金吾财讯 | 风电股集体上扬，截至发稿，瑞风绿能智算（00527）涨4.00%，龙源电力（00916）涨2.64%，大唐新能源（01798）涨2.00%，协合新能源（00182）涨3.08%，金风科技（02208）涨1.25%，东方电气（01072）涨1.11%。消息面上，国新证券表示，风电行业盈利修复与格局优化共振，短期风机价格企稳回升、陆上风电装机加速及海上风电政策催化，长期受益于深远海技术突破与全球化出海增量。建议关注盈利修复弹性最大的整机龙头企业及海风产业链核心标的，中长期布局深远海与海外订单弹性标的。国金证券认为，2026年行业需求保持增长及终端风机价格持续向上背景下，看好风电板块各环节盈利弹性进一步释放，同时随着行业基本面持续性改善并逐步扭转市场对风电板块的固有偏见，行业估值体系有望实现价值重塑，重点推荐三条主线：1）受益于国内深远海项目渗透率提升、出海业务升级的海缆、基础环节；2）制造端盈利改善趋势明确，同时行业格局有望持续优化的整机环节；3）受益于国内技术变化等结构性机会以及海外市占率有望提升的零部件企业。
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