Financials, Technology Aug 02, 2021 08:46 AM (GMT+8) · EqualOcean
CITIC Securities research report pointed out that wind power has entered the parity online stage, the process of large-scale wind turbines has been accelerated, and the competitiveness of the industrial chain has been strengthened: 1) the cost of wind power has accelerated, the growth potential of installed demand has been released, and the growth attribute of the industry has been strengthened; 2) The high-quality complete machine factory with rapid progress in the upgrading and promotion of large MW fans and perfect supply chain layout is expected to grow into a new leader; 3) The competition threshold of parts has been raised. Leading manufacturers with advantages in technology, cost and customers are expected to benefit from global share substitution and technology upgrading, so as to optimize long-term competitiveness and growth space.