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A股異動 | 風電股再度走強 大金重工、天順風能等漲停
格隆匯1月28日丨風電股再度走強,大金重工、天順風能和金山股份強勢漲停。中信證券表示,風電機組價格下降對沖了電價下調壓力, 大部分風電平價項目收益率有望穩定在6%-8%的可接受區間, 平價範圍進一步擴大,推動風電行業迎來明顯的成長期。預計“十四五”期間風電年均新增裝機有望超50GW,年化增速 10%-15%。天風證券在研究報吿中也指出,“十四五”期間,隨着技術進步以及產業日益成熟及風電平價時代到來對降本的強烈訴求,我國陸上風電的投資成本、運維成本總體呈下降趨勢,發電量將略有提升,預期平準化成本有望下降16-20%。

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