国内深远海海上风电项目推进节奏如何？

Summary of Offshore Wind Power Industry Conference Call Industry Overview - The offshore wind power sector is recognized as an emerging strategic industry with abundant resource reserves, indicating accelerated development and laying the foundation for future installed capacity growth [1][3][8] Key Developments by Province - Zhejiang Province: Approved 28GW projects in 2023, planning six major areas for 2024, initiating 2GW bidding in 2025, and aiming for construction in 2026. Additionally, 11GW of surveying and measurement bidding is underway [1][5] - Fujian Province: Standardized 4.8GW demonstration projects, with ongoing preliminary work on various projects [1][5] - Shandong Province: Planning 20GW project sites, with multiple projects in progress, including 1.3GW and 4GW initiatives [1][5] - Liaoning Province: Planning a 6GW project with a 1GW EPC package bidding scheduled for 2025 [1][5] - Hainan Province: Focused on floating wind turbines, with a 1GW pilot project in progress [1][5] - Shanghai: Approved 29GW offshore wind projects, with 4.3GW competitive bidding starting in 2024 [1][7] - Guangdong Province: Conducted 16GW competitive selection in 2023, with further projects planned [1][7] - Hebei Province: Plans to connect 1GW by 2025, but overall progress is slow [2][7] Policy and Market Dynamics - Recent government reports emphasize the importance of deep-sea technology and marine economy, indicating a strong future for offshore wind development [3][9] - The introduction of supportive policies has accelerated the development of demonstration projects, enhancing the overall efficiency and competitiveness of the industry [6][9] Future Trends and Projections - The industry is expected to see significant growth in installed capacity, particularly in 2025, with a notable increase in bidding and construction activities [3][8][9] - Domestic wind turbine bidding volume has increased by over double digits year-on-year in the first half of 2025, providing strong support for future installations [9] - The overseas market is anticipated to expand significantly, especially in Europe, with 2026 expected to be a year of substantial installation releases [9] Investment Recommendations - The industry outlook is positive for both the short and long term, with specific recommendations for companies involved in pile foundations, submarine cables, and core wind turbine manufacturing [3][9]