近期“十五五”规划建议明确提出,持续提高新能源供给比重，推进化石能源安全可靠有序替代，着力构建新型电力系统，建设能源强国。随着新型能源体系建设加快推进，风电行业随着需求复苏与产业链“反内卷”，供需格局逐步改善。当前风电正处于陆风修复、海风起量、海外爆发的时期，市场更为关注陆风盈利的修复情况，对于海风和海外市场仍存在预期差。陆风方面，在“反内卷”背景下，今年以来风机招标量价表现较好，中标价格平稳抬升...
Source Link近期“十五五”规划建议明确提出,持续提高新能源供给比重，推进化石能源安全可靠有序替代，着力构建新型电力系统，建设能源强国。随着新型能源体系建设加快推进，风电行业随着需求复苏与产业链“反内卷”，供需格局逐步改善。当前风电正处于陆风修复、海风起量、海外爆发的时期，市场更为关注陆风盈利的修复情况，对于海风和海外市场仍存在预期差。陆风方面，在“反内卷”背景下，今年以来风机招标量价表现较好，中标价格平稳抬升...
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