广发证券：高景气+结构通胀共振两海驱动风电盈利反转

智通财经01-05

智通财经APP获悉，广发证券发布研报称，预计2025-2027年，国内陆风年新增装机约为100-105GW;海风装机从9.0GW增至15.0GW，CAGR约29.1%。全球风电需求共振向上，欧洲海风蓬勃发展。2026年风电板块站在“十五五”开局与国内外双景气共振的交汇点，配置逻辑围绕出海&产值结构性通胀。整机环节关注海外客户占比较高及积极推进海风部署的厂商。广发证券主要观点如下：2026年系风电...

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广发证券：高景气+结构通胀共振 两海驱动风电盈利反转

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广发证券：高景气+结构通胀共振两海驱动风电盈利反转