Soochow has released a research report stating that it is expected to have an installed capacity of 7-8GW in the sea wind in 2024 and 13-15GW in 2025, with year-on-year increases of 25% and 100% respectively; Long-term growth potential with deep-sea connections in the future. The large-scale land wind reduces costs and drives high IRR growth, with expected installed capacity of 80-100GW in 2024 and 2025 with high prosperity. Recommended investments in Ningbo Orient Wires & Cables (603606.SH), Shanghai Qifan Cable (605222.SH), Dajin Heavy Industry (002487.SZ), Titan Wind Energy (002531.SZ), Haili Wind Power (301155.SZ), and Shanghai Taisheng Wind Power Equipment (300129.SZ); Focus on Jiangsu Zhongtian Technology (600522.SH) and Hengtong Optic-Electric (600487.SH).
东吴证券：Q3下游交付陆续起量 风机毛利率环比改善
Soochow: In Q3, downstream deliveries gradually increased, and the gross margin of wind turbines improved compared to the previous period.
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