以下是西部利得基金经理陈保国关于风电的最新观点:当前风电板块依旧具备较好的投资价值,看好风机和海风方向。全市场比较下,景气依旧是稀缺资产,26年景气度仍有较高可见度和持续性的方向将凝聚市场的合力。基本面维度,风电是少数景气度有持续性的方向,尤其风机和海风环节。2025年风电进入装机大年,2026年装机量将继续维持高位,而在前期反内卷政策影响下国内风机招标价格逐步抬升,高价出口订单也在逐步放量,将在...
Source Link以下是西部利得基金经理陈保国关于风电的最新观点:当前风电板块依旧具备较好的投资价值,看好风机和海风方向。全市场比较下,景气依旧是稀缺资产,26年景气度仍有较高可见度和持续性的方向将凝聚市场的合力。基本面维度,风电是少数景气度有持续性的方向,尤其风机和海风环节。2025年风电进入装机大年,2026年装机量将继续维持高位,而在前期反内卷政策影响下国内风机招标价格逐步抬升,高价出口订单也在逐步放量,将在...
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