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Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Tianfeng: The wind turbine Sector is set to undergo a value reassessment.
Tianfeng states that in the context of demand for wind power exceeding expectations, the current logic of the wind turbine industry has undergone significant changes, and the wind turbine sector will face a revaluation of its value.
Tianfeng: Price stabilization combined with profits bottoming out creates a resonance in domestic and foreign wind turbine demand.
The recovery of profitability in the wind turbine Business is a lengthy process, and it's expected that 2025 will be the year when the Industry turns a profit, with domestic demand expected to grow beyond expectations.
Research Reports on Goldwind Science& Technology: Huayuan Securities initiates a "Buy" rating for Goldwind Science& Technology, driven by both wind turbines and wind power development.
Huayuan Securities' Research Reports pointed out that Goldwind Science& Technology is the leader in China's wind turbine manufacturing, driven by both turbine production and wind power development. In 2024, performance is expected to rebound, with a net income attributable to the parent company of 1.79 billion yuan in the first three quarters, an increase of 42.14% year-on-year. In recent years, due to intensified competition and other factors, the price of complete machines and the gross margin level of complete manufacturers have continued to decline, but profitability is expected to improve in the future. Like other operators, the company also faces a shortfall issue, estimated at about 6.7-10.7 billion yuan, which is expected to be resolved, significantly alleviating the company's financial pressure. In addition, the mechanism of electricity prices is expected to prompt operators to focus more on the whole life cycle costs.
Goldwind Science&Technology (SZSE:002202) Shareholders Have Endured a 35% Loss From Investing in the Stock Three Years Ago
Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
