風電股高開 機構預計風電2021年全球需求將達75.2GW
格隆匯12月15日丨風電股高開,港股市場金風科技和龍源電力分別漲4.4%和3.55%;A股市場特變電工高開逾7%。中國國家主席提出新的減排目標,到2030年,中國單位國內生產總值二氧化碳排放比2005年的水平下降65%以上,較先前的目標減少60%略微上調。中泰證券分析稱,風電方面,考慮海風、陸上第二波搶裝、大基地項目以及平價週期開啟,2021年國內需求或達30GW,需求不悲觀,2021年全球需求將達到75.2GW,同增1%,且風電的電力系統平衡屬性長期空間仍大;相較於風機僅供應國內不同,零部件可以全球供應平滑國內市場波動,同時大型化和海風有利於提升零部件盈利能力,零部件將穿越週期實現高成長,當前行業2021估值中位數13倍,性價比較高。


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