According to Jinshi Data, Huatai Securities Research Report pointed out that wind power installation is expected to pick up in the third quarter, and demand is about to start. There are many catalysts for wind power demand recently, and the industry is booming. In the short term, domestic offshore wind projects have begun to start, and the start time of Guangdong projects has been advanced to August. In the medium and long term, deep-sea planning and competitive matching projects in various parts of China have been released one after another, laying the foundation for the demand of the "15th Five-Year Plan". At the same time, the European Central Bank's interest rate cuts and raw material price cuts have led to marginal improvements in the project's IRR (internal rate of return). Due to the large amount of previous planning and the gap in local supply, domestic submarine cable and tower pile manufacturers are expected to increase export orders.