive approach to offshore wind development in Jiangsu [1]. - The 7.65GW competitive selection is expected to have a limited impact on the installed capacity for 2025 but will provide a substantial project reserve for the "15th Five-Year" offshore wind development in Jiangsu [2]. Additional Important Content - The 2.65GW offshore wind project selected in 2021 has completed all turbine and submarine cable bidding processes, with the Dafeng project currently undergoing test pile installation, and it is anticipated that this project will achieve full capacity grid connection by 2025 [2]. - Local offshore wind enterprises in Jiangsu are expected to secure more related orders, with specific mentions of companies such as Zhongtian Technology and Hengtong Optic-Electric for submarine cables, and Tianneng Wind Power and Haili Wind Power for towers [3].