金吾财讯 | 风电股集体走强，截至发稿，龙源电力(00916)涨4.32%，金风科技(02208)涨3.68%，京能清洁能源(00579)涨1.05%，中国高速传动(00658)和新天绿色能源(00956)跟涨。消息面上，国家发展改革委等六部门发布关于大力实施可再生能源替代行动的指导意见。意见中提到，全面提升可再生能源供给能力。加快推进以沙漠、戈壁、荒漠地区为重点的大型风电光伏基地建设，推动海上风电集群化开发。科学有序推进大型水电基地建设，统筹推进水风光综合开发。就近开发分布式可再生能源。光大证券表示，由于行业需求和价格竞争的影响，上半年风电企业的业绩普遍面临压力；进入下半年，随着国内陆地和海上风电需求的改善以及大宗材料价格的下降，企业的业绩有望出现显著的环比提升。随着2025年海上风电项目的逐步启动，海上风电产业链的订单拐点可能会到来，这将为企业带来更多的发展机遇。建议关注迎来困境反转的风电企业，以及海上风电业务占比较高、出海领先的风电龙头企业。
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