风电股普涨 金风科技涨近6% 协合新能源涨超1%

格隆汇
Yesterday

港股风电股集体上涨,其中,金风科技涨近6%,大唐新能源涨近4%,龙源电力涨超3%,京城清洁能源涨1.6%,协合新能源、新天绿色能源涨超1%。

消息上,随着2024年下半年风电行业开启反内卷,12家整机企业在10月份联合签署自律公约,风机中标价格自四季度起回升。据国金证券研报,今年1-7月,国内陆上风电机组中标均价比2024年全年增超9%,达1552元/千瓦。

根据国际能源署的数据,2015年至2025年间,全球电力投资增长60%。随着资本越来越多地流向可再生能源,预计今年风电、核电投资额将分别达到2420亿美元和740亿美元,较2015年录得69%和64%的增长。

责任编辑:栎树

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