金风科技(02208)周一盘中大涨5.01%,引起市场广泛关注。根据相关新闻报道,引发该股价大涨的原因主要如下:
首先,近期风电整机市场价格出现反弹。11月22日国电投8.4GW项目开标,不同机型投标价格均有提升,其中6.25MW机型投标均价较之前几个月上涨约11%,10MW机型上涨约16%。这表明风电行业加大了对低价竞争的抵制力度,预计短期内整机价格还将延续上涨趋势。
其次,分析师对金风科技前景保持乐观。瑞银发布报告,将金风科技目标价大幅上调至9.5港元,认为该公司业务多元化、海外订单较多、专注有吸引力市场,并在海外市场积累逾15年经验,位于行业领先地位,预期未来将充分受益于新兴市场需求增长和技术进步带来的降本效应。
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