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海外大單頻現,風電或迎史上最大交付旺季,港A風電板塊表現強勢

5月16日,港A風電板塊表現強勢,港股市場上,龍源電力、金風科技漲超5%,大唐新能源漲近2%;A股市場,南網能源、日豐股份漲停、華電重工、大金重工等大漲。消息面上,5月以來多家風電龍頭企業陸續宣佈簽了海外的大單。如大金重工連續2個歐洲大訂單,合計的訂單規模達到7.43億歐元;明陽智能拿下菲律賓最大海風訂單、中天科技斬獲丹麥海纜訂單,由塔筒、海纜和整機等。財信證券表示,出海大訂單一方面刺激了市場情緒,另一方面也強化了市場對風電設備的出海邏輯從強預期變爲合同現實。

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