智通财经APP获悉，摩根大通发布研报称，内地风电板块大幅回调，因盈利疲弱及陆上需求增长放缓，该行下调陆上装机预测，并预期至2030财年的增长将更轻微，但对海上风电及出口相关机遇仍持正面看法，受惠于更强政策支持、项目管道复苏，以及中国供应商全球竞争力上升。
该行现料2030年陆上风电装机量将稳定维持每年约90吉瓦。海上风电方面，随着项目执行改善及开发管道转化为装机，预期装机量由2026财年约7吉瓦及2027财年9吉瓦，逐步复苏至2028至2030财年每年约11至13吉瓦。
股份方面，在海上风电领域中，该行偏好东方电缆A股(603606.SH)，受惠于海上需求前景改善，以及高行业进入门槛。出口主题方面，该行看好金风科技H股(02208)及大金重工H股(01081)，预期两者将继续提升海外市场份额，受中国风电供应链竞争力增强支持。该行同时上调明阳智能(601615.SH)及大唐新能源(01798)评级至“中性”和“增持”，大唐新能源目标价由1.25港元升至1.4港元，明阳智能由10元人民币升至13元人民币。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.