风电股震荡走强东方电气(01072)涨10.43% 机构料“十五五”国内风电装机有望保持稳定增长

金吾财讯

Mar 04

金吾财讯 | 风电股震荡走强，截至发稿，东方电气(01072)涨10.43%，金风科技(02208)涨3.53%，中国高速传动(00658)涨2.04%。华泰证券表示，回顾2025年，陆风装机超年初预期，海风需求有待释放。展望2026年，国内装机或延续高景气，海风贡献度有望提升。考虑到2025年风机招标量维持高位，结合近9GW海风项目处于已开工未并网阶段，该机构预计2026年国内新增装机130GW，其中陆风120GW、海风10GW。展望后续，在绿电直连、以旧换新等新需求支撑下，叠加深远海逐步放量，预计“十五五”国内风电装机有望保持稳定增长。该机构继续看好整机厂盈利修复+海风出海+核心零部件厂经营杠杆释放：1.整机厂盈利修复：国内陆风涨价订单交付比例上升，叠加海风与出海占比提升，有望支撑整机厂盈利修复，氢氨醇业务打开第二增长曲线。2.海风出海：近期地缘冲突导致欧洲能源供给受阻，海风作为本土优质资源，受益于政府补贴扶持，有望迎来需求加速释放；欧洲本土管桩产能紧缺，需求或持续外溢至国内厂商。3.核心零部件厂经营杠杆释放：该机构测算主轴轴承、铸造主轴等环节供需格局偏紧，头部零部件企业产能释放支撑业绩持续向上。

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Institutions expect domestic wind power installed capacity to maintain steady growth during the \"15th Five-Year Plan\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600875":1.5,"02208":0.9,"01072":1.5,"00658":0.9},"content_text":"金吾财讯 | 风电股震荡走强，截至发稿，东方电气(01072)涨10.43%，金风科技(02208)涨3.53%，中国高速传动(00658)涨2.04%。华泰证券表示，回顾2025年，陆风装机超年初预期，海风需求有待释放。展望2026年，国内装机或延续高景气，海风贡献度有望提升。考虑到2025年风机招标量维持高位，结合近9GW海风项目处于已开工未并网阶段，该机构预计2026年国内新增装机130GW，其中陆风120GW、海风10GW。展望后续，在绿电直连、以旧换新等新需求支撑下，叠加深远海逐步放量，预计“十五五”国内风电装机有望保持稳定增长。该机构继续看好整机厂盈利修复+海风出海+核心零部件厂经营杠杆释放：1.整机厂盈利修复：国内陆风涨价订单交付比例上升，叠加海风与出海占比提升，有望支撑整机厂盈利修复，氢氨醇业务打开第二增长曲线。2.海风出海：近期地缘冲突导致欧洲能源供给受阻，海风作为本土优质资源，受益于政府补贴扶持，有望迎来需求加速释放；欧洲本土管桩产能紧缺，需求或持续外溢至国内厂商。3.核心零部件厂经营杠杆释放：该机构测算主轴轴承、铸造主轴等环节供需格局偏紧，头部零部件企业产能释放支撑业绩持续向上。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}