The Great Wall Securities Research Report pointed out that demand for offshore wind power is imminent, and the tower pipe pile link is expected to directly benefit, followed by the submarine cable sector. Parts companies in the industrial chain will also benefit from the accelerated construction of the sea breeze and boosted demand for overseas market expansion. The trend of large-scale expansion and the application of new technology has opened up room for development of complete machinery and parts companies. As demand improves, the utilization rate of tower pipe pile production capacity and single-ton profit increase simultaneously. It is recommended to focus on Haili Wind Power and Tianshun Wind Energy, which have good overseas market development and strong order acquisition capabilities; moving wind power to the deep sea will significantly increase demand for high-voltage grade products from leading submarine cable companies in the industry. The focus is on recommending companies with obvious location advantages and are expected to achieve further breakthroughs, such as Oriental Cable and Lifan Cable.