随着全球能源转型加速,风电行业景气度持续攀升,金风科技作为全球风电整机领军企业,正迎来业绩与估值双修复的历史性机遇。从风机盈利反转、海外订单爆发,到绿色甲醇新赛道落地,公司成长逻辑清晰,当前估值具备极高性价比。一、 风机盈利拐点已现,价格修复+成本管控驱动业绩弹性行业内卷趋缓,中标价格进入上升通道2024年8月以来,国内风机投标均价持续回升,2025年6月整机投标价达1616元/kW,同比提升...
Source Link随着全球能源转型加速,风电行业景气度持续攀升,金风科技作为全球风电整机领军企业,正迎来业绩与估值双修复的历史性机遇。从风机盈利反转、海外订单爆发,到绿色甲醇新赛道落地,公司成长逻辑清晰,当前估值具备极高性价比。一、 风机盈利拐点已现,价格修复+成本管控驱动业绩弹性行业内卷趋缓,中标价格进入上升通道2024年8月以来,国内风机投标均价持续回升,2025年6月整机投标价达1616元/kW,同比提升...
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