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浙商證券:風機產業鏈市場競爭格局有望進一步優化
浙商證券研報指出,風電箭在弦上,出口可期。量:二季度以來國內風電行業前期遺留問題陸續出現好轉,海風競配、核准、招標陸續釋放,海風建設確定性顯著提升。從確收角度,考慮到交貨節奏問題,預計下半年在量的方面將逐漸體現。利:風電整機招標價格受行業競爭影響處於低位,產業鏈盈利承壓。目前風機價格逐步進入企穩期,隨“大型化+深遠海+出海”進程加速,風機產業鏈市場競爭格局有望進一步優化,盈利能力有望改善。
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