宏德股份(301163.SZ):海外客户對明年的預期比較樂觀
格隆匯9月26日丨宏德股份(301163.SZ)於2024年9月26日接受特定對象調研,就“請問公司如何看待今年和明年風電行業的景氣度?”,公司表示,據瞭解,部分省區風電資源政策放開,地方政府可以自行審批風電資源指標,市場形勢受到積極影響。若未來國內各省區陸續放開風電資源,我們認為市場將有所回升。同時,海外客户對明年的預期比較樂觀,主要是歐美市場經濟恢復、電網改造陸續推進,風電發展趨勢相對樂觀。目前來看,在需求量上升疊加政策推動的情況下,我們認為風電行業將會走出底部、逐步回升。
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