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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.

Jingu Financial News ·  Nov 17 17:12

Jinwu Financial News | According to Sino-Thai International Development Research, demand for wind power is gradually picking up and is expected to recover in volume and price. Recently, the UK's East Anglia 2 seabreeze project has completed procurement of core equipment such as offshore fans and single pile foundations. The British Prime Minister proposed temporary subsidies for seabreeze developers investing in Britain's industrial centers, coastal areas, and oil and gas communities. Turkey launched a 5GW seabreeze development roadmap for 2035, and overseas seas are improving. Construction of key domestic sea breeze projects has started one after another, and the outlook for next year is worth looking forward to. The 2.65GW project in Jiangsu has made significant progress, and the commencement information during the year is clear. Fanshi has won the bid for the 500kV submarine cable once or twice, the Fanshi EIA recently approved, and Qingzhou 7 has initiated tower tenders. Combined with other key project tenders and construction, the delivery volume is expected to increase markedly in 25 years. It is recommended to focus on Goldwind Technology (02208), etc.

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