金吾财讯 | 国元国际表示，今年以来，受风资源不佳，限电率上升以及新能源市场化交易带来电价不确定性影响，风电行业盈利下行，估值承压进入洼地。基于近期国家出台的相关政策，总的思路都是促进新能源消纳，并实现绿电环境价值。而且从风电发电量，风机招标量看，行业景气度正在回升，利好设备/运营商盈利回升和估值修复。该行指，风电行业中长期重点推荐运营商龙源电力(00916)和大唐新能源(01798)以及风电设备制造龙头金风科技(02208)。
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