长城证券-新强联-300850-风电传动链集成释放TRB需求，公司产能释放共振行业回暖-250624

市场资讯2025-06-24

（转自：研报虎）风电行业景气回暖，风机传动链可靠性成为重中之重。2025年风电行业延续回暖态势，国内新增装机量持续攀升。海上风电项目取得显著突破，为产业链注入新动力；政策端“以大代小”改造与“千乡万村驭风行动”拓展了陆上风电增量空间。风电行业竞争趋于理性，整机厂商签订自律公约遏制低价竞争，招标价格企稳回升，叠加原材料和供应链成本下降，风电项目投资收益良好，零部件环节有望迎来量价齐升。同时，风机...

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