智通财经APP获悉，金风科技(02208)涨超4%，截至发稿，涨3.7%，报4.76港元，成交额1421.46万港元。
消息面上，据金风科技官微报道，近日，在埃及总理穆斯塔法·马德布利等政府高层见证下，金风科技在埃及首个风电项目——红海风能公司(Red Sea Wind energy)苏伊士湾2号项目(下称：GOSII项目)全场并网，正式投入商业运营。该项目为非洲已投运的最大单体风电项目，较原计划提前6个月投入商业运营，创造了埃及风电产业“加速度”。
中信证券发布研报称，国内外海上风电景气度有望持续提升，从而带动产业链出货量增加，且很多企业也把海上和海外的“两海”战略作为重点，该行建议关注风机、海缆、桩基、铸锻件等环节。此前，中信证券还指出，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，判断风电行业将景气高启。节奏上，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。
Disclaimer: 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.