智通财经APP获悉，金风科技(02208)反弹近4%，截至发稿，涨3.88%，报10.99港元，成交额7701.31万港元。
消息面上，据快科技消息，根据官方航警信息确认，蓝箭航天朱雀三号遥二运载火箭新发射窗口敲定，将于8月19日7时27分至8时04分在酒泉东风商业航天创新试验区升空。此前，朱雀三号遥一运载火箭已于2025年10月完成飞行试验第一阶段工作，2026年6月，朱雀三号重复使用遥二运载火箭完成静态点火试验。
行业面上，7月风机招标显著回暖。2026年7月国内风机招标量21.39GW，同比增长186.84%，环比增长332.69%，招标量同环比显著回升。华泰证券认为，公司风机盈利修复与氢氨醇产业化进展领先，参股蓝箭航天有望受益于商业航天催化看好风电量价修复支撑行业beta向上，公司凭借海外先发优势率先实现盈利修复，alpha优势显著。
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