智通财经APP获悉，金风科技(02208)涨超13%，截至发稿，涨13.38%，报9.66港元，成交额8329.47万港元。
消息面上，金风科技发布2025年中期业绩，该集团取得收入人民币284.94亿元(单位下同)，同比增加41.46%；公司股东应占利润14.88亿元，同比增加7.26%；每股盈利0.34元。报告期内，公司风力发电机组及零部件销售收入为218.52亿元，同比增长 71.15%，占公司营业收入的比重为76.69%；2025年1-6月实现机组对外销售容量10,641.44MW，同比增长106.60%。风电行业的机组大型化进程不断加速，报告期内，公司6MW及以上机组成为公司的主力机型，销售容量同比上升187.01%。
国金证券指出，上半年公司风机及零部件销售业务实现收入218.5亿元，同比增长71.2%，实现毛利率7.97%，同比大幅修复4.22pct；考虑到上半年海外制造收入占比约31%，同比24H1基本持平，该行预计制造端毛利率修复在国内及海外项目中或均有所体现。在毛利率大幅修复的带动下，公司“风机及零部件销售”经营分部实现自2022年以来的首次利润总额转正。
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