智通财经APP获悉，金风科技(02208)现涨近8%，截至发稿，涨7.14%，报5.7港元，成交额7082.16万港元。
消息面上，金风科技此前公布2025年第一季度业绩，营业收入约94.72亿元，同比增长35.72%。归属于上市公司股东的净利润约5.68亿元，同比增长70.84%。里昂表示，金风科技首季度毛利率下降3.1个百分点，延续2024财年第四季的疲弱。财报亮点则是其海外订单现已占总订单积压的14%，显示公司在海外市场正获得市场份额。
天风证券研报指出，预计海风有望成为新能源中为数不多明年有50%+增速的细分赛道，并且国内及海外对海上风电的政府规划及政策支持力度边际持续改善，本轮海风装机将迎来国内及欧洲需求共振，积压海风项目装机及订单即将放量。
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