智通财经APP获悉，金风科技(02208)再涨超9%，截至发稿，涨5.47%，报16.01港元，成交额11.99亿港元。
消息面上，英国自4月1日起取消33项风电组件进口关税，叶片、电缆等核心部件税率由6%、2%降至0。这一政策调整，是英国加速推进北海海上风电项目建设、扩大可再生能源装机规模的重要举措。据相关规划，此次零关税政策旨在释放约220亿英镑的投资规模。
国信证券发布研报称，2026年国内风电新增装机有望保持10%-20%增长，订单饱和价格具有良好支撑。主机盈利逐季提高，出口放量提振业绩，国内外呈现景气共振态势。零部件在2026年有望实现“量增价稳”。重点关注主机、零部件和海风龙头企业。
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