花旗指出，基于最新行业数据，认为中国风电新增装机量超出预期，全年按装机口径计算预料按年增长 38%至120GW，电网并网量亦预料突破100GW，高于该行此前预测的90GW。该行表示，憧憬风机投标 价格年内将上涨10%，预计金风的销售毛利率可从2024年的4%提升至今明两年的7%及10%，另外亦看 好市场替换需求将成新增长点。 智通财经APP获悉，金风科技(02208)涨超4%，截至发稿，涨3.85%，报7.28港元，成交额4261.21万港 元。 长城证券发布研报称，2025年1-6月，全国风电新增装机51.39GW，同比2024年同期增长98.88%；全国 风电发电量5533亿千瓦时，占全社会用电量11.43%。该行认为，随着大型化趋势和新技术的应用打开 整机发展空间，产业链零部件企业也将受益于海风建设提速和海外市场拓展的需求提振。 ...

Group 1 - The core viewpoint of the article highlights the positive outlook for the wind energy sector in China, with significant growth in new installations and generation capacity expected in the coming years [1] - According to Changcheng Securities, the new wind power installations in China for the first half of 2025 are projected to reach 51.39 GW, representing a year-on-year increase of 98.88% compared to the same period in 2024 [1] - The total wind power generation is expected to be 553.3 billion kilowatt-hours, accounting for 11.43% of the total electricity consumption in society [1] Group 2 - Citigroup has revised its forecast for China's wind power installations, now expecting a year-on-year growth of 38% to reach 120 GW for the entire year, with grid-connected capacity anticipated to exceed 100 GW, surpassing previous estimates of 90 GW [1] - The bank also predicts that turbine bidding prices will increase by 10% within the year, which could lead to an improvement in Goldwind's sales gross margin from 4% in 2024 to 7% and 10% in the following two years [1] - Additionally, the market's replacement demand is expected to become a new growth point for the industry [1]