【中信证券：风电行业景气高启，叶片环节增长可期】金十数据3月5日讯，中信证券研报称，在技术进步提升风电经济性，并网优势促进投资力度倾斜的背景下，我们判断风电行业将景气高启。节奏上，我们预计短期“十四五”收官，国内风电装机需求有望加速放量，中长期国内外海风需求支撑有力。风电叶片作为风机核心零部件，是装机交付的关键环节。在需求释放和技术进步的驱动下，叶片及相关材料部件有望充分受益，量价齐升，我们建议关注叶片、模具、轮毂铸件以及原材料等环节。
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