风电设备行业点评报告：强现实弱预期向上拐点已至

浙商证券股份有...2025-03-02

投资要点事件：多个海上风电项目迎新进展据中国铁建港航局消息，2 月26 日中国铁建港航局5000 吨全回转起重船将于3月6 日抵达广东阳江，执行三峡阳江青洲五海上风电场项目标段Ⅱ打桩任务。2月22 日，盐城港大丰港区正式启动江苏国信大丰850MW 海上风电项目风电主机吊装出海作业。海风：江苏国信大丰项目启动主机吊装、各省海风规划总计超100GW据龙船风电网，2 月22 日，盐城港大丰港区正式启动...

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风电设备行业点评报告：强现实弱预期 向上拐点已至

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风电设备行业点评报告：强现实弱预期向上拐点已至