The CITIC Securities Research Report points out that domestic offshore wind power development is expected to reach an inflection point and the boom will rise. It is mainly reflected in several aspects: first, on the basis of project approval, the scale of domestic offshore wind power project tendering has gradually increased; second, construction of offshore wind power projects has gradually started, and project delivery volume has continued to increase; third, orders and performance of major equipment manufacturers have grown rapidly. Currently, judging from tenders, the domestic offshore wind power tender scale of 1.85 GW in April 2024 is better than 1.1 GW in Q1. It has shown a clear marginal improvement trend, and the commencement of project construction and improvements in corporate orders are also expected to gradually be confirmed as restrictions are lifted and tenders progress. It is recommended to focus on links with product advantages, capacity layout, and value increases in the offshore wind power industry chain, such as submarine cables, pile foundations, and supporting equipment.