国联证券：随着交付和招投标起量风电行业景气度有望迎来反转

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智通财经APP获悉，国联证券发布研报称，一季报逐步披露完毕，后续催化积蓄一季度普遍为海风施工淡季，海风企业一季度业绩整体承压，随着24Q1季报逐步披露，短期风险或释放，未来核心催化主要系：1)建设端回暖；2)招投标回暖；3)广东海风进展边际向好。此前风电板块处于阶段性的相对底部，随着交付和招投标起量，行业景气度处于反转上升阶段。国联证券主要观点如下：建设端：逐步进入加速建设期，Q2排产交付有望回暖...

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国联证券：随着交付和招投标起量 风电行业景气度有望迎来反转

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国联证券：随着交付和招投标起量风电行业景气度有望迎来反转