> 数据图表各位网友请教一下风电：陆海风出货景气度提升，收入及业绩同比高增2025-9-3风电：陆海风出货景气度提升，收入及业绩同比高增1风电板块25Q2收入945亿元，同比+35%；归母净利润55亿元，同比+22%◆ 风电板块25Q2收入945亿元，同比+34.5%，环比+54.1%；25Q2归母净利润55亿元，同比+21.5%，环比+52.3%；Q2陆海风板块出货景气度环比继续提升，带动收入和盈利能力提升。图表：风电板块2025Q2收入及利润情况（亿元，%）营业收入（亿元）归母净利润（亿元）营业收入（亿元）归母净利润（亿元）2025H1同比2025H1同比2025Q2同比环比2025Q2同比环比91221410105220819.5%-3.1%97.4%43.6%33.8%1947.6%56.8%9454371337096231134.5%54.1%50.0%81.0%22.8%34.5%74.8%80.0%50.8%30.7%43.9%26.0%33.3%43.6%-3.0%1611.2%35.5%-20.7%15-10.1%-8.5%55169663111321.5%52.3%9.5%194.6%131.3%57.7%79.4%35.9%7.5%41.6%2367.1%28.0%38.1%30.3%-6.0%24.6%-37.0%-28.6%板块名称总体整机叶片塔筒铸锻件轴承变流器、电机155831.7%678231108169411943.9%18.1%59.1%42.2%46.1%36.4%海缆运营28010.0%31-5.2%59数据来源：Wind、东吴证券研究所东吴证券能源矿产
