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港股異動 |風電板塊走強 廣東明確出資力挺海上風電 行業景氣度高企
格隆匯 10-05 10:18
格隆匯10月5日丨風電板塊走強,龍源電力(0916.HK)漲超5%,協和新能源(0182.HK)、大唐新能源(1798.HK)漲近3%,金風科技(2208.HK)、新天綠色能源(0956.HK)等跟漲。9月28日,廣東省發佈《關於培育發展戰略性支柱產業集羣和戰略性新興產業集羣的意見》及20個戰略性產業集羣行動計劃有關情況。廣東省未來5年要通過配套資金支持等扶持政策,從四方面推動形成集海上風電研發、製造、運維一體的海上風電的全產業體系,打造國內領先、具有國際競爭力的優勢產業。對於風電方面,財通證券認為,短期搶裝,行業高景氣,中長期陸風平價、海風崛起受益於搶裝,核准和開工項目規模攀升,行業景氣度高企。海上風電可開發資源豐富,已裝機容量基數小,且極具降本潛力,預計十四五期間海上風電地方性補貼政策有望持續,驅動行業在未來五年持續快速增長。

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