Telegram Group & Telegram Channel
华泰证券:一季度排产高增,风电板块盈利拐点向上

华泰证券研报指出,2025年风电板块景气度提升,一季度风机及零部件排产预计高增,部分零部件可能涨价。尽管市场担忧新能源入市影响风电装机可持续性,但风电发电曲线与电力需求曲线适配,市场化交易电价受影响小,业主有望提升风电比例。同时,2025年重点海风项目开工,深远海需求增量可期,国内装机增长和产业链盈利修复看好。

媒体报道
华泰证券:2月重卡同比高增长,行业复苏信号明显 36Kr
华泰证券:一季度排产高增,风电板块盈利拐点向上 36Kr
华泰证券:2月重卡同比高增长 行业复苏信号明显 第一财经

事件追踪
2025-03-03 华泰证券:DeepEP开源有望释放推理需求,关注应用与算力
2025-01-22 华泰证券:欧洲能源转型催生大储需求 看好国内厂商出海机会
2024-12-20 华泰证券:看好降息预期下煤炭板块的红利逻辑演绎
2024-12-13 华泰证券展望2025年锂电板块:聚焦主产业链周期向上和新技术
2024-12-02 华泰证券:2025交运板块推荐三条主线
2024-07-23 华泰证券:新政后房地产市场有所改善,关注持续性
2024-07-09 华泰证券:稀土价格短期寻底,长期供需改善
2024-06-21 华泰证券:近期家电板块估值经历回调后性价比突出
2023-11-30 华泰证券:供给扰动和低温天气支撑新年前煤价
2023-11-23 华泰证券:预计短期电商快递价格环比回升,中长期看好龙头个股盈利中枢上移

#热门话题



tg-me.com/readhub_cn/247241
Create:
Last Update:

华泰证券:一季度排产高增,风电板块盈利拐点向上

华泰证券研报指出,2025年风电板块景气度提升,一季度风机及零部件排产预计高增,部分零部件可能涨价。尽管市场担忧新能源入市影响风电装机可持续性,但风电发电曲线与电力需求曲线适配,市场化交易电价受影响小,业主有望提升风电比例。同时,2025年重点海风项目开工,深远海需求增量可期,国内装机增长和产业链盈利修复看好。

媒体报道
华泰证券:2月重卡同比高增长,行业复苏信号明显 36Kr
华泰证券:一季度排产高增,风电板块盈利拐点向上 36Kr
华泰证券:2月重卡同比高增长 行业复苏信号明显 第一财经

事件追踪
2025-03-03 华泰证券:DeepEP开源有望释放推理需求,关注应用与算力
2025-01-22 华泰证券:欧洲能源转型催生大储需求 看好国内厂商出海机会
2024-12-20 华泰证券:看好降息预期下煤炭板块的红利逻辑演绎
2024-12-13 华泰证券展望2025年锂电板块:聚焦主产业链周期向上和新技术
2024-12-02 华泰证券:2025交运板块推荐三条主线
2024-07-23 华泰证券:新政后房地产市场有所改善,关注持续性
2024-07-09 华泰证券:稀土价格短期寻底,长期供需改善
2024-06-21 华泰证券:近期家电板块估值经历回调后性价比突出
2023-11-30 华泰证券:供给扰动和低温天气支撑新年前煤价
2023-11-23 华泰证券:预计短期电商快递价格环比回升,中长期看好龙头个股盈利中枢上移

#热门话题

BY Readhub


Warning: Undefined variable $i in /var/www/tg-me/post.php on line 283

Share with your friend now:
tg-me.com/readhub_cn/247241

View MORE
Open in Telegram


Readhub Telegram | DID YOU KNOW?

Date: |

How Does Telegram Make Money?

Telegram is a free app and runs on donations. According to a blog on the telegram: We believe in fast and secure messaging that is also 100% free. Pavel Durov, who shares our vision, supplied Telegram with a generous donation, so we have quite enough money for the time being. If Telegram runs out, we will introduce non-essential paid options to support the infrastructure and finance developer salaries. But making profits will never be an end-goal for Telegram.

Tata Power whose core business is to generate, transmit and distribute electricity has made no money to investors in the last one decade. That is a big blunder considering it is one of the largest power generation companies in the country. One of the reasons is the company's huge debt levels which stood at ₹43,559 crore at the end of March 2021 compared to the company’s market capitalisation of ₹44,447 crore.

Readhub from us


Telegram Readhub
FROM USA