【掘金行业龙头】风电+海工装备，公司风电领域细分产品全球市占率稳居行业首位，轴产品实现锻造机型全功率覆盖

Core Viewpoint - The article emphasizes the investment value in the wind power and marine engineering equipment sectors, highlighting the company's leading global market share in wind power sub-products and significant growth in its casting business [1] Group 1: Wind Power Sector - The company maintains the top global market share in wind power sub-products [1] - The axis products achieve full power coverage with forged models [1] - The casting business experienced a growth of over 276% in the first half of the year [1] Group 2: Marine Engineering Equipment - The marine engineering products address cost reduction and efficiency enhancement issues [1] - The company serves notable clients including GE and Goldwind Technology [1] - Products have received certifications from multiple classification societies [1]