太平洋12月13日发布研报称,给予金风科技(002202.SZ)买入评级。评级理由主要包括:1)公司历史悠久,穿越多轮行业周期;2)国内风电整机市场集中度稳步提升,龙头企业有望更加受益;3)“两海”业务放量,风机盈利有望加速修复;4)风电场投资与开发&风电服务业务成为稳定的盈利渠道。风险提示:风电装机不及预期、海外市场开拓不及预期、原材料大幅波动、行业竞争格局恶化等。 AI点评:金风科技近一个月...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.