港股异动丨风电股继续上涨 金风科技涨超6%刷新阶段新高
Ge Long Hui·2025-10-09 01:55

Core Viewpoint - The Hong Kong wind power stocks continue to rise, reflecting the strong growth and leadership of China's wind power industry in the global energy transition towards clean and low-carbon sources [1]. Industry Summary - In the context of accelerating global energy structure transformation, China's wind power industry is demonstrating comprehensive leadership, contributing significantly to the global energy transition [1]. - According to the National Energy Administration, the newly installed wind power capacity in China reached 51.39 million kilowatts in the first half of this year. By June 2025, the cumulative installed capacity is expected to reach 573 million kilowatts, representing a year-on-year growth of 22.7% [1]. - Morgan Stanley has recently upgraded the rating for China's wind power industry, forecasting that the average annual new installed capacity during the 14th Five-Year Plan period will exceed 110 gigawatts, potentially reaching around 120 gigawatts between 2028 and 2030 [1]. Company Summary - Goldwind Technology (金风科技) saw its stock price increase by over 6%, reaching 15.230, marking a new high for the phase [1]. - Dongfang Electric (东方电气) experienced a stock price rise of over 4%, reaching 19.100 [1]. - Datang New Energy (大唐新能源) reported a stock price increase of 2%, reaching 2.650 [1]. - Xin Tian Green Energy (新天绿色能源) saw a stock price rise of approximately 1%, reaching 4.230 [1].