雙一科技(300690.SZ):待風電補貼退坡後國內風電市場可能出現需求端的大幅波動
格隆匯 10 月 16日丨雙一科技(300690.SZ)公佈,公司股票交易價格於2020年10月14日、10月15日、10月16日連續三個交易日收盤價格漲幅偏離值累計超過30%,根據《深圳證券交易所創業板交易特別規定》等有關規定,屬於股票交易異常波動情形。
公司營業收入結構中風電配套類產品佔比仍然較大,風電配套類產品作為風力發電機的上游部件,其需求量與風電製造業景氣度乃至風電行業的發展有着密切關係。
2019年5月12日,國家發改委發佈了《關於完善風電上網電價政策的通知》(發改價格[2019]882號),通知中明確了“①2018年底之前核準的陸上風電項目,2020年底前仍未完成併網的,國家不再補貼;2019年1月1日至2020年底前核準的陸上風電項目,2021年底前仍未完成併網的,國家不再補貼。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。②對2018年底前已核准的海上風電項目,如在2021年底前全部機組完成併網的,執行核准時的上網電價;2022年及以後全部機組完成併網的,執行併網年份的指導價。”該政策出台後,極大的刺激了國內風電行業的發展,風電行業迎來政策性“搶裝潮”。待風電補貼退坡後國內風電市場可能出現需求端的大幅波動,不僅對公司風電業務板塊的營收穩定性構成不利影響,也可能會對公司風電產品的毛利率構成不利影響。敬請廣大投資者謹慎決策,注意投資風險。
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