智通财经APP获悉，金风科技(02208)午前涨近5%，截至发稿，涨4.49%，报14.65港元，成交额2.49亿港元。
消息面上，金风科技年报显示，全年实现营收730.23亿元，同比增长28.79%；实现归母净利润27.74亿元，同比增长49.12%。2025年，国内海上风电新增装机中，金风科技以208.9万千瓦的装机规模和37.9%的市场份额，首次位列国内海上风电整机制造商榜首。海外市场方面，金风科技2025年国际业务实现销售收入180.82亿元，同比增长50.59%，占总营收比重提升至24.76%。
兴业证券指出，据北极星风力发电网，2026年一季度，国内共计17个海风项目完成核准（含核准变更），总装机容量6615.8MW，总投资超723.30亿元，集中于江苏、浙江、福建、广东四大省份。截至4月8日，我国重点建设的海风项目总装机规模高达61.4GW。在双碳背景及136号文出台背景下，我国海风需求持续旺盛，“十五五”期间有望更进一步。
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