1、为何从去年开始，在新能源板块中最看好并持续跟踪的是风电？1）从盈利触底的角度看，风电是新能源各细分领域中最早见底的。实际上，风电行业的低迷在新能源整体表现较好的那几年就已经开始了。2）并非所有行业都能实现困境反转或均值回归，这并非必然规律。最终还是要回归到供需基本面：第一，在陆上风电方面，今年我们重点关注的是风机环节。由于市场普遍对需求不乐观，业内对国内陆上风电的发展预期也偏谨慎，这使得企业...
Source Link1、为何从去年开始，在新能源板块中最看好并持续跟踪的是风电？1）从盈利触底的角度看，风电是新能源各细分领域中最早见底的。实际上，风电行业的低迷在新能源整体表现较好的那几年就已经开始了。2）并非所有行业都能实现困境反转或均值回归，这并非必然规律。最终还是要回归到供需基本面：第一，在陆上风电方面，今年我们重点关注的是风机环节。由于市场普遍对需求不乐观，业内对国内陆上风电的发展预期也偏谨慎，这使得企业...
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