9月29日,港股风电股盘初走高,龙源电力涨超6%,中国高速传动涨超5%,京能清洁能源涨超4%,金风科技涨超3%,大唐新能源涨近2%。

消息上,风电行业近期迎来了一系列利好消息,覆盖了政策支持、装机增长、技术进步和海外市场拓展等多个方面,显示出行业强劲的发展势头。装机数据爆发,2025年1-8月,全国风电新增装机同比激增2424%。截至8月底,累计装机容量同比增长22.1%。
总体来看,在"双碳"目标的坚定指引下,风电行业在政策、市场、技术等多个维度都迎来了强劲的利好。国内装机数据的爆发式增长、深远海风电的政策支持、核心技术的重大突破以及海外市场的快速拓展,共同推动行业进入了一个高景气度的新发展阶段。
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