Xinhua News Agency, May 25, Guotai Junan reported that according to the State Energy Administration, as of the end of April, wind power installed capacity 379.66GW/ was + 12.2% year-on-year. From January to April, domestic wind power installed 14.2GW/ was + 58.5% year-on-year, and wind power installation in April alone was about + 126% year-on-year, a record growth rate. The sea breeze entered the starting season in the second quarter, and wind power equipment enterprises are expected to rise in volume and profit. The upper limit of overseas sea breeze installation is raised, and the deepening of domestic sea breeze is expected to accelerate. In the future, offshore wind energy will be the main source of sea wind contribution, and the increase in the use of wind power components and technology upgrading will fully benefit. Pay attention to the submarine cable (benefit target oriental cable, sail cable), bearing (recommend Hengrun shares, Changsheng bearing, Wuzhou New year, New strong Union) and so on.