Goldwind Science& Technology (02208) is now up more than 5%. As of press time, it is up 5.19% to HKD 3.65, with a turnover of HKD 24.0149 million.
Zhongtong Caijing APP learned that Goldwind Science& Technology (02208) is now up more than 5%. As of press time, it is up 5.19% to HKD 3.65, with a turnover of HKD 24.0149 million.
China Great Wall Securities pointed out that with the release of the guidance opinions for energy work by the National Energy Administration and the announcement of the list of key projects of offshore wind power in coastal provinces, the construction of offshore wind power in Jiangsu is about to start, and the Guangdong offshore flexible and straight transmission project has been approved, which drives the prosperity of China's offshore wind power market. The tower and pile segment of the industry chain are expected to directly benefit, followed by the cable segment. Component companies in the industry chain will also benefit from the accelerated construction of offshore wind power and the demand for overseas market expansion, opening up development space for complete sets of equipment and components companies with large scale and new technologies.
Guosen Securities pointed out that Jiangsu Guoxin Dafeng Offshore Wind Power Project is the first batch of cost-competitive offshore wind power projects in Jiangsu Province this year, and the commencement of the project also marks the second phase of centralized construction of offshore wind power during the "14th Five-Year Plan" period in China. At present, the domestic offshore wind power market is gathering momentum, and it is expected that the company's delivery of offshore wind turbines will achieve high-speed growth in 2024. Looking ahead, the company will fully benefit from the growth of the emerging market wind power demand and the cost reduction effect brought about by the switch of its own technology route.