20230806-东证期货-风电行业周度报告_加拿大对华塔筒双反初裁_西门子歌美飒或延迟交货_21页_2mb

报告摘要

Wind Power Industry Summary

Market Performance

This week, the wind power equipment sector rose 0.1%, but underperformed the CSI 300 Index by 0.6% and the ChiNext Index by 1.9%.

Bidding and Industry Data

Total wind power turbine procurement reached 1889MW, with approximately 176,403MW ticker. Tower crane bidding was 300MW. Onshore wind bids averaged 1984 yuan/kW (range 1789-2118 yuan/kW), while offshore bids were at 3360 yuan/kW.

Key Developments

Policy: China's NDRC, Ministry of Finance, and NEA announced full green certificate coverage for all wind power generated.
Trade: Canada issued provisional anti-dumping and subsidy duties on Chinese wind turbine towers, ranging from 9.76% to 19.38%.
Industry: Vestas (Siemens Gamesa) is delaying turbine deliveries by up to seven months due to quality issues.

Investment Opportunities

Global energy transitions drive demand for high wind power installations, creating export opportunities for Chinese manufacturers as international giants face quality and cost challenges.