每經AI快訊,中信證券研報指出,風電板塊2024年盈利筑底,2025Q1淡季不淡,出貨和盈利迎增長拐點,為全年增長奠定高景氣基調。受益于國內外風電需求放量,在價格企穩回升+成本持續改善+產品和銷售結構優化等多重因素推動下,預計風電產業鏈整機、核心零部件等環節均將迎來量利齊升,且海上、海外風電市場有望引領行業增長。
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