风电板块复苏态势明显。前期高景气的招标环节开始向产业链收入端传导,风电产业链2025年上半年收入增长明显,尤其是海外收入占比持续提升的塔筒管桩环节,以及产品结构升级的轴承环节。编辑|白鹿作者 | 于晓明执业证书编号:A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司(下称“巨丰投顾”)客户中符合《证券期货投资者适当性管理办法》规定的特定客户参考。因本...
Source Link风电板块复苏态势明显。前期高景气的招标环节开始向产业链收入端传导,风电产业链2025年上半年收入增长明显,尤其是海外收入占比持续提升的塔筒管桩环节,以及产品结构升级的轴承环节。编辑|白鹿作者 | 于晓明执业证书编号:A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司(下称“巨丰投顾”)客户中符合《证券期货投资者适当性管理办法》规定的特定客户参考。因本...
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