Automotive Nov 30, 2021 08:48 AM (GMT+8) · EqualOcean
Financial Associated Press, Nov. 30 - CITIC Securities research report pointed out that after the rush to install and ebb tide, the wind power industry still maintains a high outlook under the background of double carbon strategy. It is expected that the average annual installed capacity of wind power from 2021 to 2025 will reach 55gw, and the CAGR will be 11.8%, maintaining high-speed growth. The trend of large-scale wind power blades promotes the reform of the supply end of core materials, and the blade technology iteration improves the demand for material performance. The import dependence of key materials for wind power blade manufacturing is high, and some enterprises are accelerating the layout, so localization is imperative. Jilin Carbon Valley, Longhua technology, subote, Sinoma technology, China Jushi, Shuangyi technology and Shanghai Petrochemical are recommended. It is recommended to pay attention to Jilin chemical fiber, Chenhua Co., Ltd., akoli, Shangwei new material, Kangda new material, Tiansheng new material, Weiyuan Co., Ltd. and Zhongfu Shenying impacting the gem.

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