[research and selection] the upper limit of overseas sea breeze installation will be raised, and it may enter the peak period of hoisting and grid connection in the first half of 2023, the domestic wind power parts consumption increase and technology upgrading will fully benefit; domestic micro-reverse bibcock, the company's energy storage business is about to release volume.

The upper limit of overseas sea wind installation of ① will be raised, and the peak period of hoisting and grid connection may be reached in the first half of 2023. The increase in the consumption of domestic wind power components and the upgrading of technology will fully benefit. ② domestic micro-reverse leader, the company's energy storage business is about to release, and the MLPE platform layout is beginning to take shape, analysts see 50% target space.