10月风电增速持续加快，建议关注行业景气度回升

Investment Rating - The report recommends a focus on the wind power industry, highlighting the recovery in industry prosperity and suggesting key operators for investment [4]. Core Insights - Wind power generation growth has accelerated, indicating a rebound in industry conditions, supported by recent government policies aimed at promoting renewable energy consumption and achieving green electricity environmental value [3][4]. - In October, the total electricity generation from industrial enterprises was 731 billion kWh, a year-on-year increase of 2.1%, with a cumulative generation of 7802.7 billion kWh from January to October, reflecting a 5.2% year-on-year growth [1][2]. Summary by Sections Electricity Production - In October, the growth rates for various electricity generation types were as follows: thermal power increased by 1.8%, nuclear power by 2.2%, solar power by 12.6%, while hydropower saw a decline of 14.9% and wind power surged by 34.0% [2][3]. Wind Power Market - From January to October 2024, 12 wind turbine manufacturers in China secured a total bidding capacity of 126.20 GW, with Goldwind Technology leading at 24.4 GW [3]. - The report emphasizes the importance of monitoring the wind power sector's recovery and suggests that the improved bidding volumes and generation figures are positive indicators for equipment manufacturers and operators [3][4].