异动解读 | 金风科技盘中大涨5.15%,一季度业绩大增叠加回购计划提振信心

异动解读
May 04

金风科技(02208)今日盘中大涨5.15%,引起了市场的广泛关注。

消息面上,公司近日披露的一季度业绩表现优异,营收和净利润均实现大幅增长,风机销售容量同比激增,毛利率显著改善,业绩好于市场预期。此外,公司宣布拟以自有资金回购A股股份并注销,进一步向市场释放了积极信号。

具体来看,金风科技一季度营收达154.85亿元,同比增长63.48%;归母净利润为9.07亿元,同比增长59.65%。风机对外销售容量达到6,040.89MW,同比大幅增长133.45%,毛利率环比改善至16.8%。优异的业绩表现获得了机构的认可,花旗随后上调了公司未来两年的盈利预测,东吴证券也维持“增持”评级。今日重型电气设备板块亦同步走强。

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