According to a research report released by Zhongtai Securities, compared to offshore towers, the ocean wind fan base has better anti-deflation properties. According to global ocean wind emission expectations, the total global demand for tower+ infrastructure is expected to reach 13.11 million tons by 2028, and the CAGR will reach 34% in 23-28. European single pile foundations are expected to have a supply and demand gap around 26-27. Combined with a long period of expansion of single pile production capacity (generally 3-5 years), and relatively full orders from overseas manufacturers, further driving demand spillover, thereby providing external opportunities for domestic pile foundation manufacturers to go overseas. Recommended attention: Daikin Heavy Industries (002487.SZ), Tianshun Wind (002531.SZ), Haili Wind Power (301155.SZ), Runbang (002483.SZ), Taisheng Wind Energy (300129.SZ), Tianneng Heavy Industries (300569.SZ).
中泰证券：欧洲海风放量 国内桩基龙头有望受益
Zhongtai Securities: European offshore wind emissions are expected to benefit domestic pile-foundation leaders
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