港股市场今日风电板块表现活跃，其中大唐新能源（01798）盘中大涨5.53%，引发投资者关注。截至盘中某时点，该股报价已达2.63港元。
消息面上，多家券商对风电行业持积极看法。广发证券指出，风电产业链反内卷成效显著，2025年上半年整机与电缆环节利润占比持续提升，龙头企业扣非净利润同比翻倍。行业ROE企稳回升，该机构认为风电机组和齿轮箱环节已进入行业底部，有望率先出现盈利拐点。华创证券则表示，今年上半年风电行业装机招标双增，下半年景气有望延续。受益累计中标订单需求旺盛，上半年新增风电装机51.4GW，同比增加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%。
值得注意的是，大唐新能源并非孤军奋战。同属风电板块的金风科技（02208）盘中上涨4%，报12.47港元；龙源电力（00916）涨3.11%，报7.96港元。风电股的集体走强反映了投资者对该行业前景的乐观预期。
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.