金风科技早盘涨超4% 机构料风电厂商盈利有望持续改善

新浪港股
26 Nov 2024

金风科技(02208)早盘上涨4.33%,现报6.51港元,成交额6752.11万港元。   中信证券指出,国电投对风机招标评分规则进行了优化,有助于推动风机价格回升,杜绝行业过度“内卷”,带动风电产业链价格企稳和厂商盈利修复。此外,根据每日风电微信公众号统计,2024年1-10月国内风机公开市场中标规模达126GW(+65% YoY),该行预计全年中标规模将达145GW左右,为2025年国内风电...

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