No Data
No Data
Goldwind Science & Technology (02208) provides guarantees for its subsidiary Goldwind New Energy South Africa.
Goldwind Science& Technology (02208) announced that its wholly-owned subsidiary Goldwind International Holdings (Hong Kong) Limited (hereinafter referred to as...
[Brokerage Focus] Citigroup: Chinese wind turbine generator manufacturers benefiting from sales growth.
Kingwu Financial News | Recent research reports from Citigroup pointed out that chinese wind turbine generator (WTG) manufacturers will significantly benefit from sales growth in 2024. With the continuous growth of China's wind power installations, it is expected to achieve a year-on-year growth of 19-32% in 2024, reaching 90-100GW, including 8-10GW of offshore wind power. In addition, the market price of Chinese WTG has reached a bottom, with a slight increase of 100-200 yuan per kilowatt recently, and the export volume of WTG increased by 60% year-on-year in 2023, reaching 3.7GW. The growth momentum is expected to continue in 2024.
Hong Kong stocks movement | Wind power shares surged during trading. In the first three quarters, the domestic wind power bidding volume was obviously significant, and overseas demand resonated and expanded.
Wind power stocks rose during the trading session. As of the time of publication, Goldwind Science& Technology (02208) increased by 4.35% to HKD 6.24; China Longyuan (00916) rose by 3% to HKD 6.87; China Suntien (00956) rose by 2.68% to HKD 3.45; Datang Renew (01798) rose by 1.99% to HKD 2.05.
[Brokerage Focus] Zhongtai International: Key domestic offshore wind projects are gradually starting construction, and the wind power sector is expected to see a recovery in both volume and price.
Kingold financial information | Zhongtai International issued a research report, indicating that wind power demand is gradually increasing, and is expected to usher in a recovery in both volume and price. Recently, the UK's East Anglia 2 offshore wind project has completed the procurement of core equipment such as offshore wind turbines and monopile foundations. The UK Prime Minister has proposed temporary subsidies for offshore wind developers investing in industrial centers, coastal areas, and oil & gas communities in the UK. Turkey has launched a 5GW offshore wind development roadmap for 2035, with optimism in the overseas offshore wind sector. Key domestic offshore wind projects are gradually commencing construction, with promising prospects for next year. The 2.65GW project in Jiangsu has made significant progress, and clear information on the start of construction within the year is available, including Fan Shi One.
No more 'selling by the catty'! Wind power self-discipline convention 'full moon' industry chain companies see the dawn.
① One month after signing the industry self-discipline convention, several recent projects have been awarded to bidders who did not offer the lowest price, and the bidding party has begun to modify the rules, indicating that the wind power industry is showing signs of breaking away from intense competition; ② Industry insiders indicate that all links of the wind power industry chain still need to continue making efforts, considering the economic benefits generated throughout the entire lifecycle rather than short-term costs, solidifying the results of breaking out of the intense competition.
Goldwind Science&Technology Co., Ltd. (SZSE:002202) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
No Data
No Data