异动解读 | 大唐新能源盘中大涨6.11%,风电股集体走强

异动解读
Sep 26

大唐新能源(01798)今日盘中大涨6.11%,报2.78港元,引发市场关注。与此同时,风电板块整体表现强劲,多只相关个股逆市走高。其中,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%。

本次风电股的集体走强主要受益于摩根士丹利对中国风电行业评级的上调。该投行认为,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。摩根士丹利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。

摩根士丹利的报告显示,中国风电行业在经历了2022-2024年的困难时期后,通过内部自我调节机制成功扭转了恶性竞争局面。该投行预计"十五五"规划期间,年均新增装机容量将超过110GW,2028-2030年期间可达到约120GW。这一乐观展望进一步提振了投资者对风电行业的信心,推动相关个股股价上涨。

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