【金风科技早盘股价上涨 5.25% 现报 6.01 港元 成交额 7290.85 万港元】因 24 年下游招标需求旺及新能源入市抢装,25Q1 风电行业需求高景气,产业链出货大增。24Q4 央招标规则调整,风机招标价格企稳回升。24 年风电行业盈利承压,主因行业竞争加剧与海风开工慢;25Q1 整机制造端盈利回暖,零部件环节受益出货高增与涨价落地,业绩增速显著,塔桩环节因出海进展差异盈利分化,海缆...
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