智通财经APP获悉，风电股涨势延续，截至发稿，金风科技(02208)涨6.01%，报7.23港元；龙源电力(00916)涨4.95%，报7.21港元；协合新能源(00182)涨3.7%，报0.56港元；大唐新能源(01798)涨1.32%，报2.3港元。
消息面上，近日，国家能源局新能源和可再生能源司综合处副处长崔广胜表示，今年以来，我国风电装机规模持续增长，发电量持续提升，海上风电平稳推进，“走出去”成效显著，下一步将及时研究解决项目建设中面临的困难和问题，确保大型风电光伏基地按期投产。加紧落实“十四五”规划明确的海上风电基地建设重点任务，稳步推进深远海海上风电开发建设。
国泰君安指出，2023年全球海风新增装机10.8GW，主要贡献增量来自于中国和欧洲地区。受益于海上风电资源丰富，技术快速进步带动经济性不断提升，预期海风成长将持续提速。预计2024年海上风电新增装机18GW，同比增长80%，未来5年CAGR为27.9%，高于全球风电装机增速，海风占比有望持续提升。
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