2019海上风电行业专题分析报告.docxVIP

2019海上风电行业专题分析报告

目录

一、政策市场双管齐下潜力巨大.........................................................................................................5

（一）海上风电正在扬帆起航...............................................................................................................5

（二）海上风电的相关政策梳理.........................................................................................................10

二、海上风电产业链全分析...............................................................................................................14

（一）海上风电的产业布局.................................................................................................................14

（二）上游原材料和核心零部件分析..................................................................................................15

（三）中游整机制造分析.....................................................................................................................19

（四）中游塔架分析.............................................................................................................................21

（五）中游海缆分析.............................................................................................................................22

（六）下游海上风电的安装和运维分析..............................................................................................24

三、从IRR的角度分析海上风电的经济性..........................................................................................27

四、重点上市公司.................................................................................................................................28

（一）金风科技.....................................................................................................................................28

（二）禾望电气.....................................................................................................................................30

五、风险提示.........................................................................................................................................31

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