中泰国际研报指出，近期，英国East Anglia 2海风项目已完成海上风机、单桩基础等核心设备采购，英国首相提出对投资英国的工业中心地带、沿海地区以及石油和天然气社区的海风开发商提供临时补贴，土耳其推出2035年5GW海风发展路线图，海外海风景气向上。国内海风重点项目陆续开工，明年展望值得期待。江苏2.65GW项目有明显进展、年内开工信息明确，帆石一两回500kV海缆已中标、帆石二环评近期批复、青州七启动塔筒招标，叠加其他重点项目招标、建设有序进行，25年交付量有望明显提升，建议关注金风科技等。Wind power stocks rose intraday. As of press release, Goldwind Technology (02208) rose 4.35% to HK$6.24; Longyuan Electric (00916) rose 3% to HK$6.87; Xintian Green Energy (00956) rose 2.68% to HK$3.45; and Datang New Energy (01798) rose 1.99% to HK$2.05.
The Zhitong Finance App learned that wind power stocks rose intraday. As of press release, Goldwind Technology (02208) rose 4.35% to HK$6.24; Longyuan Power (00916) rose 3% to HK$6.87; Xintian Green Energy (00956) rose 2.68% to HK$3.45; and Datang New Energy (01798) rose 1.99% to HK$2.05.
According to news, recently, according to market news reports, China's installed offshore wind power capacity is expected to exceed 45 million kilowatts this year, ranking first in the world for four consecutive years. In the first three quarters of this year, 2.47 million kilowatts of offshore wind power were added, and the cumulative grid-connected capacity reached 39.1 million kilowatts. As of the third quarter of this year, China's cumulative installed offshore wind power has been ranked first in the world for three consecutive years, surpassing the total number of offshore wind power grids in the 2nd to 5th countries. Guojin Securities believes that under the resonance of domestic and overseas demand, the wind power industry's volume signal is clear, and the improvement in the profit of the whole machine continues. In Q3, the installed capacity of the sea wind picked up, and the installed capacity of the land wind grew steadily; the tender price was stable, and the internal price volume of the industry is expected to improve.
According to the Sino-Thai International Research Report, recently, the British East Anglia 2 seabreeze project has completed procurement of core equipment such as offshore fans and single pile foundations. The British Prime Minister proposed temporary subsidies for seabreeze developers investing in Britain's industrial centers, coastal areas, and oil and gas communities. Turkey launched a 5GW seabreeze development roadmap for 2035, and the overseas sea landscape has improved. Construction of key domestic sea breeze projects has started one after another, and the outlook for next year is worth looking forward to. The 2.65GW project in Jiangsu has made significant progress, and the commencement information during the year is clear. Fanshi has won the bid for the 500kV submarine cable once or twice, the Fanshi EIA recently approved, and Qingzhou 7 has initiated tower tenders. Combined with other key project tenders and construction, the delivery volume is expected to increase markedly in 25 years. It is recommended to pay attention to Goldwind Technology, etc.
