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【券商聚焦】中泰国际:国内海风重点项目陆续开工 风电有望迎量价修复

[Brokerage Focus] Zhongtai International: Key domestic offshore wind projects are gradually starting construction, and the wind power sector is expected to see a recovery in both volume and price.

Jinwu Financial News ·  Nov 18 09:12

Goldwind Financial News | Zhongtai International Research points out that wind power demand is gradually increasing, and price and quantity adjustments are expected. Recently, the East Anglia 2 offshore wind project in the united kingdom has completed the procurement of core equipment including offshore turbines and monopile foundations. The Prime Minister of the united kingdom has proposed temporary subsidies for offshore wind developers investing in the industrial central regions, coastal areas, and oil & gas communities. Turkey has launched a roadmap for 5GW offshore wind development by 2035, indicating a positive trend in overseas offshore wind projects. Domestically, key offshore wind projects are successively starting construction, and the outlook for next year is promising. The 2.65GW project in jiangsu has made significant progress with clear construction information within this year. The 500kV submarine cable for Fan Stone 1 and 2 has won the bid, the environmental assessment for Fan Stone 2 has recently been approved, and the bidding for tower cylinders for Qingzhou 7 has been initiated. Coupled with other key projects, bidding and construction are proceeding in an orderly manner, with an increase in delivery volumes expected in 2025. It is recommended to pay attention to goldwind science& technology (02208) and others.

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