金风科技(02208)今日盘中大涨5.12%,引发市场广泛关注。主要原因如下:
第一,机构看好中国风电行业未来前景。瑞银发布报告对中国涡轮机制造商持乐观态度,重申金风科技"买入"评级,并上调目标价至9.5港元。主要是因为金风科技业务多元化、订单储备充足、海外市场经验丰富且无需承担欧美贸易风险。
第二,预计2025年风电装机需求旺盛,行业处于高度景气期。加之风电尤其是海上风电占新能源装机比例有望持续提高但尚未被市场充分预期,金风科技等主力企业受益明显。
第三,金风科技全资子公司与德国航运巨头赫伯罗特签订了绿色甲醇长期合同,显示其在绿色能源领域的发展潜力,迎来新的业绩增长点。
综上,金风科技受益于行业景气度高企、自身业绩预期乐观以及新业务增长预期的叠加,当前股价走高具有合理性。
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