港股异动 | 金风科技(02208)涨超4% 一季度风电行业产业链出货高增政策加码有望推动装机持续增长

智通财经

May 09, 2025

智通财经APP获悉，金风科技(02208)涨超4%，截至发稿，涨4.2%，报5.94港元，成交额2622.64万港元。

华泰证券发布研报指出，受益于24年下游招标需求旺盛与新能源入市抢装，25Q1风电行业需求高景气，产业链出货高增。24Q4央国企招标规则调整，风机招标价格企稳回升。盈利端，24年风电行业盈利承压，主要系行业竞争加剧与海风开工较慢所致；25Q1整机制造端盈利回暖；零部件环节受益于出货高增与涨价落地，业绩增速显着；塔桩环节由于出海进展差异盈利有所分化；海缆环节订单高增。目前国内海风项目陆续开工，叠加国家首次将深海科技列为战略性新兴产业，有望推动海风装机持续增长。

中信建投表示，2024年，风电企业整体实现营业收入3345亿元，同比增长8%，实现归母净利润133.6亿元，同比下降12%，风电企业整体实现毛利率14%、净利率4%，同比下降3.0pct、0.9pct，盈利能力下降主要受到2024年风机交付价格同比下降，零部件端2024年价格降幅大，盈利显著承压；2025年受行业需求旺盛影响，Q1风电企业盈利显著修复。该行认为二季度海风出货、订单积极变化显著，也看好2026年风机盈利显著修复。

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