智通财经APP获悉，金风科技(02208)午后涨超4%，4月9日至今累计涨幅超50%。截至发稿，涨4.22%，报6.17港元，成交额1.18亿港元。
消息面上，根据金风科技披露数据，2025年3月风机平均投标价格1590元/kW，较2024年12月上涨4.1%，较2024年9月上涨7.8%。平安证券认为，后续国内风机价格将延续企稳回升的态势，结合考虑2026年风机零部件供需形势相对2025年宽松，预计2026年风机企业盈利水平有望明显改善。
天风证券此前指出，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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