金吾财讯 | 风电股午后走强，金风科技(02208)涨8.66%，大唐新能源(01798)涨2.6%，新天绿色能源(00956)涨1.21%，龙源电力(00916)涨1.1%。消息面上，中信建投发研报指，1)短中期：2025年风电基本面高度景气；2)长期：风电装机占比预计将持续提高，且没有被市场充分预期。未来风电在新能源装机占比预计将持续提高，且没有被市场充分预期：风电优势在于出力分布更加分散，光伏出力则集中在午间，导致供需匹配存在明显的时效差异，电力系统更能够适应风电发力特点，系统更具保障。风电受益新能源装机需求增长及结构占比提升双重影响，预计未来海风、陆风都具备较好的成长性。中信证券表示，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。重点推荐直接受益于招标价格回升的整机龙头，以及受益于行业价值量提升的核心零部件厂商。
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