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中国迈进三航母时代

“反内卷”浪潮后，风电行业开启盈利复苏周期_蜘蛛资讯网

特朗普中断多边会晤致电普京

，预计“十五五”规划期间，年均新增装机容量将超过110GW，2028-2030年期间可达到约120GW。摩根士丹利上调中国风电行业评级，其认为反内卷努力后板块或迎来复苏。据追风交易台消息，摩根士丹利在最新研究报告中指出，经过近三年的下行周期后，中国风电价值链通过行业自律成功实现了反内卷，在2025年初实现了价格和整体盈利能力的转机。该投行预计国内风电装机需求将保持韧性，并看好关键零部件供应商和海缆

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