【港股通】金风科技(02208)涨3.7% 与赫伯罗特签订年交付25万吨绿色甲醇长期合同

金吾财讯
29 Nov 2024

金吾财讯 | 金风科技(02208)早盘股价逆市走高,截至发稿,报7.29港元,涨幅3.7%,成交额4515.12万港元。消息面上,金风科技全资子公司金风绿色能源化工科技(江苏)有限公司(简称“金风绿能化工”)与德国赫伯罗特船舶公司(简称“赫伯罗特”)联合宣布,双方签署了年交付量25万吨的绿色甲醇照付不议长期合同,并进一步深化对航运业绿色燃料替代的合作与探索。赫伯罗特拥有292艘现代化集装箱船,总运输能力为230万TEU,是世界领先的班轮运输公司之一。其他消息方面,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。

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