智通财经APP获悉，金风科技(02208)盘中涨超6%，截至发稿，涨6.67%，报5.6港元，成交额6045.33万港元。
华泰证券发布研报称，24年国内风机招标高景气，根据风电头条统计，24年国内风机开标228GW，同比+137%，支撑25年装机高增。风电产业链25Q1淡季不淡，根据央视《经济半小时》，洛轴领导表示往年1-2月份为淡季，但今年订单已饱满，结合产业链调研，该行判断25Q1风机、轴承、叶片等环节排产及出货有望高增，部分零部件涨价或落地，驱动产业链盈利能力提升。该行认为，25Q1风电产业链排产及出货高景气，部分零部件环节涨价落地，量利有望拐点向上。该行看好国内风电装机持续增长，叠加欧洲海风需求高增，板块成长性可期。
天风证券指出，此前市场认为，风机环节价格战激烈，竞争格局较差，且前两年风机销售出现亏损，但2024年开始风机行业基本面出现多重拐点：一是价格企稳回升，二是盈利开始扭亏为盈，三是风机出口实现重大突破。本轮风机盈利修复是主要逻辑，重点关注业绩兑现程度较高的标的，从业绩弹性看，看好风机制造利润占比高，风场业务规模低的企业。
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