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A股風電股大漲 風電供給端變革驅動行業內生成長
格隆匯8月25日丨受益於風電供給端變革驅動 ,今日風電板塊集體大漲。其中A股浙江新能,九鼎新材,協鑫能科和嘉澤新能,特變電工均漲停,遼寧能源漲逾9%;港股協和新能源漲超5%,新天綠色能源漲逾2%。“十四五”新能源發展大方向成為風電股大漲主要催化劑。平安證券稱,在行業去補貼等因素的驅動下,國內風機產業技術迭代加快,風機大型化趨勢明顯。而當前發生前所未有的風機大型化某種程度上是一種技術變革,這種變革明顯推動風電行業成本下降、擴大風電可開發空間,將刺激國內風電需求,並助力國內風機企業加快走出去。

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