未知机构：1目前欧洲海风建设加快主要是受俄乌冲突导致天然气价格飙升的影响美伊冲突的影响-20260330

Summary of Conference Call Notes Industry Overview - The European offshore wind construction is accelerating primarily due to the surge in natural gas prices caused by the Russia-Ukraine conflict, while the impact of the US-Iran conflict has not yet been reflected [1][1][1] Key Points - The construction volume in Europe this year is relatively low, mainly due to a high number of failed bids previously. Future developments will depend on the implementation of new subsidy policies for offshore wind in various countries. The cancellation of import tariffs on wind power components in the UK is expected to improve the Internal Rate of Return (IRR) by at least 1% [2][2][2] - The first breakthrough in the European offshore wind market is expected to come from domestic tower manufacturers, with Dajin Heavy Industry showing strong competitiveness. Domestic submarine cable manufacturers may first penetrate the array cable market, while the main cable market presents significant barriers. The entry of wind turbine manufacturers into Europe is considered the most challenging [2][2][2]