金吾财讯 | 风电股多股走低，截止发稿，金风科技(02208)跌4.78%，东方电气(01072)跌2.17%，瑞风新能源(00527)跌1.56%，龙源电力(00916)跌1.02%。消息面上，华泰证券研究指，需求端，1Q26国内风电新增装机15.8GW(国家能源局统计)，同比+7.9%，新增招标28.0GW(金风科技统计)，同比略降；海外订单加速释放，国内整机厂新增海外订单4.8GW(风芒能源统计)，同比+215%。价格端，1Q26风机投标均价为1652元/kW(金风科技统计)，同比+6%，环比持平，一季度风电行业整体呈现淡季不淡效应，统计风电产业链主流上市企业1Q26营收/归母净利同比+32%/+32%，其中出海敞口较高的企业表现更优。往后展望，随着二季度进入风电施工旺季，产业链排产出货有望环比向上，看好风机盈利修复、基础海缆两海发展、零部件结构性需求释放三条主线。
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