美政府叫停风电项目,风电巨头Orsted股价暴跌
Hua Er Jie Jian Wen·2025-08-25 09:51

Core Viewpoint - The unexpected decision by the U.S. government to halt Orsted's near-completed offshore wind project has led to a significant drop in its stock price and raised serious concerns about its financing plans [1][3]. Group 1: Project Status - The "Revolution Wind Project" has reached 80% completion, with 45 out of 65 wind turbines installed [2][3]. - Orsted is complying with the U.S. order and is exploring solutions to resume the project [2][5]. Group 2: Financial Implications - The halt has introduced uncertainty regarding Orsted's financing prospects, particularly as the company recently announced a share issuance plan worth up to 60 billion Danish kroner (approximately $9.4 billion) [3]. - Analysts express concerns that the financial consequences of the halt could lead to significant asset write-downs and increased financing needs beyond the planned 60 billion Danish kroner [3][5]. Group 3: Stakeholder Support - Orsted confirmed its commitment to proceed with the share issuance proposal, which has received support from its major shareholder, the Danish government [4][5]. - The company's stance indicates an expectation that the worst-case scenario may not materialize, although it does not guarantee a favorable outcome [5].