You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中信證券:風電內外需共振 景氣度上行
中信證券研報指出,國內風電量價企穩,景氣度復甦在即,尤其是海上風電有望於三季度迎來集中開工,且深遠海項目中長期空間巨大;同時,歐洲海風市場需求加速釋放,受其本土供應鏈瓶頸限制,國內優質零部件企業有望充分享受訂單外溢紅利。重點推薦海纜、樁基、鑄鍛件、升降機等環節具備全球競爭優勢的優質廠商,以及基本面有望觸底企穩的整機龍頭。
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