CITIC research newspaper pointed out that after the rush installation and low tide, the wind power industry still maintains a high bearing under the background of the dual-carbon strategy, and the average wind power installation is expected to reach 55GW in 2021-2025, with a CAGR of 11.8%, maintaining rapid growth. The trend of large-scale wind turbine blades promotes changes in the supply side of core materials, and blade technology iteratively enhances the demand for material performance. The import of key materials for the manufacture of wind turbine blades is highly dependent, and some enterprises are accelerating the layout, so localization is imperative. Recommend Jilin carbon Valley, Longhua Technology, Su Bote, Sinopec, China Stonehenge, Shuoyi Technology and Shanghai Petrochemical, it is recommended to pay attention to Jilin Chemical Fiber, Chenghua shares, Akoli, Shangwei New Materials, Kangda New Materials, Tiansheng New Materials, Weiyuan shares and Zhongfu Eagle on the gem.