【中信证券:关注风电零部件中的铸件、海缆、塔筒等环节】中信证券研报指出,多种因素的变化推动风电零部件环节出货量的增长和盈利的改善,其中主要包括行业装机的增长带动排产的改善,机型的升级和零部件的大型化带来工艺的改善或者结构性短缺,海外出货占比的提高推动单位盈利提升,原材料价格的下行也有望推动盈利的改善。看好在风电行业需求增长和结构优化的情况下风电零部件环节盈利的改善,建议关注风电零部件中的铸件、锻件、海缆、叶片、塔筒等环节。

金融界
24 Dec 2024
中信证券研报指出,多种因素的变化推动风电零部件环节出货量的增长和盈利的改善,其中主要包括行业装机的增长带动排产的改善,机型的升级和零部件的大型化带来工艺的改善或者结构性短缺,海外出货占比的提高推动单位盈利提升,原材料价格的下行也有望推动盈利的改善。看好在风电行业需求增长和结构优化的情况下风电零部件环节盈利的改善,建议关注风电零部件中的铸件、锻件、海缆、叶片、塔筒等环节。

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