听风辩势∣装机需求旺盛、政策催化——风电板块景气度持续上行

国金证券第5小时
Sep 30, 2025

装机需求旺盛、政策催化,风电板块景气度持续上行●●●缘 起●●●9月12日,工信部、市场监管总局、国家能源局印发《电力装备行业稳增长工作方案(2025-2026年)》。其中提出,要加快推进陆上大型风电光伏基地,推动海上风电规范有序建设,积极推进风电和光伏发电分布式开发、水风光一体化开发;研究制定风电装备制造行业规范条件和管理办法,推动风电装备研发迭代保持合理节奏;鼓励能源开发企业、装备制造企业、...

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