【国盛证券：海风高景气发展海缆环节抵御通缩属性最强】智通财经APP获悉，国盛证券发布研报称，据不完全统计，总计达29.1GW海上风电平价项目已初步明确使用高压/柔直送出缆，目前能生产高压/柔直海缆的企业以头部厂商为主，由于海缆需要2-3年质量验证和产能建设等审查，因此预计高压/柔直海缆至少2-3年内竞争格局稳定，海缆整体盈利性、价值有望维持。

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【国盛证券：海风高景气发展海缆环节抵御通缩属性最强】智通财经APP获悉，国盛证券发布研报称，据不完全统计，总计达29.1GW海上风电平价项目已初步明确使用高压/柔直送出缆，目前能生产高压/柔直海缆的企业以头部厂商为主，由于海缆需要2-3年质量验证和产能建设等审查，因此预计高压/柔直海缆至少2-3年内竞争格局稳定，海缆整体盈利性、价值有望维持。重点关注具备海外海缆中标经验的国内龙头东方电缆(...

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