大唐新能源（01798）今日盘中大涨6.11%，报2.78港元，领涨风电板块。其他风电股也普遍走强，金风科技（02208）涨7.64%，中国高速传动（00658）涨5.45%，龙源电力（00916）涨5.56%。
此轮上涨主要受益于摩根士丹利上调中国风电行业评级的利好消息。摩根士丹利认为，经过近三年的下行周期后，中国风电价值链通过行业自律成功实现了反内卷，在2025年初实现了价格和整体盈利能力的转机。该投行预计，国内风电装机需求将保持韧性，并看好关键零部件供应商和海缆企业的投资机会。
摩根士丹利的报告还指出，预计"十五五"规划期间，中国风电行业年均新增装机容量将超过110GW，2028-2030年期间可达到约120GW。这一乐观预期无疑增强了投资者对风电行业，尤其是大唐新能源等龙头企业的信心，推动相关股票价格上涨。
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