2023年1-9月份全国规模以上工业企业利润下降9.0%。根据国家统计局，1-9月份，全国规模以上工业企业实现利润总额54119.9亿元，同比下降9.0%，降幅比1-8月份 收窄2.7个百分点。1-9月份，采矿业实现利润总额9928.1亿元，同比下降19.9%；制造业实现利润总额38910.7亿元，下降10.1%；电力、热力、燃气及水生产和供应业实现利润总额5281.1亿元，增长38.7%。 

2024年海上风电设备景气度有望提升，聚焦海风产业链、风电出海、新技术。景气度回升：1）前瞻性指标招标量维持高位：2023年1-9月份公开招标市场新增招标量约62GW，同比下降19%，仍维持高位；2）海风景气度拐点向上：2023年下半年以来海风项目核准、招标等节奏加快，影响海风进展不利因素或已逐步减弱，海风装机将回暖。

The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

今年以来，我们认为风电板块指数有所下调，预计主要因为二季度以来风电项目开工节奏较市场预期有所滞后，叠加风电项目的招标量较少，并且部分风电企业二季报经营相对较弱，催生市场悲观情绪以及对于行业后续发展的担忧。10月以来江苏海风项目陆续核准，广东青洲、帆石项目积极推进，各地海风陆续开工，海风企业开始出货交付，板块有所波动，预计主要因为前期利好逐步兑现。展望后续，我们预计随着各省核准项目逐步启动开工及招标，有望形成新一轮行情催化。

Just a third of the year in, 2022 is already shaping up to be pivotal for Mexico’s industry. Now that the public and private sectors have finally come to grips with the challenges of the COVID-19 pandemic, the added value that can be gained via economic reactivation is tangible. For Mexico’s energy industry, 2022 will be crucial too, albeit for different reasons.