港股异动|风电股普跌金风科技(2208.HK)跌逾3%
格隆汇8月26日丨风电股普跌,金风科技(2208.HK)跌逾3%,华电福新、新天绿色能源跌逾2%,协和新能源跌逾1%。个股方面,金风科技上周五(23日)晚间发布中期业绩公告称,期内股东应占溢利11.845亿元人民币,同比减少22.58%;华电福新亦公告称,中期股东应占利润17.84亿元人民币,同比增长15.9%;新天绿色能源将于明日发布财报。板块上,统计局公布前7月发电4万亿千瓦时,同比增3%。分品种看,7月,火电、风电增速由正转负,分别下降1.6%和10.8%,上月分别增0.1%和11.9%。不过,方正证券指,风电行业进入新一轮景气周期,金风科技的风机业务将最为受益,料明年公司风机业务将重新开始盈利,使得公司整体利润上一个较大的台阶,维持“推荐”评级。
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