周末提到的新能源今天大涨，并且还有利好，刚刚已经定下来了。到二零三零年风电装机总容量要达到十二亿千瓦。
现在是四点四亿千瓦，也就意味着还有两倍的成长空间，风电的机会来了，光伏的机会诞生了五倍。大牛隆基股份。
四倍大牛同为股份，这一次风电的机会会诞生谁呢？马上揭晓。目前风电装机容量是二点二亿千瓦，接下来五年。
风电每年新增装机容量预计将达到三十六g 邷，明显高于过去五年，而风电产业链包括上游的零部件，中游的风电整机和下游的风电运营。
按产业链来划分，上游的零部件机会最多，比如新强联第一波翻了两倍，第二波又翻了一倍，今天再停涨了二十厘米。
他就是作风力发电机主轴轴承上游零部件的公司。但是我告诉大家，还有一家公司成长赛道比新强联更优质。
咱们来看在风力发电机的价值成本中，轴承只占了百分之十二，价值占比并不高，而占比最高的其实是叶片。
占了风力发电机成本的百分之二十二，主营风电叶片的公司成长赛道自然远超过新强联公司是风电叶片龙头。
近期还收购了上博苑，进一步巩固了龙头地位，目前正在进行重大资产重组，逐步开拓海外市场。
The new energy mentioned at the weekend rose sharply today, and it is still good. It has just been set. The total installed wind power capacity will reach 1.2 billion kilowatts by 2030.
Now it is 440 million kilowatts, which means that there is still twice the room for growth, the opportunity for wind power has come, and the opportunity for photovoltaic power has been born five times. Daniu Longji shares.
Quadruple bulls are all shares. Who will be born this time? Announced immediately. The current installed capacity of wind power is 220 million kilowatts for the next five years.
The annual new installed capacity of wind power is expected to reach 36g, which is significantly higher than the past five years. The wind power industry chain includes upstream components, midstream wind power complete machines and downstream wind power operations.
According to the industry chain, the upstream parts have the most opportunities. For example, Xinqianglian doubled in the first wave, doubled in the second wave, and stopped by 20 centimeters today.
He is the company that makes the upstream parts of the main shaft bearing of the wind turbine. But I tell everyone that there is another company growth track that is better than Xinqianglian.
Let's look at the value cost of wind turbines, bearings accounted for only 12%, the value of the proportion is not high, and the highest proportion is actually the blade.
It accounts for 22% of the cost of wind turbines. The growth track of companies that are mainly engaged in wind power blades is naturally far more than that of Xinqianglian, which is the leader in wind power blades.
Recently, it has also acquired Shangboyuan, further consolidating its leading position, and is currently undergoing major asset restructuring to gradually expand overseas markets.