金吾财讯 | 中泰国际发研指,风电需求逐步起量,有望迎量价修复。近期,英国East Anglia 2海风项目已完成海上风机、单桩基础等核心设备采购,英国首相提出对投资英国的工业中心地带、沿海地区以及石油和天然气社区的海风开发商提供临时补贴,土耳其推出2035年5GW海风发展路线图,海外海风景气向上。国内海风重点项目陆续开工,明年展望值得期待。江苏2.65GW项目有明显进展、年内开工信息明确,帆石一两回500kV海缆已中标、帆石二环评近期批复、青州七启动塔筒招标,叠加其他重点项目招标、建设有序进行,25年交付量有望明显提升,建议关注金风科技(02208)等。
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