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财信证券-风电设备行业深度：阻塞渐消，拐点已现-231124
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- 这份报告主要研究什么？
- 《财信证券-风电设备行业深度：阻塞渐消，拐点已现-231124》主要讨论：》23年装机低于预期。23年的装机预期变化为：年初高增长预期（10-12GW）→Q1/Q2预期落空不断下修→Q3行业拐点出现、停滞项目出现实质性进展→23年预期重新纠偏并被充分定价（6GW）、24-…
- 报告来自哪个机构？何时发布？
- 来源机构：财信证券，报告发布于 2023-08-23，篇幅约 30 页。
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