金风科技涨超6%!绿色氢氨醇应用空间广阔,风机价格有望继续小幅回升

老虎资讯综合
Dec 23, 2025

12月23日,金风科技盘中涨超6%!绿色氢氨醇应用空间广阔,风机价格有望继续小幅回升。

12月16日,中国能建投资建设的全球最大规模绿色氢氨醇一体化项目——中能建松原氢能产业园(绿色氢氨醇一体化)项目一期项目在松原正式投产。长江证券指出,以绿电制氢氨醇在化工、交通、冶金等领域应用空间广阔,看好绿色氢氨醇产业链的投资价值。据悉,今年10月,金风绿能化工兴安盟绿氢制50万吨绿色甲醇项目气化炉一次投料成功。

东兴证券发布研报称,主机招标价格自今年4月开始企稳回升,根据金风科技统计数据,25年9月全市场风电整机商风电机组投标均价为1,610元/kW,较此前低位显著回暖。考虑到业主方对机组可靠性与全周期服务要求提升、机组大型化趋势边际放缓、“反内卷”政策推动等因素,风机价格有望继续小幅回升。

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