中信证券：风电作为“绿油钻井”估值有望重塑

Core Viewpoint - The green fuel industry is crucial for national energy security, transitioning from a decarbonization option to a rigid national strategy, indicating clear growth potential [1] Group 1: Industry Insights - The valuation premium logic driven by oil substitution and national energy security will fundamentally reconstruct the underlying logic of the wind power industry [1] - The wind power industry is expected to experience a systematic upward shift in valuation centers, a comprehensive switch in valuation systems, and a complete opening of long-term growth ceilings [1]