异动解读 | 金风科技盘中大涨16.31%,中期业绩增长及风机制造板块毛利率显著改善

异动解读
Aug 25, 2025

金风科技(02208.HK)今日盘中大涨16.31%,截至发稿,报价为9.66港元,成交额8329.47万港元,引起市场广泛关注。

消息面上,金风科技发布2025年中期业绩报告,显示公司业绩稳步增长。报告期内,集团实现营收人民币284.94亿元,同比增长41.46%;公司股东应占利润达14.88亿元,同比增长7.26%;每股盈利0.34元。值得注意的是,公司风力发电机组及零部件销售收入大幅增长至218.52亿元,同比增长71.15%,占公司营业收入的76.69%。2025年上半年,公司实现机组对外销售容量10,641.44MW,同比增长106.60%。

分析指出,金风科技风机制造板块毛利率显著改善是推动股价上涨的重要因素。上半年公司风机及零部件销售业务实现毛利率7.97%,同比大幅提升4.22个百分点。此外,6MW及以上机组成为公司主力机型,销售容量同比增长187.01%,显示公司在风电行业机组大型化趋势中保持竞争力。这些积极因素共同推动了投资者对金风科技未来发展前景的信心,促使股价大幅上涨。

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