智通财经APP获悉，摩根大通发布研报称，金风科技(02208)首三季盈利表现强劲，同比增44.2%至25.84亿元人民币。期内，积压订单略为下降，但均价稳定，并预计明年将进一步改善毛利率。另外，管理层目标是今年陆上发电量达23GW，而离岸发电量则达2.6GW，并预计中国的海上风电装机量将在明年持续增长。不过，政策变动对风电场营运及出售构成挑战，并会带来潜在减值风险。因此，小摩上调金风科技2026至27年盈测8至10%，维持其H股的“中性”评级，调升目标价17%，由10.3港元升至12港元，并续予金风科技(002202.SZ)A股“增持”评级，目标价由14.6元人民币升至17元人民币，增幅为16%。
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