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A股異動丨風電股大幅收高 風電進入“搶裝潮 行業需求將持續改善
格隆匯 09-14 15:43
格隆匯9月14日丨風電股延續上週五的強勢,通裕重工和天能重工今天強勢漲停。

國內風電行業整體保持快速發展態勢,裝機量持續提高,風電受四季度“搶裝潮”等因素影響,下半年行業需求將持續改善。自2021年1月1日開始,新核准的陸上風電項目全面實現平價上網,國家不再補貼,預計2020年我國風電併網約34GW,同比增長32.1%。從2020年中報數據來看,主流風機企業訂單已排至2021年,零部件板塊合同負債(預收)高達50.68億元,同比增長184%。

此外,9月11日,國家電網新公示一批集中式可再生能源發電補貼項目清單,其中包括19個風電項目。

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