风电设备板块爆发!海上风电产业价值凸显,关键设备商迎政策红利

览富财经
Sep 26

9月26日,风电设备板块开盘走强,明阳智能(601615.SH)率先涨停,吉鑫科技(601218.SH)随后也封住涨停板,日月股份(603218.SH)、天顺风能(002531.SZ)等个股跟涨。摩根士丹利在最新研报中指出,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。该机构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...

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