风电板块2025年中期策略:短中长逻辑兼备 风电板块性机会明确

国金证券
24 Jun

当前时点,我们认为风电板块具备值得坚定看好的短、中、长期三重逻辑:短期逻辑:强势半年报及下半年业绩展望。年中市场关注度逐渐聚焦企业半年报,风电板块受益于上半年国内项目开工旺盛、两海收入占比提升、部分零部件提价落地等因素,预计Q2业绩同环比增长普遍乐观,部分在25Q1即展现业绩改善弹性公司的强势股价表现,对板块形成积极示范效应,且有望在半年报前后向整个风电板块扩散。中期逻辑(核心):此前造成风电板块...

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