港股异动 |风电板块走强 广东明确出资力挺海上风电 行业景气度高企
格隆汇10月5日丨风电板块走强,龙源电力(0916.HK)涨超5%,协和新能源(0182.HK)、大唐新能源(1798.HK)涨近3%,金风科技(2208.HK)、新天绿色能源(0956.HK)等跟涨。9月28日,广东省发布《关于培育发展战略性支柱产业集群和战略性新兴产业集群的意见》及20个战略性产业集群行动计划有关情况。广东省未来5年要通过配套资金支持等扶持政策,从四方面推动形成集海上风电研发、制造、运维一体的海上风电的全产业体系,打造国内领先、具有国际竞争力的优势产业。对于风电方面,财通证券认为,短期抢装,行业高景气,中长期陆风平价、海风崛起受益于抢装,核准和开工项目规模攀升,行业景气度高企。海上风电可开发资源丰富,已装机容量基数小,且极具降本潜力,预计十四五期间海上风电地方性补贴政策有望持续,驱动行业在未来五年持续快速增长。

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