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港股異動丨風電股普漲,金風科技漲近6%,券商指Q1風電行業需求高景氣
港股風電股普遍上漲,其中,金風科技漲近6%,龍源電力漲近3%,大唐新能源、新天綠色能源漲約2%,京能清潔能源、協合新能源漲超1%。消息上,華泰證券表示,受益於24年下遊招標需求旺盛與新能源入市搶裝,25Q1風電行業需求高景氣,產業鏈出貨高增。24Q4央國企招標規則調整,風機招標價格企穩回升。盈利端,24年風電行業盈利承壓,主要系行業競爭加劇與海風開工較慢所致;25Q1整機制造端盈利回暖;零部件環節受益於出貨高增與漲價落地,業績增速顯着。目前國內海風項目陸續開工,疊加國家首次將深海科技列爲戰略性新興產業,有望推動海風裝機持續增長。(格隆匯)

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