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光大證券:持續看好風電整機環節
光大證券研報表示,風電整機售價趨於穩定、機組大型化及零部件降本將推動整機環節2026年盈利持續改善。136號文重塑新能源裝機邏輯,因風電出力曲線較優,風電開發及電站銷售有望回暖。短期內6月風電招標及2季度業績或將承壓,市場已逐步消化以上問題,後續相關指標改善的預期正逐步形成。零部件環節關注機組大型化趨勢下軸承環節及歐洲海風產品出海的投資機會,當前時間點業績兑現更為關鍵。
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