摩根士丹利上调中国风电行业评级,其认为反内卷努力后板块或迎来复苏。据追风交易台消息,摩根士丹利在最新研究报告中指出,经过近三年的下行周期后,中国风电价值链通过行业自律成功实现了反内卷,在2025年初实现了价格和整体盈利能力的转机。该投行预计国内风电装机需求将保持韧性,并看好关键零部件供应商和海缆企业的投资机会。报告显示,中国风电行业在经历了2022-2024年的困难时期后,通过内部自我调节机制成功...
Source Link摩根士丹利上调中国风电行业评级,其认为反内卷努力后板块或迎来复苏。据追风交易台消息,摩根士丹利在最新研究报告中指出,经过近三年的下行周期后,中国风电价值链通过行业自律成功实现了反内卷,在2025年初实现了价格和整体盈利能力的转机。该投行预计国内风电装机需求将保持韧性,并看好关键零部件供应商和海缆企业的投资机会。报告显示,中国风电行业在经历了2022-2024年的困难时期后,通过内部自我调节机制成功...
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