港股异动 | 金风科技(02208)再涨超4% 三季度风电装机有望回暖 公司海风机组交付有望实现高速增长
金风科技(02208)再涨超4%，截至发稿，涨3.93%，报3.97港元，成交额3043.13万港元。
华泰证券指出，近期风电需求催化较多，行业景气度上行。短期看，国内海风项目开始启动，广东项目开工时间点提前至 8 月；中长期看，国内各地深远海规划及竞配项目陆续释放（上海深远海规划 29.3GW+广西竞配项目 6.5GW），为“十五五”需求奠定基础。同时，欧洲央行降息及原材料降价带动项目 IRR 边际改善，由于此前规划量大，同时本土供应存在缺口，国内海缆、塔桩厂商出口订单有望提升。
国信证券则指出，江苏国信大丰海风项目是今年江苏省首批平价海风项目，该项目的开工也标志着我国“十四五”期间海上风电进入第二个集中建设期。目前国内海风市场蓄势待发，预计公司2024年海风机组交付实现高速增长；展望未来公司将充分受益于新兴市场风电需求的增长，和自身技术路线切换带来的降本效应。
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