位置：中游情绪：利好参考度：4/10
机构指出，2026年国内风电装机或延续高景气，海风装机贡献度有望提升。考虑2025年风机招标量维持高位，叠加近9GW已开工未并网海风项目，预计2026年国内新增装机130GW，其中陆风120GW、海风10GW。
中信证券分析认为，风电凭借显著经济性优势，已成为绿色燃料项目、数据中心绿电供电的主流选择。在绿色燃料制备与数据中心绿电供给的双重刚性高增长需求驱动下，预计...
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