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港股異動 | 風電股普漲,兩部門發文加快推進大型風電、光伏發電基地建設
格隆匯2月10日丨風電股普漲,大唐新能源漲3.5%,新天綠色能源、龍源電力、國電科環漲2%。發改委、國家能源局聯合印發《關於完善能源綠色低碳轉型體制機制和政策措施的意見》,以沙漠、戈壁、荒漠地區為重點,加快推進大型風電、光伏發電基地建設。中銀證券指,不完全統計,1月份陸上風電招標量超過10GW,顯著高於往年同期。目前風電行業正處於高速發展階段,陸風已實現平價,海風大型化持續降本、平價在即,各環節龍頭將持續受益。

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