全球海上风电巨头沃旭能源股价暴跌 30%，配股融资引发市场震荡

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

全球海上风电巨头沃旭能源股价暴跌 30%，配股融资引发市场震荡

2025-08-13 18:02:03 来源：北方有色网责任编辑：王欣悦

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当地时间8月11日，全球海上风电行业的领军企业沃旭能源(Ørsted)遭遇了一场资本市场的“暴风雨”，其股价在当日交易中单日暴跌近30%，引发了全球能源市场的广泛关注。这场股价的剧烈波动，源于公司上周宣布的一项大规模配股融资计划，沃旭能源计划通过配股筹集高达600亿丹麦克朗(约合人民币670.5亿元)的巨额资金。

沃旭能源首席执行官拉斯穆斯・埃尔博(RasmusElba)在面对这一市场反应时表示，面对美国海上风电监管环境的高度不确定性，实施此次配股是公司及其利益相关者所能做出的最佳选择。他进一步强调，此次融资的核心目的是为了强化公司的资本结构，确保在2025年至2027年这一关键时期内，公司能够维持财务上的稳健状态，从而有力支持公司规划中的8.1吉瓦海上风电项目的顺利交付。

在市场剧烈反应的背后，隐藏着投资者对沃旭能源乃至整个海上风电行业所面临严峻挑战的深深担忧。近年来，沃旭能源如同在波涛汹涌的大海中航行的巨轮，持续遭受着供应链成本飙升和利率攀升等多重风暴的冲击。这些不利因素使得公司不得不做出艰难决策，被迫终止了多个大型海上风电项目。

今年5月，沃旭能源宣布放弃开发位于北海的装机容量达2.4吉瓦的Hornsea4项目，该项目原本是全球正在开发的最大海上风电场之一。这一决定预计将给公司带来35亿丹麦克朗至45亿丹麦克朗的损失。而更早之前，在2023年10月，公司就已决定停止开发美国的OceanWind1和2海上风电项目，并将项目失败归咎于关键供应商的延误。这一事件直接导致公司高达284亿丹麦克朗的资产减记，当时便引发了公司股价单日暴跌26%的惨状。

值得重点关注的是，自特朗普今年年初上任以来，美国政府对海上风电产业的态度日趋强硬。1月20日就职当日，特朗普即宣布暂停海上风电项目租赁，这一消息犹如一颗重磅炸弹，瞬间导致沃旭股价暴跌17%。随后在4月，特朗普政府进一步叫停了已获全面批准的纽约州一处海上风电场建设，这一举措无疑是雪上加霜，进一步加剧了整个行业的不确定性。

面对此次配股计划，丹麦政府作为沃旭能源持有50.1%多数股份的大股东，已明确表示将按比例认购其应得份额。此外，现有股东或其他符合条件的投资者未通过行使优先权而认购的任何股票，均由摩根士丹利公司全额承保，以确保此次融资计划的顺利实施。

尽管沃旭能源首席执行官埃尔博强调欧洲海上风电市场的长期基本面依然强劲，但不可否认的是，宏观经济压力、持续的供应链挑战以及美国市场的不利发展，已使沃旭能源乃至整个风电行业陷入了更加艰难的境地。未来，沃旭能源能否凭借此次配股成功“渡劫”，在困境中重塑辉煌，整个行业又将如何应对这一系列挑战，值得市场持续关注。

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全球海上风电巨头沃旭能源股价暴跌 30%，配股融资引发市场震荡

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