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港股異動丨風電股拉昇 風電行業正在經歷陸海共振 行業上行週期更加確立
格隆匯12月23日丨風電股拉昇,大唐新能源大漲近9%領漲,龍源電力和新天綠色能源漲約7%。中金公司研報指出,在碳中和政策大背景下風電新增裝機加速,根據中金電新組預計2025年全球有望達到119GW(中國66GW)。時至年底,海上風電項目建設正如火如荼。其中,三峽能源青洲五、六、七項目計劃總投資411.7億元。此外,多地相繼出台規劃,“十四五”期間海上風電規模有望大幅提升。中金公司認為,風電行業正在經歷陸海共振,行業的上行週期更加確立。

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