智通财经APP获悉，金风科技(02208)涨超3%，截至发稿，涨2.75%，报16.45港元，成交额9511.86万港元。
消息面上，近日，金风科技披露2026年首季度业绩，美银证券表示，公司今年首季净利润同比增长60%至9.07亿元人民币，好过预期，主要由风机出货量增加以及重启风电场销售所带动。整体毛利率同比下降5个百分点，主要受风电场营运表现及海外出货占比下降所拖累。
花旗指出，上调金风科技2026及2028年净利润预测8%至9%，主要因为风电场出售带来的投资收益增加。公司维持2026年全年风机销售毛利率9%至10%的目标。管理层透露，单位生产成本有所上升，尤其涉及铜及石化产品相关的部分，其中叶片成本占生产成本约30%，轴承成本占5%至10%，但中国轴承单位成本相对稳定。
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