金吾财讯 | 金风科技(02208)触底反弹，报10.44港元，涨6.97%，成交额1.13亿港元。消息面上。国务院印发《“十五五”碳达峰行动方案》，设定2030年单位GDP二氧化碳排放较2025年下降17%、非化石能源消费占比升至25%的发展目标，文件明确大力发展风电光伏，计划到2030年风光总装机规模突破28亿千瓦，同步加快特高压通道、新型储能建设，提升新能源消纳能力，中长期打开风电整机设备市场空间。另据报道，长征十号乙遥一火箭已完成燃料加注，计划7月10日12点10分左右实施首飞，本次任务将开展全球首次火箭一子级海上网系回收技术验证，若试验顺利落地，我国将成为全球第二个掌握大运力可回收火箭技术的国家，利好商业航天全产业链发展。
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