每經AI快訊，中信證券指(zhi)出，江(jiang)蘇海(hai)(hai)(hai)(hai)上風(feng)(feng)電(dian)(dian)項(xiang)(xiang)目用(yong)海(hai)(hai)(hai)(hai)獲批，海(hai)(hai)(hai)(hai)風(feng)(feng)項(xiang)(xiang)目進展或提速(su)。2023年9月13日，江(jiang)蘇省自然資源廳發布《關(guan)于國信大(da)豐85萬(wan)千瓦海(hai)(hai)(hai)(hai)上風(feng)(feng)電(dian)(dian)項(xiang)(xiang)目海(hai)(hai)(hai)(hai)域使用(yong)申請(qing)的公(gong)(gong)示(shi)》的公(gong)(gong)告(gao)，認(ren)為從海(hai)(hai)(hai)(hai)域使用(yong)角度考慮，該(gai)項(xiang)(xiang)目用(yong)海(hai)(hai)(hai)(hai)可行；之前三峽能(neng)源大(da)豐800MW海(hai)(hai)(hai)(hai)風(feng)(feng)項(xiang)(xiang)目設計施工已(yi)開(kai)啟招標。隨著審(shen)批等相關(guan)限(xian)制因(yin)素逐步解除，江(jiang)蘇海(hai)(hai)(hai)(hai)上風(feng)(feng)電(dian)(dian)項(xiang)(xiang)目推進有望加速(su)，從而拉動海(hai)(hai)(hai)(hai)上風(feng)(feng)電(dian)(dian)產業鏈需求增長。我們預計今(jin)年下半(ban)年海(hai)(hai)(hai)(hai)上風(feng)(feng)電(dian)(dian)將逐步迎來(lai)景氣(qi)度邊際回升，看好行業的修復機會。建(jian)議(yi)關(guan)注(zhu)海(hai)(hai)(hai)(hai)上風(feng)(feng)電(dian)(dian)零部件環節(jie)，包括海(hai)(hai)(hai)(hai)纜(lan)、樁基、鑄鍛件等環節(jie)。