風電板塊繼續走強 中閩能源、浙江新能等漲停
格隆匯9月22日丨風電板塊早盤繼續走強,中閩能源、浙江新能等漲停,節能風電、福能股份、內蒙華電、中環海陸、甘肅電投等繼續走高。在雙碳戰略目標下,電力向綠色低碳加速轉型。據國家能源局數據,全國發電裝機容量中,綠色低碳的風電和太陽能發電增速較快,在總容量中佔比不斷提升。國內陸上大型風機產業化加速推進,風機和發電成本階梯式下降。行業內普遍認為,風電行業將通過降成本形成內生的“降本-放量-降本”的良性循環,形成並擴大中國風電設備企業的低成本競爭優勢,行業集中帶來業績上的增長。
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