“海上+海外”双驱动风电行业景气回升

Core Insights - Wind power companies such as Dajin Heavy Industry and Guoda Special Materials have recently announced significant half-year performance increases, indicating a recovery in industry demand and a steady rise in shipment volumes [1] - The wind power industry is experiencing a rebound in bidding prices due to continuous policy guidance and industry self-discipline, with a solid foundation for this trend to continue [1] - The industry is transitioning from "extensive expansion" to "high-quality development," marked by improvements in profitability for leading companies and increased demand in offshore wind power and international markets [1]