瑞银发表报告指，对中国涡轮机原始设备制造商前景持乐观态度。其分析显示，考虑到以下因素，包括供需动态、风电项目的回报、以及地缘政治风险，认为中东和非洲以及东盟地区，对中国的涡轮机制造商来说是最有利的市场。
该行对涡轮机制造商的偏好依次排序是金风科技(02208.HK) 、明阳智能(601615.SH) 、三一重能(688349.SH) 。对金风科技目标价由6元升至9.5元，评级维持“买入”。
该行解释指，金风科技定位最佳，因为它业务最多元化，拥有各个地区的海外订单，并专注于有吸引力的市场；海外订单积压和出口能见度最高；在海外市场拥有超过15年的经验；对欧盟无明显的出口量，对美国市场亦没有敞口。(ha/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-28 16:25。) (A股报价延迟最少十五分钟。)
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