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港股異動 | 風電股表現活躍 1-7月風電裝機容量同比增長34.4%
格隆匯8月23日丨風電股走強,大唐新能源漲12.38%領漲,龍源電力漲近9%,金風科技漲7.75%。

國家能源局發佈1-7月份全國電力工業統計數據。截至7月底,全國發電裝機容量22.7億千瓦,同比增長9.4%。其中,風電裝機容量2.9億千瓦,同比增長34.4%。太陽能發電裝機容量2.7億千瓦,同比增長23.6%。

瑞銀投資銀行研究部中國香港公用事業首席分析師廖啟華表示,風電向大機型推進,未來單颱風電機組的輸出功率將有2、3倍提升,而建設成本並未同比例增加,且海上風機出現了新的海上用船輔助發電方式,可以節約20%至30%成本。

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