--- title: "Guotai Junan Securities: The mid-term outlook for offshore wind power remains strong, suggesting attention to Goldwind and others" type: "News" locale: "en" url: "https://longbridge.com/en/news/246629578.md" description: "Guosen Securities released a research report indicating that the global offshore wind power industry is facing a critical turning point, with an expected addition of 8GW of grid-connected installed capacity in 2024, marking the fourth highest in history. Governments around the world are auctioning 56GW of new capacity, and 48GW of projects under construction have reached historical peaks. Breakthroughs in floating wind power technology will drive upgrades in the supply chain for submarine cables, pipe piles, and create new demands for mooring chains. It is recommended to pay attention to targets such as Goldwind" datetime: "2025-06-30T09:02:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/246629578.md) - [en](https://longbridge.com/en/news/246629578.md) - [zh-HK](https://longbridge.com/zh-HK/news/246629578.md) generator: "portal-rs" --- # Guotai Junan Securities: The mid-term outlook for offshore wind power remains strong, suggesting attention to Goldwind and others According to the Zhitong Finance APP, Guosen Securities has released a research report stating that the global offshore wind power industry is facing a critical turning point, with an addition of 8GW of newly connected installed capacity in 2024, marking the fourth highest in history. Governments around the world have auctioned a record 56GW of new capacity and have 48GW of projects under construction, both reaching historical peaks. Currently, the cost of global offshore wind power has become economically viable to replace traditional fossil energy, and its carbon emissions over the entire lifecycle also make it an ideal clean energy choice. Breakthroughs in floating wind power technology are driving the demand for upgrades in the supply chain, including submarine cables and pipe piles, and will also stimulate new demand for mooring chains, which are core equipment in the shipping and offshore engineering fields. The firm recommends paying attention to stocks such as Goldwind (002202.SZ). ## Guosen Securities' main points are as follows: **The Global Wind Energy Council (GWEC) stated in June 2025 that the offshore wind power industry added 8GW of connected installed capacity in 2024, making it the fourth highest year in history.** At the same time, in 2024, governments around the world auctioned a record 56GW of new capacity for offshore wind power projects, and there are still 48GW of offshore wind power projects under construction globally, which also reached a historical high. The global offshore wind power industry is facing a critical turning point. The current wind power industry needs to work closely with governments to redesign the auction process, focusing on delivery and better risk-sharing, so that offshore wind power can play its important role in providing large-scale and safe clean electricity. GWEC believes that the fundamentals of offshore wind power have not changed, and the medium-term outlook remains strong, with mainstream markets in China and Europe continuing to develop, and emerging markets in the Asia-Pacific region, such as Japan, South Korea, and the Philippines, achieving significant policy and regulatory breakthroughs, which provide assurance for the next stage of offshore wind power development. **Currently, the cost of global offshore wind power has become economically viable to replace traditional fossil energy, and its carbon emissions over the entire lifecycle also make it an ideal clean energy choice.** The offshore wind power industry has many external advantages: 1. Projects are located far from residential areas, reducing noise and landscape issues, and there are no road restrictions during construction; 2. There are wide areas available for selection, allowing for sites with better wind conditions and higher capacity factors; 3. Proximity to power load centers reduces related infrastructure costs; 4. Offshore wind power is a technology-intensive and highly innovative field, and developing offshore wind power can cultivate and support local emerging industries, driving fixed asset investment and employment. **Currently, offshore wind power is advancing towards deep sea, large-scale development, and floating technology, leading to a significant increase in demand for submarine cables and wind turbine foundations (pipe piles).** In 2024, the global bidding capacity for floating offshore wind power projects will reach 1.9GW, including a total of 750MW from France's AO5 and AO6 rounds of offshore wind bidding, and 750MW from South Korea's Bandibuli project. The UK's sixth round of Contracts for Difference, the Green Volt project, will add 400MW, among others. As of the end of 2024, China will also have five floating wind power demonstration projects under construction, with a cumulative installed capacity of 40MW, accounting for 14.3% of the global total. Currently, there are 153MW of demonstration projects under development in the country, with the Hainan Wanning 100MW project planned to be operational by the end of 2025. Floating wind power not only demands higher technical specifications and value for submarine cables and pipe piles but will also stimulate new demand for mooring chains, which are core equipment in the shipping and offshore engineering fields **Investment Advice:** It is recommended to pay attention to NBO, DHI, Times New Materials, Guangda Special Materials, and GOLDWIND. **Risk Warning:** 1. The domestic offshore wind power development progress is not as expected; 2. Industry competition is intensifying; 3. The offshore wind power development progress in Europe and Japan/South Korea is not as expected; 4. Trade barriers are increasing; 5. 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