金吾财讯 | 中信证券研究表示，受绿电市场化交易政策影响，过去一年国内风电开发商观望情绪浓厚，风电项目招标和开发进度多有延后；但随着项目竞价和运行经验持续积累，以及2027年部分省份机制电价和电量大幅上涨带动项目收益率预期回升，该机构预计2026H2起，开发商对新项目招标和建设积极性有望迎来改善。目前风电行业预期底部已夯实，业绩底有望随着2027年中报陆续发布而明确；随着行回暖信号渐强，建议关注国内风电招标放量和建设提速带来的产业链盈利改善和估值修复机会，推荐具备“双海”竞争优势的整机和细分零部件龙头。
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