Zhitong Finance App learned that wind power stocks are picking up today. As of press release, China High Speed Transmission (00658) rose 7.39% to HK$1.89; Dongfang Electric (01072) rose 2.3% to HK$7.55; Longyuan Electric (00916) rose 1.96% to HK$6.23; and Goldwind Technology (02208) rose 1.59% to HK$3.83.
Guangfa Securities said that following the launch of the Guangdong Provincial Administration 7GW competition on October 12, the Guangdong Provincial Administration 16GW competition is currently being further promoted, and deep-sea progress has exceeded market expectations. On October 18, the National Energy Administration issued a relevant notice to support the deep-sea offshore wind power parity demonstration. The single scale of the deep-sea offshore wind power parity demonstration project is not less than 1 million kilowatts. Earlier, tenders for the 13.4 GW deep-sea preliminary work in Guangxi began, and deep-sea construction is expected to accelerate. Continue to be optimistic about the implementation of deep-sea follow-up policies & projects, opening the ceiling for seabreeze growth.
Tianfeng Securities, on the other hand, said that considering that the National Energy Administration issued a “Notice” last week to launch a demonstration of parity for deep-sea offshore wind power above 1 GW, we expect that in the future, it will not be ruled out that some projects will first be used as demonstration projects in state-controlled waters to promote the implementation of deep-sea breezes at the policy level.