平安证券指出，整体来看，国内海上风电推进节奏加快，陆上风电招标量超预期，风机企业风机毛利率处于上升通道，下半年以来海上风机出口取得重大突破，风电板块的基本面实质性改善，继续看好风电板块的投资机会。Wind power stocks generally rose in early trading. As of press release, Goldwind Technology (02208) rose 6.13% to HK$6.92; Longyuan Electric (00916) rose 5.51% to HK$7.09; Xintian Green Energy (00956) rose 1.73% to HK$3.53; and Dongfang Electric (01072) rose 1.4% to HK$10.14.
The Zhitong Finance App learned that wind power stocks generally rose in early trading. As of press release, Goldwind Technology (02208) rose 6.13% to HK$6.92; Longyuan Electric (00916) rose 5.51% to HK$7.09; Xintian Green Energy (00956) rose 1.73% to HK$3.53; and Dongfang Electric (01072) rose 1.4% to HK$10.14.
According to the news, six departments including the National Development and Reform Commission issued guidance on vigorously implementing renewable energy replacement actions. The opinion mentioned that renewable energy supply capacity should be comprehensively enhanced. Accelerate the construction of large-scale wind power photovoltaic bases focusing on deserts, Gobi, and desert regions, and promote the clustered development of offshore wind power. Promote the construction of large-scale hydropower bases in a scientific and orderly manner, and promote comprehensive water and landscape development in an integrated manner. Develop distributed renewable energy nearby.
Ping An Securities pointed out that overall, the pace of promotion of domestic offshore wind power has accelerated, the number of onshore wind power tenders has exceeded expectations, the fan gross margin of fan companies is on an upward channel. Since the second half of the year, offshore fan exports have made major breakthroughs, the fundamentals of the wind power sector have improved substantially, and it continues to be optimistic about investment opportunities in the wind power sector.