Nov 21, 2021 11:29 AM (GMT+8)
Financial Associated Press, November 21 - Changjiang Securities released a research report today, saying that it is still optimistic about investment opportunities in the wind power sector under the wave of cost reduction: 1) parts: considering that the current price of metal materials is at a historical high, the certainty of marginal improvement of parts gross profit margin in the next 1-2 years is relatively clear. At the same time, the current competitive pattern is excellent, the value of single MW is improved, and the parts enterprises with the logic of doubling the shipment scale in the next 1-2 years deserve attention, including Tianshun wind energy, Jinlei shares, Riyue shares, etc. Whole machine link: under the background of fan price reduction, the cost reduction potential of fan is still huge, but the cost reduction is not overnight, which requires the deep integration and scale of the whole supply chain. Therefore, the cost reduction of wind turbines needs to be considered from a longer time dimension. During this period, wind turbine enterprises with strong supply chain integration ability, wind turbine platform construction ability and strong cost control ability will stand out in this wave of wind turbine price reduction. Fan faucets include Mingyang intelligent, Jinfeng technology, etc.
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