港股异动 | 金风科技(02208)现跌超4% 一季度归属股东净利润同比减少73.06%
金风科技(02208)现跌超4%，截至发稿，跌3.94%，报3.17港元，成交额1880.04万港元。
消息面上，金风科技公布，根据中国会计准则，2024年第一季度，营业收入约69.79亿元人民币，同比增长25.42%；归属上市公司股东净利润约3.33亿元，同比减少73.06%；利润下滑主要系1Q23有高额电站转让。
华泰证券指出，公司风机销售大型化比例不断提升，1Q24实现6MW以上机型销售容量679.5MW，占比47.3%，大型化有助于公司实现降本。此外，据金风科技统计，2024年3月全市场风电整机厂商机组投标均价为1563元/kW，较1月价格涨幅3.7%，且投标均价已出现连续三月上涨，风机投标价格已企稳回升，大幅缓解降本压力。
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