風電板塊大幅走強 金風科技等多股漲停 國內首份風電技改“以大代小”細則出爐
格隆匯9月2日丨風電板塊早盤大幅走強,金風科技、甘肅電投、大金重工、江蘇新能、天順風能等多隻個股漲停 ,金雷股份、新強聯、運達股份漲超10%,福能股份、泰勝風能、明陽智能等大幅走高。8月30日,寧夏自治區發展改革委發佈《關於開展寧夏老舊風電場“以大代小”更新試點的通知》。這是繼國家能源局在《關於2021年風電、光伏發電開發建設有關事項的通知(徵求意見稿)》中提出“啟動老舊風電項目技改升級”之後的第一份地方性試點文件,這一重磅消息直接將風電技改中“以大代小”規劃落實政策層面,為運行年限、效益指標、設備容量、項目核准等一系列細則提供了政策標準和依據。

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