智通财经APP获悉，金风科技(02208)现涨超5%，截至发稿，涨5.15%，报7.55港元，成交额6640.44万港元。
国金证券指出，二季度国内陆上风机价格回暖趋势延续，尽管6月单月风机招标规模有所放缓，但考虑到24年风机招标将有相当规模项目递延至26年推进，我们认为即使下半年招标继续放缓，26年国内风电装机仍将大概率维持在100GW以上；中央财经委员会再提“推动海上风电规范有序建设”，继续坚定看好“十五五”周期海风发展。
国信证券则表示，金风科技作为国内龙头风机企业，已经在海外市场耕耘超过17年，并建立坚实的业务基础。截至今年3月底，金风科技国际业务已遍及全球6大洲，47个国家，在北美洲、澳洲、亚洲(除中国)及南美洲的装机量均已超过1GW，外部在手订单接近7GW。此前公司披露１-5月全资子公司金风国际实现营业收入71.9亿元，同比增长96％；实现净利润9.33亿元，同比增长182％。
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