海外疫情可能影响 2020 年国内风电装机容量,从国内管控和海外供应链的角度预期 2020 年国内风电吊装容量维持在 27-28GW,约 4.5GW 装机递延至2021 年,使得 2021 年装机需求超过 30GW。近期锡盟-江苏特高压配套风电基地 7GW 全部核准,白鹤滩-江苏和浙江的特高压工程前期工作也在紧锣密鼓的推进当中,加上乌东德工程预期带动西南地区 10GW 以上的风电建设需求。近期平价风电的招标价格坚挺,2-3MW 机型中标价在 3800-3900 元之间,风机厂商毛利率将在 2020 年下半年显著提升。
(来源:国信证券 作者:方重寅,居嘉骁)
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