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中信证券:建议关注比较优势下风电零部件环节的投资机会

CITIC SEC: It is recommended to pay attention to investment opportunities in the wind power component sector under comparative advantages.

Breakings ·  Jan 8 19:26

CITIC SEC pointed out that some domestic manufacturing industries have a clear comparative advantage globally, including the wind power component sector. The comparative advantage is reflected in factors such as the abundance of raw materials, the level of electricity prices, the technological and process levels of products, factory management capabilities, and skilled technical workers. At the same time, the non-standard nature of products and lower levels of automation make it more difficult to transfer these to overseas markets. With the support of the aforementioned comparative advantages, wind power components not only show price advantages but also have competitive product quality. In this scenario, it is expected that the proportion of overseas machinery manufacturers procuring domestic components will increase, which is likely to drive an increase in wind power component shipment volume and profitability. It is recommended to pay attention to investment opportunities in the wind power component sector under comparative advantages.

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