天风证券给予振江股份买入评级，海风和支架两大引擎，西门子能源和GCS核心供应商，目标价格为40.3元

每日经济新闻07-04

天风证券07月04日发布研报称，给予振江股份（603507.SH，最新价：29.5元）买入评级，目标价格为40.3元。评级理由主要包括：1）风电业务：公司产品以海上风电产品为主，且以出口为主，受益海外海上风电需求高增；2）海外海上风电2026年之后预计需求高增；3）西门子歌美飒业务重心转向海上风电；4）振江股份风电产品以出口海上风电为主，与西门子歌美飒等头部客户建立密切合作关系；5）海外海上风机大...

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