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板块异动 | 我国最大单机容量海风项目建成投运 风电概念股异动拉升

Sector changes | China's largest stand-alone capacity Haifeng project completed and put into operation, wind power concept stock changes rose

Zhitong Finance ·  12/30/2022 10:22

智通财经APP获悉,12月30日,受海风投资提速带来巨大投资机会消息影响,A股风电概念股异动拉升,截至发稿,积成电子(002339.SZ)涨停,禾望电气(603063.SH)、新风光(688663.SH)、金雷股份(300443.SZ)、龙源技术(300105.SZ)、天顺风能(002531.SZ)、天能重工(300569.SZ)等股拉升上涨。

据媒体报道:随着最后一台风机并网发电,国家电力投资集团揭阳神泉二海上风电项目实现全容量并网,标志着我国商用最大单机容量海上风电场建成投运。据介绍,揭阳神泉二海上风电场采用的11兆瓦风机,是目前我国商用单台功率最大的风机。

机构分析指:仅考虑0—50米海深、平均风功率密度大于300瓦/平方米区域的开发面积,我国海上风电装机容量可达到3009GW。而截止2021年,我国海上风电累计装机仅26GW,占比不到1%,剩余开发空间巨大。2022-2025年海上风电新增装机分别为6.5/10.5/12/15GW,年均复合增长率32%,海风发展显著快于陆风。

Risk disclosure: The above content only represents the opinion of the authors or guests, and does not represent any positions of Futu or constitute any investment advice on the part of Futu. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers where necessary. Futu makes every effort to verify the authenticity, accuracy, and originality of the above content, but does not make any guarantees or promises.

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