该行指出，截至2024年9月30日，公司在手订单44.28GW，其中海外5.5GW。2024全年国内海风出货量1GW，2025年将达到2GW；国际业务方面，2024全年4GW订单，实际执行交付3GW，2025年会超过5GW。公司指引2024全年公司风机出货量18-20GW，受益公司国际和海上风机出货量高增长，预计2025年公司风机出货量将保持持续增长。Goldwind Science& Technology (02208) rose over 4%, as of the time of writing, it increased by 4.34%, trading at 6.49 Hong Kong dollars, with a transaction amount of 40.5351 million Hong Kong dollars.
According to Zhituo Finance APP, Goldwind Science& Technology (02208) rose over 4%, as of the time of publication, increasing by 4.34% to HKD 6.49, with a trading volume of 40.5351 million HKD.
In terms of news, Guoyuan International pointed out that Goldwind Science& Technology's consolidated gross margin for January to September 2024 is 16.43%, and it is expected that the overall gross margin for the entire year of 2024 will exceed 16%; among which, the gross margin for domestic units from January to September increased by over 5% year-on-year, and it is expected that the gross margin for domestic units in 2024 will reach 3% (down from -6.5% for the whole of 2023). If we include offshore units (currently with a gross margin of 10% or above), the overall gross margin for the entire year of 2024 is expected to reach 6%, and there is hope for further enhancement to 8% in 2025. Meanwhile, the average gross margin for the company's international units is over 12%. As the delivery ratio for international and offshore units increases, along with the rising proportion of high-speed models leading to cost reductions, the overall gross margin for units is expected to continue improving in 2025.
The institution pointed out that as of September 30, 2024, the company has orders on hand of 44.28GW, of which 5.5GW are overseas. The domestic offshore wind shipment volume for 2024 is 1GW, which will reach 2GW in 2025; regarding international business, there are 4GW of orders for the whole year of 2024, with 3GW expected for actual delivery, and it will exceed 5GW in 2025. The company guides that the total shipment volume of wind turbines for the entire year of 2024 will be 18-20GW, benefiting from the high growth of the company’s international and offshore wind turbine shipment volumes, and it is anticipated that the company's wind turbine shipment volume will continue to grow steadily in 2025.
