cryptop2emobilegames|电力设备行业周报：重视Q2海风发展 玻璃胶膜环节景气度凸显

Core recommendations: Xiexin Technology, Tianshun Wind Energy, Samsung Medical, Foster, Ningde era. Photovoltaic: the profit of the main industrial chain in the first quarter is under pressure, and the prosperity of the glass film link is prominent. After entering 2024, with the significant decline in the price of the industrial chain, the revenue and profits of the main industrial chain are under pressure. In this case, the auxiliary materials such as glass glue filmCryptop2emobilegamesThe profits of leading enterprises are still in an upward trend, maintaining a high degree of prosperity. In the context of the demand side is expected to continue to improve, focus on recommending 2024 performance is expected to improve and have high demand elasticity of auxiliary materials links Foster, Follett, Saiwu technology and so on. Under the mood of rising component prices, it is recommended to pay attention to the priority integrated component enterprises Jing O Technology, Jingke Energy, Ates, Trina Solar Energy, Longji Green Energy, Oriental Sunrise and so on. In the price downward process of the industrial chain, when the component price is expected to bottom out, it is suggested to pay attention to the silicon link which is expected to be the first to achieve the bottom price. Recommend high-quality N-type silicon Xiexin technology, Tongwei shares, Daquan energy. Wind power & power grid: Q1 performance emotion has been digested, pay attention to the development of Q2 sea breeze! As Q1 is generally off-season for wind power shipments, offshore wind power window period has not arrived, so the performance of wind power Q1 is average. The current results have been basically disclosed, and the underlying valuations have fallen back to the lowest level in history. From the perspective of the industry, the Qingzhou project is currently progressing steadily, Jiangsu offshore wind power is expected to start construction in the middle of this year, the Hainan sea breeze plant site is increasing, and the sea breeze is developing steadily in 2024, and the start of the superimposed Q2 project and bidding are expected to change positively. Emphasize the layout opportunities on the left side of the sea breeze plate. The volume of offshore wind power in Europe is expected to start in 2025, with orders ahead. At present, the orders of overseas submarine cable enterprises have increased significantly, it is expected to see the spillover of overseas orders, and domestic sea breeze enterprises are expected to begin to get overseas high-profit orders. Wind power plate, the first is Tianshun Wind Energy, followed by Taisheng Wind Energy, Haili Wind Power, Daijin heavy Industry, Tianneng heavy Industry and so on. Pay attention to the submarine cable leader Oriental Cable, followed by Zhongtian Science and Technology, Hengtong Optoelectronics, Sail Cable, Sun Cable. Pay attention to the influence of the change of sea breeze demand on the industrial chain, and pay attention to the leading shares of castings and forgings, Jinlei sharesCryptop2emobilegamesWind power is moving towards the deep sea, focusing on the changes in the floating wind turbine industry, the first being Yaxing anchor chain. The converter valve equipment needed for the flexible direct delivery project is more difficult and valuable than the conventional converter valve. Pay attention to the UHV converter valve, DC control and protection system leader Xu Ji Electric, Guodian Nanrui. Pay attention to power equipment private leader Siyuan Electric, GIS leader Pinggao Electric, power grid system suspension insulator core supplier Dalian Electric porcelain. In terms of transformers, dry transformer leads to gold plate technology, followed by Mingyang Electric and Igor; converter transformers China West Electric and Special Transformer electricians; and on-load tap development leading Huaming equipment Huatong Cable, an exporter of power cables, distribution network plate Xuji Electric, Sifang shares, Jinpan Technology, Siyuan Electric, Guodian Nanrui, Juhua Technology, Samsung Medical, Haixing Power, Lin Yang Energy, Oriental Electronics, National Network ICT, Weisheng Information. Hydrogen energy: China Shipping Pai Rui hydrogen can sign a foreign green hydrogen engineering design service contract for the first time. Recently, China Shipping (Handan) Pai Rui Hydropower Technology Co., Ltd. signed a hydrogen production engineering design contract with an Australian company, achieving a breakthrough in foreign green hydrogen engineering design service contract. The project is located in Norway, and the equipment for hydrogen production by water electrolysis is the most important process. As the only supplier of water electrolysis hydrogen production equipment in this project, Perry hydrogen Energy Company is an important landmark project for international market expansion. Recommended direction: recommend Longji Green Energy and Sunshine Power with brand and channel advantages; high-quality equipment manufacturers Shuangliang Energy Saving, Yili Jieneng, Huadian heavy Industry,