天能重工(300569.SZ):國外海上風電也是公司未來重點開拓的方向
格隆匯2月22日丨天能重工(300569.SZ)於2023年2月20日、2023年2月21日在接受特定對象調研時表示,保守估計,到十四五末,海上風電裝機容量至少將達到60-70GW。海上產品的用鋼量平均每GW是陸上的3-4倍,每年將催生400-500萬噸的海上塔筒需求,市場空間廣闊。而在國外市場方面,歐美同樣將海上風電作為發展的重要方向,規劃新增海上裝機容量同樣達到15GW/年,對應每年也有400-500萬噸需求。國外海上風電作為重要的需求市場,也是公司未來重點開拓的方向。
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