核心观点6 月单月风机新增招标较少引发市场对后续风电招标、装机量的担忧;我们认为,风电需求判断需要从更加长期视角出发,也可以借鉴核准量等前瞻指标进行1-2 年维度的景气度判断。2022、2023、2024 年及2025 年上半年,我国新增风电核准规模分别为43、89、144、89GW,近年核准量呈逐年上升趋势,预计2025 年下半年、2026 年招标装机维持平稳或小幅增长,看好1-2 年维度行业...
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