金风科技早盘涨近7% 机构指风电产业链价值量有望稳步回升

新浪港股
27 Nov 2024
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  金风科技(02208)早盘继续走高,近三日累计涨约20%。截至发稿,股价上涨6.65%,现报6.90港元,成交额7402.67万港元。

  中信证券指出,国电投变更风机招标评分规则,最低价中标或成历史。风机报价明显修复,恶性竞争或将结束。随着风机招标评分机制的改变,风机企业将由此前过度追求低价转向进一步重视产品质量,且在国内风电装机需求有望持续复苏的背景下,风电产业链价值量有望稳步回升。该行指出,价格回升+需求回暖+结构优化,整机盈利有望持续改善。

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