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中信证券:风电内外需共振 景气度上行

Citic Sec: Resonating both internal and external demand for wind power, prosperity is on the rise.

Breakings ·  Aug 1 08:35

CITIC Securities research reports pointed out that the domestic wind power market prices have stabilized, with a recovery in business confidence imminent. Instead especially, offshore wind power is expected to welcome centralized construction in the third quarter, and the long-term space is huge for deep-sea projects. At the same time, the demand for European offshore wind markets is accelerating, and domestic high-quality component companies are expected to actively share in the overflow of orders due to local supply chain bottlenecks. We recommend high-quality manufacturers of key components such as sea cables, pile foundations, castings and forgings, and elevators that have a global edge, as well as leading whole-machine manufacturers that are expected to stabilize their fundamentals.

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