风电新增装机量超出预期
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金风科技涨超4% 花旗认为国内风电新增装机量超出预期 公司销售毛利率将受益风电投标
Zhi Tong Cai Jing· 2025-08-01 02:33
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]