港股风电股普遍上涨，其中，金风科技涨近6%，龙源电力涨近3%，大唐新能源、新天绿色能源涨约2%，京能清洁能源、协合新能源涨超1%。 消息上，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所致；25Q1整机制造端盈利回暖；零部件...
Source Link港股风电股普遍上涨，其中，金风科技涨近6%，龙源电力涨近3%，大唐新能源、新天绿色能源涨约2%，京能清洁能源、协合新能源涨超1%。 消息上，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所致；25Q1整机制造端盈利回暖；零部件...
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