金吾财讯 | 风电股上扬，金风科技(02208)涨5.43%，龙源电力(00916)涨3.55%，新天绿色能源(00956)涨2.1%，大唐新能源(01798)涨1.4%。消息面上，华泰证券表示，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...
Source Link金吾财讯 | 风电股上扬，金风科技(02208)涨5.43%，龙源电力(00916)涨3.55%，新天绿色能源(00956)涨2.1%，大唐新能源(01798)涨1.4%。消息面上，华泰证券表示，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...
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