风电板块走高 国内风电行业进入抢装期
格隆汇10月8日丨风电板块走高,金风科技涨超3%,龙源电力涨近3%,瑞风新能源、协和新能源等跟涨。财通证券指,随着国家补贴的退出,国内风电行业进入了抢装期,已核准的海上风电存量项目将于未来两年集中并网,且国内海上风电存量基数小,短期内行业同比增量数据将迎来爆发。整体来看,海上风电短期和中长期(十四五)期间均有望维持高景气,行业有望快速崛起。

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