周四盘中，港股上市公司大唐新能源（01798）股价强劲上涨，涨幅达5.53%，引发市场关注。与此同时，风电板块整体表现活跃，多只相关股票均出现不同程度的上涨。
大唐新能源股价的显著上涨，很可能与风电行业整体向好的前景有关。市场分析师指出，风电产业链反内卷效果明显，2025年上半年整机与电缆环节利润占比持续提升，行业龙头企业扣非净利润同比增长显著。此外，行业ROE（净资产收益率）企稳回升，预示着风电机组和齿轮箱环节可能已经触底，有望率先出现盈利拐点。
值得注意的是，今年上半年风电行业装机招标呈现双增长态势，预计下半年行业景气度有望持续。数据显示，上半年新增风电装机容量达51.4GW，同比大幅增长98.9%。其中，海上风电和陆上风电分别新增2.5GW和48.9GW，同比增长200%和95.5%。这一强劲的增长态势，无疑为包括大唐新能源在内的风电相关企业带来了积极影响，也为其股价上涨提供了有力支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.