风电设备：强调Q2海风机会，有望迎来订单+业绩共振【国盛电新行业点评】

新能源思享2025-04-15

核心观点：当前看海风，国内市场项目迎来密集开工，Q2有望迎来业绩拐点，且海风招标加速初见端倪，国内容易形成招标+业绩共振。Q2开工旺季到来，业绩有望迎来拐点。4月7日，央视新闻报道，阳江三山岛海上风电柔性直流输电工程全面开工。据CWEA数据，近日，阳江海域帆石一、青洲五、青洲七等3个海上风电项目进入同期施工阶段；其中东方电缆斩获青洲57、帆石1海缆订单超40亿元。3月30日中国能建江苏院设计的...

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