每經AI快訊(xun)，國融證券指出，風電招標量(liang)超預(yu)期，下(xia)半年(nian)(nian)(nian)(nian)有(you)望(wang)迎來高景氣。今(jin)年(nian)(nian)(nian)(nian)上半年(nian)(nian)(nian)(nian)風電招標量(liang)約50GW，全(quan)年(nian)(nian)(nian)(nian)有(you)望(wang)達(da)到100GW，大(da)幅超出市(shi)場預(yu)期，今(jin)年(nian)(nian)(nian)(nian)1-5月風電新增裝(zhuang)機量(liang)僅為10.8GW，主(zhu)要(yao)受到疫情和(he)季節影(ying)響(xiang)，今(jin)年(nian)(nian)(nian)(nian)上半年(nian)(nian)(nian)(nian)裝(zhuang)機量(liang)很(hen)少，全(quan)年(nian)(nian)(nian)(nian)預(yu)計可以裝(zhuang)機到50-60GW的規(gui)模，下(xia)半年(nian)(nian)(nian)(nian)有(you)望(wang)迎來裝(zhuang)機高峰。建(jian)議關(guan)注有(you)望(wang)迎來戴維(wei)斯雙擊的風電產(chan)業鏈，尤(you)其(qi)是(shi)受益于原材(cai)料價格下(xia)滑、成本壓力顯著緩解的風電零部件環(huan)節。（證券時報）