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风电股普涨 金风科技涨超5% 瑞风新能源涨超3% 风电装机高景气
Ge Long Hui· 2025-12-23 02:29
Core Viewpoint - The Hong Kong wind power stocks are experiencing significant activity, with notable increases in share prices for several companies, driven by positive industry outlook and government support for renewable energy growth [1][2]. Group 1: Market Performance - Goldwind Technology (金风科技) shares rose by 5.21% to 14.530 HKD [2] - Dongfang Electric (东方电气) shares increased by 3.59% to 24.840 HKD [2] - Ruifeng New Energy (瑞风新能源) shares climbed by 3.33% to 0.620 HKD [2] - Jingneng Clean Energy (京能清洁能源) shares went up by 1.29% to 2.360 HKD [2] - Longyuan Power (龙源电力) shares saw a 0.90% increase to 6.750 HKD [2] Group 2: Industry Outlook - The National Energy Administration's Deputy Director, Gui Xiaoyang, stated that China's wind and solar installed capacity needs to grow by approximately 200 million kilowatts annually over the next decade, maintaining a high growth rate from an already substantial base [1] - Zheshang Securities noted that domestic land wind bidding prices are continuously recovering, with bidding volumes remaining high [1] - Global long-term demand for wind power is expected to grow steadily, with traditional installation regions being China, Europe, and the Americas, while Latin America, the Middle East, India, and other Asia-Pacific regions are experiencing rapid growth [1] - The firm forecasts that global new wind power installations could reach 186.2 GW in 2026, representing a year-on-year growth of 14.0% [1]