异动解读 | 金风科技(02208)股价大涨5.35%,海上风电前景乐观、项目推进佳

异动解读11-18 10:22

金风科技(02208.HK)盘中股价大涨5.35%,引发市场广泛关注。从相关新闻可以看出,导致金风科技股价上涨的主要原因如下:

通过近期行业数据显示,我国海上风电装机容量今年有望突破4500万千瓦,持续四年领跑全球。海上风电行业正迎来新一轮大发展期,行业龙头金风科技等有望在风电设备及项目建设方面迎来新增长。公开招标数据显示,近期海上风电风机招标已累计达8.5GW,行业增长预期强劲。

与此同时,金风科技旗下项目亦推进顺利。该公司最新完成日本北拓四仓风电项目机组吊装,预计近期完成并网,为公司全球业务拓展奠定基础。公司在手订单38.4GW规模庞大,其中超六成为新型订单,为未来保持行业龙头地位奠定基础。

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