$大金重工(0108_老虎社区_美港股上老虎

日富一日2025

$大金重工(01081)$国金证券刚出的风电中期策略讲得挺清楚，上半年海工订单不及预期主要是业主推进节奏问题，需求逻辑没变，看好下半年业绩、海外订单、招标需求三重维度共振，管桩环节重点推的就是大金。现在这个位置，耐心比什么都重要

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